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Gaming & Leisure Properties, Inc.(GLPI)与Royalty Pharma plc(RPRX)财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍($622.0M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 34.4%,领先22.6%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 4.8%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 4.6%)
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
GLPI vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.5倍
$420.0M
营收增速更快
GLPI
高出1.5%
4.8%
净利率更高
GLPI
高出22.6%
34.4%
两年增速更快
GLPI
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $622.0M |
| 净利润 | $239.4M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 62.4% |
| 净利率 | 57.0% | 34.4% |
| 营收同比 | 6.3% | 4.8% |
| 净利润同比 | 40.5% | 2.9% |
| 每股收益(稀释后) | — | $0.49 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
GLPI
RPRX
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $622.0M | ||
| Q3 25 | $397.6M | $609.3M | ||
| Q2 25 | $394.9M | $578.7M | ||
| Q1 25 | $395.2M | $568.2M | ||
| Q4 24 | $389.6M | $593.6M | ||
| Q3 24 | $385.3M | $564.7M | ||
| Q2 24 | $380.6M | $537.3M |
净利润
GLPI
RPRX
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $214.2M | ||
| Q3 25 | $241.2M | $288.2M | ||
| Q2 25 | $151.4M | $30.2M | ||
| Q1 25 | $165.2M | $238.3M | ||
| Q4 24 | $223.6M | $208.2M | ||
| Q3 24 | $184.7M | $544.0M | ||
| Q2 24 | $208.3M | $102.0M |
营业利润率
GLPI
RPRX
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 62.4% | ||
| Q3 25 | 84.8% | 70.1% | ||
| Q2 25 | 61.3% | 36.3% | ||
| Q1 25 | 65.5% | 94.0% | ||
| Q4 24 | 79.1% | 60.9% | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 77.1% | 50.2% |
净利率
GLPI
RPRX
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 34.4% | ||
| Q3 25 | 60.7% | 47.3% | ||
| Q2 25 | 38.4% | 5.2% | ||
| Q1 25 | 41.8% | 41.9% | ||
| Q4 24 | 57.4% | 35.1% | ||
| Q3 24 | 47.9% | 96.3% | ||
| Q2 24 | 54.7% | 19.0% |
每股收益(稀释后)
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.49 | ||
| Q3 25 | $0.85 | $0.67 | ||
| Q2 25 | $0.54 | $0.07 | ||
| Q1 25 | $0.60 | $0.55 | ||
| Q4 24 | $0.79 | $0.46 | ||
| Q3 24 | $0.67 | $1.21 | ||
| Q2 24 | $0.77 | $0.23 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $274.5M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $5.0B | $9.7B |
| 总资产 | $13.8B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
RPRX
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $938.9M | ||
| Q2 25 | — | $631.9M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $560.8M | $929.0M | ||
| Q3 24 | $560.8M | $950.1M | ||
| Q2 24 | $560.8M | $1.8B |
总债务
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $9.0B | ||
| Q3 25 | $7.2B | $8.9B | ||
| Q2 25 | $6.9B | $8.0B | ||
| Q1 25 | $6.9B | $7.6B | ||
| Q4 24 | $7.7B | $7.6B | ||
| Q3 24 | $7.4B | $7.6B | ||
| Q2 24 | $6.6B | $7.6B |
股东权益
GLPI
RPRX
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $9.7B | ||
| Q3 25 | $4.6B | $9.6B | ||
| Q2 25 | $4.6B | $9.5B | ||
| Q1 25 | $4.2B | $9.8B | ||
| Q4 24 | $4.3B | $10.3B | ||
| Q3 24 | $4.3B | $10.3B | ||
| Q2 24 | $4.1B | $9.8B |
总资产
GLPI
RPRX
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $19.6B | ||
| Q3 25 | $12.8B | $19.3B | ||
| Q2 25 | $12.5B | $18.3B | ||
| Q1 25 | $12.1B | $17.6B | ||
| Q4 24 | $13.1B | $18.2B | ||
| Q3 24 | $12.7B | $18.0B | ||
| Q2 24 | $11.8B | $17.7B |
负债/权益比
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.92× | ||
| Q3 25 | 1.57× | 0.93× | ||
| Q2 25 | 1.51× | 0.84× | ||
| Q1 25 | 1.63× | 0.78× | ||
| Q4 24 | 1.81× | 0.74× | ||
| Q3 24 | 1.74× | 0.74× | ||
| Q2 24 | 1.60× | 0.78× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $827.1M | ||
| Q3 25 | $240.3M | $702.6M | ||
| Q2 25 | $293.4M | $364.0M | ||
| Q1 25 | $252.5M | $596.1M | ||
| Q4 24 | $1.1B | $742.5M | ||
| Q3 24 | $270.4M | $703.6M | ||
| Q2 24 | $252.1M | $658.2M |
自由现金流
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率
GLPI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 3.86× | ||
| Q3 25 | 1.00× | 2.44× | ||
| Q2 25 | 1.94× | 12.06× | ||
| Q1 25 | 1.53× | 2.50× | ||
| Q4 24 | 4.80× | 3.57× | ||
| Q3 24 | 1.46× | 1.29× | ||
| Q2 24 | 1.21× | 6.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
GLPI
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |