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Gaming & Leisure Properties, Inc.(GLPI)与永利度假村有限公司(RRR)财务数据对比。点击上方公司名可切换其他公司
永利度假村有限公司的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍($507.3M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 16.3%,领先40.7%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 1.9%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 2.1%)
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。
永利度假村有限公司是总部位于美国内华达州帕拉代斯的上市企业,专注于高端酒店与赌场的开发及运营。公司由前梦幻度假村集团董事长兼首席执行官史蒂夫·永利于2002年创立,现任首席执行官为克雷格·比林斯,截至2020年共开发了6处物业。
GLPI vs RRR — 直观对比
营收规模更大
RRR
是对方的1.2倍
$420.0M
营收增速更快
GLPI
高出4.4%
1.9%
净利率更高
GLPI
高出40.7%
16.3%
两年增速更快
GLPI
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $507.3M |
| 净利润 | $239.4M | $82.7M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 28.3% |
| 净利率 | 57.0% | 16.3% |
| 营收同比 | 6.3% | 1.9% |
| 净利润同比 | 40.5% | -3.8% |
| 每股收益(稀释后) | — | $0.73 |
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
RRR
| Q1 26 | $420.0M | $507.3M | ||
| Q4 25 | $407.0M | $511.8M | ||
| Q3 25 | $397.6M | $475.6M | ||
| Q2 25 | $394.9M | $526.3M | ||
| Q1 25 | $395.2M | $497.9M | ||
| Q4 24 | $389.6M | $495.7M | ||
| Q3 24 | $385.3M | $468.0M | ||
| Q2 24 | $380.6M | $486.4M |
净利润
GLPI
RRR
| Q1 26 | $239.4M | $82.7M | ||
| Q4 25 | $275.4M | $44.7M | ||
| Q3 25 | $241.2M | $42.3M | ||
| Q2 25 | $151.4M | $56.4M | ||
| Q1 25 | $165.2M | $44.7M | ||
| Q4 24 | $223.6M | $46.6M | ||
| Q3 24 | $184.7M | $29.0M | ||
| Q2 24 | $208.3M | $35.7M |
营业利润率
GLPI
RRR
| Q1 26 | 79.4% | 28.3% | ||
| Q4 25 | 89.3% | 28.1% | ||
| Q3 25 | 84.8% | 27.6% | ||
| Q2 25 | 61.3% | 31.9% | ||
| Q1 25 | 65.5% | 31.0% | ||
| Q4 24 | 79.1% | 28.7% | ||
| Q3 24 | 70.4% | 27.9% | ||
| Q2 24 | 77.1% | 28.8% |
净利率
GLPI
RRR
| Q1 26 | 57.0% | 16.3% | ||
| Q4 25 | 67.6% | 8.7% | ||
| Q3 25 | 60.7% | 8.9% | ||
| Q2 25 | 38.4% | 10.7% | ||
| Q1 25 | 41.8% | 9.0% | ||
| Q4 24 | 57.4% | 9.4% | ||
| Q3 24 | 47.9% | 6.2% | ||
| Q2 24 | 54.7% | 7.3% |
每股收益(稀释后)
GLPI
RRR
| Q1 26 | — | $0.73 | ||
| Q4 25 | $0.96 | $0.74 | ||
| Q3 25 | $0.85 | $0.68 | ||
| Q2 25 | $0.54 | $0.95 | ||
| Q1 25 | $0.60 | $0.75 | ||
| Q4 24 | $0.79 | $0.78 | ||
| Q3 24 | $0.67 | $0.48 | ||
| Q2 24 | $0.77 | $0.59 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | — |
| 总资产 | $13.8B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
RRR
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $142.5M | ||
| Q3 25 | — | $129.8M | ||
| Q2 25 | — | $145.2M | ||
| Q1 25 | — | $150.6M | ||
| Q4 24 | $560.8M | $164.4M | ||
| Q3 24 | $560.8M | $117.5M | ||
| Q2 24 | $560.8M | $136.4M |
总债务
GLPI
RRR
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $3.4B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $3.4B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
RRR
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $208.3M | ||
| Q3 25 | $4.6B | $219.6M | ||
| Q2 25 | $4.6B | $203.4M | ||
| Q1 25 | $4.2B | $247.1M | ||
| Q4 24 | $4.3B | $215.1M | ||
| Q3 24 | $4.3B | $175.5M | ||
| Q2 24 | $4.1B | $159.0M |
总资产
GLPI
RRR
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.2B | ||
| Q3 25 | $12.8B | $4.1B | ||
| Q2 25 | $12.5B | $4.0B | ||
| Q1 25 | $12.1B | $4.1B | ||
| Q4 24 | $13.1B | $4.0B | ||
| Q3 24 | $12.7B | $4.0B | ||
| Q2 24 | $11.8B | $4.0B |
负债/权益比
GLPI
RRR
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 16.30× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 15.84× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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
RRR
| Casino | $340.5M | 67% |
| Food and beverage | $90.3M | 18% |
| Room | $45.5M | 9% |
| Other | $26.2M | 5% |
| Native American management and development fees | $4.7M | 1% |