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Gaming & Leisure Properties, Inc.（GLPI）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是Revolve Group, Inc.的1.3倍（$420.0M vs $324.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 5.7%，领先51.3%），Revolve Group, Inc.同比增速更快（10.4% vs 6.3%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 5.0%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
GLPI vs RVLV — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$324.4M
营收增速更快
RVLV
高出4.2%
6.3%
净利率更高
GLPI
高出51.3%
5.7%
两年增速更快
RVLV
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $324.4M |
| 净利润 | $239.4M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 79.4% | 6.3% |
| 净利率 | 57.0% | 5.7% |
| 营收同比 | 6.3% | 10.4% |
| 净利润同比 | 40.5% | 50.4% |
| 每股收益（稀释后） | — | $0.27 |
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GLPIRVLV
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $324.4M | ||
| Q3 25 | $397.6M | $295.6M | ||
| Q2 25 | $394.9M | $309.0M | ||
| Q1 25 | $395.2M | $296.7M | ||
| Q4 24 | $389.6M | $293.7M | ||
| Q3 24 | $385.3M | $283.1M | ||
| Q2 24 | $380.6M | $282.5M |
净利润GLPIRVLV
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $18.6M | ||
| Q3 25 | $241.2M | $21.2M | ||
| Q2 25 | $151.4M | $10.2M | ||
| Q1 25 | $165.2M | $11.8M | ||
| Q4 24 | $223.6M | $12.3M | ||
| Q3 24 | $184.7M | $11.0M | ||
| Q2 24 | $208.3M | $15.4M |
毛利率GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率GLPIRVLV
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 6.3% | ||
| Q3 25 | 84.8% | 7.1% | ||
| Q2 25 | 61.3% | 5.8% | ||
| Q1 25 | 65.5% | 5.0% | ||
| Q4 24 | 79.1% | 3.9% | ||
| Q3 24 | 70.4% | 5.0% | ||
| Q2 24 | 77.1% | 5.8% |
净利率GLPIRVLV
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 5.7% | ||
| Q3 25 | 60.7% | 7.2% | ||
| Q2 25 | 38.4% | 3.3% | ||
| Q1 25 | 41.8% | 4.0% | ||
| Q4 24 | 57.4% | 4.2% | ||
| Q3 24 | 47.9% | 3.9% | ||
| Q2 24 | 54.7% | 5.4% |
每股收益（稀释后）GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.27 | ||
| Q3 25 | $0.85 | $0.29 | ||
| Q2 25 | $0.54 | $0.14 | ||
| Q1 25 | $0.60 | $0.16 | ||
| Q4 24 | $0.79 | $0.18 | ||
| Q3 24 | $0.67 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $512.5M |
| 总资产 | $13.8B | $765.0M |
| 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GLPIRVLV
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | $560.8M | $256.6M | ||
| Q3 24 | $560.8M | $252.8M | ||
| Q2 24 | $560.8M | $244.7M |
总债务GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIRVLV
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $512.5M | ||
| Q3 25 | $4.6B | $490.2M | ||
| Q2 25 | $4.6B | $468.6M | ||
| Q1 25 | $4.2B | $453.4M | ||
| Q4 24 | $4.3B | $437.8M | ||
| Q3 24 | $4.3B | $420.8M | ||
| Q2 24 | $4.1B | $405.8M |
总资产GLPIRVLV
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $765.0M | ||
| Q3 25 | $12.8B | $751.3M | ||
| Q2 25 | $12.5B | $722.9M | ||
| Q1 25 | $12.1B | $713.9M | ||
| Q4 24 | $13.1B | $665.5M | ||
| Q3 24 | $12.7B | $670.9M | ||
| Q2 24 | $11.8B | $657.8M |
负债/权益比GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-10.2M | ||
| Q3 25 | $240.3M | $11.8M | ||
| Q2 25 | $293.4M | $12.6M | ||
| Q1 25 | $252.5M | $45.1M | ||
| Q4 24 | $1.1B | $3.9M | ||
| Q3 24 | $270.4M | $9.1M | ||
| Q2 24 | $252.1M | $-24.7M |
自由现金流GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $183.0M | $7.5M | ||
| Q2 25 | $272.3M | $10.4M | ||
| Q1 25 | $239.6M | $43.4M | ||
| Q4 24 | $1.1B | $2.1M | ||
| Q3 24 | $261.5M | $8.0M | ||
| Q2 24 | $245.0M | $-25.7M |
自由现金流率GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | 46.0% | 2.5% | ||
| Q2 25 | 69.0% | 3.4% | ||
| Q1 25 | 60.6% | 14.6% | ||
| Q4 24 | 275.3% | 0.7% | ||
| Q3 24 | 67.9% | 2.8% | ||
| Q2 24 | 64.4% | -9.1% |
资本支出强度GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 14.4% | 1.5% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 2.3% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% |
现金转化率GLPIRVLV
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | -0.55× | ||
| Q3 25 | 1.00× | 0.56× | ||
| Q2 25 | 1.94× | 1.24× | ||
| Q1 25 | 1.53× | 3.82× | ||
| Q4 24 | 4.80× | 0.32× | ||
| Q3 24 | 1.46× | 0.83× | ||
| Q2 24 | 1.21× | -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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
