vs
Gaming & Leisure Properties, Inc.（GLPI）与RAYONIER ADVANCED MATERIALS INC.（RYAM）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RAYONIER ADVANCED MATERIALS INC.的1.0倍（$420.0M vs $417.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -5.0%，领先62.0%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -1.2%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.8%）
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。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
GLPI vs RYAM — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $417.5M |
| 净利润 | $239.4M | $-21.1M |
| 毛利率 | — | 8.9% |
| 营业利润率 | 79.4% | 2.6% |
| 净利率 | 57.0% | -5.0% |
| 营收同比 | 6.3% | -1.2% |
| 净利润同比 | 40.5% | -31.9% |
| 每股收益（稀释后） | — | $-0.33 |
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
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $417.5M | ||
| Q3 25 | $397.6M | $352.8M | ||
| Q2 25 | $394.9M | $340.0M | ||
| Q1 25 | $395.2M | $356.0M | ||
| Q4 24 | $389.6M | $422.5M | ||
| Q3 24 | $385.3M | $401.1M | ||
| Q2 24 | $380.6M | $419.0M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-21.1M | ||
| Q3 25 | $241.2M | $-4.5M | ||
| Q2 25 | $151.4M | $-363.2M | ||
| Q1 25 | $165.2M | $-32.0M | ||
| Q4 24 | $223.6M | $-16.0M | ||
| Q3 24 | $184.7M | $-32.6M | ||
| Q2 24 | $208.3M | $11.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | 11.5% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 2.6% | ||
| Q3 25 | 84.8% | 2.8% | ||
| Q2 25 | 61.3% | -0.4% | ||
| Q1 25 | 65.5% | -4.2% | ||
| Q4 24 | 79.1% | 2.6% | ||
| Q3 24 | 70.4% | -4.2% | ||
| Q2 24 | 77.1% | 6.7% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -5.0% | ||
| Q3 25 | 60.7% | -1.3% | ||
| Q2 25 | 38.4% | -106.8% | ||
| Q1 25 | 41.8% | -9.0% | ||
| Q4 24 | 57.4% | -3.8% | ||
| Q3 24 | 47.9% | -8.1% | ||
| Q2 24 | 54.7% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.33 | ||
| Q3 25 | $0.85 | $-0.07 | ||
| Q2 25 | $0.54 | $-5.44 | ||
| Q1 25 | $0.60 | $-0.49 | ||
| Q4 24 | $0.79 | $-0.25 | ||
| Q3 24 | $0.67 | $-0.49 | ||
| Q2 24 | $0.77 | $0.17 |
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 | $75.4M |
| 总债务越低越好 | — | $758.1M |
| 股东权益账面价值 | $5.0B | $316.6M |
| 总资产 | $13.8B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 2.39× |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $75.4M | ||
| Q3 25 | — | $77.0M | ||
| Q2 25 | — | $70.7M | ||
| Q1 25 | — | $129.9M | ||
| Q4 24 | $560.8M | $125.2M | ||
| Q3 24 | $560.8M | $136.1M | ||
| Q2 24 | $560.8M | $114.1M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $758.1M | ||
| Q3 25 | $7.2B | $763.5M | ||
| Q2 25 | $6.9B | $720.4M | ||
| Q1 25 | $6.9B | $707.0M | ||
| Q4 24 | $7.7B | $706.4M | ||
| Q3 24 | $7.4B | $747.7M | ||
| Q2 24 | $6.6B | $752.8M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $316.6M | ||
| Q3 25 | $4.6B | $338.2M | ||
| Q2 25 | $4.6B | $342.3M | ||
| Q1 25 | $4.2B | $688.1M | ||
| Q4 24 | $4.3B | $713.9M | ||
| Q3 24 | $4.3B | $732.7M | ||
| Q2 24 | $4.1B | $755.1M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.2B | ||
| Q2 24 | $11.8B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 2.39× | ||
| Q3 25 | 1.57× | 2.26× | ||
| Q2 25 | 1.51× | 2.10× | ||
| Q1 25 | 1.63× | 1.03× | ||
| Q4 24 | 1.81× | 0.99× | ||
| Q3 24 | 1.74× | 1.02× | ||
| Q2 24 | 1.60× | 1.00× |
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 | — | $32.3M |
| 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 | — | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $32.3M | ||
| Q3 25 | $240.3M | $-17.8M | ||
| Q2 25 | $293.4M | $-30.2M | ||
| Q1 25 | $252.5M | $39.6M | ||
| Q4 24 | $1.1B | $54.9M | ||
| Q3 24 | $270.4M | $49.8M | ||
| Q2 24 | $252.1M | $87.6M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 7.69× |
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
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
