vs
Gaming & Leisure Properties, Inc.（GLPI）与SentinelOne, Inc.（S）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SentinelOne, Inc.的1.6倍（$420.0M vs $258.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -23.3%，领先80.3%），SentinelOne, Inc.同比增速更快（22.9% vs 6.3%）
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。
SentinelOne是总部位于美国加利福尼亚州山景城的纽交所上市网络安全企业，2013年成立，CEO为托默·魏因加滕，全球约有2800名员工，在五座城市设有办公点。公司依托机器学习技术监控个人电脑、物联网设备及云工作负载，提供专业网络安全防护服务。
GLPI vs S — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$258.9M
营收增速更快
S
高出16.6%
6.3%
净利率更高
GLPI
高出80.3%
-23.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $258.9M |
| 净利润 | $239.4M | $-60.3M |
| 毛利率 | — | 73.8% |
| 营业利润率 | 79.4% | -28.3% |
| 净利率 | 57.0% | -23.3% |
| 营收同比 | 6.3% | 22.9% |
| 净利润同比 | 40.5% | 23.1% |
| 每股收益（稀释后） | — | $-0.18 |
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GLPIS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $258.9M | ||
| Q3 25 | $397.6M | $242.2M | ||
| Q2 25 | $394.9M | $229.0M | ||
| Q1 25 | $395.2M | — | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | — | ||
| Q2 24 | $380.6M | — |
净利润GLPIS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-60.3M | ||
| Q3 25 | $241.2M | $-72.0M | ||
| Q2 25 | $151.4M | $-208.2M | ||
| Q1 25 | $165.2M | — | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | — | ||
| Q2 24 | $208.3M | — |
毛利率GLPIS
| Q1 26 | — | — | ||
| Q4 25 | — | 73.8% | ||
| Q3 25 | — | 75.0% | ||
| Q2 25 | — | 75.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率GLPIS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -28.3% | ||
| Q3 25 | 84.8% | -33.3% | ||
| Q2 25 | 61.3% | -38.2% | ||
| Q1 25 | 65.5% | — | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 77.1% | — |
净利率GLPIS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -23.3% | ||
| Q3 25 | 60.7% | -29.7% | ||
| Q2 25 | 38.4% | -90.9% | ||
| Q1 25 | 41.8% | — | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 54.7% | — |
每股收益（稀释后）GLPIS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.18 | ||
| Q3 25 | $0.85 | $-0.22 | ||
| Q2 25 | $0.54 | $-0.63 | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | — |
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 | $649.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $13.8B | $2.4B |
| 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GLPIS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $649.8M | ||
| Q3 25 | — | $810.8M | ||
| Q2 25 | — | $766.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
总债务GLPIS
| 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GLPIS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.1B | — |
总资产GLPIS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.4B | ||
| Q3 25 | $12.8B | $2.4B | ||
| Q2 25 | $12.5B | $2.4B | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $11.8B | — |
负债/权益比GLPIS
| 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 | — | $21.0M |
| 自由现金流经营现金流 - 资本支出 | — | $20.9M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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
经营现金流GLPIS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $21.0M | ||
| Q3 25 | $240.3M | $-1.0M | ||
| Q2 25 | $293.4M | $52.3M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | — | ||
| Q2 24 | $252.1M | — |
自由现金流GLPIS
| Q1 26 | — | — | ||
| Q4 25 | — | $20.9M | ||
| Q3 25 | $183.0M | $-1.3M | ||
| Q2 25 | $272.3M | $52.1M | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPIS
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | 46.0% | -0.5% | ||
| Q2 25 | 69.0% | 22.8% | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPIS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | 14.4% | 0.1% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPIS
| 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× | — |
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
S
| US | $154.8M | 60% |
| Non Us | $104.1M | 40% |
