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Gaming & Leisure Properties, Inc.(GLPI)与印度钢铁管理局(SAIL)财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是印度钢铁管理局的1.5倍($420.0M vs $281.9M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs -12.8%,领先69.8%),印度钢铁管理局同比增速更快(6.7% 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。
印度钢铁管理局(SAIL)是总部位于新德里的印度公营钢铁制造企业,属印度最高级别的“马哈拉特纳”中央公共部门企业,是印度最大的国有钢铁生产商,年钢铁产量达1829万吨,1973年1月24日成立,现有员工5.1万余名,由印度钢铁部行政管理。
GLPI vs SAIL — 直观对比
营收规模更大
GLPI
是对方的1.5倍
$281.9M
营收增速更快
SAIL
高出0.4%
6.3%
净利率更高
GLPI
高出69.8%
-12.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $281.9M |
| 净利润 | $239.4M | $-36.0M |
| 毛利率 | — | 66.3% |
| 营业利润率 | 79.4% | -14.8% |
| 净利率 | 57.0% | -12.8% |
| 营收同比 | 6.3% | 6.7% |
| 净利润同比 | 40.5% | -240.9% |
| 每股收益(稀释后) | — | $-0.06 |
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
SAIL
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $281.9M | ||
| Q3 25 | $397.6M | $264.4M | ||
| Q2 25 | $394.9M | $230.5M | ||
| Q1 25 | $395.2M | $240.1M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | $198.6M | ||
| Q2 24 | $380.6M | $187.7M |
净利润
GLPI
SAIL
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-36.0M | ||
| Q3 25 | $241.2M | $-10.6M | ||
| Q2 25 | $151.4M | $-187.3M | ||
| Q1 25 | $165.2M | $-80.1M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $-87.1M | ||
| Q2 24 | $208.3M | $-89.2M |
毛利率
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | — | 66.3% | ||
| Q3 25 | — | 67.3% | ||
| Q2 25 | — | 55.4% | ||
| Q1 25 | — | 66.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 62.1% | ||
| Q2 24 | — | 61.5% |
营业利润率
GLPI
SAIL
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -14.8% | ||
| Q3 25 | 84.8% | -15.4% | ||
| Q2 25 | 61.3% | -80.3% | ||
| Q1 25 | 65.5% | -12.6% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | -33.2% | ||
| Q2 24 | 77.1% | -36.3% |
净利率
GLPI
SAIL
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -12.8% | ||
| Q3 25 | 60.7% | -4.0% | ||
| Q2 25 | 38.4% | -81.3% | ||
| Q1 25 | 41.8% | -33.4% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | -43.9% | ||
| Q2 24 | 54.7% | -47.5% |
每股收益(稀释后)
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.06 | ||
| Q3 25 | $0.85 | $-0.02 | ||
| Q2 25 | $0.54 | $-0.42 | ||
| Q1 25 | $0.60 | $-6.50 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | $-2.97 | ||
| Q2 24 | $0.77 | $-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 | $298.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $5.0B | $6.8B |
| 总资产 | $13.8B | $7.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
SAIL
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $298.1M | ||
| Q3 25 | — | $271.1M | ||
| Q2 25 | — | $228.1M | ||
| Q1 25 | — | $121.3M | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $89.7M | ||
| Q2 24 | $560.8M | $146.8M |
总债务
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $0 | ||
| Q3 25 | $7.2B | $0 | ||
| Q2 25 | $6.9B | $0 | ||
| Q1 25 | $6.9B | $1.0B | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
SAIL
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $6.8B | ||
| Q3 25 | $4.6B | $6.8B | ||
| Q2 25 | $4.6B | $6.8B | ||
| Q1 25 | $4.2B | $-5.6B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | $-701.3M | ||
| Q2 24 | $4.1B | $-622.5M |
总资产
GLPI
SAIL
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $7.5B | ||
| Q3 25 | $12.8B | $7.4B | ||
| Q2 25 | $12.5B | $7.4B | ||
| Q1 25 | $12.1B | $7.4B | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $11.8B | — |
负债/权益比
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.00× | ||
| Q3 25 | 1.57× | 0.00× | ||
| Q2 25 | 1.51× | 0.00× | ||
| 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 | — | $53.6M |
| 自由现金流经营现金流 - 资本支出 | — | $52.5M |
| 自由现金流率自由现金流/营收 | — | 18.6% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 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
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $53.6M | ||
| Q3 25 | $240.3M | $49.9M | ||
| Q2 25 | $293.4M | $-96.8M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | — | ||
| Q2 24 | $252.1M | $-55.4M |
自由现金流
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | — | $52.5M | ||
| Q3 25 | $183.0M | $49.0M | ||
| Q2 25 | $272.3M | $-99.0M | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | $-56.0M |
自由现金流率
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | 46.0% | 18.5% | ||
| Q2 25 | 69.0% | -43.0% | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | -29.8% |
资本支出强度
GLPI
SAIL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | 14.4% | 0.4% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | 0.3% |
现金转化率
GLPI
SAIL
| 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
SAIL
| Software As A Service Saa S | $156.0M | 55% |
| Term Subscriptions Services | $65.1M | 23% |
| Maintenance | $38.0M | 13% |
| Other | $15.7M | 6% |
| Other Subscription Services | $7.1M | 3% |