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Gaming & Leisure Properties, Inc.（GLPI）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$766.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 2.2%，领先54.8%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 2.5%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
GLPI vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.8倍
$420.0M
营收增速更快
GLPI
高出3.7%
2.5%
净利率更高
GLPI
高出54.8%
2.2%
两年增速更快
GLPI
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $766.5M |
| 净利润 | $239.4M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 79.4% | 2.3% |
| 净利率 | 57.0% | 2.2% |
| 营收同比 | 6.3% | 2.5% |
| 净利润同比 | 40.5% | -3.3% |
| 每股收益（稀释后） | — | $0.75 |
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GLPISCSC
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $766.5M | ||
| Q3 25 | $397.6M | $739.6M | ||
| Q2 25 | $394.9M | $812.9M | ||
| Q1 25 | $395.2M | $704.8M | ||
| Q4 24 | $389.6M | $747.5M | ||
| Q3 24 | $385.3M | $775.6M | ||
| Q2 24 | $380.6M | $746.1M |
净利润GLPISCSC
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $16.5M | ||
| Q3 25 | $241.2M | $19.9M | ||
| Q2 25 | $151.4M | $20.1M | ||
| Q1 25 | $165.2M | $17.4M | ||
| Q4 24 | $223.6M | $17.1M | ||
| Q3 24 | $184.7M | $17.0M | ||
| Q2 24 | $208.3M | $16.1M |
毛利率GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
营业利润率GLPISCSC
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 2.3% | ||
| Q3 25 | 84.8% | 3.5% | ||
| Q2 25 | 61.3% | 3.3% | ||
| Q1 25 | 65.5% | 3.2% | ||
| Q4 24 | 79.1% | 2.5% | ||
| Q3 24 | 70.4% | 2.3% | ||
| Q2 24 | 77.1% | 2.9% |
净利率GLPISCSC
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 2.2% | ||
| Q3 25 | 60.7% | 2.7% | ||
| Q2 25 | 38.4% | 2.5% | ||
| Q1 25 | 41.8% | 2.5% | ||
| Q4 24 | 57.4% | 2.3% | ||
| Q3 24 | 47.9% | 2.2% | ||
| Q2 24 | 54.7% | 2.2% |
每股收益（稀释后）GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.75 | ||
| Q3 25 | $0.85 | $0.89 | ||
| Q2 25 | $0.54 | $0.87 | ||
| Q1 25 | $0.60 | $0.74 | ||
| Q4 24 | $0.79 | $0.70 | ||
| Q3 24 | $0.67 | $0.69 | ||
| Q2 24 | $0.77 | $0.66 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $910.9M |
| 总资产 | $13.8B | $1.7B |
| 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GLPISCSC
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | $560.8M | $110.5M | ||
| Q3 24 | $560.8M | $145.0M | ||
| Q2 24 | $560.8M | $185.5M |
总债务GLPISCSC
| 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GLPISCSC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $910.9M | ||
| Q3 25 | $4.6B | $914.0M | ||
| Q2 25 | $4.6B | $906.4M | ||
| Q1 25 | $4.2B | $901.7M | ||
| Q4 24 | $4.3B | $900.7M | ||
| Q3 24 | $4.3B | $920.9M | ||
| Q2 24 | $4.1B | $924.3M |
总资产GLPISCSC
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.7B | ||
| Q3 25 | $12.8B | $1.7B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.7B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.8B | ||
| Q2 24 | $11.8B | $1.8B |
负债/权益比GLPISCSC
| 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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 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GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $30.8M | ||
| Q3 25 | $240.3M | $23.2M | ||
| Q2 25 | $293.4M | — | ||
| Q1 25 | $252.5M | $66.1M | ||
| Q4 24 | $1.1B | $-6.2M | ||
| Q3 24 | $270.4M | $44.8M | ||
| Q2 24 | $252.1M | — |
自由现金流GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | $183.0M | $20.8M | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | $64.6M | ||
| Q4 24 | $1.1B | $-8.2M | ||
| Q3 24 | $261.5M | $42.5M | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 46.0% | 2.8% | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | 9.2% | ||
| Q4 24 | 275.3% | -1.1% | ||
| Q3 24 | 67.9% | 5.5% | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | 14.4% | 0.3% | ||
| Q2 25 | 5.3% | 0.3% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 2.3% | 0.3% | ||
| Q2 24 | 1.9% | 0.2% |
现金转化率GLPISCSC
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.87× | ||
| Q3 25 | 1.00× | 1.17× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 3.79× | ||
| Q4 24 | 4.80× | -0.36× | ||
| Q3 24 | 1.46× | 2.64× | ||
| 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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
