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Gaming & Leisure Properties, Inc.（GLPI）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.2倍（$420.0M vs $342.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -1.9%，领先58.9%），Stitch Fix, Inc.同比增速更快（7.3% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
GLPI vs SFIX — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$342.1M
营收增速更快
SFIX
高出1.0%
6.3%
净利率更高
GLPI
高出58.9%
-1.9%
两年增速更快
GLPI
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $342.1M |
| 净利润 | $239.4M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 79.4% | -2.5% |
| 净利率 | 57.0% | -1.9% |
| 营收同比 | 6.3% | 7.3% |
| 净利润同比 | 40.5% | -1.7% |
| 每股收益（稀释后） | — | $-0.05 |
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GLPISFIX
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $342.1M | ||
| Q3 25 | $397.6M | $311.2M | ||
| Q2 25 | $394.9M | $325.0M | ||
| Q1 25 | $395.2M | $312.1M | ||
| Q4 24 | $389.6M | $318.8M | ||
| Q3 24 | $385.3M | $319.6M | ||
| Q2 24 | $380.6M | $322.7M |
净利润GLPISFIX
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-6.4M | ||
| Q3 25 | $241.2M | $-8.6M | ||
| Q2 25 | $151.4M | $-7.4M | ||
| Q1 25 | $165.2M | $-6.5M | ||
| Q4 24 | $223.6M | $-6.3M | ||
| Q3 24 | $184.7M | $-36.5M | ||
| Q2 24 | $208.3M | $-21.3M |
毛利率GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% |
营业利润率GLPISFIX
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -2.5% | ||
| Q3 25 | 84.8% | -3.6% | ||
| Q2 25 | 61.3% | -3.0% | ||
| Q1 25 | 65.5% | -2.9% | ||
| Q4 24 | 79.1% | -2.8% | ||
| Q3 24 | 70.4% | -13.1% | ||
| Q2 24 | 77.1% | -7.7% |
净利率GLPISFIX
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -1.9% | ||
| Q3 25 | 60.7% | -2.8% | ||
| Q2 25 | 38.4% | -2.3% | ||
| Q1 25 | 41.8% | -2.1% | ||
| Q4 24 | 57.4% | -2.0% | ||
| Q3 24 | 47.9% | -11.4% | ||
| Q2 24 | 54.7% | -6.6% |
每股收益（稀释后）GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.05 | ||
| Q3 25 | $0.85 | $-0.06 | ||
| Q2 25 | $0.54 | $-0.06 | ||
| Q1 25 | $0.60 | $-0.05 | ||
| Q4 24 | $0.79 | $-0.05 | ||
| Q3 24 | $0.67 | $-0.29 | ||
| Q2 24 | $0.77 | $-0.18 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $204.1M |
| 总资产 | $13.8B | $530.7M |
| 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GLPISFIX
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | — | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | $560.8M | $253.3M | ||
| Q3 24 | $560.8M | $247.0M | ||
| Q2 24 | $560.8M | $244.5M |
总债务GLPISFIX
| 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GLPISFIX
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $204.1M | ||
| Q3 25 | $4.6B | $203.0M | ||
| Q2 25 | $4.6B | $200.4M | ||
| Q1 25 | $4.2B | $197.8M | ||
| Q4 24 | $4.3B | $190.5M | ||
| Q3 24 | $4.3B | $187.0M | ||
| Q2 24 | $4.1B | $208.9M |
总资产GLPISFIX
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $530.7M | ||
| Q3 25 | $12.8B | $480.6M | ||
| Q2 25 | $12.5B | $484.7M | ||
| Q1 25 | $12.1B | $472.6M | ||
| Q4 24 | $13.1B | $507.1M | ||
| Q3 24 | $12.7B | $486.9M | ||
| Q2 24 | $11.8B | $537.0M |
负债/权益比GLPISFIX
| 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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $10.9M | ||
| Q3 25 | $240.3M | $7.0M | ||
| Q2 25 | $293.4M | $20.5M | ||
| Q1 25 | $252.5M | $-16.2M | ||
| Q4 24 | $1.1B | $14.3M | ||
| Q3 24 | $270.4M | $8.2M | ||
| Q2 24 | $252.1M | $21.7M |
自由现金流GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $5.6M | ||
| Q3 25 | $183.0M | $2.8M | ||
| Q2 25 | $272.3M | $16.0M | ||
| Q1 25 | $239.6M | $-19.4M | ||
| Q4 24 | $1.1B | $9.9M | ||
| Q3 24 | $261.5M | $4.5M | ||
| Q2 24 | $245.0M | $18.9M |
自由现金流率GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 46.0% | 0.9% | ||
| Q2 25 | 69.0% | 4.9% | ||
| Q1 25 | 60.6% | -6.2% | ||
| Q4 24 | 275.3% | 3.1% | ||
| Q3 24 | 67.9% | 1.4% | ||
| Q2 24 | 64.4% | 5.9% |
资本支出强度GLPISFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 14.4% | 1.4% | ||
| Q2 25 | 5.3% | 1.4% | ||
| Q1 25 | 3.3% | 1.0% | ||
| Q4 24 | 0.0% | 1.4% | ||
| Q3 24 | 2.3% | 1.2% | ||
| Q2 24 | 1.9% | 0.9% |
现金转化率GLPISFIX
| 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
