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Gaming & Leisure Properties, Inc.（GLPI）与Sotera Health Co（SHC）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Sotera Health Co的1.4倍（$420.0M vs $303.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.5%，领先45.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 4.6%），过去两年Sotera Health Co的营收复合增速更高（10.6% vs 5.0%）
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。
Sotera Health Co是全球领先的医疗安全解决方案提供商，面向医疗器械厂商、制药企业、食品及消费品公司提供灭菌服务、实验室分析检测与合规咨询支持，帮助客户满足监管要求，保障上市产品的使用安全。
GLPI vs SHC — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$303.4M
营收增速更快
GLPI
高出1.7%
4.6%
净利率更高
GLPI
高出45.5%
11.5%
两年增速更快
SHC
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $303.4M |
| 净利润 | $239.4M | $34.8M |
| 毛利率 | — | 54.7% |
| 营业利润率 | 79.4% | 23.2% |
| 净利率 | 57.0% | 11.5% |
| 营收同比 | 6.3% | 4.6% |
| 净利润同比 | 40.5% | 182.8% |
| 每股收益（稀释后） | — | $0.12 |
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GLPISHC
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $303.4M | ||
| Q3 25 | $397.6M | $311.3M | ||
| Q2 25 | $394.9M | $294.3M | ||
| Q1 25 | $395.2M | $254.5M | ||
| Q4 24 | $389.6M | $290.2M | ||
| Q3 24 | $385.3M | $285.5M | ||
| Q2 24 | $380.6M | $276.6M |
净利润GLPISHC
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $34.8M | ||
| Q3 25 | $241.2M | $48.4M | ||
| Q2 25 | $151.4M | $8.0M | ||
| Q1 25 | $165.2M | $-13.3M | ||
| Q4 24 | $223.6M | $12.3M | ||
| Q3 24 | $184.7M | $17.0M | ||
| Q2 24 | $208.3M | $8.8M |
毛利率GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | — | 54.7% | ||
| Q3 25 | — | 57.0% | ||
| Q2 25 | — | 56.6% | ||
| Q1 25 | — | 53.2% | ||
| Q4 24 | — | 56.6% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.2% |
营业利润率GLPISHC
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 23.2% | ||
| Q3 25 | 84.8% | 23.4% | ||
| Q2 25 | 61.3% | 6.4% | ||
| Q1 25 | 65.5% | -5.8% | ||
| Q4 24 | 79.1% | 30.0% | ||
| Q3 24 | 70.4% | 28.2% | ||
| Q2 24 | 77.1% | 27.8% |
净利率GLPISHC
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 11.5% | ||
| Q3 25 | 60.7% | 15.5% | ||
| Q2 25 | 38.4% | 2.7% | ||
| Q1 25 | 41.8% | -5.2% | ||
| Q4 24 | 57.4% | 4.2% | ||
| Q3 24 | 47.9% | 6.0% | ||
| Q2 24 | 54.7% | 3.2% |
每股收益（稀释后）GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.12 | ||
| Q3 25 | $0.85 | $0.17 | ||
| Q2 25 | $0.54 | $0.03 | ||
| Q1 25 | $0.60 | $-0.05 | ||
| Q4 24 | $0.79 | $0.05 | ||
| Q3 24 | $0.67 | $0.06 | ||
| Q2 24 | $0.77 | $0.03 |
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 | $344.6M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $5.0B | $606.0M |
| 总资产 | $13.8B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 3.53× |
8季度趋势，按日历期对齐
现金及短期投资GLPISHC
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $344.6M | ||
| Q3 25 | — | $299.2M | ||
| Q2 25 | — | $332.4M | ||
| Q1 25 | — | $304.4M | ||
| Q4 24 | $560.8M | $277.2M | ||
| Q3 24 | $560.8M | $306.7M | ||
| Q2 24 | $560.8M | $246.1M |
总债务GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $2.1B | ||
| Q3 25 | $7.2B | $2.1B | ||
| Q2 25 | $6.9B | $2.2B | ||
| Q1 25 | $6.9B | $2.2B | ||
| Q4 24 | $7.7B | $2.2B | ||
| Q3 24 | $7.4B | $2.2B | ||
| Q2 24 | $6.6B | $2.2B |
股东权益GLPISHC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $606.0M | ||
| Q3 25 | $4.6B | $550.5M | ||
| Q2 25 | $4.6B | $511.3M | ||
| Q1 25 | $4.2B | $414.1M | ||
| Q4 24 | $4.3B | $404.9M | ||
| Q3 24 | $4.3B | $470.2M | ||
| Q2 24 | $4.1B | $422.8M |
总资产GLPISHC
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.3B | ||
| Q3 25 | $12.8B | $3.2B | ||
| Q2 25 | $12.5B | $3.2B | ||
| Q1 25 | $12.1B | $3.1B | ||
| Q4 24 | $13.1B | $3.1B | ||
| Q3 24 | $12.7B | $3.1B | ||
| Q2 24 | $11.8B | $3.1B |
负债/权益比GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 3.53× | ||
| Q3 25 | 1.57× | 3.89× | ||
| Q2 25 | 1.51× | 4.34× | ||
| Q1 25 | 1.63× | 5.36× | ||
| Q4 24 | 1.81× | 5.49× | ||
| Q3 24 | 1.74× | 4.73× | ||
| Q2 24 | 1.60× | 5.26× |
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 | — | $103.1M |
| 自由现金流经营现金流 - 资本支出 | — | $52.4M |
| 自由现金流率自由现金流/营收 | — | 17.3% |
| 资本支出强度资本支出/营收 | — | 16.7% |
| 现金转化率经营现金流/净利润 | — | 2.96× |
| 过去12个月自由现金流最近4个季度 | — | $149.2M |
8季度趋势，按日历期对齐
经营现金流GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $103.1M | ||
| Q3 25 | $240.3M | $71.2M | ||
| Q2 25 | $293.4M | $57.4M | ||
| Q1 25 | $252.5M | $55.5M | ||
| Q4 24 | $1.1B | $55.7M | ||
| Q3 24 | $270.4M | $97.5M | ||
| Q2 24 | $252.1M | $61.3M |
自由现金流GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | — | $52.4M | ||
| Q3 25 | $183.0M | $35.0M | ||
| Q2 25 | $272.3M | $26.2M | ||
| Q1 25 | $239.6M | $35.6M | ||
| Q4 24 | $1.1B | $-10.2M | ||
| Q3 24 | $261.5M | $61.1M | ||
| Q2 24 | $245.0M | $19.4M |
自由现金流率GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | 46.0% | 11.2% | ||
| Q2 25 | 69.0% | 8.9% | ||
| Q1 25 | 60.6% | 14.0% | ||
| Q4 24 | 275.3% | -3.5% | ||
| Q3 24 | 67.9% | 21.4% | ||
| Q2 24 | 64.4% | 7.0% |
资本支出强度GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | — | 16.7% | ||
| Q3 25 | 14.4% | 11.6% | ||
| Q2 25 | 5.3% | 10.6% | ||
| Q1 25 | 3.3% | 7.8% | ||
| Q4 24 | 0.0% | 22.7% | ||
| Q3 24 | 2.3% | 12.7% | ||
| Q2 24 | 1.9% | 15.2% |
现金转化率GLPISHC
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.96× | ||
| Q3 25 | 1.00× | 1.47× | ||
| Q2 25 | 1.94× | 7.21× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 4.52× | ||
| Q3 24 | 1.46× | 5.73× | ||
| Q2 24 | 1.21× | 7.00× |
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
SHC
| Transferred At Point In Time | $198.4M | 65% |
| Nelson Labs | $55.2M | 18% |
| Nordion | $49.8M | 16% |
