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Gaming & Leisure Properties, Inc.（GLPI）与STEVEN MADDEN, LTD.（SHOO）财务数据对比。点击上方公司名可切换其他公司
STEVEN MADDEN, LTD.的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$749.8M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 3.3%，领先53.7%），STEVEN MADDEN, LTD.同比增速更快（29.5% vs 6.3%），过去两年STEVEN MADDEN, LTD.的营收复合增速更高（16.7% 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。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
GLPI vs SHOO — 直观对比
营收规模更大
SHOO
是对方的1.8倍
$420.0M
营收增速更快
SHOO
高出23.3%
6.3%
净利率更高
GLPI
高出53.7%
3.3%
两年增速更快
SHOO
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $749.8M |
| 净利润 | $239.4M | $24.7M |
| 毛利率 | — | 42.6% |
| 营业利润率 | 79.4% | 4.8% |
| 净利率 | 57.0% | 3.3% |
| 营收同比 | 6.3% | 29.5% |
| 净利润同比 | 40.5% | -34.8% |
| 每股收益（稀释后） | — | $0.33 |
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GLPISHOO
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $749.8M | ||
| Q3 25 | $397.6M | $664.2M | ||
| Q2 25 | $394.9M | $556.1M | ||
| Q1 25 | $395.2M | $551.4M | ||
| Q4 24 | $389.6M | $578.8M | ||
| Q3 24 | $385.3M | $621.2M | ||
| Q2 24 | $380.6M | $521.7M |
净利润GLPISHOO
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $24.7M | ||
| Q3 25 | $241.2M | $20.5M | ||
| Q2 25 | $151.4M | $-38.7M | ||
| Q1 25 | $165.2M | $41.3M | ||
| Q4 24 | $223.6M | $37.8M | ||
| Q3 24 | $184.7M | $55.3M | ||
| Q2 24 | $208.3M | $36.9M |
毛利率GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | — | 42.6% | ||
| Q3 25 | — | 41.8% | ||
| Q2 25 | — | 40.6% | ||
| Q1 25 | — | 41.0% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 41.8% | ||
| Q2 24 | — | 41.6% |
营业利润率GLPISHOO
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 4.8% | ||
| Q3 25 | 84.8% | 4.7% | ||
| Q2 25 | 61.3% | -7.2% | ||
| Q1 25 | 65.5% | 9.7% | ||
| Q4 24 | 79.1% | 8.1% | ||
| Q3 24 | 70.4% | 12.0% | ||
| Q2 24 | 77.1% | 9.0% |
净利率GLPISHOO
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 3.3% | ||
| Q3 25 | 60.7% | 3.1% | ||
| Q2 25 | 38.4% | -7.0% | ||
| Q1 25 | 41.8% | 7.5% | ||
| Q4 24 | 57.4% | 6.5% | ||
| Q3 24 | 47.9% | 8.9% | ||
| Q2 24 | 54.7% | 7.1% |
每股收益（稀释后）GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.33 | ||
| Q3 25 | $0.85 | $0.29 | ||
| Q2 25 | $0.54 | $-0.56 | ||
| Q1 25 | $0.60 | $0.57 | ||
| Q4 24 | $0.79 | $0.49 | ||
| Q3 24 | $0.67 | $0.77 | ||
| Q2 24 | $0.77 | $0.49 |
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 | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $866.4M |
| 总资产 | $13.8B | $1.9B |
| 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GLPISHOO
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $112.4M | ||
| Q3 25 | — | $140.0K | ||
| Q2 25 | — | $111.9M | ||
| Q1 25 | — | $147.2M | ||
| Q4 24 | $560.8M | $203.4M | ||
| Q3 24 | $560.8M | $11.1M | ||
| Q2 24 | $560.8M | $192.2M |
总债务GLPISHOO
| 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GLPISHOO
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $866.4M | ||
| Q3 25 | $4.6B | $850.8M | ||
| Q2 25 | $4.6B | $833.2M | ||
| Q1 25 | $4.2B | $875.3M | ||
| Q4 24 | $4.3B | $847.7M | ||
| Q3 24 | $4.3B | $833.9M | ||
| Q2 24 | $4.1B | $808.3M |
总资产GLPISHOO
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.9B | ||
| Q3 25 | $12.8B | $2.0B | ||
| Q2 25 | $12.5B | $1.9B | ||
| Q1 25 | $12.1B | $1.4B | ||
| Q4 24 | $13.1B | $1.4B | ||
| Q3 24 | $12.7B | $1.5B | ||
| Q2 24 | $11.8B | $1.4B |
负债/权益比GLPISHOO
| 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 | — | $91.1M |
| 自由现金流经营现金流 - 资本支出 | — | $80.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.70× |
| 过去12个月自由现金流最近4个季度 | — | $119.5M |
8季度趋势，按日历期对齐
经营现金流GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $91.1M | ||
| Q3 25 | $240.3M | $23.4M | ||
| Q2 25 | $293.4M | $66.5M | ||
| Q1 25 | $252.5M | $-18.8M | ||
| Q4 24 | $1.1B | $103.9M | ||
| Q3 24 | $270.4M | $444.0K | ||
| Q2 24 | $252.1M | $109.5M |
自由现金流GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | — | $80.8M | ||
| Q3 25 | $183.0M | $8.6M | ||
| Q2 25 | $272.3M | $58.8M | ||
| Q1 25 | $239.6M | $-28.7M | ||
| Q4 24 | $1.1B | $94.6M | ||
| Q3 24 | $261.5M | $-6.9M | ||
| Q2 24 | $245.0M | $104.2M |
自由现金流率GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | 46.0% | 1.3% | ||
| Q2 25 | 69.0% | 10.6% | ||
| Q1 25 | 60.6% | -5.2% | ||
| Q4 24 | 275.3% | 16.3% | ||
| Q3 24 | 67.9% | -1.1% | ||
| Q2 24 | 64.4% | 20.0% |
资本支出强度GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 14.4% | 2.2% | ||
| Q2 25 | 5.3% | 1.4% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 2.3% | 1.2% | ||
| Q2 24 | 1.9% | 1.0% |
现金转化率GLPISHOO
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 3.70× | ||
| Q3 25 | 1.00× | 1.14× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | -0.46× | ||
| Q4 24 | 4.80× | 2.75× | ||
| Q3 24 | 1.46× | 0.01× | ||
| Q2 24 | 1.21× | 2.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
