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Gaming & Leisure Properties, Inc.（GLPI）与SM Energy Co（SM）财务数据对比。点击上方公司名可切换其他公司
SM Energy Co的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$704.9M vs $420.0M），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -17.3%），过去两年SM Energy Co的营收复合增速更高（12.2% 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。
SM能源公司是一家专注于油气勘探开发的能源企业，注册地位于美国特拉华州，总部设立在科罗拉多州丹佛市，业务围绕 hydrocarbon 资源的勘探布局，在能源勘探领域拥有成熟的运营经验。
GLPI vs SM — 直观对比
营收规模更大
SM
是对方的1.7倍
$420.0M
营收增速更快
GLPI
高出23.5%
-17.3%
两年增速更快
SM
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $704.9M |
| 净利润 | $239.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 25.9% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | -17.3% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | $0.94 |
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GLPISM
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $704.9M | ||
| Q3 25 | $397.6M | $811.6M | ||
| Q2 25 | $394.9M | $792.9M | ||
| Q1 25 | $395.2M | $844.5M | ||
| Q4 24 | $389.6M | $852.0M | ||
| Q3 24 | $385.3M | $643.6M | ||
| Q2 24 | $380.6M | $634.6M |
净利润GLPISM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $155.1M | ||
| Q2 25 | $151.4M | $201.7M | ||
| Q1 25 | $165.2M | $182.3M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $240.5M | ||
| Q2 24 | $208.3M | $210.3M |
营业利润率GLPISM
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 25.9% | ||
| Q3 25 | 84.8% | 30.4% | ||
| Q2 25 | 61.3% | 37.2% | ||
| Q1 25 | 65.5% | 32.7% | ||
| Q4 24 | 79.1% | 33.7% | ||
| Q3 24 | 70.4% | 51.4% | ||
| Q2 24 | 77.1% | 44.0% |
净利率GLPISM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 19.1% | ||
| Q2 25 | 38.4% | 25.4% | ||
| Q1 25 | 41.8% | 21.6% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 37.4% | ||
| Q2 24 | 54.7% | 33.1% |
每股收益（稀释后）GLPISM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.94 | ||
| Q3 25 | $0.85 | $1.35 | ||
| Q2 25 | $0.54 | $1.76 | ||
| Q1 25 | $0.60 | $1.59 | ||
| Q4 24 | $0.79 | $1.63 | ||
| Q3 24 | $0.67 | $2.09 | ||
| Q2 24 | $0.77 | $1.82 |
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 | $368.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $4.8B |
| 总资产 | $13.8B | $9.3B |
| 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GLPISM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $368.0M | ||
| Q3 25 | — | $162.3M | ||
| Q2 25 | — | $101.9M | ||
| Q1 25 | — | $54.0K | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $1.7B | ||
| Q2 24 | $560.8M | $487.9M |
总债务GLPISM
| 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GLPISM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $4.8B | ||
| Q3 25 | $4.6B | $4.7B | ||
| Q2 25 | $4.6B | $4.6B | ||
| Q1 25 | $4.2B | $4.4B | ||
| Q4 24 | $4.3B | $4.2B | ||
| Q3 24 | $4.3B | $4.1B | ||
| Q2 24 | $4.1B | $3.8B |
总资产GLPISM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $9.3B | ||
| Q3 25 | $12.8B | $9.1B | ||
| Q2 25 | $12.5B | $9.0B | ||
| Q1 25 | $12.1B | $8.8B | ||
| Q4 24 | $13.1B | $8.6B | ||
| Q3 24 | $12.7B | $8.0B | ||
| Q2 24 | $11.8B | $6.7B |
负债/权益比GLPISM
| 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 | — | $451.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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GLPISM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $451.9M | ||
| Q3 25 | $240.3M | $505.0M | ||
| Q2 25 | $293.4M | $571.1M | ||
| Q1 25 | $252.5M | $483.0M | ||
| Q4 24 | $1.1B | $578.4M | ||
| Q3 24 | $270.4M | $452.3M | ||
| Q2 24 | $252.1M | $476.4M |
自由现金流GLPISM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPISM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPISM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPISM
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 3.26× | ||
| Q2 25 | 1.94× | 2.83× | ||
| Q1 25 | 1.53× | 2.65× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 1.88× | ||
| Q2 24 | 1.21× | 2.27× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
