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Gaming & Leisure Properties, Inc.（GLPI）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是全食超市的1.2倍（$420.0M vs $340.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.4%，领先49.6%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.0%）
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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
GLPI vs SMPL — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$340.2M
营收增速更快
GLPI
高出6.6%
-0.3%
净利率更高
GLPI
高出49.6%
7.4%
两年增速更快
GLPI
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $340.2M |
| 净利润 | $239.4M | $25.3M |
| 毛利率 | — | 32.3% |
| 营业利润率 | 79.4% | 11.0% |
| 净利率 | 57.0% | 7.4% |
| 营收同比 | 6.3% | -0.3% |
| 净利润同比 | 40.5% | -33.7% |
| 每股收益（稀释后） | — | $0.26 |
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GLPISMPL
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $340.2M | ||
| Q3 25 | $397.6M | — | ||
| Q2 25 | $394.9M | $381.0M | ||
| Q1 25 | $395.2M | — | ||
| Q4 24 | $389.6M | $341.3M | ||
| Q3 24 | $385.3M | $375.7M | ||
| Q2 24 | $380.6M | $334.8M |
净利润GLPISMPL
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $25.3M | ||
| Q3 25 | $241.2M | — | ||
| Q2 25 | $151.4M | $41.1M | ||
| Q1 25 | $165.2M | — | ||
| Q4 24 | $223.6M | $38.1M | ||
| Q3 24 | $184.7M | $29.3M | ||
| Q2 24 | $208.3M | $41.3M |
毛利率GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 32.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.2% | ||
| Q3 24 | — | 38.8% | ||
| Q2 24 | — | 39.9% |
营业利润率GLPISMPL
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 11.0% | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | 15.6% | ||
| Q1 25 | 65.5% | — | ||
| Q4 24 | 79.1% | 16.0% | ||
| Q3 24 | 70.4% | 12.7% | ||
| Q2 24 | 77.1% | 17.6% |
净利率GLPISMPL
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 7.4% | ||
| Q3 25 | 60.7% | — | ||
| Q2 25 | 38.4% | 10.8% | ||
| Q1 25 | 41.8% | — | ||
| Q4 24 | 57.4% | 11.2% | ||
| Q3 24 | 47.9% | 7.8% | ||
| Q2 24 | 54.7% | 12.3% |
每股收益（稀释后）GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.26 | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | $0.40 | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | $0.38 | ||
| Q3 24 | $0.67 | $0.29 | ||
| Q2 24 | $0.77 | $0.41 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.7B |
| 总资产 | $13.8B | $2.5B |
| 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GLPISMPL
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $194.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $98.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $121.8M | ||
| Q3 24 | $560.8M | $132.5M | ||
| Q2 24 | $560.8M | $208.7M |
总债务GLPISMPL
| 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 | $397.5M | ||
| Q2 24 | $6.6B | $237.7M |
股东权益GLPISMPL
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.7B | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $1.8B | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | $1.8B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.1B | $1.7B |
总资产GLPISMPL
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.5B | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.5B | $2.4B | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | $2.4B | ||
| Q3 24 | $12.7B | $2.4B | ||
| Q2 24 | $11.8B | $2.2B |
负债/权益比GLPISMPL
| 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× | 0.23× | ||
| Q2 24 | 1.60× | 0.14× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $48.0M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | $223.6M |
8季度趋势，按日历期对齐
经营现金流GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $50.1M | ||
| Q3 25 | $240.3M | — | ||
| Q2 25 | $293.4M | $101.1M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | $32.0M | ||
| Q3 24 | $270.4M | $48.9M | ||
| Q2 24 | $252.1M | $72.8M |
自由现金流GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | — | $48.0M | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | $98.9M | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | $31.7M | ||
| Q3 24 | $261.5M | $45.0M | ||
| Q2 24 | $245.0M | $72.0M |
自由现金流率GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 14.1% | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | 25.9% | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | 9.3% | ||
| Q3 24 | 67.9% | 12.0% | ||
| Q2 24 | 64.4% | 21.5% |
资本支出强度GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 2.3% | 1.0% | ||
| Q2 24 | 1.9% | 0.2% |
现金转化率GLPISMPL
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.98× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 2.46× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 0.84× | ||
| Q3 24 | 1.46× | 1.67× | ||
| Q2 24 | 1.21× | 1.76× |
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
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
