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Gaming & Leisure Properties, Inc.（GLPI）与Strategic Education, Inc.（STRA）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Strategic Education, Inc.的1.4倍（$420.0M vs $305.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.7%，领先46.3%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 0.8%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
GLPI vs STRA — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $305.9M |
| 净利润 | $239.4M | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 13.4% |
| 净利率 | 57.0% | 10.7% |
| 营收同比 | 6.3% | 0.8% |
| 净利润同比 | 40.5% | 10.3% |
| 每股收益（稀释后） | — | $1.48 |
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
| Q1 26 | $420.0M | $305.9M | ||
| Q4 25 | $407.0M | $323.2M | ||
| Q3 25 | $397.6M | $319.9M | ||
| Q2 25 | $394.9M | $321.5M | ||
| Q1 25 | $395.2M | $303.6M | ||
| Q4 24 | $389.6M | $311.5M | ||
| Q3 24 | $385.3M | $306.0M | ||
| Q2 24 | $380.6M | $312.3M |
| Q1 26 | $239.4M | $32.8M | ||
| Q4 25 | $275.4M | $37.9M | ||
| Q3 25 | $241.2M | $26.6M | ||
| Q2 25 | $151.4M | $32.3M | ||
| Q1 25 | $165.2M | $29.7M | ||
| Q4 24 | $223.6M | $25.3M | ||
| Q3 24 | $184.7M | $27.7M | ||
| Q2 24 | $208.3M | $29.9M |
| Q1 26 | 79.4% | 13.4% | ||
| Q4 25 | 89.3% | 16.0% | ||
| Q3 25 | 84.8% | 11.6% | ||
| Q2 25 | 61.3% | 14.2% | ||
| Q1 25 | 65.5% | 13.1% | ||
| Q4 24 | 79.1% | 11.6% | ||
| Q3 24 | 70.4% | 11.9% | ||
| Q2 24 | 77.1% | 13.4% |
| Q1 26 | 57.0% | 10.7% | ||
| Q4 25 | 67.6% | 11.7% | ||
| Q3 25 | 60.7% | 8.3% | ||
| Q2 25 | 38.4% | 10.1% | ||
| Q1 25 | 41.8% | 9.8% | ||
| Q4 24 | 57.4% | 8.1% | ||
| Q3 24 | 47.9% | 9.1% | ||
| Q2 24 | 54.7% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.96 | $1.65 | ||
| Q3 25 | $0.85 | $1.15 | ||
| Q2 25 | $0.54 | $1.37 | ||
| Q1 25 | $0.60 | $1.24 | ||
| Q4 24 | $0.79 | $1.05 | ||
| Q3 24 | $0.67 | $1.15 | ||
| Q2 24 | $0.77 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.6B |
| 总资产 | $13.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | $150.3M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | $560.8M | $184.0M | ||
| Q3 24 | $560.8M | $222.1M | ||
| Q2 24 | $560.8M | $256.2M |
| 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 | — |
| Q1 26 | $5.0B | $1.6B | ||
| Q4 25 | $4.6B | $1.6B | ||
| Q3 25 | $4.6B | $1.7B | ||
| Q2 25 | $4.6B | $1.7B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.1B | $1.7B |
| Q1 26 | $13.8B | $2.1B | ||
| Q4 25 | $12.9B | $2.0B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.0B | ||
| Q3 24 | $12.7B | $2.2B | ||
| Q2 24 | $11.8B | $2.2B |
| 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 | — | $87.4M |
| 自由现金流经营现金流 - 资本支出 | — | $77.3M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 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 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $173.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $87.4M | ||
| Q4 25 | $1.1B | $39.2M | ||
| Q3 25 | $240.3M | $60.1M | ||
| Q2 25 | $293.4M | $31.2M | ||
| Q1 25 | $252.5M | $67.7M | ||
| Q4 24 | $1.1B | $15.9M | ||
| Q3 24 | $270.4M | $51.5M | ||
| Q2 24 | $252.1M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | $183.0M | $49.3M | ||
| Q2 25 | $272.3M | $20.4M | ||
| Q1 25 | $239.6M | $57.3M | ||
| Q4 24 | $1.1B | $4.7M | ||
| Q3 24 | $261.5M | $42.1M | ||
| Q2 24 | $245.0M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | 46.0% | 15.4% | ||
| Q2 25 | 69.0% | 6.3% | ||
| Q1 25 | 60.6% | 18.9% | ||
| Q4 24 | 275.3% | 1.5% | ||
| Q3 24 | 67.9% | 13.8% | ||
| Q2 24 | 64.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 14.4% | 3.4% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 3.3% | 3.4% | ||
| Q4 24 | 0.0% | 3.6% | ||
| Q3 24 | 2.3% | 3.1% | ||
| Q2 24 | 1.9% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 4.10× | 1.03× | ||
| Q3 25 | 1.00× | 2.26× | ||
| Q2 25 | 1.94× | 0.97× | ||
| Q1 25 | 1.53× | 2.27× | ||
| Q4 24 | 4.80× | 0.63× | ||
| Q3 24 | 1.46× | 1.86× | ||
| Q2 24 | 1.21× | 0.81× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
