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Gaming & Leisure Properties, Inc.（GLPI）与STERLING INFRASTRUCTURE, INC.（STRL）财务数据对比。点击上方公司名可切换其他公司
STERLING INFRASTRUCTURE, INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$755.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.6%，领先45.4%），STERLING INFRASTRUCTURE, INC.同比增速更快（51.5% vs 6.3%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
GLPI vs STRL — 直观对比
营收规模更大
STRL
是对方的1.8倍
$420.0M
营收增速更快
STRL
高出45.2%
6.3%
净利率更高
GLPI
高出45.4%
11.6%
两年增速更快
STRL
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $755.6M |
| 净利润 | $239.4M | $87.6M |
| 毛利率 | — | 21.7% |
| 营业利润率 | 79.4% | 15.9% |
| 净利率 | 57.0% | 11.6% |
| 营收同比 | 6.3% | 51.5% |
| 净利润同比 | 40.5% | -22.6% |
| 每股收益（稀释后） | — | $2.82 |
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GLPISTRL
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $755.6M | ||
| Q3 25 | $397.6M | $689.0M | ||
| Q2 25 | $394.9M | $614.5M | ||
| Q1 25 | $395.2M | $430.9M | ||
| Q4 24 | $389.6M | $498.8M | ||
| Q3 24 | $385.3M | $593.7M | ||
| Q2 24 | $380.6M | $582.8M |
净利润GLPISTRL
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $87.6M | ||
| Q3 25 | $241.2M | $92.1M | ||
| Q2 25 | $151.4M | $71.0M | ||
| Q1 25 | $165.2M | $39.5M | ||
| Q4 24 | $223.6M | $113.2M | ||
| Q3 24 | $184.7M | $61.3M | ||
| Q2 24 | $208.3M | $51.9M |
毛利率GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 19.3% |
营业利润率GLPISTRL
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 15.9% | ||
| Q3 25 | 84.8% | 18.2% | ||
| Q2 25 | 61.3% | 17.0% | ||
| Q1 25 | 65.5% | 13.0% | ||
| Q4 24 | 79.1% | 12.5% | ||
| Q3 24 | 70.4% | 14.7% | ||
| Q2 24 | 77.1% | 12.5% |
净利率GLPISTRL
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 11.6% | ||
| Q3 25 | 60.7% | 13.4% | ||
| Q2 25 | 38.4% | 11.6% | ||
| Q1 25 | 41.8% | 9.2% | ||
| Q4 24 | 57.4% | 22.7% | ||
| Q3 24 | 47.9% | 10.3% | ||
| Q2 24 | 54.7% | 8.9% |
每股收益（稀释后）GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $2.82 | ||
| Q3 25 | $0.85 | $2.97 | ||
| Q2 25 | $0.54 | $2.31 | ||
| Q1 25 | $0.60 | $1.28 | ||
| Q4 24 | $0.79 | $3.63 | ||
| Q3 24 | $0.67 | $1.97 | ||
| Q2 24 | $0.77 | $1.67 |
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 | $390.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $13.8B | $2.6B |
| 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GLPISTRL
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $390.7M | ||
| Q3 25 | — | $306.4M | ||
| Q2 25 | — | $699.4M | ||
| Q1 25 | — | $638.6M | ||
| Q4 24 | $560.8M | $664.2M | ||
| Q3 24 | $560.8M | $648.1M | ||
| Q2 24 | $560.8M | $540.0M |
总债务GLPISTRL
| 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GLPISTRL
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.1B | ||
| Q3 25 | $4.6B | $1.1B | ||
| Q2 25 | $4.6B | $881.7M | ||
| Q1 25 | $4.2B | $805.4M | ||
| Q4 24 | $4.3B | $808.1M | ||
| Q3 24 | $4.3B | $716.5M | ||
| Q2 24 | $4.1B | $670.7M |
总资产GLPISTRL
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.6B | ||
| Q3 25 | $12.8B | $2.6B | ||
| Q2 25 | $12.5B | $2.2B | ||
| Q1 25 | $12.1B | $2.0B | ||
| Q4 24 | $13.1B | $2.0B | ||
| Q3 24 | $12.7B | $2.0B | ||
| Q2 24 | $11.8B | $2.0B |
负债/权益比GLPISTRL
| 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 | — | $186.1M |
| 自由现金流经营现金流 - 资本支出 | — | $159.7M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $362.7M |
8季度趋势，按日历期对齐
经营现金流GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $186.1M | ||
| Q3 25 | $240.3M | $83.6M | ||
| Q2 25 | $293.4M | $85.4M | ||
| Q1 25 | $252.5M | $84.9M | ||
| Q4 24 | $1.1B | $174.3M | ||
| Q3 24 | $270.4M | $152.3M | ||
| Q2 24 | $252.1M | $121.0M |
自由现金流GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | — | $159.7M | ||
| Q3 25 | $183.0M | $64.0M | ||
| Q2 25 | $272.3M | $72.1M | ||
| Q1 25 | $239.6M | $67.0M | ||
| Q4 24 | $1.1B | $158.6M | ||
| Q3 24 | $261.5M | $138.3M | ||
| Q2 24 | $245.0M | $92.1M |
自由现金流率GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | 46.0% | 9.3% | ||
| Q2 25 | 69.0% | 11.7% | ||
| Q1 25 | 60.6% | 15.5% | ||
| Q4 24 | 275.3% | 31.8% | ||
| Q3 24 | 67.9% | 23.3% | ||
| Q2 24 | 64.4% | 15.8% |
资本支出强度GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 14.4% | 2.9% | ||
| Q2 25 | 5.3% | 2.2% | ||
| Q1 25 | 3.3% | 4.2% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 2.3% | 2.4% | ||
| Q2 24 | 1.9% | 5.0% |
现金转化率GLPISTRL
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.12× | ||
| Q3 25 | 1.00× | 0.91× | ||
| Q2 25 | 1.94× | 1.20× | ||
| Q1 25 | 1.53× | 2.15× | ||
| Q4 24 | 4.80× | 1.54× | ||
| Q3 24 | 1.46× | 2.48× | ||
| Q2 24 | 1.21× | 2.33× |
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
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
