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Gaming & Leisure Properties, Inc.（GLPI）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$697.2M vs $420.0M）。Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 1.7%，领先55.3%）。Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -25.8%）。过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
GLPI vs SUI — 直观对比
营收规模更大
SUI
是对方的1.7倍
$420.0M
营收增速更快
GLPI
高出32.1%
-25.8%
净利率更高
GLPI
高出55.3%
1.7%
两年增速更快
GLPI
近两年复合增速
-2.1%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $697.2M |
| 净利润 | $239.4M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | — |
| 净利率 | 57.0% | 1.7% |
| 营收同比 | 6.3% | -25.8% |
| 净利润同比 | 40.5% | -96.0% |
| 每股收益（稀释后） | — | $0.07 |
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GLPISUI
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $697.2M | ||
| Q2 25 | $394.9M | $623.5M | ||
| Q1 25 | $395.2M | $470.2M | ||
| Q4 24 | $389.6M | $745.9M | ||
| Q3 24 | $385.3M | $939.9M | ||
| Q2 24 | $380.6M | $864.0M |
净利润GLPISUI
| Q1 26 | $239.4M | — | ||
| Q4 25 | $267.3M | — | ||
| Q3 25 | $241.2M | $12.1M | ||
| Q2 25 | $151.4M | $1.3B | ||
| Q1 25 | $165.2M | $-41.2M | ||
| Q4 24 | $217.2M | $-228.4M | ||
| Q3 24 | $184.7M | $300.5M | ||
| Q2 24 | $208.3M | $56.7M |
营业利润率GLPISUI
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | — | ||
| Q1 25 | 65.5% | — | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 77.1% | — |
净利率GLPISUI
| Q1 26 | 57.0% | — | ||
| Q4 25 | 65.7% | — | ||
| Q3 25 | 60.7% | 1.7% | ||
| Q2 25 | 38.4% | 210.8% | ||
| Q1 25 | 41.8% | -8.8% | ||
| Q4 24 | 55.8% | -30.6% | ||
| Q3 24 | 47.9% | 32.0% | ||
| Q2 24 | 54.7% | 6.6% |
每股收益（稀释后）GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $0.07 | ||
| Q2 25 | $0.54 | $10.02 | ||
| Q1 25 | $0.60 | $-0.34 | ||
| Q4 24 | $0.79 | $-1.80 | ||
| Q3 24 | $0.67 | $2.31 | ||
| Q2 24 | $0.77 | $0.42 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $7.0B |
| 总资产 | $13.8B | $12.8B |
| 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GLPISUI
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $542.7M | ||
| Q2 25 | — | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $47.4M | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $347.8M | — |
总债务GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $7.4B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPISUI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $7.0B | ||
| Q2 25 | $4.6B | $7.4B | ||
| Q1 25 | $4.2B | $6.9B | ||
| Q4 24 | $4.3B | $7.1B | ||
| Q3 24 | $4.3B | $7.5B | ||
| Q2 24 | $4.1B | $6.9B |
总资产GLPISUI
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $12.8B | ||
| Q2 25 | $12.5B | $13.4B | ||
| Q1 25 | $12.1B | $16.5B | ||
| Q4 24 | $13.1B | $16.5B | ||
| Q3 24 | $12.7B | $17.1B | ||
| Q2 24 | $11.8B | $17.0B |
负债/权益比GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 1.04× | ||
| 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 | — | $197.8M |
| 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 | — | 16.35× |
| 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GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | $343.2M | — | ||
| Q3 25 | $240.3M | $197.8M | ||
| Q2 25 | $293.4M | $256.0M | ||
| Q1 25 | $252.5M | $243.9M | ||
| Q4 24 | $292.4M | $118.0M | ||
| Q3 24 | $270.4M | $189.2M | ||
| Q2 24 | $252.1M | $311.3M |
自由现金流GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $276.6M | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 71.0% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPISUI
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 1.00× | 16.35× | ||
| Q2 25 | 1.94× | 0.19× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 1.35× | — | ||
| Q3 24 | 1.46× | 0.63× | ||
| Q2 24 | 1.21× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
