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Gaming & Leisure Properties, Inc.(GLPI)与TERADATA CORP(TDC)财务数据对比。点击上方公司名可切换其他公司
TERADATA CORP的季度营收约是Gaming & Leisure Properties, Inc.的1.0倍($421.0M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 8.8%,领先48.2%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 2.9%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -4.8%)
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。
Teradata是全球知名的企业级软件与数据分析服务商,提供云原生数据平台、高级分析工具及专业咨询服务,服务金融、零售、电信、医疗等行业的大型企业客户,助力客户整合海量数据,实现数据驱动的业务决策。
GLPI vs TDC — 直观对比
营收规模更大
TDC
是对方的1.0倍
$420.0M
营收增速更快
GLPI
高出3.3%
2.9%
净利率更高
GLPI
高出48.2%
8.8%
两年增速更快
GLPI
近两年复合增速
-4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $421.0M |
| 净利润 | $239.4M | $37.0M |
| 毛利率 | — | 60.8% |
| 营业利润率 | 79.4% | 12.8% |
| 净利率 | 57.0% | 8.8% |
| 营收同比 | 6.3% | 2.9% |
| 净利润同比 | 40.5% | 48.0% |
| 每股收益(稀释后) | — | $0.39 |
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
GLPI
TDC
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $421.0M | ||
| Q3 25 | $397.6M | $416.0M | ||
| Q2 25 | $394.9M | $408.0M | ||
| Q1 25 | $395.2M | $418.0M | ||
| Q4 24 | $389.6M | $409.0M | ||
| Q3 24 | $385.3M | $440.0M | ||
| Q2 24 | $380.6M | $436.0M |
净利润
GLPI
TDC
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $37.0M | ||
| Q3 25 | $241.2M | $40.0M | ||
| Q2 25 | $151.4M | $9.0M | ||
| Q1 25 | $165.2M | $44.0M | ||
| Q4 24 | $223.6M | $25.0M | ||
| Q3 24 | $184.7M | $32.0M | ||
| Q2 24 | $208.3M | $37.0M |
毛利率
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | — | 60.8% | ||
| Q3 25 | — | 60.8% | ||
| Q2 25 | — | 56.4% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 59.4% | ||
| Q3 24 | — | 60.5% | ||
| Q2 24 | — | 60.8% |
营业利润率
GLPI
TDC
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 12.8% | ||
| Q3 25 | 84.8% | 14.7% | ||
| Q2 25 | 61.3% | 5.9% | ||
| Q1 25 | 65.5% | 15.8% | ||
| Q4 24 | 79.1% | 9.5% | ||
| Q3 24 | 70.4% | 12.7% | ||
| Q2 24 | 77.1% | 15.1% |
净利率
GLPI
TDC
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 8.8% | ||
| Q3 25 | 60.7% | 9.6% | ||
| Q2 25 | 38.4% | 2.2% | ||
| Q1 25 | 41.8% | 10.5% | ||
| Q4 24 | 57.4% | 6.1% | ||
| Q3 24 | 47.9% | 7.3% | ||
| Q2 24 | 54.7% | 8.5% |
每股收益(稀释后)
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.39 | ||
| Q3 25 | $0.85 | $0.42 | ||
| Q2 25 | $0.54 | $0.09 | ||
| Q1 25 | $0.60 | $0.45 | ||
| Q4 24 | $0.79 | $0.25 | ||
| Q3 24 | $0.67 | $0.33 | ||
| Q2 24 | $0.77 | $0.38 |
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 | $493.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $230.0M |
| 总资产 | $13.8B | $1.8B |
| 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
GLPI
TDC
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $493.0M | ||
| Q3 25 | — | $406.0M | ||
| Q2 25 | — | $369.0M | ||
| Q1 25 | — | $368.0M | ||
| Q4 24 | $560.8M | $420.0M | ||
| Q3 24 | $560.8M | $348.0M | ||
| Q2 24 | $560.8M | $301.0M |
总债务
GLPI
TDC
| 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
GLPI
TDC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $230.0M | ||
| Q3 25 | $4.6B | $219.0M | ||
| Q2 25 | $4.6B | $176.0M | ||
| Q1 25 | $4.2B | $158.0M | ||
| Q4 24 | $4.3B | $133.0M | ||
| Q3 24 | $4.3B | $125.0M | ||
| Q2 24 | $4.1B | $75.0M |
总资产
GLPI
TDC
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.7B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.7B | ||
| Q2 24 | $11.8B | $1.6B |
负债/权益比
GLPI
TDC
| 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 | — | $160.0M |
| 自由现金流经营现金流 - 资本支出 | — | $151.0M |
| 自由现金流率自由现金流/营收 | — | 35.9% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 4.32× |
| 过去12个月自由现金流最近4个季度 | — | $286.0M |
8季度趋势,按日历期对齐
经营现金流
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $160.0M | ||
| Q3 25 | $240.3M | $94.0M | ||
| Q2 25 | $293.4M | $43.0M | ||
| Q1 25 | $252.5M | $8.0M | ||
| Q4 24 | $1.1B | $156.0M | ||
| Q3 24 | $270.4M | $77.0M | ||
| Q2 24 | $252.1M | $43.0M |
自由现金流
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | — | $151.0M | ||
| Q3 25 | $183.0M | $89.0M | ||
| Q2 25 | $272.3M | $39.0M | ||
| Q1 25 | $239.6M | $7.0M | ||
| Q4 24 | $1.1B | $149.0M | ||
| Q3 24 | $261.5M | $69.0M | ||
| Q2 24 | $245.0M | $40.0M |
自由现金流率
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | — | 35.9% | ||
| Q3 25 | 46.0% | 21.4% | ||
| Q2 25 | 69.0% | 9.6% | ||
| Q1 25 | 60.6% | 1.7% | ||
| Q4 24 | 275.3% | 36.4% | ||
| Q3 24 | 67.9% | 15.7% | ||
| Q2 24 | 64.4% | 9.2% |
资本支出强度
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 14.4% | 1.2% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 0.0% | 1.7% | ||
| Q3 24 | 2.3% | 1.8% | ||
| Q2 24 | 1.9% | 0.7% |
现金转化率
GLPI
TDC
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 4.32× | ||
| Q3 25 | 1.00× | 2.35× | ||
| Q2 25 | 1.94× | 4.78× | ||
| Q1 25 | 1.53× | 0.18× | ||
| Q4 24 | 4.80× | 6.24× | ||
| Q3 24 | 1.46× | 2.41× | ||
| Q2 24 | 1.21× | 1.16× |
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
TDC
| Services And Other Recurring | $302.0M | 72% |
| Subscription Software License Recurring | $65.0M | 15% |
| Consulting Services Segment | $53.0M | 13% |
| Software And Hardware Perpetual | $1.0M | 0% |