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Gaming & Leisure Properties, Inc.（GLPI）与Tempus AI, Inc.（TEM）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Tempus AI, Inc.的1.1倍（$420.0M vs $367.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -14.8%，领先71.8%），Tempus AI, Inc.同比增速更快（83.0% vs 6.3%），过去两年Tempus AI, Inc.的营收复合增速更高（58.7% 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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
GLPI vs TEM — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$367.2M
营收增速更快
TEM
高出76.7%
6.3%
净利率更高
GLPI
高出71.8%
-14.8%
两年增速更快
TEM
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $367.2M |
| 净利润 | $239.4M | $-54.2M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | -16.7% |
| 净利率 | 57.0% | -14.8% |
| 营收同比 | 6.3% | 83.0% |
| 净利润同比 | 40.5% | -316.2% |
| 每股收益（稀释后） | — | $-0.30 |
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GLPITEM
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $367.2M | ||
| Q3 25 | $397.6M | $334.2M | ||
| Q2 25 | $394.9M | $314.6M | ||
| Q1 25 | $395.2M | $255.7M | ||
| Q4 24 | $389.6M | $200.7M | ||
| Q3 24 | $385.3M | $180.9M | ||
| Q2 24 | $380.6M | $166.0M |
净利润GLPITEM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-54.2M | ||
| Q3 25 | $241.2M | $-80.0M | ||
| Q2 25 | $151.4M | $-42.8M | ||
| Q1 25 | $165.2M | $-68.0M | ||
| Q4 24 | $223.6M | $-13.0M | ||
| Q3 24 | $184.7M | $-75.8M | ||
| Q2 24 | $208.3M | $-552.2M |
营业利润率GLPITEM
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -16.7% | ||
| Q3 25 | 84.8% | -18.3% | ||
| Q2 25 | 61.3% | -19.6% | ||
| Q1 25 | 65.5% | -26.9% | ||
| Q4 24 | 79.1% | -25.3% | ||
| Q3 24 | 70.4% | -29.6% | ||
| Q2 24 | 77.1% | -321.4% |
净利率GLPITEM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -14.8% | ||
| Q3 25 | 60.7% | -23.9% | ||
| Q2 25 | 38.4% | -13.6% | ||
| Q1 25 | 41.8% | -26.6% | ||
| Q4 24 | 57.4% | -6.5% | ||
| Q3 24 | 47.9% | -41.9% | ||
| Q2 24 | 54.7% | -332.7% |
每股收益（稀释后）GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.30 | ||
| Q3 25 | $0.85 | $-0.46 | ||
| Q2 25 | $0.54 | $-0.25 | ||
| Q1 25 | $0.60 | $-0.40 | ||
| Q4 24 | $0.79 | $2.56 | ||
| Q3 24 | $0.67 | $-0.46 | ||
| Q2 24 | $0.77 | $-6.86 |
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 | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $491.3M |
| 总资产 | $13.8B | $2.3B |
| 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GLPITEM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $604.8M | ||
| Q3 25 | — | $655.9M | ||
| Q2 25 | — | $186.3M | ||
| Q1 25 | — | $151.6M | ||
| Q4 24 | $560.8M | $341.0M | ||
| Q3 24 | $560.8M | $388.0M | ||
| Q2 24 | $560.8M | $478.8M |
总债务GLPITEM
| 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GLPITEM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $491.3M | ||
| Q3 25 | $4.6B | $507.8M | ||
| Q2 25 | $4.6B | $309.6M | ||
| Q1 25 | $4.2B | $326.2M | ||
| Q4 24 | $4.3B | $56.3M | ||
| Q3 24 | $4.3B | $53.7M | ||
| Q2 24 | $4.1B | $98.3M |
总资产GLPITEM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.3B | ||
| Q3 25 | $12.8B | $2.3B | ||
| Q2 25 | $12.5B | $1.6B | ||
| Q1 25 | $12.1B | $1.5B | ||
| Q4 24 | $13.1B | $926.1M | ||
| Q3 24 | $12.7B | $971.7M | ||
| Q2 24 | $11.8B | $864.6M |
负债/权益比GLPITEM
| 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 | — | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-41.5M |
| 自由现金流率自由现金流/营收 | — | -11.3% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-239.1M |
8季度趋势，按日历期对齐
经营现金流GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-36.8M | ||
| Q3 25 | $240.3M | $-119.8M | ||
| Q2 25 | $293.4M | $44.2M | ||
| Q1 25 | $252.5M | $-105.6M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | $48.7M | ||
| Q2 24 | $252.1M | $-97.1M |
自由现金流GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | — | $-41.5M | ||
| Q3 25 | $183.0M | $-126.5M | ||
| Q2 25 | $272.3M | $36.6M | ||
| Q1 25 | $239.6M | $-107.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | $48.6M | ||
| Q2 24 | $245.0M | $-105.1M |
自由现金流率GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | — | -11.3% | ||
| Q3 25 | 46.0% | -37.9% | ||
| Q2 25 | 69.0% | 11.6% | ||
| Q1 25 | 60.6% | -42.1% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | 26.9% | ||
| Q2 24 | 64.4% | -63.3% |
资本支出强度GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 14.4% | 2.0% | ||
| Q2 25 | 5.3% | 2.4% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | 0.0% | ||
| Q2 24 | 1.9% | 4.8% |
现金转化率GLPITEM
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
