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Gaming & Leisure Properties, Inc.（GLPI）与Gentherm Inc（THRM）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Gentherm Inc的1.1倍（$420.0M vs $382.8M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 0.8%，领先56.2%），Gentherm Inc同比增速更快（8.5% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.7%）
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。
金瑟公司（原阿梅里贡）是一家美国热管理技术企业，为汽车行业研发出了全球首款热电调温座椅系统——气候控制座椅系统。该系统于1999年率先被福特汽车采纳，作为选装配置搭载在2000款林肯领航员上，如今已应用于福特、通用、丰田（雷克萨斯）、起亚、现代、日产（英菲尼迪）等车企的50余款车型。
GLPI vs THRM — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$382.8M
营收增速更快
THRM
高出2.2%
6.3%
净利率更高
GLPI
高出56.2%
0.8%
两年增速更快
GLPI
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $382.8M |
| 净利润 | $239.4M | $3.0M |
| 毛利率 | — | 23.7% |
| 营业利润率 | 79.4% | 4.6% |
| 净利率 | 57.0% | 0.8% |
| 营收同比 | 6.3% | 8.5% |
| 净利润同比 | 40.5% | -80.5% |
| 每股收益（稀释后） | — | $0.08 |
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GLPITHRM
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $382.8M | ||
| Q3 25 | $397.6M | $386.9M | ||
| Q2 25 | $394.9M | $375.1M | ||
| Q1 25 | $395.2M | $353.9M | ||
| Q4 24 | $389.6M | $352.9M | ||
| Q3 24 | $385.3M | $371.5M | ||
| Q2 24 | $380.6M | $375.7M |
净利润GLPITHRM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $3.0M | ||
| Q3 25 | $241.2M | $14.9M | ||
| Q2 25 | $151.4M | $477.0K | ||
| Q1 25 | $165.2M | $-128.0K | ||
| Q4 24 | $223.6M | $15.3M | ||
| Q3 24 | $184.7M | $16.0M | ||
| Q2 24 | $208.3M | $18.9M |
毛利率GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | — | 23.7% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.4% | ||
| Q3 24 | — | 25.5% | ||
| Q2 24 | — | 25.7% |
营业利润率GLPITHRM
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 4.6% | ||
| Q3 25 | 84.8% | 6.2% | ||
| Q2 25 | 61.3% | 6.4% | ||
| Q1 25 | 65.5% | 4.8% | ||
| Q4 24 | 79.1% | 6.7% | ||
| Q3 24 | 70.4% | 8.7% | ||
| Q2 24 | 77.1% | 8.8% |
净利率GLPITHRM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 0.8% | ||
| Q3 25 | 60.7% | 3.9% | ||
| Q2 25 | 38.4% | 0.1% | ||
| Q1 25 | 41.8% | -0.0% | ||
| Q4 24 | 57.4% | 4.3% | ||
| Q3 24 | 47.9% | 4.3% | ||
| Q2 24 | 54.7% | 5.0% |
每股收益（稀释后）GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.08 | ||
| Q3 25 | $0.85 | $0.49 | ||
| Q2 25 | $0.54 | $0.02 | ||
| Q1 25 | $0.60 | $0.00 | ||
| Q4 24 | $0.79 | $0.48 | ||
| Q3 24 | $0.67 | $0.51 | ||
| Q2 24 | $0.77 | $0.60 |
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 | $160.8M |
| 总债务越低越好 | — | $189.0M |
| 股东权益账面价值 | $5.0B | $720.3M |
| 总资产 | $13.8B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资GLPITHRM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $160.8M | ||
| Q3 25 | — | $154.3M | ||
| Q2 25 | — | $128.3M | ||
| Q1 25 | — | $163.1M | ||
| Q4 24 | $560.8M | $134.1M | ||
| Q3 24 | $560.8M | $150.6M | ||
| Q2 24 | $560.8M | $123.5M |
总债务GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $189.0M | ||
| Q3 25 | $7.2B | $189.0M | ||
| Q2 25 | $6.9B | $209.0M | ||
| Q1 25 | $6.9B | $262.0M | ||
| Q4 24 | $7.7B | $220.1M | ||
| Q3 24 | $7.4B | $222.1M | ||
| Q2 24 | $6.6B | $222.1M |
股东权益GLPITHRM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $720.3M | ||
| Q3 25 | $4.6B | $717.9M | ||
| Q2 25 | $4.6B | $699.7M | ||
| Q1 25 | $4.2B | $646.5M | ||
| Q4 24 | $4.3B | $616.9M | ||
| Q3 24 | $4.3B | $660.7M | ||
| Q2 24 | $4.1B | $640.3M |
总资产GLPITHRM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.4B | ||
| Q3 25 | $12.8B | $1.4B | ||
| Q2 25 | $12.5B | $1.4B | ||
| Q1 25 | $12.1B | $1.3B | ||
| Q4 24 | $13.1B | $1.2B | ||
| Q3 24 | $12.7B | $1.3B | ||
| Q2 24 | $11.8B | $1.2B |
负债/权益比GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.26× | ||
| Q3 25 | 1.57× | 0.26× | ||
| Q2 25 | 1.51× | 0.30× | ||
| Q1 25 | 1.63× | 0.41× | ||
| Q4 24 | 1.81× | 0.36× | ||
| Q3 24 | 1.74× | 0.34× | ||
| Q2 24 | 1.60× | 0.35× |
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 | — | $29.0M |
| 自由现金流经营现金流 - 资本支出 | — | $6.7M |
| 自由现金流率自由现金流/营收 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 现金转化率经营现金流/净利润 | — | 9.70× |
| 过去12个月自由现金流最近4个季度 | — | $61.1M |
8季度趋势，按日历期对齐
经营现金流GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $29.0M | ||
| Q3 25 | $240.3M | $56.1M | ||
| Q2 25 | $293.4M | $45.0M | ||
| Q1 25 | $252.5M | $-13.3M | ||
| Q4 24 | $1.1B | $36.6M | ||
| Q3 24 | $270.4M | $46.3M | ||
| Q2 24 | $252.1M | $37.1M |
自由现金流GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | — | $6.7M | ||
| Q3 25 | $183.0M | $46.5M | ||
| Q2 25 | $272.3M | $36.2M | ||
| Q1 25 | $239.6M | $-28.2M | ||
| Q4 24 | $1.1B | $13.6M | ||
| Q3 24 | $261.5M | $26.6M | ||
| Q2 24 | $245.0M | $17.8M |
自由现金流率GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | 46.0% | 12.0% | ||
| Q2 25 | 69.0% | 9.6% | ||
| Q1 25 | 60.6% | -8.0% | ||
| Q4 24 | 275.3% | 3.9% | ||
| Q3 24 | 67.9% | 7.2% | ||
| Q2 24 | 64.4% | 4.7% |
资本支出强度GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 5.3% | 2.4% | ||
| Q1 25 | 3.3% | 4.2% | ||
| Q4 24 | 0.0% | 6.5% | ||
| Q3 24 | 2.3% | 5.3% | ||
| Q2 24 | 1.9% | 5.2% |
现金转化率GLPITHRM
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 9.70× | ||
| Q3 25 | 1.00× | 3.75× | ||
| Q2 25 | 1.94× | 94.43× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 2.39× | ||
| Q3 24 | 1.46× | 2.90× | ||
| Q2 24 | 1.21× | 1.97× |
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
THRM
| Climate Control Seats | $200.9M | 52% |
| Lumbar And Massage Comfort Solutions | $58.5M | 15% |
| Climate Control Interiors | $50.3M | 13% |
| Other Automotive | $27.6M | 7% |
| Valve Systems | $24.1M | 6% |
| Medical Segments | $13.9M | 4% |
| Climate And Comfort Electronics | $7.4M | 2% |
