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Gaming & Leisure Properties, Inc.(GLPI)与Titan Machinery Inc.(TITN)财务数据对比。点击上方公司名可切换其他公司
Titan Machinery Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍($644.5M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 0.2%,领先56.8%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -5.2%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -13.0%)
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。
泰坦机械是全球规模领先的农业与工程机械设备经销商,也是凯斯纽荷兰工业品牌最大的经销商之一,总部位于北达科他州西法戈,经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰,目前在纳斯达克挂牌上市,2023年总营收达22.09亿美元。
GLPI vs TITN — 直观对比
营收规模更大
TITN
是对方的1.5倍
$420.0M
营收增速更快
GLPI
高出11.5%
-5.2%
净利率更高
GLPI
高出56.8%
0.2%
两年增速更快
GLPI
近两年复合增速
-13.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $644.5M |
| 净利润 | $239.4M | $1.2M |
| 毛利率 | — | 17.2% |
| 营业利润率 | 79.4% | 1.6% |
| 净利率 | 57.0% | 0.2% |
| 营收同比 | 6.3% | -5.2% |
| 净利润同比 | 40.5% | -30.1% |
| 每股收益(稀释后) | — | $0.05 |
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
TITN
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $644.5M | ||
| Q3 25 | $397.6M | $546.4M | ||
| Q2 25 | $394.9M | $594.3M | ||
| Q1 25 | $395.2M | $759.9M | ||
| Q4 24 | $389.6M | $679.8M | ||
| Q3 24 | $385.3M | $633.7M | ||
| Q2 24 | $380.6M | $628.7M |
净利润
GLPI
TITN
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $1.2M | ||
| Q3 25 | $241.2M | $-6.0M | ||
| Q2 25 | $151.4M | $-13.2M | ||
| Q1 25 | $165.2M | $-43.8M | ||
| Q4 24 | $223.6M | $1.7M | ||
| Q3 24 | $184.7M | $-4.3M | ||
| Q2 24 | $208.3M | $9.4M |
毛利率
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 17.1% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 17.7% | ||
| Q2 24 | — | 19.4% |
营业利润率
GLPI
TITN
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 1.6% | ||
| Q3 25 | 84.8% | 0.1% | ||
| Q2 25 | 61.3% | -1.0% | ||
| Q1 25 | 65.5% | -6.0% | ||
| Q4 24 | 79.1% | 1.7% | ||
| Q3 24 | 70.4% | 2.5% | ||
| Q2 24 | 77.1% | 3.6% |
净利率
GLPI
TITN
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 0.2% | ||
| Q3 25 | 60.7% | -1.1% | ||
| Q2 25 | 38.4% | -2.2% | ||
| Q1 25 | 41.8% | -5.8% | ||
| Q4 24 | 57.4% | 0.3% | ||
| Q3 24 | 47.9% | -0.7% | ||
| Q2 24 | 54.7% | 1.5% |
每股收益(稀释后)
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.05 | ||
| Q3 25 | $0.85 | $-0.26 | ||
| Q2 25 | $0.54 | $-0.58 | ||
| Q1 25 | $0.60 | $-1.92 | ||
| Q4 24 | $0.79 | $0.07 | ||
| Q3 24 | $0.67 | $-0.19 | ||
| Q2 24 | $0.77 | $0.41 |
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 | — |
| 总债务越低越好 | — | $176.6M |
| 股东权益账面价值 | $5.0B | $612.6M |
| 总资产 | $13.8B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
TITN
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
总债务
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $176.6M | ||
| Q3 25 | $7.2B | $164.5M | ||
| Q2 25 | $6.9B | $165.3M | ||
| Q1 25 | $6.9B | $168.7M | ||
| Q4 24 | $7.7B | $140.6M | ||
| Q3 24 | $7.4B | $126.6M | ||
| Q2 24 | $6.6B | $119.3M |
股东权益
GLPI
TITN
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $612.6M | ||
| Q3 25 | $4.6B | $610.3M | ||
| Q2 25 | $4.6B | $605.4M | ||
| Q1 25 | $4.2B | $614.1M | ||
| Q4 24 | $4.3B | $668.2M | ||
| Q3 24 | $4.3B | $659.6M | ||
| Q2 24 | $4.1B | $662.6M |
总资产
GLPI
TITN
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.9B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.2B | ||
| Q2 24 | $11.8B | $2.1B |
负债/权益比
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.29× | ||
| Q3 25 | 1.57× | 0.27× | ||
| Q2 25 | 1.51× | 0.27× | ||
| Q1 25 | 1.63× | 0.27× | ||
| Q4 24 | 1.81× | 0.21× | ||
| Q3 24 | 1.74× | 0.19× | ||
| Q2 24 | 1.60× | 0.18× |
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 | — | $34.0M |
| 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 | — | 28.37× |
| 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
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $34.0M | ||
| Q3 25 | $240.3M | $43.7M | ||
| Q2 25 | $293.4M | $6.2M | ||
| Q1 25 | $252.5M | $126.5M | ||
| Q4 24 | $1.1B | $-8.8M | ||
| Q3 24 | $270.4M | $-15.0M | ||
| Q2 24 | $252.1M | $-32.4M |
自由现金流
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率
GLPI
TITN
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 28.37× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | -5.15× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | -3.43× |
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
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |