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Gaming & Leisure Properties, Inc.（GLPI）与Talen Energy Corp（TLN）财务数据对比。点击上方公司名可切换其他公司
Talen Energy Corp的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$758.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -47.9%，领先104.9%），Talen Energy Corp同比增速更快（114.7% vs 6.3%），过去两年Talen Energy Corp的营收复合增速更高（35.0% 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。
PPL公司是总部位于美国宾夕法尼亚州东部利哈伊谷阿伦敦的能源企业，于纽约证券交易所上市（股票代码：PPL），属标普500指数成分股。截至2022年，公司营收79亿美元，总资产超370亿美元，拥有6500名员工，服务360万客户。
GLPI vs TLN — 直观对比
营收规模更大
TLN
是对方的1.8倍
$420.0M
营收增速更快
TLN
高出108.5%
6.3%
净利率更高
GLPI
高出104.9%
-47.9%
两年增速更快
TLN
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $758.0M |
| 净利润 | $239.4M | $-363.0M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | -41.3% |
| 净利率 | 57.0% | -47.9% |
| 营收同比 | 6.3% | 114.7% |
| 净利润同比 | 40.5% | -542.7% |
| 每股收益（稀释后） | — | $-7.60 |
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GLPITLN
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $758.0M | ||
| Q3 25 | $397.6M | $697.0M | ||
| Q2 25 | $394.9M | $409.0M | ||
| Q1 25 | $395.2M | $654.0M | ||
| Q4 24 | $389.6M | $353.0M | ||
| Q3 24 | $385.3M | $459.0M | ||
| Q2 24 | $380.6M | $346.0M |
净利润GLPITLN
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-363.0M | ||
| Q3 25 | $241.2M | $207.0M | ||
| Q2 25 | $151.4M | $72.0M | ||
| Q1 25 | $165.2M | $-135.0M | ||
| Q4 24 | $223.6M | $82.0M | ||
| Q3 24 | $184.7M | $168.0M | ||
| Q2 24 | $208.3M | $454.0M |
营业利润率GLPITLN
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -41.3% | ||
| Q3 25 | 84.8% | 37.7% | ||
| Q2 25 | 61.3% | 16.1% | ||
| Q1 25 | 65.5% | -16.2% | ||
| Q4 24 | 79.1% | 4.5% | ||
| Q3 24 | 70.4% | 34.4% | ||
| Q2 24 | 77.1% | 7.8% |
净利率GLPITLN
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -47.9% | ||
| Q3 25 | 60.7% | 29.7% | ||
| Q2 25 | 38.4% | 17.6% | ||
| Q1 25 | 41.8% | -20.6% | ||
| Q4 24 | 57.4% | 23.2% | ||
| Q3 24 | 47.9% | 36.6% | ||
| Q2 24 | 54.7% | 131.2% |
每股收益（稀释后）GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-7.60 | ||
| Q3 25 | $0.85 | $4.25 | ||
| Q2 25 | $0.54 | $1.50 | ||
| Q1 25 | $0.60 | $-2.94 | ||
| Q4 24 | $0.79 | $2.07 | ||
| Q3 24 | $0.67 | $3.16 | ||
| Q2 24 | $0.77 | $7.60 |
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 | $689.0M |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $13.8B | $10.9B |
| 负债/权益比越低杠杆越低 | — | 6.23× |
8季度趋势，按日历期对齐
现金及短期投资GLPITLN
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $689.0M | ||
| Q3 25 | — | $497.0M | ||
| Q2 25 | — | $122.0M | ||
| Q1 25 | — | $295.0M | ||
| Q4 24 | $560.8M | $328.0M | ||
| Q3 24 | $560.8M | $648.0M | ||
| Q2 24 | $560.8M | $632.0M |
总债务GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $6.8B | ||
| Q3 25 | $7.2B | $3.0B | ||
| Q2 25 | $6.9B | $3.0B | ||
| Q1 25 | $6.9B | $3.0B | ||
| Q4 24 | $7.7B | $3.0B | ||
| Q3 24 | $7.4B | $2.6B | ||
| Q2 24 | $6.6B | $2.6B |
股东权益GLPITLN
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.1B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.2B | $1.2B | ||
| Q4 24 | $4.3B | $1.4B | ||
| Q3 24 | $4.3B | $2.4B | ||
| Q2 24 | $4.1B | $2.5B |
总资产GLPITLN
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $10.9B | ||
| Q3 25 | $12.8B | $6.1B | ||
| Q2 25 | $12.5B | $5.8B | ||
| Q1 25 | $12.1B | $5.9B | ||
| Q4 24 | $13.1B | $6.1B | ||
| Q3 24 | $12.7B | $6.8B | ||
| Q2 24 | $11.8B | $7.1B |
负债/权益比GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 6.23× | ||
| Q3 25 | 1.57× | 2.03× | ||
| Q2 25 | 1.51× | 2.40× | ||
| Q1 25 | 1.63× | 2.54× | ||
| Q4 24 | 1.81× | 2.17× | ||
| Q3 24 | 1.74× | 1.10× | ||
| Q2 24 | 1.60× | 1.05× |
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 | — | $280.0M |
| 自由现金流经营现金流 - 资本支出 | — | $254.0M |
| 自由现金流率自由现金流/营收 | — | 33.5% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 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 | — | $606.0M |
8季度趋势，按日历期对齐
经营现金流GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $280.0M | ||
| Q3 25 | $240.3M | $489.0M | ||
| Q2 25 | $293.4M | $-184.0M | ||
| Q1 25 | $252.5M | $119.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | $96.0M | ||
| Q2 24 | $252.1M | $-23.0M |
自由现金流GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | — | $254.0M | ||
| Q3 25 | $183.0M | $468.0M | ||
| Q2 25 | $272.3M | $-217.0M | ||
| Q1 25 | $239.6M | $101.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | $83.0M | ||
| Q2 24 | $245.0M | $-43.0M |
自由现金流率GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | — | 33.5% | ||
| Q3 25 | 46.0% | 67.1% | ||
| Q2 25 | 69.0% | -53.1% | ||
| Q1 25 | 60.6% | 15.4% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | 18.1% | ||
| Q2 24 | 64.4% | -12.4% |
资本支出强度GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | 14.4% | 3.0% | ||
| Q2 25 | 5.3% | 8.1% | ||
| Q1 25 | 3.3% | 2.8% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | 2.8% | ||
| Q2 24 | 1.9% | 5.8% |
现金转化率GLPITLN
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 2.36× | ||
| Q2 25 | 1.94× | -2.56× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 0.57× | ||
| Q2 24 | 1.21× | -0.05× |
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
TLN
| Electricity Sales And Ancillary Services | $555.0M | 73% |
| Operating Revenue Capacity | $182.0M | 24% |
| Physical Electricity Sales Bilateral Contracts Other | $21.0M | 3% |
