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Gaming & Leisure Properties, Inc.（GLPI）与Tilray Brands, Inc.（TLRY）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Tilray Brands, Inc.的1.9倍（$420.0M vs $217.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -20.7%，领先77.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 3.1%），过去两年Tilray Brands, Inc.的营收复合增速更高（7.5% 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。
Tilray Brands, Inc.是一家美国企业，主营医药、大麻生活方式产品以及包装消费品业务，公司注册于美国，总部坐落于纽约。该公司在加拿大、澳大利亚、新西兰、拉美地区均开展业务，同时在德国和葡萄牙拥有大麻种植基地。
GLPI vs TLRY — 直观对比
营收规模更大
GLPI
是对方的1.9倍
$217.5M
营收增速更快
GLPI
高出3.2%
3.1%
净利率更高
GLPI
高出77.7%
-20.7%
两年增速更快
TLRY
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $217.5M |
| 净利润 | $239.4M | $-44.9M |
| 毛利率 | — | 26.4% |
| 营业利润率 | 79.4% | -10.2% |
| 净利率 | 57.0% | -20.7% |
| 营收同比 | 6.3% | 3.1% |
| 净利润同比 | 40.5% | 47.4% |
| 每股收益（稀释后） | — | $-0.41 |
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GLPITLRY
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $217.5M | ||
| Q3 25 | $397.6M | $209.5M | ||
| Q2 25 | $394.9M | $224.5M | ||
| Q1 25 | $395.2M | $185.8M | ||
| Q4 24 | $389.6M | $210.9M | ||
| Q3 24 | $385.3M | $200.0M | ||
| Q2 24 | $380.6M | $229.9M |
净利润GLPITLRY
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-44.9M | ||
| Q3 25 | $241.2M | $-322.0K | ||
| Q2 25 | $151.4M | $-1.3B | ||
| Q1 25 | $165.2M | $-789.4M | ||
| Q4 24 | $223.6M | $-85.3M | ||
| Q3 24 | $184.7M | $-39.2M | ||
| Q2 24 | $208.3M | $-31.7M |
毛利率GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | — | 30.1% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 35.8% |
营业利润率GLPITLRY
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -10.2% | ||
| Q3 25 | 84.8% | 1.0% | ||
| Q2 25 | 61.3% | -643.1% | ||
| Q1 25 | 65.5% | -409.0% | ||
| Q4 24 | 79.1% | -20.0% | ||
| Q3 24 | 70.4% | -18.3% | ||
| Q2 24 | 77.1% | -7.2% |
净利率GLPITLRY
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -20.7% | ||
| Q3 25 | 60.7% | -0.2% | ||
| Q2 25 | 38.4% | -566.9% | ||
| Q1 25 | 41.8% | -424.9% | ||
| Q4 24 | 57.4% | -40.5% | ||
| Q3 24 | 47.9% | -19.6% | ||
| Q2 24 | 54.7% | -13.8% |
每股收益（稀释后）GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.41 | ||
| Q3 25 | $0.85 | $0.00 | ||
| Q2 25 | $0.54 | $7.26 | ||
| Q1 25 | $0.60 | $-8.69 | ||
| Q4 24 | $0.79 | $-0.99 | ||
| Q3 24 | $0.67 | $-0.04 | ||
| Q2 24 | $0.77 | $-0.04 |
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 | $291.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.6B |
| 总资产 | $13.8B | $2.1B |
| 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GLPITLRY
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $291.6M | ||
| Q3 25 | — | $264.8M | ||
| Q2 25 | — | $256.4M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $252.2M | ||
| Q3 24 | $560.8M | $280.1M | ||
| Q2 24 | $560.8M | $260.5M |
总债务GLPITLRY
| 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GLPITLRY
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.6B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | $2.7B | ||
| Q4 24 | $4.3B | $3.5B | ||
| Q3 24 | $4.3B | $3.5B | ||
| Q2 24 | $4.1B | $3.4B |
总资产GLPITLRY
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | $4.2B | ||
| Q3 24 | $12.7B | $4.3B | ||
| Q2 24 | $11.8B | $4.2B |
负债/权益比GLPITLRY
| 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 | — | $-8.5M |
| 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 | — | — |
| 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GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-8.5M | ||
| Q3 25 | $240.3M | $-1.3M | ||
| Q2 25 | $293.4M | $-12.8M | ||
| Q1 25 | $252.5M | $-5.8M | ||
| Q4 24 | $1.1B | $-40.7M | ||
| Q3 24 | $270.4M | $-35.3M | ||
| Q2 24 | $252.1M | $30.7M |
自由现金流GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | $-19.1M | ||
| Q1 25 | $239.6M | $-20.2M | ||
| Q4 24 | $1.1B | $-46.2M | ||
| Q3 24 | $261.5M | $-42.0M | ||
| Q2 24 | $245.0M | $21.0M |
自由现金流率GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | -8.5% | ||
| Q1 25 | 60.6% | -10.9% | ||
| Q4 24 | 275.3% | -21.9% | ||
| Q3 24 | 67.9% | -21.0% | ||
| Q2 24 | 64.4% | 9.1% |
资本支出强度GLPITLRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | 2.8% | ||
| Q1 25 | 3.3% | 7.8% | ||
| Q4 24 | 0.0% | 2.6% | ||
| Q3 24 | 2.3% | 3.4% | ||
| Q2 24 | 1.9% | 4.2% |
现金转化率GLPITLRY
| 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
业务分部营收拆解
GLPI
暂无分部数据
TLRY
| Adultuse Cannabis Products | $62.4M | 29% |
| Other | $59.2M | 27% |
| Beverage Alcohol Business | $53.6M | 25% |
| International Cannabis Products | $20.2M | 9% |
| Wellness Business | $14.6M | 7% |
| Medical Cannabis Products | $6.2M | 3% |
| Wholesale Cannabis Products | $1.3M | 1% |
