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Gaming & Leisure Properties, Inc.(GLPI)与Texas Pacific Land Corporation(TPL)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Texas Pacific Land Corporation的2.0倍($420.0M vs $211.6M),Texas Pacific Land Corporation净利率更高(58.3% vs 57.0%,领先1.3%),Texas Pacific Land Corporation同比增速更快(13.9% vs 6.3%),过去两年Texas Pacific Land Corporation的营收复合增速更高(10.2% 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。
Texas Pacific Land Corporation(简称TPL)是一家公开上市的不动产运营企业,行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩(约3600平方公里)土地,是得州规模最大的私人土地所有者之一,前身为得克萨斯太平洋土地信托。
GLPI vs TPL — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $211.6M |
| 净利润 | $239.4M | $123.3M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 70.5% |
| 净利率 | 57.0% | 58.3% |
| 营收同比 | 6.3% | 13.9% |
| 净利润同比 | 40.5% | 4.2% |
| 每股收益(稀释后) | — | $-8.59 |
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
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $211.6M | ||
| Q3 25 | $397.6M | $203.1M | ||
| Q2 25 | $394.9M | $187.5M | ||
| Q1 25 | $395.2M | $196.0M | ||
| Q4 24 | $389.6M | $185.8M | ||
| Q3 24 | $385.3M | $173.6M | ||
| Q2 24 | $380.6M | $172.3M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $123.3M | ||
| Q3 25 | $241.2M | $121.2M | ||
| Q2 25 | $151.4M | $116.1M | ||
| Q1 25 | $165.2M | $120.7M | ||
| Q4 24 | $223.6M | $118.4M | ||
| Q3 24 | $184.7M | $106.6M | ||
| Q2 24 | $208.3M | $114.6M |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 70.5% | ||
| Q3 25 | 84.8% | 73.4% | ||
| Q2 25 | 61.3% | 76.6% | ||
| Q1 25 | 65.5% | 76.6% | ||
| Q4 24 | 79.1% | 76.7% | ||
| Q3 24 | 70.4% | 73.4% | ||
| Q2 24 | 77.1% | 77.3% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 58.3% | ||
| Q3 25 | 60.7% | 59.7% | ||
| Q2 25 | 38.4% | 61.9% | ||
| Q1 25 | 41.8% | 61.6% | ||
| Q4 24 | 57.4% | 63.7% | ||
| Q3 24 | 47.9% | 61.4% | ||
| Q2 24 | 54.7% | 66.5% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-8.59 | ||
| Q3 25 | $0.85 | $5.27 | ||
| Q2 25 | $0.54 | $5.05 | ||
| Q1 25 | $0.60 | $5.24 | ||
| Q4 24 | $0.79 | $5.14 | ||
| Q3 24 | $0.67 | $4.63 | ||
| Q2 24 | $0.77 | $4.98 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $13.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $144.8M | ||
| Q3 25 | — | $531.8M | ||
| Q2 25 | — | $543.9M | ||
| Q1 25 | — | $460.4M | ||
| Q4 24 | $560.8M | $369.8M | ||
| Q3 24 | $560.8M | $533.9M | ||
| Q2 24 | $560.8M | $894.7M |
| 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 | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.4B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.2B | $1.2B | ||
| Q4 24 | $4.3B | $1.1B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $1.2B |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.5B | ||
| Q2 25 | $12.5B | $1.4B | ||
| Q1 25 | $12.1B | $1.4B | ||
| Q4 24 | $13.1B | $1.2B | ||
| Q3 24 | $12.7B | $1.2B | ||
| Q2 24 | $11.8B | $1.3B |
| 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 | — | $113.7M |
| 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 | — | 0.92× |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $113.7M | ||
| Q3 25 | $240.3M | $154.6M | ||
| Q2 25 | $293.4M | $120.9M | ||
| Q1 25 | $252.5M | $156.7M | ||
| Q4 24 | $1.1B | $126.6M | ||
| Q3 24 | $270.4M | $118.6M | ||
| Q2 24 | $252.1M | $98.3M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 0.92× | ||
| Q3 25 | 1.00× | 1.28× | ||
| Q2 25 | 1.94× | 1.04× | ||
| Q1 25 | 1.53× | 1.30× | ||
| Q4 24 | 4.80× | 1.07× | ||
| Q3 24 | 1.46× | 1.11× | ||
| Q2 24 | 1.21× | 0.86× |
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
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |