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Gaming & Leisure Properties, Inc.（GLPI）与猫途鹰（TRIP）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是猫途鹰的1.0倍（$420.0M vs $411.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -9.2%，领先66.2%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 0.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.0%）
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。
TripAdvisor是美国知名在线旅游服务企业，旗下运营在线旅行社平台、旅游产品比价网站及移动应用，平台拥有大量用户生成的真实旅行内容，为全球消费者提供出行规划、预订等多元服务。
GLPI vs TRIP — 直观对比
营收规模更大
GLPI
是对方的1.0倍
$411.0M
营收增速更快
GLPI
高出6.3%
0.0%
净利率更高
GLPI
高出66.2%
-9.2%
两年增速更快
GLPI
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $411.0M |
| 净利润 | $239.4M | $-38.0M |
| 毛利率 | — | 91.5% |
| 营业利润率 | 79.4% | -8.3% |
| 净利率 | 57.0% | -9.2% |
| 营收同比 | 6.3% | 0.0% |
| 净利润同比 | 40.5% | -3900.0% |
| 每股收益（稀释后） | — | $-0.32 |
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GLPITRIP
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $411.0M | ||
| Q3 25 | $397.6M | $553.0M | ||
| Q2 25 | $394.9M | $529.0M | ||
| Q1 25 | $395.2M | $398.0M | ||
| Q4 24 | $389.6M | $411.0M | ||
| Q3 24 | $385.3M | $532.0M | ||
| Q2 24 | $380.6M | $497.0M |
净利润GLPITRIP
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-38.0M | ||
| Q3 25 | $241.2M | $53.0M | ||
| Q2 25 | $151.4M | $36.0M | ||
| Q1 25 | $165.2M | $-11.0M | ||
| Q4 24 | $223.6M | $1.0M | ||
| Q3 24 | $184.7M | $39.0M | ||
| Q2 24 | $208.3M | $24.0M |
毛利率GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | — | 91.5% | ||
| Q3 25 | — | 92.6% | ||
| Q2 25 | — | 92.1% | ||
| Q1 25 | — | 93.2% | ||
| Q4 24 | — | 93.4% | ||
| Q3 24 | — | 92.5% | ||
| Q2 24 | — | 92.8% |
营业利润率GLPITRIP
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -8.3% | ||
| Q3 25 | 84.8% | 12.7% | ||
| Q2 25 | 61.3% | 11.2% | ||
| Q1 25 | 65.5% | -3.8% | ||
| Q4 24 | 79.1% | 0.2% | ||
| Q3 24 | 70.4% | 13.2% | ||
| Q2 24 | 77.1% | 7.2% |
净利率GLPITRIP
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -9.2% | ||
| Q3 25 | 60.7% | 9.6% | ||
| Q2 25 | 38.4% | 6.8% | ||
| Q1 25 | 41.8% | -2.8% | ||
| Q4 24 | 57.4% | 0.2% | ||
| Q3 24 | 47.9% | 7.3% | ||
| Q2 24 | 54.7% | 4.8% |
每股收益（稀释后）GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.32 | ||
| Q3 25 | $0.85 | $0.43 | ||
| Q2 25 | $0.54 | $0.28 | ||
| Q1 25 | $0.60 | $-0.08 | ||
| Q4 24 | $0.79 | $0.03 | ||
| Q3 24 | $0.67 | $0.27 | ||
| Q2 24 | $0.77 | $0.17 |
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 | $1.0B |
| 总债务越低越好 | — | $819.0M |
| 股东权益账面价值 | $5.0B | $645.0M |
| 总资产 | $13.8B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 1.27× |
8季度趋势，按日历期对齐
现金及短期投资GLPITRIP
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $560.8M | $1.1B | ||
| Q3 24 | $560.8M | $1.1B | ||
| Q2 24 | $560.8M | $1.2B |
总债务GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $819.0M | ||
| Q3 25 | $7.2B | $821.0M | ||
| Q2 25 | $6.9B | $822.0M | ||
| Q1 25 | $6.9B | $1.2B | ||
| Q4 24 | $7.7B | $831.0M | ||
| Q3 24 | $7.4B | $832.0M | ||
| Q2 24 | $6.6B | — |
股东权益GLPITRIP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $645.0M | ||
| Q3 25 | $4.6B | $707.0M | ||
| Q2 25 | $4.6B | $627.0M | ||
| Q1 25 | $4.2B | $643.0M | ||
| Q4 24 | $4.3B | $943.0M | ||
| Q3 24 | $4.3B | $944.0M | ||
| Q2 24 | $4.1B | $857.0M |
总资产GLPITRIP
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.6B | ||
| Q3 25 | $12.8B | $2.8B | ||
| Q2 25 | $12.5B | $2.9B | ||
| Q1 25 | $12.1B | $2.8B | ||
| Q4 24 | $13.1B | $2.6B | ||
| Q3 24 | $12.7B | $2.7B | ||
| Q2 24 | $11.8B | $2.8B |
负债/权益比GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.27× | ||
| Q3 25 | 1.57× | 1.16× | ||
| Q2 25 | 1.51× | 1.31× | ||
| Q1 25 | 1.63× | 1.81× | ||
| Q4 24 | 1.81× | 0.88× | ||
| Q3 24 | 1.74× | 0.88× | ||
| 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 | — | $-103.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-122.0M |
| 自由现金流率自由现金流/营收 | — | -29.7% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 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 | — | $163.0M |
8季度趋势，按日历期对齐
经营现金流GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-103.0M | ||
| Q3 25 | $240.3M | $44.0M | ||
| Q2 25 | $293.4M | $202.0M | ||
| Q1 25 | $252.5M | $102.0M | ||
| Q4 24 | $1.1B | $-3.0M | ||
| Q3 24 | $270.4M | $-43.0M | ||
| Q2 24 | $252.1M | $51.0M |
自由现金流GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | — | $-122.0M | ||
| Q3 25 | $183.0M | $25.0M | ||
| Q2 25 | $272.3M | $177.0M | ||
| Q1 25 | $239.6M | $83.0M | ||
| Q4 24 | $1.1B | $-26.0M | ||
| Q3 24 | $261.5M | $-63.0M | ||
| Q2 24 | $245.0M | $36.0M |
自由现金流率GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | — | -29.7% | ||
| Q3 25 | 46.0% | 4.5% | ||
| Q2 25 | 69.0% | 33.5% | ||
| Q1 25 | 60.6% | 20.9% | ||
| Q4 24 | 275.3% | -6.3% | ||
| Q3 24 | 67.9% | -11.8% | ||
| Q2 24 | 64.4% | 7.2% |
资本支出强度GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 14.4% | 3.4% | ||
| Q2 25 | 5.3% | 4.7% | ||
| Q1 25 | 3.3% | 4.8% | ||
| Q4 24 | 0.0% | 5.6% | ||
| Q3 24 | 2.3% | 3.8% | ||
| Q2 24 | 1.9% | 3.0% |
现金转化率GLPITRIP
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 0.83× | ||
| Q2 25 | 1.94× | 5.61× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | -3.00× | ||
| Q3 24 | 1.46× | -1.10× | ||
| Q2 24 | 1.21× | 2.13× |
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
TRIP
| Third Party | $327.0M | 80% |
| The Fork | $58.0M | 14% |
| Other | $26.0M | 6% |
