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Gaming & Leisure Properties, Inc.(GLPI)与Tyler Technologies(TYL)财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍($613.5M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 13.2%,领先43.8%),Tyler Technologies同比增速更快(8.6% vs 6.3%),过去两年Tyler Technologies的营收复合增速更高(6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业,主营面向美国公共部门提供自研专有软件,目前在全美17个州设有办事处,另在加拿大安大略省多伦多市设有一处办公网点。
GLPI vs TYL — 直观对比
营收规模更大
TYL
是对方的1.5倍
$420.0M
营收增速更快
TYL
高出2.3%
6.3%
净利率更高
GLPI
高出43.8%
13.2%
两年增速更快
TYL
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $613.5M |
| 净利润 | $239.4M | $81.2M |
| 毛利率 | — | 48.3% |
| 营业利润率 | 79.4% | 16.3% |
| 净利率 | 57.0% | 13.2% |
| 营收同比 | 6.3% | 8.6% |
| 净利润同比 | 40.5% | — |
| 每股收益(稀释后) | — | $1.88 |
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
TYL
| Q1 26 | $420.0M | $613.5M | ||
| Q4 25 | $407.0M | $575.2M | ||
| Q3 25 | $397.6M | $595.9M | ||
| Q2 25 | $394.9M | $596.1M | ||
| Q1 25 | $395.2M | $565.2M | ||
| Q4 24 | $389.6M | $541.1M | ||
| Q3 24 | $385.3M | $543.3M | ||
| Q2 24 | $380.6M | $541.0M |
净利润
GLPI
TYL
| Q1 26 | $239.4M | $81.2M | ||
| Q4 25 | $275.4M | $65.5M | ||
| Q3 25 | $241.2M | $84.4M | ||
| Q2 25 | $151.4M | $84.6M | ||
| Q1 25 | $165.2M | $81.1M | ||
| Q4 24 | $223.6M | $65.2M | ||
| Q3 24 | $184.7M | $75.9M | ||
| Q2 24 | $208.3M | $67.7M |
毛利率
GLPI
TYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | — | 45.5% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% |
营业利润率
GLPI
TYL
| Q1 26 | 79.4% | 16.3% | ||
| Q4 25 | 89.3% | 13.0% | ||
| Q3 25 | 84.8% | 16.4% | ||
| Q2 25 | 61.3% | 16.0% | ||
| Q1 25 | 65.5% | 15.8% | ||
| Q4 24 | 79.1% | 13.2% | ||
| Q3 24 | 70.4% | 15.2% | ||
| Q2 24 | 77.1% | 14.4% |
净利率
GLPI
TYL
| Q1 26 | 57.0% | 13.2% | ||
| Q4 25 | 67.6% | 11.4% | ||
| Q3 25 | 60.7% | 14.2% | ||
| Q2 25 | 38.4% | 14.2% | ||
| Q1 25 | 41.8% | 14.3% | ||
| Q4 24 | 57.4% | 12.1% | ||
| Q3 24 | 47.9% | 14.0% | ||
| Q2 24 | 54.7% | 12.5% |
每股收益(稀释后)
GLPI
TYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.96 | $1.50 | ||
| Q3 25 | $0.85 | $1.93 | ||
| Q2 25 | $0.54 | $1.93 | ||
| Q1 25 | $0.60 | $1.84 | ||
| Q4 24 | $0.79 | $1.48 | ||
| Q3 24 | $0.67 | $1.74 | ||
| Q2 24 | $0.77 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $3.6B |
| 总资产 | $13.8B | $4.8B |
| 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
GLPI
TYL
| Q1 26 | $274.5M | $346.4M | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $950.8M | ||
| Q2 25 | — | $892.3M | ||
| Q1 25 | — | $807.4M | ||
| Q4 24 | $560.8M | $768.0M | ||
| Q3 24 | $560.8M | $544.3M | ||
| Q2 24 | $560.8M | $258.0M |
总债务
GLPI
TYL
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $599.7M | ||
| Q3 25 | $7.2B | $599.2M | ||
| Q2 25 | $6.9B | $598.8M | ||
| Q1 25 | $6.9B | $598.4M | ||
| Q4 24 | $7.7B | $597.9M | ||
| Q3 24 | $7.4B | $597.5M | ||
| Q2 24 | $6.6B | $597.1M |
股东权益
GLPI
TYL
| Q1 26 | $5.0B | $3.6B | ||
| Q4 25 | $4.6B | $3.7B | ||
| Q3 25 | $4.6B | $3.6B | ||
| Q2 25 | $4.6B | $3.6B | ||
| Q1 25 | $4.2B | $3.5B | ||
| Q4 24 | $4.3B | $3.4B | ||
| Q3 24 | $4.3B | $3.3B | ||
| Q2 24 | $4.1B | $3.1B |
总资产
GLPI
TYL
| Q1 26 | $13.8B | $4.8B | ||
| Q4 25 | $12.9B | $5.6B | ||
| Q3 25 | $12.8B | $5.5B | ||
| Q2 25 | $12.5B | $5.4B | ||
| Q1 25 | $12.1B | $5.2B | ||
| Q4 24 | $13.1B | $5.2B | ||
| Q3 24 | $12.7B | $5.0B | ||
| Q2 24 | $11.8B | $4.8B |
负债/权益比
GLPI
TYL
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.16× | ||
| Q3 25 | 1.57× | 0.17× | ||
| Q2 25 | 1.51× | 0.16× | ||
| Q1 25 | 1.63× | 0.17× | ||
| Q4 24 | 1.81× | 0.18× | ||
| Q3 24 | 1.74× | 0.18× | ||
| Q2 24 | 1.60× | 0.19× |
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 | — | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 0.3% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势,按日历期对齐
经营现金流
GLPI
TYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $1.1B | $243.9M | ||
| Q3 25 | $240.3M | $255.2M | ||
| Q2 25 | $293.4M | $98.3M | ||
| Q1 25 | $252.5M | $56.2M | ||
| Q4 24 | $1.1B | $224.8M | ||
| Q3 24 | $270.4M | $263.7M | ||
| Q2 24 | $252.1M | $64.3M |
自由现金流
GLPI
TYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | — | $239.6M | ||
| Q3 25 | $183.0M | $251.3M | ||
| Q2 25 | $272.3M | $92.8M | ||
| Q1 25 | $239.6M | $53.8M | ||
| Q4 24 | $1.1B | $221.0M | ||
| Q3 24 | $261.5M | $260.8M | ||
| Q2 24 | $245.0M | $57.7M |
自由现金流率
GLPI
TYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | — | 41.7% | ||
| Q3 25 | 46.0% | 42.2% | ||
| Q2 25 | 69.0% | 15.6% | ||
| Q1 25 | 60.6% | 9.5% | ||
| Q4 24 | 275.3% | 40.8% | ||
| Q3 24 | 67.9% | 48.0% | ||
| Q2 24 | 64.4% | 10.7% |
资本支出强度
GLPI
TYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | 14.4% | 0.7% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 3.3% | 0.4% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 2.3% | 0.5% | ||
| Q2 24 | 1.9% | 1.2% |
现金转化率
GLPI
TYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 4.10× | 3.72× | ||
| Q3 25 | 1.00× | 3.02× | ||
| Q2 25 | 1.94× | 1.16× | ||
| Q1 25 | 1.53× | 0.69× | ||
| Q4 24 | 4.80× | 3.45× | ||
| Q3 24 | 1.46× | 3.47× | ||
| Q2 24 | 1.21× | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |