vs
Gaming & Leisure Properties, Inc.（GLPI）与Unity Software Inc.（U）财务数据对比。点击上方公司名可切换其他公司
Unity Software Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍（$508.2M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -68.3%，领先125.3%），Unity Software Inc.同比增速更快（17.0% vs 6.3%），过去两年Unity Software Inc.的营收复合增速更高（6.4% 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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
GLPI vs U — 直观对比
营收规模更大
U
是对方的1.2倍
$420.0M
营收增速更快
U
高出10.7%
6.3%
净利率更高
GLPI
高出125.3%
-68.3%
两年增速更快
U
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $508.2M |
| 净利润 | $239.4M | $-346.9M |
| 毛利率 | — | 30.8% |
| 营业利润率 | 79.4% | 0.0% |
| 净利率 | 57.0% | -68.3% |
| 营收同比 | 6.3% | 17.0% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | $-0.80 |
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GLPIU
| Q1 26 | $420.0M | $508.2M | ||
| Q4 25 | $407.0M | $503.1M | ||
| Q3 25 | $397.6M | $470.6M | ||
| Q2 25 | $394.9M | $440.9M | ||
| Q1 25 | $395.2M | $435.0M | ||
| Q4 24 | $389.6M | $457.1M | ||
| Q3 24 | $385.3M | $446.5M | ||
| Q2 24 | $380.6M | $449.3M |
净利润GLPIU
| Q1 26 | $239.4M | $-346.9M | ||
| Q4 25 | $275.4M | $-90.0M | ||
| Q3 25 | $241.2M | $-126.4M | ||
| Q2 25 | $151.4M | $-108.8M | ||
| Q1 25 | $165.2M | $-77.6M | ||
| Q4 24 | $223.6M | $-122.7M | ||
| Q3 24 | $184.7M | $-124.7M | ||
| Q2 24 | $208.3M | $-125.6M |
毛利率GLPIU
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 74.3% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 74.1% | ||
| Q1 25 | — | 73.8% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 74.9% | ||
| Q2 24 | — | 75.8% |
营业利润率GLPIU
| Q1 26 | 79.4% | 0.0% | ||
| Q4 25 | 89.3% | -21.2% | ||
| Q3 25 | 84.8% | -26.7% | ||
| Q2 25 | 61.3% | -26.9% | ||
| Q1 25 | 65.5% | -29.4% | ||
| Q4 24 | 79.1% | -27.1% | ||
| Q3 24 | 70.4% | -28.5% | ||
| Q2 24 | 77.1% | -28.8% |
净利率GLPIU
| Q1 26 | 57.0% | -68.3% | ||
| Q4 25 | 67.6% | -17.9% | ||
| Q3 25 | 60.7% | -26.9% | ||
| Q2 25 | 38.4% | -24.7% | ||
| Q1 25 | 41.8% | -17.8% | ||
| Q4 24 | 57.4% | -26.8% | ||
| Q3 24 | 47.9% | -27.9% | ||
| Q2 24 | 54.7% | -28.0% |
每股收益（稀释后）GLPIU
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $0.96 | $-0.21 | ||
| Q3 25 | $0.85 | $-0.30 | ||
| Q2 25 | $0.54 | $-0.26 | ||
| Q1 25 | $0.60 | $-0.19 | ||
| Q4 24 | $0.79 | $-0.30 | ||
| Q3 24 | $0.67 | $-0.31 | ||
| Q2 24 | $0.77 | $-0.32 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $3.0B |
| 总资产 | $13.8B | $6.5B |
| 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GLPIU
| Q1 26 | $274.5M | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $560.8M | $1.5B | ||
| Q3 24 | $560.8M | $1.4B | ||
| Q2 24 | $560.8M | $1.3B |
总债务GLPIU
| 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GLPIU
| Q1 26 | $5.0B | $3.0B | ||
| Q4 25 | $4.6B | $3.2B | ||
| Q3 25 | $4.6B | $3.2B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.2B | $3.2B | ||
| Q4 24 | $4.3B | $3.2B | ||
| Q3 24 | $4.3B | $3.2B | ||
| Q2 24 | $4.1B | $3.2B |
总资产GLPIU
| Q1 26 | $13.8B | $6.5B | ||
| Q4 25 | $12.9B | $6.8B | ||
| Q3 25 | $12.8B | $6.8B | ||
| Q2 25 | $12.5B | $6.7B | ||
| Q1 25 | $12.1B | $6.6B | ||
| Q4 24 | $13.1B | $6.7B | ||
| Q3 24 | $12.7B | $6.7B | ||
| Q2 24 | $11.8B | $6.7B |
负债/权益比GLPIU
| 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 | — | $71.3M |
| 自由现金流经营现金流 - 资本支出 | — | $66.5M |
| 自由现金流率自由现金流/营收 | — | 13.1% |
| 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 | — | $463.1M |
8季度趋势，按日历期对齐
经营现金流GLPIU
| Q1 26 | — | $71.3M | ||
| Q4 25 | $1.1B | $121.4M | ||
| Q3 25 | $240.3M | $155.4M | ||
| Q2 25 | $293.4M | $133.1M | ||
| Q1 25 | $252.5M | $13.0M | ||
| Q4 24 | $1.1B | $112.2M | ||
| Q3 24 | $270.4M | $122.4M | ||
| Q2 24 | $252.1M | $88.4M |
自由现金流GLPIU
| Q1 26 | — | $66.5M | ||
| Q4 25 | — | $118.7M | ||
| Q3 25 | $183.0M | $151.3M | ||
| Q2 25 | $272.3M | $126.7M | ||
| Q1 25 | $239.6M | $7.3M | ||
| Q4 24 | $1.1B | $105.8M | ||
| Q3 24 | $261.5M | $115.2M | ||
| Q2 24 | $245.0M | $79.6M |
自由现金流率GLPIU
| Q1 26 | — | 13.1% | ||
| Q4 25 | — | 23.6% | ||
| Q3 25 | 46.0% | 32.1% | ||
| Q2 25 | 69.0% | 28.7% | ||
| Q1 25 | 60.6% | 1.7% | ||
| Q4 24 | 275.3% | 23.1% | ||
| Q3 24 | 67.9% | 25.8% | ||
| Q2 24 | 64.4% | 17.7% |
资本支出强度GLPIU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 14.4% | 0.9% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 3.3% | 1.3% | ||
| Q4 24 | 0.0% | 1.4% | ||
| Q3 24 | 2.3% | 1.6% | ||
| Q2 24 | 1.9% | 2.0% |
现金转化率GLPIU
| 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
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
