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Gaming & Leisure Properties, Inc.（GLPI）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$814.9M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 28.7%，领先28.3%），Ubiquiti Inc.同比增速更快（35.8% vs 6.3%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
GLPI vs UI — 直观对比
营收规模更大
UI
是对方的1.9倍
$420.0M
营收增速更快
UI
高出29.6%
6.3%
净利率更高
GLPI
高出28.3%
28.7%
两年增速更快
UI
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $814.9M |
| 净利润 | $239.4M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | 79.4% | 35.9% |
| 净利率 | 57.0% | 28.7% |
| 营收同比 | 6.3% | 35.8% |
| 净利润同比 | 40.5% | 70.8% |
| 每股收益（稀释后） | — | $3.86 |
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GLPIUI
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $814.9M | ||
| Q3 25 | $397.6M | $733.8M | ||
| Q2 25 | $394.9M | $759.2M | ||
| Q1 25 | $395.2M | $664.2M | ||
| Q4 24 | $389.6M | $599.9M | ||
| Q3 24 | $385.3M | $550.3M | ||
| Q2 24 | $380.6M | $507.5M |
净利润GLPIUI
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $233.6M | ||
| Q3 25 | $241.2M | $207.9M | ||
| Q2 25 | $151.4M | $266.7M | ||
| Q1 25 | $165.2M | $180.4M | ||
| Q4 24 | $223.6M | $136.8M | ||
| Q3 24 | $184.7M | $128.0M | ||
| Q2 24 | $208.3M | $103.8M |
毛利率GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率GLPIUI
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 35.9% | ||
| Q3 25 | 84.8% | 35.7% | ||
| Q2 25 | 61.3% | 34.4% | ||
| Q1 25 | 65.5% | 34.2% | ||
| Q4 24 | 79.1% | 29.8% | ||
| Q3 24 | 70.4% | 30.7% | ||
| Q2 24 | 77.1% | 27.3% |
净利率GLPIUI
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 28.7% | ||
| Q3 25 | 60.7% | 28.3% | ||
| Q2 25 | 38.4% | 35.1% | ||
| Q1 25 | 41.8% | 27.2% | ||
| Q4 24 | 57.4% | 22.8% | ||
| Q3 24 | 47.9% | 23.3% | ||
| Q2 24 | 54.7% | 20.5% |
每股收益（稀释后）GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $3.86 | ||
| Q3 25 | $0.85 | $3.43 | ||
| Q2 25 | $0.54 | $4.40 | ||
| Q1 25 | $0.60 | $2.98 | ||
| Q4 24 | $0.79 | $2.26 | ||
| Q3 24 | $0.67 | $2.12 | ||
| Q2 24 | $0.77 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $5.0B | $1.0B |
| 总资产 | $13.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资GLPIUI
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $302.8M | ||
| Q3 25 | — | $177.2M | ||
| Q2 25 | — | $149.7M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | $560.8M | $133.1M | ||
| Q3 24 | $560.8M | $165.2M | ||
| Q2 24 | $560.8M | $126.3M |
总债务GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $47.5M | ||
| Q3 25 | $7.2B | $133.8M | ||
| Q2 25 | $6.9B | $250.0M | ||
| Q1 25 | $6.9B | $340.0M | ||
| Q4 24 | $7.7B | $406.3M | ||
| Q3 24 | $7.4B | $552.5M | ||
| Q2 24 | $6.6B | $708.1M |
股东权益GLPIUI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.0B | ||
| Q3 25 | $4.6B | $828.4M | ||
| Q2 25 | $4.6B | $668.3M | ||
| Q1 25 | $4.2B | $436.1M | ||
| Q4 24 | $4.3B | $290.4M | ||
| Q3 24 | $4.3B | $188.1M | ||
| Q2 24 | $4.1B | $95.1M |
总资产GLPIUI
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.5B | ||
| Q2 25 | $12.5B | $1.5B | ||
| Q1 25 | $12.1B | $1.3B | ||
| Q4 24 | $13.1B | $1.2B | ||
| Q3 24 | $12.7B | $1.2B | ||
| Q2 24 | $11.8B | $1.2B |
负债/权益比GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.05× | ||
| Q3 25 | 1.57× | 0.16× | ||
| Q2 25 | 1.51× | 0.37× | ||
| Q1 25 | 1.63× | 0.78× | ||
| Q4 24 | 1.81× | 1.40× | ||
| Q3 24 | 1.74× | 2.94× | ||
| Q2 24 | 1.60× | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $263.9M | ||
| Q3 25 | $240.3M | $198.5M | ||
| Q2 25 | $293.4M | $130.4M | ||
| Q1 25 | $252.5M | $123.6M | ||
| Q4 24 | $1.1B | $152.4M | ||
| Q3 24 | $270.4M | $233.7M | ||
| Q2 24 | $252.1M | $231.4M |
自由现金流GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | — | $260.3M | ||
| Q3 25 | $183.0M | $193.3M | ||
| Q2 25 | $272.3M | $125.2M | ||
| Q1 25 | $239.6M | $120.7M | ||
| Q4 24 | $1.1B | $150.4M | ||
| Q3 24 | $261.5M | $231.1M | ||
| Q2 24 | $245.0M | $229.5M |
自由现金流率GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | 46.0% | 26.3% | ||
| Q2 25 | 69.0% | 16.5% | ||
| Q1 25 | 60.6% | 18.2% | ||
| Q4 24 | 275.3% | 25.1% | ||
| Q3 24 | 67.9% | 42.0% | ||
| Q2 24 | 64.4% | 45.2% |
资本支出强度GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | 14.4% | 0.7% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 3.3% | 0.4% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 2.3% | 0.5% | ||
| Q2 24 | 1.9% | 0.4% |
现金转化率GLPIUI
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.13× | ||
| Q3 25 | 1.00× | 0.95× | ||
| Q2 25 | 1.94× | 0.49× | ||
| Q1 25 | 1.53× | 0.68× | ||
| Q4 24 | 4.80× | 1.11× | ||
| Q3 24 | 1.46× | 1.83× | ||
| Q2 24 | 1.21× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
