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Gaming & Leisure Properties, Inc.（GLPI）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
VinFast Auto Ltd.的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$718.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -2.8%，领先59.8%）
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。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
GLPI vs VFS — 直观对比
营收规模更大
VFS
是对方的1.7倍
$420.0M
净利率更高
GLPI
高出59.8%
-2.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $718.6M |
| 净利润 | $239.4M | $-20.0M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | -96.1% |
| 净利率 | 57.0% | -2.8% |
| 营收同比 | 6.3% | — |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | — |
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GLPIVFS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $718.6M | ||
| Q2 25 | $394.9M | $663.0M | ||
| Q1 25 | $395.2M | $656.5M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | $511.6M | ||
| Q2 24 | $380.6M | — |
净利润GLPIVFS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-20.0M | ||
| Q2 25 | $151.4M | $-51.8M | ||
| Q1 25 | $165.2M | $-26.1M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $-10.4M | ||
| Q2 24 | $208.3M | — |
营业利润率GLPIVFS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | -96.1% | ||
| Q2 25 | 61.3% | -79.0% | ||
| Q1 25 | 65.5% | -74.0% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | -65.9% | ||
| Q2 24 | 77.1% | — |
净利率GLPIVFS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -2.8% | ||
| Q2 25 | 38.4% | -7.8% | ||
| Q1 25 | 41.8% | -4.0% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | -2.0% | ||
| Q2 24 | 54.7% | — |
每股收益（稀释后）GLPIVFS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | — |
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 | $8.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | — |
| 总资产 | $13.8B | $183.2M |
| 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GLPIVFS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $650.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $1.9M | ||
| Q2 24 | $560.8M | — |
总债务GLPIVFS
| 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GLPIVFS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $-7.2B | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.1B | — |
总资产GLPIVFS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $183.2M | ||
| Q2 25 | $12.5B | $7.2B | ||
| Q1 25 | $12.1B | $158.2M | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | $151.8M | ||
| Q2 24 | $11.8B | — |
负债/权益比GLPIVFS
| 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× | — |
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
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
