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Gaming & Leisure Properties, Inc.（GLPI）与VERRA MOBILITY Corp（VRRM）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VERRA MOBILITY Corp的1.6倍（$420.0M vs $257.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.3%，领先49.7%），VERRA MOBILITY Corp同比增速更快（16.4% vs 6.3%），过去两年VERRA MOBILITY Corp的营收复合增速更高（10.9% 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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
GLPI vs VRRM — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$257.9M
营收增速更快
VRRM
高出10.1%
6.3%
净利率更高
GLPI
高出49.7%
7.3%
两年增速更快
VRRM
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $257.9M |
| 净利润 | $239.4M | $18.9M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 16.7% |
| 净利率 | 57.0% | 7.3% |
| 营收同比 | 6.3% | 16.4% |
| 净利润同比 | 40.5% | 128.3% |
| 每股收益（稀释后） | — | $0.12 |
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GLPIVRRM
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $257.9M | ||
| Q3 25 | $397.6M | $261.9M | ||
| Q2 25 | $394.9M | $236.0M | ||
| Q1 25 | $395.2M | $223.3M | ||
| Q4 24 | $389.6M | $221.5M | ||
| Q3 24 | $385.3M | $225.6M | ||
| Q2 24 | $380.6M | $222.4M |
净利润GLPIVRRM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $18.9M | ||
| Q3 25 | $241.2M | $46.8M | ||
| Q2 25 | $151.4M | $38.6M | ||
| Q1 25 | $165.2M | $32.3M | ||
| Q4 24 | $223.6M | $-66.7M | ||
| Q3 24 | $184.7M | $34.7M | ||
| Q2 24 | $208.3M | $34.2M |
营业利润率GLPIVRRM
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 16.7% | ||
| Q3 25 | 84.8% | 28.6% | ||
| Q2 25 | 61.3% | 26.8% | ||
| Q1 25 | 65.5% | 25.7% | ||
| Q4 24 | 79.1% | -19.6% | ||
| Q3 24 | 70.4% | 28.3% | ||
| Q2 24 | 77.1% | 27.5% |
净利率GLPIVRRM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 7.3% | ||
| Q3 25 | 60.7% | 17.9% | ||
| Q2 25 | 38.4% | 16.3% | ||
| Q1 25 | 41.8% | 14.5% | ||
| Q4 24 | 57.4% | -30.1% | ||
| Q3 24 | 47.9% | 15.4% | ||
| Q2 24 | 54.7% | 15.4% |
每股收益（稀释后）GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.12 | ||
| Q3 25 | $0.85 | $0.29 | ||
| Q2 25 | $0.54 | $0.24 | ||
| Q1 25 | $0.60 | $0.20 | ||
| Q4 24 | $0.79 | $-0.39 | ||
| Q3 24 | $0.67 | $0.21 | ||
| Q2 24 | $0.77 | $0.20 |
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 | $65.3M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $5.0B | $293.0M |
| 总资产 | $13.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 3.51× |
8季度趋势，按日历期对齐
现金及短期投资GLPIVRRM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $65.3M | ||
| Q3 25 | — | $196.1M | ||
| Q2 25 | — | $147.7M | ||
| Q1 25 | — | $108.5M | ||
| Q4 24 | $560.8M | $77.6M | ||
| Q3 24 | $560.8M | $206.1M | ||
| Q2 24 | $560.8M | $122.0M |
总债务GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.0B | ||
| Q3 25 | $7.2B | $1.0B | ||
| Q2 25 | $6.9B | $1.0B | ||
| Q1 25 | $6.9B | $1.0B | ||
| Q4 24 | $7.7B | $1.0B | ||
| Q3 24 | $7.4B | $1.0B | ||
| Q2 24 | $6.6B | $1.0B |
股东权益GLPIVRRM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $293.0M | ||
| Q3 25 | $4.6B | $403.1M | ||
| Q2 25 | $4.6B | $352.1M | ||
| Q1 25 | $4.2B | $299.6M | ||
| Q4 24 | $4.3B | $265.1M | ||
| Q3 24 | $4.3B | $486.5M | ||
| Q2 24 | $4.1B | $438.6M |
总资产GLPIVRRM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.7B | ||
| Q1 25 | $12.1B | $1.6B | ||
| Q4 24 | $13.1B | $1.6B | ||
| Q3 24 | $12.7B | $1.9B | ||
| Q2 24 | $11.8B | $1.8B |
负债/权益比GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 3.51× | ||
| Q3 25 | 1.57× | 2.55× | ||
| Q2 25 | 1.51× | 2.93× | ||
| Q1 25 | 1.63× | 3.45× | ||
| Q4 24 | 1.81× | 3.90× | ||
| Q3 24 | 1.74× | 2.13× | ||
| Q2 24 | 1.60× | 2.36× |
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 | — | $40.0M |
| 自由现金流经营现金流 - 资本支出 | — | $5.7M |
| 自由现金流率自由现金流/营收 | — | 2.2% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $136.7M |
8季度趋势，按日历期对齐
经营现金流GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $40.0M | ||
| Q3 25 | $240.3M | $77.7M | ||
| Q2 25 | $293.4M | $75.1M | ||
| Q1 25 | $252.5M | $63.0M | ||
| Q4 24 | $1.1B | $40.5M | ||
| Q3 24 | $270.4M | $108.8M | ||
| Q2 24 | $252.1M | $40.0M |
自由现金流GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | — | $5.7M | ||
| Q3 25 | $183.0M | $49.0M | ||
| Q2 25 | $272.3M | $40.3M | ||
| Q1 25 | $239.6M | $41.7M | ||
| Q4 24 | $1.1B | $21.6M | ||
| Q3 24 | $261.5M | $85.1M | ||
| Q2 24 | $245.0M | $26.0M |
自由现金流率GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | 46.0% | 18.7% | ||
| Q2 25 | 69.0% | 17.1% | ||
| Q1 25 | 60.6% | 18.7% | ||
| Q4 24 | 275.3% | 9.8% | ||
| Q3 24 | 67.9% | 37.7% | ||
| Q2 24 | 64.4% | 11.7% |
资本支出强度GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | 14.4% | 11.0% | ||
| Q2 25 | 5.3% | 14.8% | ||
| Q1 25 | 3.3% | 9.5% | ||
| Q4 24 | 0.0% | 8.5% | ||
| Q3 24 | 2.3% | 10.5% | ||
| Q2 24 | 1.9% | 6.3% |
现金转化率GLPIVRRM
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.12× | ||
| Q3 25 | 1.00× | 1.66× | ||
| Q2 25 | 1.94× | 1.95× | ||
| Q1 25 | 1.53× | 1.95× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 3.13× | ||
| Q2 24 | 1.21× | 1.17× |
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
VRRM
| Services | $239.5M | 93% |
| CA | $8.4M | 3% |
| GB | $5.7M | 2% |
| Other Customer | $1.6M | 1% |
| Parking Solutions | $1.1M | 0% |
