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Gaming & Leisure Properties, Inc.（GLPI）与威世（VSH）财务数据对比。点击上方公司名可切换其他公司
威世的季度营收约是Gaming & Leisure Properties, Inc.的2.0倍（$839.2M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 0.9%，领先56.1%），威世同比增速更快（17.3% vs 6.3%），过去两年威世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。
威世（Vishay Intertechnology）是美国知名的分立半导体与被动电子元器件制造商，由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地，产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类，2024年营收达29亿美元，全球全职员工约2.27万人。
GLPI vs VSH — 直观对比
营收规模更大
VSH
是对方的2.0倍
$420.0M
营收增速更快
VSH
高出11.1%
6.3%
净利率更高
GLPI
高出56.1%
0.9%
两年增速更快
VSH
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $839.2M |
| 净利润 | $239.4M | $7.2M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 79.4% | 2.6% |
| 净利率 | 57.0% | 0.9% |
| 营收同比 | 6.3% | 17.3% |
| 净利润同比 | 40.5% | 626.6% |
| 每股收益（稀释后） | — | $0.05 |
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GLPIVSH
| Q1 26 | $420.0M | $839.2M | ||
| Q4 25 | $407.0M | $800.9M | ||
| Q3 25 | $397.6M | $790.6M | ||
| Q2 25 | $394.9M | $762.3M | ||
| Q1 25 | $395.2M | $715.2M | ||
| Q4 24 | $389.6M | $714.7M | ||
| Q3 24 | $385.3M | $735.4M | ||
| Q2 24 | $380.6M | $741.2M |
净利润GLPIVSH
| Q1 26 | $239.4M | $7.2M | ||
| Q4 25 | $275.4M | $986.0K | ||
| Q3 25 | $241.2M | $-7.9M | ||
| Q2 25 | $151.4M | $2.0M | ||
| Q1 25 | $165.2M | $-4.1M | ||
| Q4 24 | $223.6M | $-66.1M | ||
| Q3 24 | $184.7M | $-19.3M | ||
| Q2 24 | $208.3M | $23.5M |
毛利率GLPIVSH
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 19.5% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 22.0% |
营业利润率GLPIVSH
| Q1 26 | 79.4% | 2.6% | ||
| Q4 25 | 89.3% | 1.8% | ||
| Q3 25 | 84.8% | 2.4% | ||
| Q2 25 | 61.3% | 2.9% | ||
| Q1 25 | 65.5% | 0.1% | ||
| Q4 24 | 79.1% | -7.9% | ||
| Q3 24 | 70.4% | -2.5% | ||
| Q2 24 | 77.1% | 5.1% |
净利率GLPIVSH
| Q1 26 | 57.0% | 0.9% | ||
| Q4 25 | 67.6% | 0.1% | ||
| Q3 25 | 60.7% | -1.0% | ||
| Q2 25 | 38.4% | 0.3% | ||
| Q1 25 | 41.8% | -0.6% | ||
| Q4 24 | 57.4% | -9.2% | ||
| Q3 24 | 47.9% | -2.6% | ||
| Q2 24 | 54.7% | 3.2% |
每股收益（稀释后）GLPIVSH
| Q1 26 | — | $0.05 | ||
| Q4 25 | $0.96 | $0.01 | ||
| Q3 25 | $0.85 | $-0.06 | ||
| Q2 25 | $0.54 | $0.01 | ||
| Q1 25 | $0.60 | $-0.03 | ||
| Q4 24 | $0.79 | $-0.48 | ||
| Q3 24 | $0.67 | $-0.14 | ||
| Q2 24 | $0.77 | $0.17 |
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 | $479.5M |
| 总债务越低越好 | — | $983.1M |
| 股东权益账面价值 | $5.0B | $2.1B |
| 总资产 | $13.8B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资GLPIVSH
| Q1 26 | $274.5M | $479.5M | ||
| Q4 25 | — | $515.0M | ||
| Q3 25 | — | $443.9M | ||
| Q2 25 | — | $473.9M | ||
| Q1 25 | — | $609.4M | ||
| Q4 24 | $560.8M | $590.3M | ||
| Q3 24 | $560.8M | $643.8M | ||
| Q2 24 | $560.8M | $672.7M |
总债务GLPIVSH
| Q1 26 | — | $983.1M | ||
| Q4 25 | $7.2B | $950.9M | ||
| Q3 25 | $7.2B | $919.7M | ||
| Q2 25 | $6.9B | $914.5M | ||
| Q1 25 | $6.9B | $988.2M | ||
| Q4 24 | $7.7B | $905.0M | ||
| Q3 24 | $7.4B | $820.8M | ||
| Q2 24 | $6.6B | $820.6M |
股东权益GLPIVSH
| Q1 26 | $5.0B | $2.1B | ||
| Q4 25 | $4.6B | $2.1B | ||
| Q3 25 | $4.6B | $2.1B | ||
| Q2 25 | $4.6B | $2.1B | ||
| Q1 25 | $4.2B | $2.0B | ||
| Q4 24 | $4.3B | $2.0B | ||
| Q3 24 | $4.3B | $2.2B | ||
| Q2 24 | $4.1B | $2.2B |
总资产GLPIVSH
| Q1 26 | $13.8B | $4.3B | ||
| Q4 25 | $12.9B | $4.2B | ||
| Q3 25 | $12.8B | $4.2B | ||
| Q2 25 | $12.5B | $4.2B | ||
| Q1 25 | $12.1B | $4.2B | ||
| Q4 24 | $13.1B | $4.1B | ||
| Q3 24 | $12.7B | $4.2B | ||
| Q2 24 | $11.8B | $4.2B |
负债/权益比GLPIVSH
| Q1 26 | — | 0.47× | ||
| Q4 25 | 1.56× | 0.46× | ||
| Q3 25 | 1.57× | 0.44× | ||
| Q2 25 | 1.51× | 0.44× | ||
| Q1 25 | 1.63× | 0.49× | ||
| Q4 24 | 1.81× | 0.45× | ||
| Q3 24 | 1.74× | 0.38× | ||
| Q2 24 | 1.60× | 0.38× |
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 | — | $63.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 8.89× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPIVSH
| Q1 26 | — | $63.7M | ||
| Q4 25 | $1.1B | $149.4M | ||
| Q3 25 | $240.3M | $27.6M | ||
| Q2 25 | $293.4M | $-8.8M | ||
| Q1 25 | $252.5M | $16.1M | ||
| Q4 24 | $1.1B | $67.7M | ||
| Q3 24 | $270.4M | $50.6M | ||
| Q2 24 | $252.1M | $-24.7M |
自由现金流GLPIVSH
| Q1 26 | — | — | ||
| Q4 25 | — | $54.6M | ||
| Q3 25 | $183.0M | $-24.7M | ||
| Q2 25 | $272.3M | $-73.4M | ||
| Q1 25 | $239.6M | $-45.5M | ||
| Q4 24 | $1.1B | $-77.2M | ||
| Q3 24 | $261.5M | $-9.0M | ||
| Q2 24 | $245.0M | $-87.3M |
自由现金流率GLPIVSH
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 46.0% | -3.1% | ||
| Q2 25 | 69.0% | -9.6% | ||
| Q1 25 | 60.6% | -6.4% | ||
| Q4 24 | 275.3% | -10.8% | ||
| Q3 24 | 67.9% | -1.2% | ||
| Q2 24 | 64.4% | -11.8% |
资本支出强度GLPIVSH
| Q1 26 | — | — | ||
| Q4 25 | — | 11.8% | ||
| Q3 25 | 14.4% | 6.6% | ||
| Q2 25 | 5.3% | 8.5% | ||
| Q1 25 | 3.3% | 8.6% | ||
| Q4 24 | 0.0% | 20.3% | ||
| Q3 24 | 2.3% | 8.1% | ||
| Q2 24 | 1.9% | 8.4% |
现金转化率GLPIVSH
| Q1 26 | — | 8.89× | ||
| Q4 25 | 4.10× | 151.48× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | -4.39× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | -1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
