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Gaming & Leisure Properties, Inc.（GLPI）与Westrock Coffee Co（WEST）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Westrock Coffee Co的1.2倍（$420.0M vs $339.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -6.6%，领先63.6%），Westrock Coffee Co同比增速更快（48.3% vs 6.3%），过去两年Westrock Coffee Co的营收复合增速更高（32.8% 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。
Westrock Coffee Co是一家全球化综合咖啡及饮品解决方案供应商，业务覆盖咖啡、茶与功能性饮品的采购、烘焙、生产及分销，为北美及全球其他区域的零售、餐饮和商业客户提供定制化产品及配套服务。
GLPI vs WEST — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$339.5M
营收增速更快
WEST
高出42.0%
6.3%
净利率更高
GLPI
高出63.6%
-6.6%
两年增速更快
WEST
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $339.5M |
| 净利润 | $239.4M | $-22.6M |
| 毛利率 | — | 11.5% |
| 营业利润率 | 79.4% | -2.6% |
| 净利率 | 57.0% | -6.6% |
| 营收同比 | 6.3% | 48.3% |
| 净利润同比 | 40.5% | 8.3% |
| 每股收益（稀释后） | — | $-0.22 |
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GLPIWEST
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $339.5M | ||
| Q3 25 | $397.6M | $354.8M | ||
| Q2 25 | $394.9M | $280.9M | ||
| Q1 25 | $395.2M | $213.8M | ||
| Q4 24 | $389.6M | $229.0M | ||
| Q3 24 | $385.3M | $220.9M | ||
| Q2 24 | $380.6M | $208.4M |
净利润GLPIWEST
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-22.6M | ||
| Q3 25 | $241.2M | $-19.1M | ||
| Q2 25 | $151.4M | $-21.6M | ||
| Q1 25 | $165.2M | $-27.2M | ||
| Q4 24 | $223.6M | $-24.6M | ||
| Q3 24 | $184.7M | $-14.3M | ||
| Q2 24 | $208.3M | $-17.8M |
毛利率GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% |
营业利润率GLPIWEST
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -2.6% | ||
| Q3 25 | 84.8% | -2.4% | ||
| Q2 25 | 61.3% | -5.3% | ||
| Q1 25 | 65.5% | -6.1% | ||
| Q4 24 | 79.1% | -4.3% | ||
| Q3 24 | 70.4% | -5.8% | ||
| Q2 24 | 77.1% | -7.9% |
净利率GLPIWEST
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -6.6% | ||
| Q3 25 | 60.7% | -5.4% | ||
| Q2 25 | 38.4% | -7.7% | ||
| Q1 25 | 41.8% | -12.7% | ||
| Q4 24 | 57.4% | -10.7% | ||
| Q3 24 | 47.9% | -6.5% | ||
| Q2 24 | 54.7% | -8.5% |
每股收益（稀释后）GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.22 | ||
| Q3 25 | $0.85 | $-0.20 | ||
| Q2 25 | $0.54 | $-0.23 | ||
| Q1 25 | $0.60 | $-0.29 | ||
| Q4 24 | $0.79 | $-0.26 | ||
| Q3 24 | $0.67 | $-0.16 | ||
| 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 | $49.9M |
| 总债务越低越好 | — | $444.1M |
| 股东权益账面价值 | $5.0B | $-1.9M |
| 总资产 | $13.8B | $1.2B |
| 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GLPIWEST
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $49.9M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $44.0M | ||
| Q1 25 | — | $33.1M | ||
| Q4 24 | $560.8M | $26.2M | ||
| Q3 24 | $560.8M | $22.4M | ||
| Q2 24 | $560.8M | $24.3M |
总债务GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $444.1M | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $393.1M | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIWEST
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $-1.9M | ||
| Q3 25 | $4.6B | $11.4M | ||
| Q2 25 | $4.6B | $18.2M | ||
| Q1 25 | $4.2B | $71.4M | ||
| Q4 24 | $4.3B | $97.5M | ||
| Q3 24 | $4.3B | $110.3M | ||
| Q2 24 | $4.1B | $81.5M |
总资产GLPIWEST
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.2B | ||
| Q3 25 | $12.8B | $1.2B | ||
| Q2 25 | $12.5B | $1.2B | ||
| Q1 25 | $12.1B | $1.1B | ||
| Q4 24 | $13.1B | $1.1B | ||
| Q3 24 | $12.7B | $1.1B | ||
| Q2 24 | $11.8B | $1.1B |
负债/权益比GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 4.03× | ||
| 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 | — | $36.7M |
| 自由现金流经营现金流 - 资本支出 | — | $27.8M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 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 | — | $-107.8M |
8季度趋势，按日历期对齐
经营现金流GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $36.7M | ||
| Q3 25 | $240.3M | $-26.6M | ||
| Q2 25 | $293.4M | $-7.0M | ||
| Q1 25 | $252.5M | $-22.1M | ||
| Q4 24 | $1.1B | $2.8M | ||
| Q3 24 | $270.4M | $-332.0K | ||
| Q2 24 | $252.1M | $-23.7M |
自由现金流GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | — | $27.8M | ||
| Q3 25 | $183.0M | $-44.7M | ||
| Q2 25 | $272.3M | $-27.5M | ||
| Q1 25 | $239.6M | $-63.4M | ||
| Q4 24 | $1.1B | $-15.4M | ||
| Q3 24 | $261.5M | $-36.7M | ||
| Q2 24 | $245.0M | $-59.9M |
自由现金流率GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | 46.0% | -12.6% | ||
| Q2 25 | 69.0% | -9.8% | ||
| Q1 25 | 60.6% | -29.7% | ||
| Q4 24 | 275.3% | -6.7% | ||
| Q3 24 | 67.9% | -16.6% | ||
| Q2 24 | 64.4% | -28.7% |
资本支出强度GLPIWEST
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 14.4% | 5.1% | ||
| Q2 25 | 5.3% | 7.3% | ||
| Q1 25 | 3.3% | 19.3% | ||
| Q4 24 | 0.0% | 7.9% | ||
| Q3 24 | 2.3% | 16.5% | ||
| Q2 24 | 1.9% | 17.4% |
现金转化率GLPIWEST
| 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
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
