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Gaming & Leisure Properties, Inc.（GLPI）与ADVANCED DRAINAGE SYSTEMS, INC.（WMS）财务数据对比。点击上方公司名可切换其他公司
ADVANCED DRAINAGE SYSTEMS, INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$693.4M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 13.5%，领先43.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 0.4%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.0%）
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。
Advanced Drainage Systems（简称ADS）是一家美国企业，主营聚丙烯、聚乙烯管材，塑料渗滤场系统、化粪池及配套配件、雨水调蓄设施、PVC排水构件、管件、水过滤与分离设备的设计、生产及销售，是美国规模最大的高密度聚乙烯管道生产商，总部位于俄亥俄州希利厄德。
GLPI vs WMS — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $693.4M |
| 净利润 | $239.4M | $93.6M |
| 毛利率 | — | 37.4% |
| 营业利润率 | 79.4% | 19.7% |
| 净利率 | 57.0% | 13.5% |
| 营收同比 | 6.3% | 0.4% |
| 净利润同比 | 40.5% | 15.3% |
| 每股收益（稀释后） | — | $1.19 |
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
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $693.4M | ||
| Q3 25 | $397.6M | $850.4M | ||
| Q2 25 | $394.9M | $829.9M | ||
| Q1 25 | $395.2M | $615.8M | ||
| Q4 24 | $389.6M | $690.5M | ||
| Q3 24 | $385.3M | $782.6M | ||
| Q2 24 | $380.6M | $815.3M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $93.6M | ||
| Q3 25 | $241.2M | $156.0M | ||
| Q2 25 | $151.4M | $143.9M | ||
| Q1 25 | $165.2M | $77.2M | ||
| Q4 24 | $223.6M | $81.2M | ||
| Q3 24 | $184.7M | $130.4M | ||
| Q2 24 | $208.3M | $161.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 37.4% | ||
| Q3 25 | — | 40.0% | ||
| Q2 25 | — | 39.8% | ||
| Q1 25 | — | 36.7% | ||
| Q4 24 | — | 35.0% | ||
| Q3 24 | — | 37.6% | ||
| Q2 24 | — | 40.8% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 19.7% | ||
| Q3 25 | 84.8% | 26.3% | ||
| Q2 25 | 61.3% | 24.8% | ||
| Q1 25 | 65.5% | 19.0% | ||
| Q4 24 | 79.1% | 18.4% | ||
| Q3 24 | 70.4% | 23.9% | ||
| Q2 24 | 77.1% | 27.7% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 13.5% | ||
| Q3 25 | 60.7% | 18.3% | ||
| Q2 25 | 38.4% | 17.3% | ||
| Q1 25 | 41.8% | 12.5% | ||
| Q4 24 | 57.4% | 11.8% | ||
| Q3 24 | 47.9% | 16.7% | ||
| Q2 24 | 54.7% | 19.8% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.19 | ||
| Q3 25 | $0.85 | $1.99 | ||
| Q2 25 | $0.54 | $1.84 | ||
| Q1 25 | $0.60 | $0.99 | ||
| Q4 24 | $0.79 | $1.04 | ||
| Q3 24 | $0.67 | $1.67 | ||
| Q2 24 | $0.77 | $2.06 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.9B |
| 总资产 | $13.8B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $812.9M | ||
| Q2 25 | — | $638.3M | ||
| Q1 25 | — | $463.3M | ||
| Q4 24 | $560.8M | $488.9M | ||
| Q3 24 | $560.8M | $613.0M | ||
| Q2 24 | $560.8M | $541.6M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | $1.3B | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.9B | ||
| Q3 25 | $4.6B | $1.8B | ||
| Q2 25 | $4.6B | $1.7B | ||
| Q1 25 | $4.2B | $1.5B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $4.1B | $1.3B |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.1B | ||
| Q3 25 | $12.8B | $4.1B | ||
| Q2 25 | $12.5B | $3.9B | ||
| Q1 25 | $12.1B | $3.7B | ||
| Q4 24 | $13.1B | $3.6B | ||
| Q3 24 | $12.7B | $3.5B | ||
| Q2 24 | $11.8B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | 0.83× | ||
| Q4 24 | 1.81× | — | ||
| 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 | — | $269.3M |
| 自由现金流经营现金流 - 资本支出 | — | $183.6M |
| 自由现金流率自由现金流/营收 | — | 26.5% |
| 资本支出强度资本支出/营收 | — | 12.4% |
| 现金转化率经营现金流/净利润 | — | 2.88× |
| 过去12个月自由现金流最近4个季度 | — | $577.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $269.3M | ||
| Q3 25 | $240.3M | $234.9M | ||
| Q2 25 | $293.4M | $275.0M | ||
| Q1 25 | $252.5M | $41.2M | ||
| Q4 24 | $1.1B | $189.9M | ||
| Q3 24 | $270.4M | $166.9M | ||
| Q2 24 | $252.1M | $183.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $183.6M | ||
| Q3 25 | $183.0M | $176.4M | ||
| Q2 25 | $272.3M | $222.4M | ||
| Q1 25 | $239.6M | $-5.3M | ||
| Q4 24 | $1.1B | $135.7M | ||
| Q3 24 | $261.5M | $112.4M | ||
| Q2 24 | $245.0M | $125.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.5% | ||
| Q3 25 | 46.0% | 20.7% | ||
| Q2 25 | 69.0% | 26.8% | ||
| Q1 25 | 60.6% | -0.9% | ||
| Q4 24 | 275.3% | 19.7% | ||
| Q3 24 | 67.9% | 14.4% | ||
| Q2 24 | 64.4% | 15.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.4% | ||
| Q3 25 | 14.4% | 6.9% | ||
| Q2 25 | 5.3% | 6.3% | ||
| Q1 25 | 3.3% | 7.6% | ||
| Q4 24 | 0.0% | 7.9% | ||
| Q3 24 | 2.3% | 7.0% | ||
| Q2 24 | 1.9% | 7.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.88× | ||
| Q3 25 | 1.00× | 1.51× | ||
| Q2 25 | 1.94× | 1.91× | ||
| Q1 25 | 1.53× | 0.53× | ||
| Q4 24 | 4.80× | 2.34× | ||
| Q3 24 | 1.46× | 1.28× | ||
| Q2 24 | 1.21× | 1.14× |
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
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
