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Gaming & Leisure Properties, Inc.（GLPI）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是Gaming & Leisure Properties, Inc.的1.3倍（$566.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -33.1%，领先90.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -6.1%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
GLPI vs WSC — 直观对比
营收规模更大
WSC
是对方的1.3倍
$420.0M
营收增速更快
GLPI
高出12.3%
-6.1%
净利率更高
GLPI
高出90.1%
-33.1%
两年增速更快
GLPI
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $566.0M |
| 净利润 | $239.4M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | 79.4% | -32.5% |
| 净利率 | 57.0% | -33.1% |
| 营收同比 | 6.3% | -6.1% |
| 净利润同比 | 40.5% | -310.0% |
| 每股收益（稀释后） | — | $-1.02 |
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GLPIWSC
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $566.0M | ||
| Q3 25 | $397.6M | $566.8M | ||
| Q2 25 | $394.9M | $589.1M | ||
| Q1 25 | $395.2M | $559.6M | ||
| Q4 24 | $389.6M | $602.5M | ||
| Q3 24 | $385.3M | $601.4M | ||
| Q2 24 | $380.6M | $604.6M |
净利润GLPIWSC
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-187.3M | ||
| Q3 25 | $241.2M | $43.3M | ||
| Q2 25 | $151.4M | $47.9M | ||
| Q1 25 | $165.2M | $43.1M | ||
| Q4 24 | $223.6M | $89.2M | ||
| Q3 24 | $184.7M | $-70.5M | ||
| Q2 24 | $208.3M | $-46.9M |
毛利率GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
营业利润率GLPIWSC
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -32.5% | ||
| Q3 25 | 84.8% | 21.0% | ||
| Q2 25 | 61.3% | 21.5% | ||
| Q1 25 | 65.5% | 21.3% | ||
| Q4 24 | 79.1% | 28.9% | ||
| Q3 24 | 70.4% | -5.9% | ||
| Q2 24 | 77.1% | -0.9% |
净利率GLPIWSC
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -33.1% | ||
| Q3 25 | 60.7% | 7.6% | ||
| Q2 25 | 38.4% | 8.1% | ||
| Q1 25 | 41.8% | 7.7% | ||
| Q4 24 | 57.4% | 14.8% | ||
| Q3 24 | 47.9% | -11.7% | ||
| Q2 24 | 54.7% | -7.7% |
每股收益（稀释后）GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-1.02 | ||
| Q3 25 | $0.85 | $0.24 | ||
| Q2 25 | $0.54 | $0.26 | ||
| Q1 25 | $0.60 | $0.23 | ||
| Q4 24 | $0.79 | $0.48 | ||
| Q3 24 | $0.67 | $-0.37 | ||
| Q2 24 | $0.77 | $-0.25 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $5.0B | $856.3M |
| 总资产 | $13.8B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资GLPIWSC
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | $560.8M | $9.0M | ||
| Q3 24 | $560.8M | $11.0M | ||
| Q2 24 | $560.8M | $5.9M |
总债务GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $3.6B | ||
| Q3 25 | $7.2B | $3.6B | ||
| Q2 25 | $6.9B | $3.7B | ||
| Q1 25 | $6.9B | $3.6B | ||
| Q4 24 | $7.7B | $3.7B | ||
| Q3 24 | $7.4B | $3.6B | ||
| Q2 24 | $6.6B | $3.5B |
股东权益GLPIWSC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $856.3M | ||
| Q3 25 | $4.6B | $1.1B | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | $1.0B | ||
| Q4 24 | $4.3B | $1.0B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $1.2B |
总资产GLPIWSC
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $5.8B | ||
| Q3 25 | $12.8B | $6.1B | ||
| Q2 25 | $12.5B | $6.1B | ||
| Q1 25 | $12.1B | $6.0B | ||
| Q4 24 | $13.1B | $6.0B | ||
| Q3 24 | $12.7B | $6.0B | ||
| Q2 24 | $11.8B | $6.0B |
负债/权益比GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 4.15× | ||
| Q3 25 | 1.57× | 3.39× | ||
| Q2 25 | 1.51× | 3.55× | ||
| Q1 25 | 1.63× | 3.56× | ||
| Q4 24 | 1.81× | 3.62× | ||
| Q3 24 | 1.74× | 3.42× | ||
| Q2 24 | 1.60× | 2.88× |
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 | — | $158.9M |
| 自由现金流经营现金流 - 资本支出 | — | $149.7M |
| 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 | — | 1.6% |
| 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 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $158.9M | ||
| Q3 25 | $240.3M | $191.2M | ||
| Q2 25 | $293.4M | $205.3M | ||
| Q1 25 | $252.5M | $206.6M | ||
| Q4 24 | $1.1B | $178.9M | ||
| Q3 24 | $270.4M | $-1.6M | ||
| Q2 24 | $252.1M | $175.6M |
自由现金流GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | — | $149.7M | ||
| Q3 25 | $183.0M | $186.9M | ||
| Q2 25 | $272.3M | $199.0M | ||
| Q1 25 | $239.6M | $202.0M | ||
| Q4 24 | $1.1B | $176.6M | ||
| Q3 24 | $261.5M | $-4.9M | ||
| Q2 24 | $245.0M | $169.4M |
自由现金流率GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 26.5% | ||
| Q3 25 | 46.0% | 33.0% | ||
| Q2 25 | 69.0% | 33.8% | ||
| Q1 25 | 60.6% | 36.1% | ||
| Q4 24 | 275.3% | 29.3% | ||
| Q3 24 | 67.9% | -0.8% | ||
| Q2 24 | 64.4% | 28.0% |
资本支出强度GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 14.4% | 0.7% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 2.3% | 0.6% | ||
| Q2 24 | 1.9% | 1.0% |
现金转化率GLPIWSC
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 4.41× | ||
| Q2 25 | 1.94× | 4.28× | ||
| Q1 25 | 1.53× | 4.80× | ||
| Q4 24 | 4.80× | 2.01× | ||
| 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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
