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Gaming & Leisure Properties, Inc.（GLPI）与Clear Secure, Inc.（YOU）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Clear Secure, Inc.的1.7倍（$420.0M vs $240.8M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 12.8%，领先44.2%），Clear Secure, Inc.同比增速更快（16.7% vs 6.3%），过去两年Clear Secure, Inc.的营收复合增速更高（16.0% 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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
GLPI vs YOU — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$240.8M
营收增速更快
YOU
高出10.4%
6.3%
净利率更高
GLPI
高出44.2%
12.8%
两年增速更快
YOU
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $240.8M |
| 净利润 | $239.4M | $30.8M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 22.4% |
| 净利率 | 57.0% | 12.8% |
| 营收同比 | 6.3% | 16.7% |
| 净利润同比 | 40.5% | -70.2% |
| 每股收益（稀释后） | — | — |
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GLPIYOU
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $240.8M | ||
| Q3 25 | $397.6M | $229.2M | ||
| Q2 25 | $394.9M | $219.5M | ||
| Q1 25 | $395.2M | $211.4M | ||
| Q4 24 | $389.6M | $206.3M | ||
| Q3 24 | $385.3M | $198.4M | ||
| Q2 24 | $380.6M | $186.7M |
净利润GLPIYOU
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $30.8M | ||
| Q3 25 | $241.2M | $28.3M | ||
| Q2 25 | $151.4M | $24.7M | ||
| Q1 25 | $165.2M | $25.4M | ||
| Q4 24 | $223.6M | $103.3M | ||
| Q3 24 | $184.7M | $23.5M | ||
| Q2 24 | $208.3M | $24.1M |
营业利润率GLPIYOU
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 22.4% | ||
| Q3 25 | 84.8% | 23.0% | ||
| Q2 25 | 61.3% | 19.4% | ||
| Q1 25 | 65.5% | 17.7% | ||
| Q4 24 | 79.1% | 16.5% | ||
| Q3 24 | 70.4% | 17.7% | ||
| Q2 24 | 77.1% | 16.2% |
净利率GLPIYOU
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 12.8% | ||
| Q3 25 | 60.7% | 12.3% | ||
| Q2 25 | 38.4% | 11.3% | ||
| Q1 25 | 41.8% | 12.0% | ||
| Q4 24 | 57.4% | 50.1% | ||
| Q3 24 | 47.9% | 11.8% | ||
| Q2 24 | 54.7% | 12.9% |
每股收益（稀释后）GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | — |
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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $177.7M |
| 总资产 | $13.8B | $1.3B |
| 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GLPIYOU
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $75.8M | ||
| Q2 25 | — | $89.3M | ||
| Q1 25 | — | $87.6M | ||
| Q4 24 | $560.8M | $66.9M | ||
| Q3 24 | $560.8M | $32.9M | ||
| Q2 24 | $560.8M | $39.1M |
总债务GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIYOU
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $177.7M | ||
| Q3 25 | $4.6B | $148.6M | ||
| Q2 25 | $4.6B | $121.3M | ||
| Q1 25 | $4.2B | $116.7M | ||
| Q4 24 | $4.3B | $198.4M | ||
| Q3 24 | $4.3B | $129.0M | ||
| Q2 24 | $4.1B | $153.5M |
总资产GLPIYOU
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.3B | ||
| Q3 25 | $12.8B | $1.1B | ||
| Q2 25 | $12.5B | $1.2B | ||
| Q1 25 | $12.1B | $1.1B | ||
| Q4 24 | $13.1B | $1.2B | ||
| Q3 24 | $12.7B | $858.6M | ||
| Q2 24 | $11.8B | $982.4M |
负债/权益比GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| 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 | — | $198.4M |
| 自由现金流经营现金流 - 资本支出 | — | $187.4M |
| 自由现金流率自由现金流/营收 | — | 77.8% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 6.45× |
| 过去12个月自由现金流最近4个季度 | — | $343.1M |
8季度趋势，按日历期对齐
经营现金流GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $198.4M | ||
| Q3 25 | $240.3M | $-47.3M | ||
| Q2 25 | $293.4M | $123.0M | ||
| Q1 25 | $252.5M | $98.3M | ||
| Q4 24 | $1.1B | $136.6M | ||
| Q3 24 | $270.4M | $-35.9M | ||
| Q2 24 | $252.1M | $114.6M |
自由现金流GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | — | $187.4M | ||
| Q3 25 | $183.0M | $-53.5M | ||
| Q2 25 | $272.3M | $117.9M | ||
| Q1 25 | $239.6M | $91.3M | ||
| Q4 24 | $1.1B | $133.9M | ||
| Q3 24 | $261.5M | $-37.9M | ||
| Q2 24 | $245.0M | $110.1M |
自由现金流率GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | — | 77.8% | ||
| Q3 25 | 46.0% | -23.3% | ||
| Q2 25 | 69.0% | 53.7% | ||
| Q1 25 | 60.6% | 43.2% | ||
| Q4 24 | 275.3% | 64.9% | ||
| Q3 24 | 67.9% | -19.1% | ||
| Q2 24 | 64.4% | 59.0% |
资本支出强度GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 14.4% | 2.7% | ||
| Q2 25 | 5.3% | 2.3% | ||
| Q1 25 | 3.3% | 3.4% | ||
| Q4 24 | 0.0% | 1.3% | ||
| Q3 24 | 2.3% | 1.0% | ||
| Q2 24 | 1.9% | 2.4% |
现金转化率GLPIYOU
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 6.45× | ||
| Q3 25 | 1.00× | -1.67× | ||
| Q2 25 | 1.94× | 4.97× | ||
| Q1 25 | 1.53× | 3.87× | ||
| Q4 24 | 4.80× | 1.32× | ||
| Q3 24 | 1.46× | -1.53× | ||
| Q2 24 | 1.21× | 4.75× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
