vs
Andersons, Inc.（ANDE）与e.l.f. Beauty, Inc.（ELF）财务数据对比。点击上方公司名可切换其他公司
e.l.f. Beauty, Inc.的季度营收约是Andersons, Inc.的1.5倍（$489.5M vs $329.5M），Andersons, Inc.净利率更高（20.5% vs 8.0%，领先12.4%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -2.4%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $-77.1M）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
ANDE vs ELF — 直观对比
营收规模更大
ELF
是对方的1.5倍
$329.5M
营收增速更快
ELF
高出40.1%
-2.4%
净利率更高
ANDE
高出12.4%
8.0%
自由现金流更多
ELF
多$129.9M
$-77.1M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $489.5M |
| 净利润 | $67.4M | $39.4M |
| 毛利率 | 70.3% | 71.0% |
| 营业利润率 | 26.6% | 13.8% |
| 净利率 | 20.5% | 8.0% |
| 营收同比 | -2.4% | 37.8% |
| 净利润同比 | 49.6% | 128.1% |
| 每股收益（稀释后） | — | $0.65 |
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ANDEELF
| Q4 25 | $329.5M | $489.5M | ||
| Q3 25 | $295.8M | $343.9M | ||
| Q2 25 | $535.0M | $353.7M | ||
| Q1 25 | $370.8M | — | ||
| Q4 24 | $337.5M | — | ||
| Q3 24 | $231.9M | — | ||
| Q2 24 | $492.5M | — | ||
| Q1 24 | $341.4M | — |
净利润ANDEELF
| Q4 25 | $67.4M | $39.4M | ||
| Q3 25 | $20.1M | $3.0M | ||
| Q2 25 | $7.9M | $33.3M | ||
| Q1 25 | $284.0K | — | ||
| Q4 24 | $45.1M | — | ||
| Q3 24 | $27.4M | — | ||
| Q2 24 | $36.0M | — | ||
| Q1 24 | $5.6M | — |
毛利率ANDEELF
| Q4 25 | 70.3% | 71.0% | ||
| Q3 25 | 57.8% | 69.4% | ||
| Q2 25 | 29.6% | 69.1% | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | 76.4% | — | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 37.6% | — |
营业利润率ANDEELF
| Q4 25 | 26.6% | 13.8% | ||
| Q3 25 | 8.7% | 2.2% | ||
| Q2 25 | 4.6% | 13.8% | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 19.9% | — | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 11.6% | — | ||
| Q1 24 | 4.1% | — |
净利率ANDEELF
| Q4 25 | 20.5% | 8.0% | ||
| Q3 25 | 6.8% | 0.9% | ||
| Q2 25 | 1.5% | 9.4% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 13.4% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 7.3% | — | ||
| Q1 24 | 1.6% | — |
每股收益（稀释后）ANDEELF
| Q4 25 | — | $0.65 | ||
| Q3 25 | $0.59 | $0.05 | ||
| Q2 25 | $0.23 | $0.58 | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $1.31 | — | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $1.05 | — | ||
| Q1 24 | $0.16 | — |
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 | $98.3M | $196.8M |
| 总债务越低越好 | $560.0M | $816.7M |
| 股东权益账面价值 | $1.2B | $1.2B |
| 总资产 | $3.7B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资ANDEELF
| Q4 25 | $98.3M | $196.8M | ||
| Q3 25 | — | $194.4M | ||
| Q2 25 | — | $170.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $561.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务ANDEELF
| Q4 25 | $560.0M | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | — | $256.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ANDEELF
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.4B | $804.9M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
总资产ANDEELF
| Q4 25 | $3.7B | $2.3B | ||
| Q3 25 | $3.3B | $2.3B | ||
| Q2 25 | $3.4B | $1.3B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.3B | — | ||
| Q1 24 | $3.3B | — |
负债/权益比ANDEELF
| Q4 25 | 0.45× | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-6.2M | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | $52.8M |
| 自由现金流率自由现金流/营收 | -23.4% | 10.8% |
| 资本支出强度资本支出/营收 | 21.5% | 1.4% |
| 现金转化率经营现金流/净利润 | -0.09× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $-56.1M | — |
8季度趋势，按日历期对齐
经营现金流ANDEELF
| Q4 25 | $-6.2M | $59.4M | ||
| Q3 25 | $233.9M | $23.4M | ||
| Q2 25 | $299.3M | $27.2M | ||
| Q1 25 | $-350.0M | — | ||
| Q4 24 | $268.8M | — | ||
| Q3 24 | $-2.1M | — | ||
| Q2 24 | $304.4M | — | ||
| Q1 24 | $-239.6M | — |
自由现金流ANDEELF
| Q4 25 | $-77.1M | $52.8M | ||
| Q3 25 | $167.0M | $16.6M | ||
| Q2 25 | $250.5M | $20.1M | ||
| Q1 25 | $-396.6M | — | ||
| Q4 24 | $212.9M | — | ||
| Q3 24 | $-40.0M | — | ||
| Q2 24 | $275.8M | — | ||
| Q1 24 | $-266.4M | — |
自由现金流率ANDEELF
| Q4 25 | -23.4% | 10.8% | ||
| Q3 25 | 56.5% | 4.8% | ||
| Q2 25 | 46.8% | 5.7% | ||
| Q1 25 | -106.9% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | -17.2% | — | ||
| Q2 24 | 56.0% | — | ||
| Q1 24 | -78.0% | — |
资本支出强度ANDEELF
| Q4 25 | 21.5% | 1.4% | ||
| Q3 25 | 22.6% | 2.0% | ||
| Q2 25 | 9.1% | 2.0% | ||
| Q1 25 | 12.6% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 7.8% | — |
现金转化率ANDEELF
| Q4 25 | -0.09× | 1.51× | ||
| Q3 25 | 11.61× | 7.82× | ||
| Q2 25 | 38.10× | 0.82× | ||
| Q1 25 | -1232.46× | — | ||
| Q4 24 | 5.96× | — | ||
| Q3 24 | -0.08× | — | ||
| Q2 24 | 8.46× | — | ||
| Q1 24 | -42.94× | — |
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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
ELF
暂无分部数据
