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Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.3倍（$489.5M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 8.0%，领先25.3%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 25.1%），Axos Financial, Inc.自由现金流更多（$85.4M vs $52.8M）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs ELF — 直观对比
营收规模更大
ELF
是对方的1.3倍
$385.1M
营收增速更快
ELF
高出12.7%
25.1%
净利率更高
AX
高出25.3%
8.0%
自由现金流更多
AX
多$32.6M
$52.8M
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $489.5M |
| 净利润 | $128.4M | $39.4M |
| 毛利率 | — | 71.0% |
| 营业利润率 | 45.6% | 13.8% |
| 净利率 | 33.3% | 8.0% |
| 营收同比 | 25.1% | 37.8% |
| 净利润同比 | 22.6% | 128.1% |
| 每股收益（稀释后） | $2.22 | $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AXELF
| Q4 25 | $385.1M | $489.5M | ||
| Q3 25 | $323.4M | $343.9M | ||
| Q2 25 | $321.4M | $353.7M | ||
| Q1 25 | $308.8M | — | ||
| Q4 24 | $307.9M | — | ||
| Q3 24 | $320.7M | — | ||
| Q2 24 | $290.9M | — | ||
| Q1 24 | $294.8M | — |
净利润AXELF
| Q4 25 | $128.4M | $39.4M | ||
| Q3 25 | $112.4M | $3.0M | ||
| Q2 25 | $110.7M | $33.3M | ||
| Q1 25 | $105.2M | — | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | — | ||
| Q2 24 | $104.9M | — | ||
| Q1 24 | $110.7M | — |
毛利率AXELF
| Q4 25 | — | 71.0% | ||
| Q3 25 | — | 69.4% | ||
| Q2 25 | — | 69.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率AXELF
| Q4 25 | 45.6% | 13.8% | ||
| Q3 25 | 46.3% | 2.2% | ||
| Q2 25 | 48.5% | 13.8% | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 48.8% | — | ||
| Q3 24 | 49.6% | — | ||
| Q2 24 | 49.6% | — | ||
| Q1 24 | 52.8% | — |
净利率AXELF
| Q4 25 | 33.3% | 8.0% | ||
| Q3 25 | 34.7% | 0.9% | ||
| Q2 25 | 34.4% | 9.4% | ||
| Q1 25 | 34.1% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 37.6% | — |
每股收益（稀释后）AXELF
| Q4 25 | $2.22 | $0.65 | ||
| Q3 25 | $1.94 | $0.05 | ||
| Q2 25 | $1.89 | $0.58 | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | — | ||
| Q1 24 | $1.91 | — |
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 | $1.0B | $196.8M |
| 总债务越低越好 | — | $816.7M |
| 股东权益账面价值 | $2.9B | $1.2B |
| 总资产 | $28.2B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资AXELF
| Q4 25 | $1.0B | $196.8M | ||
| Q3 25 | $2.6B | $194.4M | ||
| Q2 25 | $1.9B | $170.0M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | — |
总债务AXELF
| Q4 25 | — | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | $312.7M | $256.7M | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXELF
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.7B | $804.9M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.2B | — |
总资产AXELF
| Q4 25 | $28.2B | $2.3B | ||
| Q3 25 | $27.4B | $2.3B | ||
| Q2 25 | $24.8B | $1.3B | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $23.7B | — | ||
| Q3 24 | $23.6B | — | ||
| Q2 24 | $22.9B | — | ||
| Q1 24 | $22.6B | — |
负债/权益比AXELF
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | 0.12× | 0.32× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $104.1M | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $52.8M |
| 自由现金流率自由现金流/营收 | 22.2% | 10.8% |
| 资本支出强度资本支出/营收 | 4.9% | 1.4% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $695.9M | — |
8季度趋势，按日历期对齐
经营现金流AXELF
| Q4 25 | $104.1M | $59.4M | ||
| Q3 25 | $118.4M | $23.4M | ||
| Q2 25 | $490.3M | $27.2M | ||
| Q1 25 | $73.7M | — | ||
| Q4 24 | $162.5M | — | ||
| Q3 24 | $70.8M | — | ||
| Q2 24 | $305.5M | — | ||
| Q1 24 | $115.8M | — |
自由现金流AXELF
| Q4 25 | $85.4M | $52.8M | ||
| Q3 25 | $109.3M | $16.6M | ||
| Q2 25 | $436.1M | $20.1M | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | — | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | — | ||
| Q1 24 | $107.3M | — |
自由现金流率AXELF
| Q4 25 | 22.2% | 10.8% | ||
| Q3 25 | 33.8% | 4.8% | ||
| Q2 25 | 135.7% | 5.7% | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | — | ||
| Q1 24 | 36.4% | — |
资本支出强度AXELF
| Q4 25 | 4.9% | 1.4% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 16.9% | 2.0% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 12.4% | — | ||
| Q1 24 | 2.9% | — |
现金转化率AXELF
| Q4 25 | 0.81× | 1.51× | ||
| Q3 25 | 1.05× | 7.82× | ||
| Q2 25 | 4.43× | 0.82× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
