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雅诗兰黛（EL）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
雅诗兰黛的季度营收约是Raymond James Financial的1.1倍（$4.2B vs $3.9B），Raymond James Financial净利率更高（14.1% vs 3.8%，领先10.3%），Raymond James Financial同比增速更快（13.0% vs 5.6%），过去两年雅诗兰黛的营收复合增速更高（3.6% vs 1.3%）
雅诗兰黛是全球知名的高端美妆集团，由创始人雅诗·兰黛女士与丈夫约瑟夫·劳特共同创立。雅诗·兰黛女士也是唯一一位登上《时代》杂志1998年“20世纪20位最具影响力商业天才”榜单的女性，集团旗下拥有多个知名美妆、护肤、香氛品牌，业务覆盖全球众多国家和地区。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
EL vs RJF — 直观对比
营收规模更大
EL
是对方的1.1倍
$3.9B
营收增速更快
RJF
高出7.4%
5.6%
净利率更高
RJF
高出10.3%
3.8%
两年增速更快
EL
近两年复合增速
1.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $3.9B |
| 净利润 | $162.0M | $544.0M |
| 毛利率 | 76.5% | — |
| 营业利润率 | 9.5% | — |
| 净利率 | 3.8% | 14.1% |
| 营收同比 | 5.6% | 13.0% |
| 净利润同比 | 127.5% | 10.0% |
| 每股收益（稀释后） | $0.44 | $2.83 |
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ELRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $4.2B | $4.2B | ||
| Q3 25 | $3.5B | $4.2B | ||
| Q2 25 | $3.4B | $3.8B | ||
| Q1 25 | $3.5B | $3.8B | ||
| Q4 24 | $4.0B | $4.0B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.9B | $3.8B |
净利润ELRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $162.0M | $563.0M | ||
| Q3 25 | $47.0M | $604.0M | ||
| Q2 25 | $-546.0M | $436.0M | ||
| Q1 25 | $159.0M | $495.0M | ||
| Q4 24 | $-590.0M | $600.0M | ||
| Q3 24 | $-156.0M | $602.0M | ||
| Q2 24 | $-286.0M | $492.0M |
毛利率ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 76.5% | — | ||
| Q3 25 | 73.4% | — | ||
| Q2 25 | 72.0% | — | ||
| Q1 25 | 75.0% | — | ||
| Q4 24 | 76.1% | — | ||
| Q3 24 | 72.4% | — | ||
| Q2 24 | 71.8% | — |
营业利润率ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -11.4% | 14.7% | ||
| Q1 25 | 8.6% | 17.5% | ||
| Q4 24 | -14.5% | 18.6% | ||
| Q3 24 | -3.6% | — | ||
| Q2 24 | -6.0% | 17.1% |
净利率ELRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 3.8% | 13.5% | ||
| Q3 25 | 1.4% | 14.4% | ||
| Q2 25 | -16.0% | 11.3% | ||
| Q1 25 | 4.5% | 12.9% | ||
| Q4 24 | -14.7% | 14.9% | ||
| Q3 24 | -4.6% | 15.0% | ||
| Q2 24 | -7.4% | 13.1% |
每股收益（稀释后）ELRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $0.44 | $2.79 | ||
| Q3 25 | $0.13 | $2.96 | ||
| Q2 25 | $-1.52 | $2.12 | ||
| Q1 25 | $0.44 | $2.36 | ||
| Q4 24 | $-1.64 | $2.86 | ||
| Q3 24 | $-0.43 | $2.85 | ||
| Q2 24 | $-0.79 | $2.31 |
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 | — | $5.4B |
| 总债务越低越好 | $7.3B | — |
| 股东权益账面价值 | $4.0B | $52.0M |
| 总资产 | $19.6B | $91.9B |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
现金及短期投资ELRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | — | $9.9B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B |
总债务ELRJF
| Q1 26 | — | — | ||
| Q4 25 | $7.3B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.3B | — | ||
| Q3 24 | $7.3B | — | ||
| Q2 24 | $7.3B | — |
股东权益ELRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $4.0B | $12.6B | ||
| Q3 25 | $3.9B | $12.5B | ||
| Q2 25 | $3.9B | $12.3B | ||
| Q1 25 | $4.3B | $12.2B | ||
| Q4 24 | $4.2B | $11.9B | ||
| Q3 24 | $5.1B | $11.7B | ||
| Q2 24 | $5.3B | $11.2B |
总资产ELRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $19.6B | $88.8B | ||
| Q3 25 | $19.3B | $88.2B | ||
| Q2 25 | $19.9B | $84.8B | ||
| Q1 25 | $19.9B | $83.1B | ||
| Q4 24 | $19.8B | $82.3B | ||
| Q3 24 | $21.3B | $83.0B | ||
| Q2 24 | $21.7B | $80.6B |
负债/权益比ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.88× | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | 1.37× | — |
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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $1.0B | — |
| 自由现金流率自由现金流/营收 | 24.0% | — |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 6.94× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流ELRJF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-10.0M | ||
| Q3 25 | $-340.0M | $796.0M | ||
| Q2 25 | $601.0M | $691.0M | ||
| Q1 25 | $284.0M | $117.0M | ||
| Q4 24 | $1.1B | $830.0M | ||
| Q3 24 | $-670.0M | $510.0M | ||
| Q2 24 | $889.0M | $711.0M |
自由现金流ELRJF
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-56.0M | ||
| Q3 25 | $-436.0M | $752.0M | ||
| Q2 25 | $394.0M | $634.0M | ||
| Q1 25 | $162.0M | $71.0M | ||
| Q4 24 | $925.0M | $789.0M | ||
| Q3 24 | $-811.0M | $460.0M | ||
| Q2 24 | $672.0M | $655.0M |
自由现金流率ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 24.0% | -1.3% | ||
| Q3 25 | -12.5% | 17.9% | ||
| Q2 25 | 11.6% | 16.5% | ||
| Q1 25 | 4.6% | 1.8% | ||
| Q4 24 | 23.1% | 19.6% | ||
| Q3 24 | -24.1% | 11.5% | ||
| Q2 24 | 17.4% | 17.4% |
资本支出强度ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 1.1% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 6.1% | 1.5% | ||
| Q1 25 | 3.4% | 1.2% | ||
| Q4 24 | 3.3% | 1.0% | ||
| Q3 24 | 4.2% | 1.2% | ||
| Q2 24 | 5.6% | 1.5% |
现金转化率ELRJF
| Q1 26 | — | — | ||
| Q4 25 | 6.94× | -0.02× | ||
| Q3 25 | -7.23× | 1.32× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | 1.79× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.45× |
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
EL
| Skin Care | $2.1B | 49% |
| Makeup | $1.2B | 28% |
| Fragrance | $812.0M | 19% |
| Hair Care | $168.0M | 4% |
| Other | $31.0M | 1% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
