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e.l.f. Beauty, Inc.（ELF）与伊萨（ESAB）财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是e.l.f. Beauty, Inc.的1.5倍（$745.6M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 6.6%，领先1.4%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 9.9%）
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。
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
ELF vs ESAB — 直观对比
营收规模更大
ESAB
是对方的1.5倍
$489.5M
营收增速更快
ELF
高出27.8%
9.9%
净利率更高
ELF
高出1.4%
6.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $745.6M |
| 净利润 | $39.4M | $49.2M |
| 毛利率 | 71.0% | 36.9% |
| 营业利润率 | 13.8% | 12.1% |
| 净利率 | 8.0% | 6.6% |
| 营收同比 | 37.8% | 9.9% |
| 净利润同比 | 128.1% | -29.3% |
| 每股收益（稀释后） | $0.65 | $0.78 |
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ELFESAB
| Q1 26 | — | $745.6M | ||
| Q4 25 | $489.5M | $727.8M | ||
| Q3 25 | $343.9M | $715.6M | ||
| Q2 25 | $353.7M | $678.1M | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | — | $673.3M | ||
| Q2 24 | — | $707.1M | ||
| Q1 24 | — | $689.7M |
净利润ELFESAB
| Q1 26 | — | $49.2M | ||
| Q4 25 | $39.4M | $54.8M | ||
| Q3 25 | $3.0M | $66.9M | ||
| Q2 25 | $33.3M | $67.4M | ||
| Q4 24 | — | $53.7M | ||
| Q3 24 | — | $68.2M | ||
| Q2 24 | — | $82.9M | ||
| Q1 24 | — | $60.0M |
毛利率ELFESAB
| Q1 26 | — | 36.9% | ||
| Q4 25 | 71.0% | 37.0% | ||
| Q3 25 | 69.4% | 37.2% | ||
| Q2 25 | 69.1% | 37.6% | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 38.2% | ||
| Q1 24 | — | 37.0% |
营业利润率ELFESAB
| Q1 26 | — | 12.1% | ||
| Q4 25 | 13.8% | 14.6% | ||
| Q3 25 | 2.2% | 15.2% | ||
| Q2 25 | 13.8% | 16.2% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | 16.9% | ||
| Q1 24 | — | 16.0% |
净利率ELFESAB
| Q1 26 | — | 6.6% | ||
| Q4 25 | 8.0% | 7.5% | ||
| Q3 25 | 0.9% | 9.3% | ||
| Q2 25 | 9.4% | 9.9% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 8.7% |
每股收益（稀释后）ELFESAB
| Q1 26 | — | $0.78 | ||
| Q4 25 | $0.65 | $0.90 | ||
| Q3 25 | $0.05 | $1.09 | ||
| Q2 25 | $0.58 | $1.10 | ||
| Q4 24 | — | $0.87 | ||
| Q3 24 | — | $1.11 | ||
| Q2 24 | — | $1.35 | ||
| Q1 24 | — | $0.98 |
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 | $196.8M | $1.0B |
| 总债务越低越好 | $816.7M | $2.0B |
| 股东权益账面价值 | $1.2B | $2.2B |
| 总资产 | $2.3B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.91× |
8季度趋势，按日历期对齐
现金及短期投资ELFESAB
| Q1 26 | — | $1.0B | ||
| Q4 25 | $196.8M | $218.2M | ||
| Q3 25 | $194.4M | $258.2M | ||
| Q2 25 | $170.0M | $291.3M | ||
| Q4 24 | — | $249.4M | ||
| Q3 24 | — | $253.7M | ||
| Q2 24 | — | $228.5M | ||
| Q1 24 | — | $76.5M |
总债务ELFESAB
| Q1 26 | — | $2.0B | ||
| Q4 25 | $816.7M | $1.3B | ||
| Q3 25 | $831.6M | $1.1B | ||
| Q2 25 | $256.7M | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $992.8M |
股东权益ELFESAB
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $804.9M | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.6B |
总资产ELFESAB
| Q1 26 | — | $5.6B | ||
| Q4 25 | $2.3B | $4.9B | ||
| Q3 25 | $2.3B | $4.4B | ||
| Q2 25 | $1.3B | $4.2B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.0B | ||
| Q1 24 | — | $3.8B |
负债/权益比ELFESAB
| Q1 26 | — | 0.91× | ||
| Q4 25 | 0.70× | 0.63× | ||
| Q3 25 | 0.73× | 0.51× | ||
| Q2 25 | 0.32× | 0.55× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.61× |
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 | $59.4M | $46.9M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | — |
| 自由现金流率自由现金流/营收 | 10.8% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.51× | 0.95× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ELFESAB
| Q1 26 | — | $46.9M | ||
| Q4 25 | $59.4M | $81.5M | ||
| Q3 25 | $23.4M | $46.6M | ||
| Q2 25 | $27.2M | $35.4M | ||
| Q4 24 | — | $126.9M | ||
| Q3 24 | — | $101.0M | ||
| Q2 24 | — | $83.0M | ||
| Q1 24 | — | $44.5M |
自由现金流ELFESAB
| Q1 26 | — | — | ||
| Q4 25 | $52.8M | $70.3M | ||
| Q3 25 | $16.6M | $37.4M | ||
| Q2 25 | $20.1M | $28.1M | ||
| Q4 24 | — | $102.2M | ||
| Q3 24 | — | $90.4M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $37.1M |
自由现金流率ELFESAB
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 9.7% | ||
| Q3 25 | 4.8% | 5.2% | ||
| Q2 25 | 5.7% | 4.1% | ||
| Q4 24 | — | 15.2% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | 5.4% |
资本支出强度ELFESAB
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.5% | ||
| Q3 25 | 2.0% | 1.3% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
现金转化率ELFESAB
| Q1 26 | — | 0.95× | ||
| Q4 25 | 1.51× | 1.49× | ||
| Q3 25 | 7.82× | 0.70× | ||
| Q2 25 | 0.82× | 0.53× | ||
| Q4 24 | — | 2.36× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 0.74× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
