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e.l.f. Beauty, Inc.（ELF）与ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.7倍（$489.5M vs $289.7M），ESCO TECHNOLOGIES INC净利率更高（9.9% vs 8.0%，领先1.9%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 17.3%），ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $52.8M）
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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
ELF vs ESE — 直观对比
营收规模更大
ELF
是对方的1.7倍
$289.7M
营收增速更快
ELF
高出20.5%
17.3%
净利率更高
ESE
高出1.9%
8.0%
自由现金流更多
ESE
多$10.2M
$52.8M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $289.7M |
| 净利润 | $39.4M | $28.7M |
| 毛利率 | 71.0% | 41.4% |
| 营业利润率 | 13.8% | 13.2% |
| 净利率 | 8.0% | 9.9% |
| 营收同比 | 37.8% | 17.3% |
| 净利润同比 | 128.1% | 22.2% |
| 每股收益（稀释后） | $0.65 | $1.11 |
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ELFESE
| Q4 25 | $489.5M | $289.7M | ||
| Q3 25 | $343.9M | $286.5M | ||
| Q2 25 | $353.7M | $296.3M | ||
| Q1 25 | — | $265.5M | ||
| Q4 24 | — | $247.0M | ||
| Q3 24 | — | $298.5M | ||
| Q2 24 | — | $260.8M | ||
| Q1 24 | — | $249.1M |
净利润ELFESE
| Q4 25 | $39.4M | $28.7M | ||
| Q3 25 | $3.0M | $218.7M | ||
| Q2 25 | $33.3M | $26.1M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | — | $23.5M | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | $29.2M | ||
| Q1 24 | — | $23.2M |
毛利率ELFESE
| Q4 25 | 71.0% | 41.4% | ||
| Q3 25 | 69.4% | 45.9% | ||
| Q2 25 | 69.1% | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
营业利润率ELFESE
| Q4 25 | 13.8% | 13.2% | ||
| Q3 25 | 2.2% | 17.2% | ||
| Q2 25 | 13.8% | 11.2% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 14.3% | ||
| Q1 24 | — | 11.7% |
净利率ELFESE
| Q4 25 | 8.0% | 9.9% | ||
| Q3 25 | 0.9% | 76.3% | ||
| Q2 25 | 9.4% | 8.8% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | — | 9.3% |
每股收益（稀释后）ELFESE
| Q4 25 | $0.65 | $1.11 | ||
| Q3 25 | $0.05 | $8.43 | ||
| Q2 25 | $0.58 | $1.01 | ||
| Q1 25 | — | $1.20 | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.32 | ||
| Q2 24 | — | $1.13 | ||
| Q1 24 | — | $0.90 |
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 | $103.8M |
| 总债务越低越好 | $816.7M | $145.5M |
| 股东权益账面价值 | $1.2B | $1.6B |
| 总资产 | $2.3B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ELFESE
| Q4 25 | $196.8M | $103.8M | ||
| Q3 25 | $194.4M | $101.3M | ||
| Q2 25 | $170.0M | $78.7M | ||
| Q1 25 | — | $57.4M | ||
| Q4 24 | — | $71.3M | ||
| Q3 24 | — | $66.0M | ||
| Q2 24 | — | $63.0M | ||
| Q1 24 | — | $59.4M |
总债务ELFESE
| Q4 25 | $816.7M | $145.5M | ||
| Q3 25 | $831.6M | $186.0M | ||
| Q2 25 | $256.7M | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
股东权益ELFESE
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $804.9M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
总资产ELFESE
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $2.3B | $2.4B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
负债/权益比ELFESE
| Q4 25 | 0.70× | 0.09× | ||
| Q3 25 | 0.73× | 0.12× | ||
| Q2 25 | 0.32× | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $63.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 21.7% |
| 资本支出强度资本支出/营收 | 1.4% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.51× | 2.40× |
| 过去12个月自由现金流最近4个季度 | — | $239.6M |
8季度趋势，按日历期对齐
经营现金流ELFESE
| Q4 25 | $59.4M | $68.9M | ||
| Q3 25 | $23.4M | $109.9M | ||
| Q2 25 | $27.2M | $73.7M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | — | $34.2M | ||
| Q3 24 | — | $72.1M | ||
| Q2 24 | — | $36.2M | ||
| Q1 24 | — | $10.5M |
自由现金流ELFESE
| Q4 25 | $52.8M | $63.0M | ||
| Q3 25 | $16.6M | $97.8M | ||
| Q2 25 | $20.1M | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M | ||
| Q1 24 | — | $2.0M |
自由现金流率ELFESE
| Q4 25 | 10.8% | 21.7% | ||
| Q3 25 | 4.8% | 34.1% | ||
| Q2 25 | 5.7% | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 0.8% |
资本支出强度ELFESE
| Q4 25 | 1.4% | 2.0% | ||
| Q3 25 | 2.0% | 4.2% | ||
| Q2 25 | 2.0% | 3.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.4% |
现金转化率ELFESE
| Q4 25 | 1.51× | 2.40× | ||
| Q3 25 | 7.82× | 0.50× | ||
| Q2 25 | 0.82× | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.45× |
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
ELF
暂无分部数据
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
