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e.l.f. Beauty, Inc.（ELF）与FIRST ADVANTAGE CORP（FA）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FIRST ADVANTAGE CORP的1.2倍（$489.5M vs $420.0M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 0.8%，领先7.2%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 36.8%），FIRST ADVANTAGE CORP自由现金流更多（$62.2M 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。
First Advantage是全球领先的劳动力筛查与背景验证服务提供商，服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户，助力企业管控雇佣风险、满足合规要求，打造安全可信的工作环境。
ELF vs FA — 直观对比
营收规模更大
ELF
是对方的1.2倍
$420.0M
营收增速更快
ELF
高出1.0%
36.8%
净利率更高
ELF
高出7.2%
0.8%
自由现金流更多
FA
多$9.4M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $420.0M |
| 净利润 | $39.4M | $3.5M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 10.7% |
| 净利率 | 8.0% | 0.8% |
| 营收同比 | 37.8% | 36.8% |
| 净利润同比 | 128.1% | 103.5% |
| 每股收益（稀释后） | $0.65 | $0.03 |
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ELFFA
| Q4 25 | $489.5M | $420.0M | ||
| Q3 25 | $343.9M | $409.2M | ||
| Q2 25 | $353.7M | $390.6M | ||
| Q1 25 | — | $354.6M | ||
| Q4 24 | — | $307.1M | ||
| Q3 24 | — | $199.1M | ||
| Q2 24 | — | $184.5M | ||
| Q1 24 | — | $169.4M |
净利润ELFFA
| Q4 25 | $39.4M | $3.5M | ||
| Q3 25 | $3.0M | $2.6M | ||
| Q2 25 | $33.3M | $308.0K | ||
| Q1 25 | — | $-41.2M | ||
| Q4 24 | — | $-100.4M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $1.9M | ||
| Q1 24 | — | $-2.9M |
毛利率ELFFA
| 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ELFFA
| Q4 25 | 13.8% | 10.7% | ||
| Q3 25 | 2.2% | 10.3% | ||
| Q2 25 | 13.8% | 9.7% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | -26.3% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 5.4% | ||
| Q1 24 | — | -0.4% |
净利率ELFFA
| Q4 25 | 8.0% | 0.8% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 9.4% | 0.1% | ||
| Q1 25 | — | -11.6% | ||
| Q4 24 | — | -32.7% | ||
| Q3 24 | — | -4.4% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -1.7% |
每股收益（稀释后）ELFFA
| Q4 25 | $0.65 | $0.03 | ||
| Q3 25 | $0.05 | $0.01 | ||
| Q2 25 | $0.58 | $0.00 | ||
| Q1 25 | — | $-0.24 | ||
| Q4 24 | — | $-0.67 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $-0.02 |
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 | $240.0M |
| 总债务越低越好 | $816.7M | $2.1B |
| 股东权益账面价值 | $1.2B | $1.3B |
| 总资产 | $2.3B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.70× | 1.61× |
8季度趋势，按日历期对齐
现金及短期投资ELFFA
| Q4 25 | $196.8M | $240.0M | ||
| Q3 25 | $194.4M | $216.8M | ||
| Q2 25 | $170.0M | $184.3M | ||
| Q1 25 | — | $172.0M | ||
| Q4 24 | — | $168.7M | ||
| Q3 24 | — | $307.4M | ||
| Q2 24 | — | $269.6M | ||
| Q1 24 | — | $246.0M |
总债务ELFFA
| Q4 25 | $816.7M | $2.1B | ||
| Q3 25 | $831.6M | $2.1B | ||
| Q2 25 | $256.7M | $2.1B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ELFFA
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $804.9M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $920.7M | ||
| Q2 24 | — | $913.3M | ||
| Q1 24 | — | $907.7M |
总资产ELFFA
| Q4 25 | $2.3B | $3.8B | ||
| Q3 25 | $2.3B | $3.9B | ||
| Q2 25 | $1.3B | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.6B |
负债/权益比ELFFA
| Q4 25 | 0.70× | 1.61× | ||
| Q3 25 | 0.73× | 1.64× | ||
| Q2 25 | 0.32× | 1.65× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.66× | ||
| 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 | $59.4M | $65.9M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $62.2M |
| 自由现金流率自由现金流/营收 | 10.8% | 14.8% |
| 资本支出强度资本支出/营收 | 1.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.51× | 19.01× |
| 过去12个月自由现金流最近4个季度 | — | $188.5M |
8季度趋势，按日历期对齐
经营现金流ELFFA
| Q4 25 | $59.4M | $65.9M | ||
| Q3 25 | $23.4M | $72.4M | ||
| Q2 25 | $27.2M | $37.3M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $-85.7M | ||
| Q3 24 | — | $43.5M | ||
| Q2 24 | — | $32.0M | ||
| Q1 24 | — | $38.3M |
自由现金流ELFFA
| Q4 25 | $52.8M | $62.2M | ||
| Q3 25 | $16.6M | $71.2M | ||
| Q2 25 | $20.1M | $36.1M | ||
| Q1 25 | — | $19.0M | ||
| Q4 24 | — | $-86.0M | ||
| Q3 24 | — | $43.1M | ||
| Q2 24 | — | $31.4M | ||
| Q1 24 | — | $38.0M |
自由现金流率ELFFA
| Q4 25 | 10.8% | 14.8% | ||
| Q3 25 | 4.8% | 17.4% | ||
| Q2 25 | 5.7% | 9.2% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | -28.0% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | 22.4% |
资本支出强度ELFFA
| Q4 25 | 1.4% | 0.9% | ||
| Q3 25 | 2.0% | 0.3% | ||
| Q2 25 | 2.0% | 0.3% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.2% |
现金转化率ELFFA
| Q4 25 | 1.51× | 19.01× | ||
| Q3 25 | 7.82× | 27.91× | ||
| Q2 25 | 0.82× | 121.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 17.22× | ||
| Q1 24 | — | — |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
