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e.l.f. Beauty, Inc.（ELF）与F5, Inc.（FFIV）财务数据对比。点击上方公司名可切换其他公司
F5, Inc.的季度营收约是e.l.f. Beauty, Inc.的1.7倍（$811.7M vs $489.5M），F5, Inc.净利率更高（18.2% vs 8.0%，领先10.2%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 11.0%）
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。
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
ELF vs FFIV — 直观对比
营收规模更大
FFIV
是对方的1.7倍
$489.5M
营收增速更快
ELF
高出26.7%
11.0%
净利率更高
FFIV
高出10.2%
8.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $811.7M |
| 净利润 | $39.4M | $148.0M |
| 毛利率 | 71.0% | 81.4% |
| 营业利润率 | 13.8% | 22.1% |
| 净利率 | 8.0% | 18.2% |
| 营收同比 | 37.8% | 11.0% |
| 净利润同比 | 128.1% | 1.5% |
| 每股收益（稀释后） | $0.65 | $2.58 |
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ELFFFIV
| Q1 26 | — | $811.7M | ||
| Q4 25 | $489.5M | $822.5M | ||
| Q3 25 | $343.9M | $810.1M | ||
| Q2 25 | $353.7M | $780.4M | ||
| Q1 25 | — | $731.1M | ||
| Q4 24 | — | $766.5M | ||
| Q3 24 | — | $746.7M | ||
| Q2 24 | — | $695.5M |
净利润ELFFFIV
| Q1 26 | — | $148.0M | ||
| Q4 25 | $39.4M | $180.1M | ||
| Q3 25 | $3.0M | $190.5M | ||
| Q2 25 | $33.3M | $189.9M | ||
| Q1 25 | — | $145.5M | ||
| Q4 24 | — | $166.4M | ||
| Q3 24 | — | $165.3M | ||
| Q2 24 | — | $144.1M |
毛利率ELFFFIV
| Q1 26 | — | 81.4% | ||
| Q4 25 | 71.0% | 81.5% | ||
| Q3 25 | 69.4% | 82.2% | ||
| Q2 25 | 69.1% | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | — | 80.4% |
营业利润率ELFFFIV
| Q1 26 | — | 22.1% | ||
| Q4 25 | 13.8% | 26.0% | ||
| Q3 25 | 2.2% | 25.4% | ||
| Q2 25 | 13.8% | 25.2% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 23.4% |
净利率ELFFFIV
| Q1 26 | — | 18.2% | ||
| Q4 25 | 8.0% | 21.9% | ||
| Q3 25 | 0.9% | 23.5% | ||
| Q2 25 | 9.4% | 24.3% | ||
| Q1 25 | — | 19.9% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 20.7% |
每股收益（稀释后）ELFFFIV
| Q1 26 | — | $2.58 | ||
| Q4 25 | $0.65 | $3.10 | ||
| Q3 25 | $0.05 | $3.25 | ||
| Q2 25 | $0.58 | $3.25 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | — | $2.82 | ||
| Q3 24 | — | $2.79 | ||
| Q2 24 | — | $2.44 |
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 | $1.4B |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $3.6B |
| 总资产 | $2.3B | $6.5B |
| 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ELFFFIV
| Q1 26 | — | $1.4B | ||
| Q4 25 | $196.8M | $1.2B | ||
| Q3 25 | $194.4M | $1.3B | ||
| Q2 25 | $170.0M | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $935.6M |
总债务ELFFFIV
| Q1 26 | — | — | ||
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ELFFFIV
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.1B | $3.6B | ||
| Q2 25 | $804.9M | $3.5B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.0B |
总资产ELFFFIV
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.3B | $6.3B | ||
| Q3 25 | $2.3B | $6.3B | ||
| Q2 25 | $1.3B | $6.1B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.6B | ||
| Q2 24 | — | $5.4B |
负债/权益比ELFFFIV
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $525.1M |
| 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× | 3.55× |
| 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ELFFFIV
| Q1 26 | — | $525.1M | ||
| Q4 25 | $59.4M | $159.2M | ||
| Q3 25 | $23.4M | $208.1M | ||
| Q2 25 | $27.2M | $282.2M | ||
| Q1 25 | — | $256.6M | ||
| Q4 24 | — | $202.8M | ||
| Q3 24 | — | $246.5M | ||
| Q2 24 | — | $159.0M |
自由现金流ELFFFIV
| Q1 26 | — | — | ||
| Q4 25 | $52.8M | $149.5M | ||
| Q3 25 | $16.6M | $191.9M | ||
| Q2 25 | $20.1M | $273.7M | ||
| Q1 25 | — | $246.1M | ||
| Q4 24 | — | $194.7M | ||
| Q3 24 | — | $240.4M | ||
| Q2 24 | — | $153.1M |
自由现金流率ELFFFIV
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 18.2% | ||
| Q3 25 | 4.8% | 23.7% | ||
| Q2 25 | 5.7% | 35.1% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 32.2% | ||
| Q2 24 | — | 22.0% |
资本支出强度ELFFFIV
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 2.0% | 2.0% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% |
现金转化率ELFFFIV
| Q1 26 | — | 3.55× | ||
| Q4 25 | 1.51× | 0.88× | ||
| Q3 25 | 7.82× | 1.09× | ||
| Q2 25 | 0.82× | 1.49× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | — | 1.49× | ||
| Q2 24 | — | 1.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
