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e.l.f. Beauty, Inc.（ELF）与FNB CORP（FNB）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FNB CORP的1.3倍（$489.5M vs $366.0M），FNB CORP净利率更高（45.9% vs 8.0%，领先37.9%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 13.7%），FNB CORP自由现金流更多（$99.0M 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。
FNB集团是总部位于美国宾夕法尼亚州匹兹堡的多元化金融服务机构，为旗下最大子公司第一国民银行的控股主体，截至2025年12月31日总资产超500亿美元，业务覆盖匹兹堡、巴尔的摩、克利夫兰、华盛顿特区、北卡罗来纳州多座城市及南卡罗来纳州查尔斯顿等核心都会区。
ELF vs FNB — 直观对比
营收规模更大
ELF
是对方的1.3倍
$366.0M
营收增速更快
ELF
高出24.1%
13.7%
净利率更高
FNB
高出37.9%
8.0%
自由现金流更多
FNB
多$46.2M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $366.0M |
| 净利润 | $39.4M | $168.0M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 45.1% |
| 净利率 | 8.0% | 45.9% |
| 营收同比 | 37.8% | 13.7% |
| 净利润同比 | 128.1% | 52.7% |
| 每股收益（稀释后） | $0.65 | $0.47 |
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ELFFNB
| Q4 25 | $489.5M | $366.0M | ||
| Q3 25 | $343.9M | $359.0M | ||
| Q2 25 | $353.7M | $348.0M | ||
| Q1 25 | — | $323.0M | ||
| Q4 24 | — | $322.0M | ||
| Q3 24 | — | $323.0M | ||
| Q2 24 | — | $316.0M | ||
| Q1 24 | — | $319.0M |
净利润ELFFNB
| Q4 25 | $39.4M | $168.0M | ||
| Q3 25 | $3.0M | $150.0M | ||
| Q2 25 | $33.3M | $130.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $110.0M | ||
| Q3 24 | — | $110.0M | ||
| Q2 24 | — | $123.0M | ||
| Q1 24 | — | $122.0M |
毛利率ELFFNB
| 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ELFFNB
| Q4 25 | 13.8% | 45.1% | ||
| Q3 25 | 2.2% | 52.9% | ||
| Q2 25 | 13.8% | 47.7% | ||
| Q1 25 | — | 45.8% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 43.3% | ||
| Q2 24 | — | 49.7% | ||
| Q1 24 | — | 48.9% |
净利率ELFFNB
| Q4 25 | 8.0% | 45.9% | ||
| Q3 25 | 0.9% | 41.8% | ||
| Q2 25 | 9.4% | 37.4% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 34.2% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 38.9% | ||
| Q1 24 | — | 38.2% |
每股收益（稀释后）ELFFNB
| Q4 25 | $0.65 | $0.47 | ||
| Q3 25 | $0.05 | $0.41 | ||
| Q2 25 | $0.58 | $0.36 | ||
| Q1 25 | — | $0.32 | ||
| Q4 24 | — | $0.31 | ||
| Q3 24 | — | $0.30 | ||
| Q2 24 | — | $0.34 | ||
| Q1 24 | — | $0.32 |
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 | $2.5B |
| 总债务越低越好 | $816.7M | $1.9B |
| 股东权益账面价值 | $1.2B | $6.8B |
| 总资产 | $2.3B | $50.2B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资ELFFNB
| Q4 25 | $196.8M | $2.5B | ||
| Q3 25 | $194.4M | $2.4B | ||
| Q2 25 | $170.0M | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.5B |
总债务ELFFNB
| Q4 25 | $816.7M | $1.9B | ||
| Q3 25 | $831.6M | $2.1B | ||
| Q2 25 | $256.7M | $2.7B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.1B |
股东权益ELFFNB
| Q4 25 | $1.2B | $6.8B | ||
| Q3 25 | $1.1B | $6.6B | ||
| Q2 25 | $804.9M | $6.5B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $6.0B |
总资产ELFFNB
| Q4 25 | $2.3B | $50.2B | ||
| Q3 25 | $2.3B | $49.9B | ||
| Q2 25 | $1.3B | $49.7B | ||
| Q1 25 | — | $49.0B | ||
| Q4 24 | — | $48.6B | ||
| Q3 24 | — | $48.0B | ||
| Q2 24 | — | $47.7B | ||
| Q1 24 | — | $45.9B |
负债/权益比ELFFNB
| Q4 25 | 0.70× | 0.28× | ||
| Q3 25 | 0.73× | 0.32× | ||
| Q2 25 | 0.32× | 0.41× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.48× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.35× |
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 | $128.0M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $99.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 27.0% |
| 资本支出强度资本支出/营收 | 1.4% | 7.9% |
| 现金转化率经营现金流/净利润 | 1.51× | 0.76× |
| 过去12个月自由现金流最近4个季度 | — | $376.0M |
8季度趋势，按日历期对齐
经营现金流ELFFNB
| Q4 25 | $59.4M | $128.0M | ||
| Q3 25 | $23.4M | $167.0M | ||
| Q2 25 | $27.2M | $123.0M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | — | $326.0M | ||
| Q3 24 | — | $-14.0M | ||
| Q2 24 | — | $85.0M | ||
| Q1 24 | — | $245.0M |
自由现金流ELFFNB
| Q4 25 | $52.8M | $99.0M | ||
| Q3 25 | $16.6M | $149.0M | ||
| Q2 25 | $20.1M | $85.0M | ||
| Q1 25 | — | $43.0M | ||
| Q4 24 | — | $278.0M | ||
| Q3 24 | — | $-46.0M | ||
| Q2 24 | — | $55.0M | ||
| Q1 24 | — | $216.0M |
自由现金流率ELFFNB
| Q4 25 | 10.8% | 27.0% | ||
| Q3 25 | 4.8% | 41.5% | ||
| Q2 25 | 5.7% | 24.4% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 86.3% | ||
| Q3 24 | — | -14.2% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | — | 67.7% |
资本支出强度ELFFNB
| Q4 25 | 1.4% | 7.9% | ||
| Q3 25 | 2.0% | 5.0% | ||
| Q2 25 | 2.0% | 10.9% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 9.5% | ||
| Q1 24 | — | 9.1% |
现金转化率ELFFNB
| Q4 25 | 1.51× | 0.76× | ||
| Q3 25 | 7.82× | 1.11× | ||
| Q2 25 | 0.82× | 0.95× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 2.96× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 2.01× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
