vs
e.l.f. Beauty, Inc.（ELF）与FULLER H B CO（FUL）财务数据对比。点击上方公司名可切换其他公司
FULLER H B CO的季度营收约是e.l.f. Beauty, Inc.的1.8倍（$892.0M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 7.5%，领先0.5%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -2.8%），FULLER H B CO自由现金流更多（$68.9M 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。
H.B.富勒公司是总部位于美国明尼苏达州圣保罗的跨国粘合剂制造企业，全球第四大粘合剂及密封剂生产商。公司拥有超过20000种产品，广泛应用于建筑、工程、电子、卫生用品、食品包装等领域，在26个国家设有81座生产基地，2024年员工规模约7500人。
ELF vs FUL — 直观对比
营收规模更大
FUL
是对方的1.8倍
$489.5M
营收增速更快
ELF
高出40.6%
-2.8%
净利率更高
ELF
高出0.5%
7.5%
自由现金流更多
FUL
多$16.1M
$52.8M
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $892.0M |
| 净利润 | $39.4M | $67.2M |
| 毛利率 | 71.0% | 32.0% |
| 营业利润率 | 13.8% | 12.3% |
| 净利率 | 8.0% | 7.5% |
| 营收同比 | 37.8% | -2.8% |
| 净利润同比 | 128.1% | 21.3% |
| 每股收益（稀释后） | $0.65 | $1.22 |
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ELFFUL
| Q4 25 | $489.5M | — | ||
| Q3 25 | $343.9M | $892.0M | ||
| Q2 25 | $353.7M | $898.1M | ||
| Q3 24 | — | $917.9M | ||
| Q1 24 | — | $810.4M | ||
| Q4 23 | — | $902.9M | ||
| Q3 23 | — | $900.6M | ||
| Q2 23 | — | $898.2M |
净利润ELFFUL
| Q4 25 | $39.4M | — | ||
| Q3 25 | $3.0M | $67.2M | ||
| Q2 25 | $33.3M | $41.8M | ||
| Q3 24 | — | $55.4M | ||
| Q1 24 | — | $31.0M | ||
| Q4 23 | — | $45.0M | ||
| Q3 23 | — | $37.6M | ||
| Q2 23 | — | $40.4M |
毛利率ELFFUL
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | 32.0% | ||
| Q2 25 | 69.1% | 31.9% | ||
| Q3 24 | — | 30.0% | ||
| Q1 24 | — | 29.5% | ||
| Q4 23 | — | 30.3% | ||
| Q3 23 | — | 29.3% | ||
| Q2 23 | — | 28.6% |
营业利润率ELFFUL
| Q4 25 | 13.8% | — | ||
| Q3 25 | 2.2% | 12.3% | ||
| Q2 25 | 13.8% | 11.1% | ||
| Q3 24 | — | 11.4% | ||
| Q1 24 | — | 8.3% | ||
| Q4 23 | — | 12.6% | ||
| Q3 23 | — | 10.1% | ||
| Q2 23 | — | 10.0% |
净利率ELFFUL
| Q4 25 | 8.0% | — | ||
| Q3 25 | 0.9% | 7.5% | ||
| Q2 25 | 9.4% | 4.7% | ||
| Q3 24 | — | 6.0% | ||
| Q1 24 | — | 3.8% | ||
| Q4 23 | — | 5.0% | ||
| Q3 23 | — | 4.2% | ||
| Q2 23 | — | 4.5% |
每股收益（稀释后）ELFFUL
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | $1.22 | ||
| Q2 25 | $0.58 | $0.76 | ||
| Q3 24 | — | $0.98 | ||
| Q1 24 | — | $0.55 | ||
| Q4 23 | — | $0.80 | ||
| Q3 23 | — | $0.67 | ||
| Q2 23 | — | $0.73 |
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 | $122.5M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $2.0B |
| 总资产 | $2.3B | $5.2B |
| 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ELFFUL
| Q4 25 | $196.8M | — | ||
| Q3 25 | $194.4M | $122.5M | ||
| Q2 25 | $170.0M | $96.8M | ||
| Q3 24 | — | $131.4M | ||
| Q1 24 | — | $165.2M | ||
| Q4 23 | — | $179.5M | ||
| Q3 23 | — | $94.9M | ||
| Q2 23 | — | $103.2M |
总债务ELFFUL
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $1.8B | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
股东权益ELFFUL
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $804.9M | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B | ||
| Q4 23 | — | $1.8B | ||
| Q3 23 | — | $1.7B | ||
| Q2 23 | — | $1.7B |
总资产ELFFUL
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $5.2B | ||
| Q2 25 | $1.3B | $5.1B | ||
| Q3 24 | — | $5.0B | ||
| Q1 24 | — | $4.7B | ||
| Q4 23 | — | $4.7B | ||
| Q3 23 | — | $4.7B | ||
| Q2 23 | — | $4.6B |
负债/权益比ELFFUL
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | 1.05× | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | $99.0M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $68.9M |
| 自由现金流率自由现金流/营收 | 10.8% | 7.7% |
| 资本支出强度资本支出/营收 | 1.4% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.47× |
| 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ELFFUL
| Q4 25 | $59.4M | — | ||
| Q3 25 | $23.4M | $99.0M | ||
| Q2 25 | $27.2M | — | ||
| Q3 24 | — | $169.4M | ||
| Q1 24 | — | $47.4M | ||
| Q4 23 | — | $161.7M | ||
| Q3 23 | — | $108.3M | ||
| Q2 23 | — | $102.9M |
自由现金流ELFFUL
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | $68.9M | ||
| Q2 25 | $20.1M | — | ||
| Q3 24 | — | $99.9M | ||
| Q1 24 | — | $4.1M | ||
| Q4 23 | — | $152.1M | ||
| Q3 23 | — | $81.3M | ||
| Q2 23 | — | $67.9M |
自由现金流率ELFFUL
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | 7.7% | ||
| Q2 25 | 5.7% | — | ||
| Q3 24 | — | 10.9% | ||
| Q1 24 | — | 0.5% | ||
| Q4 23 | — | 16.8% | ||
| Q3 23 | — | 9.0% | ||
| Q2 23 | — | 7.6% |
资本支出强度ELFFUL
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | 3.4% | ||
| Q2 25 | 2.0% | — | ||
| Q3 24 | — | 7.6% | ||
| Q1 24 | — | 5.3% | ||
| Q4 23 | — | 1.1% | ||
| Q3 23 | — | 3.0% | ||
| Q2 23 | — | 3.9% |
现金转化率ELFFUL
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | 1.47× | ||
| Q2 25 | 0.82× | — | ||
| Q3 24 | — | 3.06× | ||
| Q1 24 | — | 1.53× | ||
| Q4 23 | — | 3.59× | ||
| Q3 23 | — | 2.88× | ||
| Q2 23 | — | 2.55× |
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
FUL
| Hygiene Health And Consumable Adhesives | $386.1M | 43% |
| Engineering Adhesives | $272.3M | 31% |
| Building Adhesives Solutions | $233.7M | 26% |
