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e.l.f. Beauty, Inc.(ELF)与Getty图片控股(GETY)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Getty图片控股的1.7倍($489.5M vs $282.3M),e.l.f. Beauty, Inc.净利率更高(8.0% vs -32.2%,领先40.2%),e.l.f. Beauty, Inc.同比增速更快(37.8% vs 14.1%),e.l.f. Beauty, Inc.自由现金流更多($52.8M vs $7.7M)
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。
盖蒂图片控股是全球知名的视觉素材服务商,面向创意从业者、媒体机构与企业客户,提供正版商用图库、编辑类摄影、视频及音乐素材,旗下素材库规模超过4.77亿件,是全球视觉内容行业的龙头供应商之一。
ELF vs GETY — 直观对比
营收规模更大
ELF
是对方的1.7倍
$282.3M
营收增速更快
ELF
高出23.6%
14.1%
净利率更高
ELF
高出40.2%
-32.2%
自由现金流更多
ELF
多$45.1M
$7.7M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $489.5M | $282.3M |
| 净利润 | $39.4M | $-90.9M |
| 毛利率 | 71.0% | 74.8% |
| 营业利润率 | 13.8% | -8.5% |
| 净利率 | 8.0% | -32.2% |
| 营收同比 | 37.8% | 14.1% |
| 净利润同比 | 128.1% | -467.6% |
| 每股收益(稀释后) | $0.65 | $-0.22 |
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
ELF
GETY
| Q4 25 | $489.5M | $282.3M | ||
| Q3 25 | $343.9M | $240.0M | ||
| Q2 25 | $353.7M | $234.9M | ||
| Q1 25 | — | $224.1M | ||
| Q4 24 | — | $247.3M | ||
| Q3 24 | — | $240.5M | ||
| Q2 24 | — | $229.1M | ||
| Q1 24 | — | $222.3M |
净利润
ELF
GETY
| Q4 25 | $39.4M | $-90.9M | ||
| Q3 25 | $3.0M | $21.6M | ||
| Q2 25 | $33.3M | $-34.4M | ||
| Q1 25 | — | $-102.6M | ||
| Q4 24 | — | $24.7M | ||
| Q3 24 | — | $-2.5M | ||
| Q2 24 | — | $3.7M | ||
| Q1 24 | — | $13.6M |
毛利率
ELF
GETY
| Q4 25 | 71.0% | 74.8% | ||
| Q3 25 | 69.4% | 73.2% | ||
| Q2 25 | 69.1% | 72.1% | ||
| Q1 25 | — | 73.1% | ||
| Q4 24 | — | 73.5% | ||
| Q3 24 | — | 73.4% | ||
| Q2 24 | — | 72.5% | ||
| Q1 24 | — | 72.9% |
营业利润率
ELF
GETY
| Q4 25 | 13.8% | -8.5% | ||
| Q3 25 | 2.2% | 18.8% | ||
| Q2 25 | 13.8% | 15.1% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 23.9% | ||
| Q2 24 | — | 20.3% | ||
| Q1 24 | — | 18.5% |
净利率
ELF
GETY
| Q4 25 | 8.0% | -32.2% | ||
| Q3 25 | 0.9% | 9.0% | ||
| Q2 25 | 9.4% | -14.6% | ||
| Q1 25 | — | -45.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 6.1% |
每股收益(稀释后)
ELF
GETY
| Q4 25 | $0.65 | $-0.22 | ||
| Q3 25 | $0.05 | $0.05 | ||
| Q2 25 | $0.58 | $-0.08 | ||
| Q1 25 | — | $-0.25 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | — | $-0.01 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $0.03 |
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 | $90.2M |
| 总债务越低越好 | $816.7M | $1.3B |
| 股东权益账面价值 | $1.2B | $552.5M |
| 总资产 | $2.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.70× | 2.30× |
8季度趋势,按日历期对齐
现金及短期投资
ELF
GETY
| Q4 25 | $196.8M | $90.2M | ||
| Q3 25 | $194.4M | $109.5M | ||
| Q2 25 | $170.0M | $110.3M | ||
| Q1 25 | — | $114.6M | ||
| Q4 24 | — | $121.2M | ||
| Q3 24 | — | $109.9M | ||
| Q2 24 | — | $121.7M | ||
| Q1 24 | — | $134.2M |
总债务
ELF
GETY
| Q4 25 | $816.7M | $1.3B | ||
| Q3 25 | $831.6M | $1.3B | ||
| Q2 25 | $256.7M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.4B |
股东权益
ELF
GETY
| Q4 25 | $1.2B | $552.5M | ||
| Q3 25 | $1.1B | $634.6M | ||
| Q2 25 | $804.9M | $611.2M | ||
| Q1 25 | — | $593.0M | ||
| Q4 24 | — | $670.2M | ||
| Q3 24 | — | $683.4M | ||
| Q2 24 | — | $654.0M | ||
| Q1 24 | — | $640.8M |
总资产
ELF
GETY
| Q4 25 | $2.3B | $3.2B | ||
| Q3 25 | $2.3B | $2.6B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.6B |
负债/权益比
ELF
GETY
| Q4 25 | 0.70× | 2.30× | ||
| Q3 25 | 0.73× | 2.11× | ||
| Q2 25 | 0.32× | 2.19× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 1.97× | ||
| Q2 24 | — | 2.06× | ||
| Q1 24 | — | 2.16× |
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 | $20.6M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $7.7M |
| 自由现金流率自由现金流/营收 | 10.8% | 2.7% |
| 资本支出强度资本支出/营收 | 1.4% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | — | $5.7M |
8季度趋势,按日历期对齐
经营现金流
ELF
GETY
| Q4 25 | $59.4M | $20.6M | ||
| Q3 25 | $23.4M | $22.6M | ||
| Q2 25 | $27.2M | $6.5M | ||
| Q1 25 | — | $15.4M | ||
| Q4 24 | — | $39.7M | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | — | $46.4M | ||
| Q1 24 | — | $21.5M |
自由现金流
ELF
GETY
| Q4 25 | $52.8M | $7.7M | ||
| Q3 25 | $16.6M | $7.9M | ||
| Q2 25 | $20.1M | $-9.6M | ||
| Q1 25 | — | $-322.0K | ||
| Q4 24 | — | $24.6M | ||
| Q3 24 | — | $-1.8M | ||
| Q2 24 | — | $31.1M | ||
| Q1 24 | — | $7.1M |
自由现金流率
ELF
GETY
| Q4 25 | 10.8% | 2.7% | ||
| Q3 25 | 4.8% | 3.3% | ||
| Q2 25 | 5.7% | -4.1% | ||
| Q1 25 | — | -0.1% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | — | 13.6% | ||
| Q1 24 | — | 3.2% |
资本支出强度
ELF
GETY
| Q4 25 | 1.4% | 4.6% | ||
| Q3 25 | 2.0% | 6.1% | ||
| Q2 25 | 2.0% | 6.9% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 6.5% |
现金转化率
ELF
GETY
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | 1.05× | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.59× | ||
| Q1 24 | — | 1.58× |
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
GETY
| Creative | $149.0M | 53% |
| Editorial | $109.4M | 39% |
| Other | $23.9M | 8% |