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e.l.f. Beauty, Inc.（ELF）与Global-E Online Ltd.（GLBE）财务数据对比。点击上方公司名可切换其他公司
Global-E Online Ltd.的季度营收约是e.l.f. Beauty, Inc.的1.3倍（$625.5M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 0.9%，领先7.1%）
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。
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
ELF vs GLBE — 直观对比
营收规模更大
GLBE
是对方的1.3倍
$489.5M
净利率更高
ELF
高出7.1%
0.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $625.5M |
| 净利润 | $39.4M | $5.8M |
| 毛利率 | 71.0% | 45.0% |
| 营业利润率 | 13.8% | 1.3% |
| 净利率 | 8.0% | 0.9% |
| 营收同比 | 37.8% | — |
| 净利润同比 | 128.1% | — |
| 每股收益（稀释后） | $0.65 | — |
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ELFGLBE
| Q4 25 | $489.5M | — | ||
| Q3 25 | $343.9M | $625.5M | ||
| Q2 25 | $353.7M | $404.8M | ||
| Q1 25 | — | $189.9M | ||
| Q3 24 | — | $489.9M | ||
| Q2 24 | — | $313.9M | ||
| Q1 24 | — | $145.9M |
净利润ELFGLBE
| Q4 25 | $39.4M | — | ||
| Q3 25 | $3.0M | $5.8M | ||
| Q2 25 | $33.3M | $-7.4M | ||
| Q1 25 | — | — | ||
| Q3 24 | — | $-77.1M | ||
| Q2 24 | — | $-54.5M | ||
| Q1 24 | — | — |
毛利率ELFGLBE
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | 45.0% | ||
| Q2 25 | 69.1% | 44.9% | ||
| Q1 25 | — | 44.3% | ||
| Q3 24 | — | 45.1% | ||
| Q2 24 | — | 44.8% | ||
| Q1 24 | — | 43.4% |
营业利润率ELFGLBE
| Q4 25 | 13.8% | — | ||
| Q3 25 | 2.2% | 1.3% | ||
| Q2 25 | 13.8% | -2.1% | ||
| Q1 25 | — | -10.1% | ||
| Q3 24 | — | -14.9% | ||
| Q2 24 | — | -16.6% | ||
| Q1 24 | — | -20.1% |
净利率ELFGLBE
| Q4 25 | 8.0% | — | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 9.4% | -1.8% | ||
| Q1 25 | — | — | ||
| Q3 24 | — | -15.7% | ||
| Q2 24 | — | -17.4% | ||
| Q1 24 | — | — |
每股收益（稀释后）ELFGLBE
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.58 | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $251.4M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $933.0M |
| 总资产 | $2.3B | $1.3B |
| 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ELFGLBE
| Q4 25 | $196.8M | — | ||
| Q3 25 | $194.4M | $251.4M | ||
| Q2 25 | $170.0M | $205.2M | ||
| Q1 25 | — | $207.7M | ||
| Q3 24 | — | $207.3M | ||
| Q2 24 | — | $229.8M | ||
| Q1 24 | — | $181.9M |
总债务ELFGLBE
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ELFGLBE
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $933.0M | ||
| Q2 25 | $804.9M | $909.1M | ||
| Q1 25 | — | $884.3M | ||
| Q3 24 | — | $869.4M | ||
| Q2 24 | — | $878.7M | ||
| Q1 24 | — | $886.9M |
总资产ELFGLBE
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
负债/权益比ELFGLBE
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| 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 | — |
| 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× | — |
| 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ELFGLBE
| Q4 25 | $59.4M | — | ||
| Q3 25 | $23.4M | — | ||
| Q2 25 | $27.2M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流ELFGLBE
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | — | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ELFGLBE
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ELFGLBE
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ELFGLBE
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
