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e.l.f. Beauty, Inc.（ELF）与Gaming & Leisure Properties, Inc.（GLPI）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Gaming & Leisure Properties, Inc.的1.2倍（$489.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 8.0%，领先49.0%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 6.3%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
ELF vs GLPI — 直观对比
营收规模更大
ELF
是对方的1.2倍
$420.0M
营收增速更快
ELF
高出31.5%
6.3%
净利率更高
GLPI
高出49.0%
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $420.0M |
| 净利润 | $39.4M | $239.4M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 79.4% |
| 净利率 | 8.0% | 57.0% |
| 营收同比 | 37.8% | 6.3% |
| 净利润同比 | 128.1% | 40.5% |
| 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ELFGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $489.5M | $407.0M | ||
| Q3 25 | $343.9M | $397.6M | ||
| Q2 25 | $353.7M | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | — | $385.3M | ||
| Q2 24 | — | $380.6M |
净利润ELFGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $39.4M | $275.4M | ||
| Q3 25 | $3.0M | $241.2M | ||
| Q2 25 | $33.3M | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $184.7M | ||
| Q2 24 | — | $208.3M |
毛利率ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率ELFGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 13.8% | 89.3% | ||
| Q3 25 | 2.2% | 84.8% | ||
| Q2 25 | 13.8% | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | — | 77.1% |
净利率ELFGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 8.0% | 67.6% | ||
| Q3 25 | 0.9% | 60.7% | ||
| Q2 25 | 9.4% | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 54.7% |
每股收益（稀释后）ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.65 | $0.96 | ||
| Q3 25 | $0.05 | $0.85 | ||
| Q2 25 | $0.58 | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.67 | ||
| Q2 24 | — | $0.77 |
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 | $274.5M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $5.0B |
| 总资产 | $2.3B | $13.8B |
| 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ELFGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $196.8M | — | ||
| Q3 25 | $194.4M | — | ||
| Q2 25 | $170.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | $816.7M | $7.2B | ||
| Q3 25 | $831.6M | $7.2B | ||
| Q2 25 | $256.7M | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益ELFGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.2B | $4.6B | ||
| Q3 25 | $1.1B | $4.6B | ||
| Q2 25 | $804.9M | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.1B |
总资产ELFGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.3B | $12.9B | ||
| Q3 25 | $2.3B | $12.8B | ||
| Q2 25 | $1.3B | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | — | $11.8B |
负债/权益比ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | 1.56× | ||
| Q3 25 | 0.73× | 1.57× | ||
| Q2 25 | 0.32× | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | $59.4M | $1.1B | ||
| Q3 25 | $23.4M | $240.3M | ||
| Q2 25 | $27.2M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $270.4M | ||
| Q2 24 | — | $252.1M |
自由现金流ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | $183.0M | ||
| Q2 25 | $20.1M | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | 46.0% | ||
| Q2 25 | 5.7% | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | 14.4% | ||
| Q2 25 | 2.0% | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率ELFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 4.10× | ||
| Q3 25 | 7.82× | 1.00× | ||
| Q2 25 | 0.82× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
