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e.l.f. Beauty, Inc.（ELF）与哈雷戴维森（HOG）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.的季度营收约是哈雷戴维森的1.3倍（$489.5M vs $390.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs -72.3%，领先80.4%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -9.4%），哈雷戴维森自由现金流更多（$100.4M 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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
ELF vs HOG — 直观对比
营收规模更大
ELF
是对方的1.3倍
$390.5M
营收增速更快
ELF
高出47.1%
-9.4%
净利率更高
ELF
高出80.4%
-72.3%
自由现金流更多
HOG
多$47.6M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $390.5M |
| 净利润 | $39.4M | $-282.6M |
| 毛利率 | 71.0% | -7.9% |
| 营业利润率 | 13.8% | -92.4% |
| 净利率 | 8.0% | -72.3% |
| 营收同比 | 37.8% | -9.4% |
| 净利润同比 | 128.1% | -138.6% |
| 每股收益（稀释后） | $0.65 | $-2.27 |
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ELFHOG
| Q4 25 | $489.5M | $390.5M | ||
| Q3 25 | $343.9M | $1.1B | ||
| Q2 25 | $353.7M | $1.0B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $430.9M | ||
| Q3 24 | — | $881.2M | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.5B |
净利润ELFHOG
| Q4 25 | $39.4M | $-282.6M | ||
| Q3 25 | $3.0M | $377.4M | ||
| Q2 25 | $33.3M | $107.6M | ||
| Q1 25 | — | $133.1M | ||
| Q4 24 | — | $-118.4M | ||
| Q3 24 | — | $119.0M | ||
| Q2 24 | — | $218.3M | ||
| Q1 24 | — | $234.9M |
毛利率ELFHOG
| Q4 25 | 71.0% | -7.9% | ||
| Q3 25 | 69.4% | 26.0% | ||
| Q2 25 | 69.1% | 28.5% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 31.8% | ||
| Q1 24 | — | 30.9% |
营业利润率ELFHOG
| Q4 25 | 13.8% | -92.4% | ||
| Q3 25 | 2.2% | 44.0% | ||
| Q2 25 | 13.8% | 10.7% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | -44.9% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 17.8% | ||
| Q1 24 | — | 17.8% |
净利率ELFHOG
| Q4 25 | 8.0% | -72.3% | ||
| Q3 25 | 0.9% | 35.0% | ||
| Q2 25 | 9.4% | 10.2% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | — | -27.5% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 16.1% | ||
| Q1 24 | — | 15.9% |
每股收益（稀释后）ELFHOG
| Q4 25 | $0.65 | $-2.27 | ||
| Q3 25 | $0.05 | $3.10 | ||
| Q2 25 | $0.58 | $0.88 | ||
| Q1 25 | — | $1.07 | ||
| Q4 24 | — | $-0.82 | ||
| Q3 24 | — | $0.91 | ||
| Q2 24 | — | $1.63 | ||
| Q1 24 | — | $1.72 |
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 | $3.1B |
| 总债务越低越好 | $816.7M | $2.5B |
| 股东权益账面价值 | $1.2B | $3.1B |
| 总资产 | $2.3B | $8.0B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资ELFHOG
| Q4 25 | $196.8M | $3.1B | ||
| Q3 25 | $194.4M | $1.8B | ||
| Q2 25 | $170.0M | $1.6B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.5B |
总债务ELFHOG
| Q4 25 | $816.7M | $2.5B | ||
| Q3 25 | $831.6M | $4.5B | ||
| Q2 25 | $256.7M | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | — | $6.3B |
股东权益ELFHOG
| Q4 25 | $1.2B | $3.1B | ||
| Q3 25 | $1.1B | $3.6B | ||
| Q2 25 | $804.9M | $3.3B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.3B |
总资产ELFHOG
| Q4 25 | $2.3B | $8.0B | ||
| Q3 25 | $2.3B | $10.6B | ||
| Q2 25 | $1.3B | $12.1B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | — | $13.0B | ||
| Q2 24 | — | $12.8B | ||
| Q1 24 | — | $12.3B |
负债/权益比ELFHOG
| Q4 25 | 0.70× | 0.79× | ||
| Q3 25 | 0.73× | 1.25× | ||
| Q2 25 | 0.32× | 1.91× | ||
| Q1 25 | — | 2.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | — | 1.88× |
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 | $152.0M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $100.4M |
| 自由现金流率自由现金流/营收 | 10.8% | 25.7% |
| 资本支出强度资本支出/营收 | 1.4% | 13.2% |
| 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 | — | $415.2M |
8季度趋势，按日历期对齐
经营现金流ELFHOG
| Q4 25 | $59.4M | $152.0M | ||
| Q3 25 | $23.4M | $-92.6M | ||
| Q2 25 | $27.2M | $368.0M | ||
| Q1 25 | — | $141.5M | ||
| Q4 24 | — | $133.2M | ||
| Q3 24 | — | $353.0M | ||
| Q2 24 | — | $473.6M | ||
| Q1 24 | — | $104.0M |
自由现金流ELFHOG
| Q4 25 | $52.8M | $100.4M | ||
| Q3 25 | $16.6M | $-129.1M | ||
| Q2 25 | $20.1M | $332.4M | ||
| Q1 25 | — | $111.6M | ||
| Q4 24 | — | $77.0M | ||
| Q3 24 | — | $300.4M | ||
| Q2 24 | — | $432.2M | ||
| Q1 24 | — | $57.6M |
自由现金流率ELFHOG
| Q4 25 | 10.8% | 25.7% | ||
| Q3 25 | 4.8% | -12.0% | ||
| Q2 25 | 5.7% | 31.7% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 17.9% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 3.9% |
资本支出强度ELFHOG
| Q4 25 | 1.4% | 13.2% | ||
| Q3 25 | 2.0% | 3.4% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 3.1% |
现金转化率ELFHOG
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | -0.25× | ||
| Q2 25 | 0.82× | 3.42× | ||
| Q1 25 | — | 1.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.97× | ||
| Q2 24 | — | 2.17× | ||
| Q1 24 | — | 0.44× |
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
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
