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e.l.f. Beauty, Inc.（ELF）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是e.l.f. Beauty, Inc.的2.2倍（$1.1B vs $489.5M），罗宾汉净利率更高（32.4% vs 8.0%，领先24.4%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 15.1%）
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。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
ELF vs HOOD — 直观对比
营收规模更大
HOOD
是对方的2.2倍
$489.5M
营收增速更快
ELF
高出22.7%
15.1%
净利率更高
HOOD
高出24.4%
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $1.1B |
| 净利润 | $39.4M | $346.0M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 38.5% |
| 净利率 | 8.0% | 32.4% |
| 营收同比 | 37.8% | 15.1% |
| 净利润同比 | 128.1% | 3.0% |
| 每股收益（稀释后） | $0.65 | $0.38 |
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ELFHOOD
| Q1 26 | — | $1.1B | ||
| Q4 25 | $489.5M | $1.3B | ||
| Q3 25 | $343.9M | $1.3B | ||
| Q2 25 | $353.7M | $989.0M | ||
| Q1 25 | — | $927.0M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $637.0M | ||
| Q2 24 | — | $682.0M |
净利润ELFHOOD
| Q1 26 | — | $346.0M | ||
| Q4 25 | $39.4M | $605.0M | ||
| Q3 25 | $3.0M | $556.0M | ||
| Q2 25 | $33.3M | $386.0M | ||
| Q1 25 | — | $336.0M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | — | $150.0M | ||
| Q2 24 | — | $188.0M |
毛利率ELFHOOD
| 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ELFHOOD
| Q1 26 | — | 38.5% | ||
| Q4 25 | 13.8% | 51.5% | ||
| Q3 25 | 2.2% | 49.8% | ||
| Q2 25 | 13.8% | 44.7% | ||
| Q1 25 | — | 40.0% | ||
| Q4 24 | — | 55.0% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 28.0% |
净利率ELFHOOD
| Q1 26 | — | 32.4% | ||
| Q4 25 | 8.0% | 47.2% | ||
| Q3 25 | 0.9% | 43.6% | ||
| Q2 25 | 9.4% | 39.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 90.3% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 27.6% |
每股收益（稀释后）ELFHOOD
| Q1 26 | — | $0.38 | ||
| Q4 25 | $0.65 | $0.65 | ||
| Q3 25 | $0.05 | $0.61 | ||
| Q2 25 | $0.58 | $0.42 | ||
| Q1 25 | — | $0.37 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.21 |
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 | $5.0B |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $9.7B |
| 总资产 | $2.3B | $45.5B |
| 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ELFHOOD
| Q1 26 | — | $5.0B | ||
| Q4 25 | $196.8M | $4.3B | ||
| Q3 25 | $194.4M | $4.3B | ||
| Q2 25 | $170.0M | $4.2B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.5B |
总债务ELFHOOD
| Q1 26 | — | — | ||
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ELFHOOD
| Q1 26 | — | $9.7B | ||
| Q4 25 | $1.2B | $9.2B | ||
| Q3 25 | $1.1B | $8.6B | ||
| Q2 25 | $804.9M | $8.1B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.1B |
总资产ELFHOOD
| Q1 26 | — | $45.5B | ||
| Q4 25 | $2.3B | $38.1B | ||
| Q3 25 | $2.3B | $41.5B | ||
| Q2 25 | $1.3B | $35.3B | ||
| Q1 25 | — | $27.5B | ||
| Q4 24 | — | $26.2B | ||
| Q3 24 | — | $43.2B | ||
| Q2 24 | — | $41.3B |
负债/权益比ELFHOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $2.0B |
| 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× | 5.89× |
| 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ELFHOOD
| Q1 26 | — | $2.0B | ||
| Q4 25 | $59.4M | $-937.0M | ||
| Q3 25 | $23.4M | $-1.6B | ||
| Q2 25 | $27.2M | $3.5B | ||
| Q1 25 | — | $642.0M | ||
| Q4 24 | — | $-1.4B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $54.0M |
自由现金流ELFHOOD
| Q1 26 | — | — | ||
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | — | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ELFHOOD
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度ELFHOOD
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ELFHOOD
| Q1 26 | — | 5.89× | ||
| Q4 25 | 1.51× | -1.55× | ||
| Q3 25 | 7.82× | -2.83× | ||
| Q2 25 | 0.82× | 9.09× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | — | -1.53× | ||
| Q3 24 | — | 12.08× | ||
| Q2 24 | — | 0.29× |
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
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
