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e.l.f. Beauty, Inc.（ELF）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是e.l.f. Beauty, Inc.的1.9倍（$932.7M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 2.0%，领先6.0%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 16.1%），LCI INDUSTRIES自由现金流更多（$64.3M 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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
ELF vs LCII — 直观对比
营收规模更大
LCII
是对方的1.9倍
$489.5M
营收增速更快
ELF
高出21.6%
16.1%
净利率更高
ELF
高出6.0%
2.0%
自由现金流更多
LCII
多$11.5M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $932.7M |
| 净利润 | $39.4M | $18.7M |
| 毛利率 | 71.0% | 22.1% |
| 营业利润率 | 13.8% | 3.8% |
| 净利率 | 8.0% | 2.0% |
| 营收同比 | 37.8% | 16.1% |
| 净利润同比 | 128.1% | 95.7% |
| 每股收益（稀释后） | $0.65 | $0.79 |
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ELFLCII
| Q4 25 | $489.5M | $932.7M | ||
| Q3 25 | $343.9M | $1.0B | ||
| Q2 25 | $353.7M | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $803.1M | ||
| Q3 24 | — | $915.5M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $968.0M |
净利润ELFLCII
| Q4 25 | $39.4M | $18.7M | ||
| Q3 25 | $3.0M | $62.5M | ||
| Q2 25 | $33.3M | $57.6M | ||
| Q1 25 | — | $49.4M | ||
| Q4 24 | — | $9.5M | ||
| Q3 24 | — | $35.6M | ||
| Q2 24 | — | $61.2M | ||
| Q1 24 | — | $36.5M |
毛利率ELFLCII
| Q4 25 | 71.0% | 22.1% | ||
| Q3 25 | 69.4% | 24.4% | ||
| Q2 25 | 69.1% | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 23.1% |
营业利润率ELFLCII
| Q4 25 | 13.8% | 3.8% | ||
| Q3 25 | 2.2% | 7.3% | ||
| Q2 25 | 13.8% | 7.9% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 8.6% | ||
| Q1 24 | — | 6.0% |
净利率ELFLCII
| Q4 25 | 8.0% | 2.0% | ||
| Q3 25 | 0.9% | 6.0% | ||
| Q2 25 | 9.4% | 5.2% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 3.8% |
每股收益（稀释后）ELFLCII
| Q4 25 | $0.65 | $0.79 | ||
| Q3 25 | $0.05 | $2.55 | ||
| Q2 25 | $0.58 | $2.29 | ||
| Q1 25 | — | $1.94 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | — | $1.39 | ||
| Q2 24 | — | $2.40 | ||
| Q1 24 | — | $1.44 |
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 | $222.6M |
| 总债务越低越好 | $816.7M | $945.2M |
| 股东权益账面价值 | $1.2B | $1.4B |
| 总资产 | $2.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ELFLCII
| Q4 25 | $196.8M | $222.6M | ||
| Q3 25 | $194.4M | $199.7M | ||
| Q2 25 | $170.0M | $191.9M | ||
| Q1 25 | — | $231.2M | ||
| Q4 24 | — | $165.8M | ||
| Q3 24 | — | $161.2M | ||
| Q2 24 | — | $130.4M | ||
| Q1 24 | — | $22.6M |
总债务ELFLCII
| Q4 25 | $816.7M | $945.2M | ||
| Q3 25 | $831.6M | $947.8M | ||
| Q2 25 | $256.7M | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
股东权益ELFLCII
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $804.9M | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产ELFLCII
| Q4 25 | $2.3B | $3.2B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
负债/权益比ELFLCII
| Q4 25 | 0.70× | 0.69× | ||
| Q3 25 | 0.73× | 0.70× | ||
| Q2 25 | 0.32× | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $64.3M |
| 自由现金流率自由现金流/营收 | 10.8% | 6.9% |
| 资本支出强度资本支出/营收 | 1.4% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.51× | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流ELFLCII
| Q4 25 | $59.4M | $78.9M | ||
| Q3 25 | $23.4M | $97.2M | ||
| Q2 25 | $27.2M | $112.2M | ||
| Q1 25 | — | $42.7M | ||
| Q4 24 | — | $106.6M | ||
| Q3 24 | — | $78.4M | ||
| Q2 24 | — | $192.9M | ||
| Q1 24 | — | $-7.7M |
自由现金流ELFLCII
| Q4 25 | $52.8M | $64.3M | ||
| Q3 25 | $16.6M | $80.9M | ||
| Q2 25 | $20.1M | $99.5M | ||
| Q1 25 | — | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | — | $68.3M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | — | $-16.3M |
自由现金流率ELFLCII
| Q4 25 | 10.8% | 6.9% | ||
| Q3 25 | 4.8% | 7.8% | ||
| Q2 25 | 5.7% | 9.0% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | -1.7% |
资本支出强度ELFLCII
| Q4 25 | 1.4% | 1.6% | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 2.0% | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.9% |
现金转化率ELFLCII
| Q4 25 | 1.51× | 4.22× | ||
| Q3 25 | 7.82× | 1.55× | ||
| Q2 25 | 0.82× | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 3.15× | ||
| Q1 24 | — | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
