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e.l.f. Beauty, Inc.（ELF）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.5倍（$489.5M vs $317.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 1.6%，领先6.4%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 0.1%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $-22.4M）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
ELF vs LE — 直观对比
营收规模更大
ELF
是对方的1.5倍
$317.5M
营收增速更快
ELF
高出37.7%
0.1%
净利率更高
ELF
高出6.4%
1.6%
自由现金流更多
ELF
多$75.2M
$-22.4M
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $317.5M |
| 净利润 | $39.4M | $5.2M |
| 毛利率 | 71.0% | 51.8% |
| 营业利润率 | 13.8% | 5.3% |
| 净利率 | 8.0% | 1.6% |
| 营收同比 | 37.8% | 0.1% |
| 净利润同比 | 128.1% | 198.3% |
| 每股收益（稀释后） | $0.65 | $0.17 |
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ELFLE
| Q4 25 | $489.5M | $317.5M | ||
| Q3 25 | $343.9M | — | ||
| Q2 25 | $353.7M | $261.2M | ||
| Q4 24 | — | $318.6M | ||
| Q3 24 | — | $317.2M | ||
| Q2 24 | — | $285.5M | ||
| Q1 24 | — | $514.9M | ||
| Q4 23 | — | $324.7M |
净利润ELFLE
| Q4 25 | $39.4M | $5.2M | ||
| Q3 25 | $3.0M | — | ||
| Q2 25 | $33.3M | $-8.3M | ||
| Q4 24 | — | $-593.0K | ||
| Q3 24 | — | $-5.3M | ||
| Q2 24 | — | $-6.4M | ||
| Q1 24 | — | $-8.6M | ||
| Q4 23 | — | $-112.4M |
毛利率ELFLE
| Q4 25 | 71.0% | 51.8% | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | 50.8% | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% | ||
| Q1 24 | — | 38.0% | ||
| Q4 23 | — | 47.0% |
营业利润率ELFLE
| Q4 25 | 13.8% | 5.3% | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 13.8% | -0.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 1.6% | ||
| Q4 23 | — | -31.2% |
净利率ELFLE
| Q4 25 | 8.0% | 1.6% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 9.4% | -3.2% | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -2.3% | ||
| Q1 24 | — | -1.7% | ||
| Q4 23 | — | -34.6% |
每股收益（稀释后）ELFLE
| Q4 25 | $0.65 | $0.17 | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.58 | $-0.27 | ||
| Q4 24 | — | $-0.02 | ||
| Q3 24 | — | $-0.17 | ||
| Q2 24 | — | $-0.20 | ||
| Q1 24 | — | $-0.27 | ||
| Q4 23 | — | $-3.52 |
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 | $36.3M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $231.0M |
| 总资产 | $2.3B | $852.7M |
| 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ELFLE
| Q4 25 | $196.8M | $36.3M | ||
| Q3 25 | $194.4M | — | ||
| Q2 25 | $170.0M | $18.1M | ||
| Q4 24 | — | $30.4M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $27.4M | ||
| Q1 24 | — | $25.3M | ||
| Q4 23 | — | $36.8M |
总债务ELFLE
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
股东权益ELFLE
| Q4 25 | $1.2B | $231.0M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $804.9M | $230.1M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $226.5M | ||
| Q2 24 | — | $234.6M | ||
| Q1 24 | — | $241.6M | ||
| Q4 23 | — | $250.9M |
总资产ELFLE
| Q4 25 | $2.3B | $852.7M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $1.3B | $760.5M | ||
| Q4 24 | — | $843.6M | ||
| Q3 24 | — | $802.5M | ||
| Q2 24 | — | $800.1M | ||
| Q1 24 | — | $811.5M | ||
| Q4 23 | — | $947.6M |
负债/权益比ELFLE
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $-22.4M |
| 自由现金流率自由现金流/营收 | 10.8% | -7.1% |
| 资本支出强度资本支出/营收 | 1.4% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.51× | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流ELFLE
| Q4 25 | $59.4M | $-15.7M | ||
| Q3 25 | $23.4M | — | ||
| Q2 25 | $27.2M | $-22.5M | ||
| Q4 24 | — | $-17.1M | ||
| Q3 24 | — | $30.7M | ||
| Q2 24 | — | $-25.8M | ||
| Q1 24 | — | $93.9M | ||
| Q4 23 | — | $-18.2M |
自由现金流ELFLE
| Q4 25 | $52.8M | $-22.4M | ||
| Q3 25 | $16.6M | — | ||
| Q2 25 | $20.1M | $-30.7M | ||
| Q4 24 | — | $-27.8M | ||
| Q3 24 | — | $26.0M | ||
| Q2 24 | — | $-32.6M | ||
| Q1 24 | — | $87.5M | ||
| Q4 23 | — | $-23.8M |
自由现金流率ELFLE
| Q4 25 | 10.8% | -7.1% | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.7% | -11.8% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | -11.4% | ||
| Q1 24 | — | 17.0% | ||
| Q4 23 | — | -7.3% |
资本支出强度ELFLE
| Q4 25 | 1.4% | 2.1% | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | 3.2% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 1.2% | ||
| Q4 23 | — | 1.7% |
现金转化率ELFLE
| Q4 25 | 1.51× | -3.03× | ||
| Q3 25 | 7.82× | — | ||
| Q2 25 | 0.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
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
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
