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e.l.f. Beauty, Inc.（ELF）与迈心诺（MASI）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.的季度营收约是迈心诺的1.3倍（$489.5M vs $371.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs -27.0%，领先35.1%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -26.4%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $50.9M）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
ELF vs MASI — 直观对比
营收规模更大
ELF
是对方的1.3倍
$371.5M
营收增速更快
ELF
高出64.1%
-26.4%
净利率更高
ELF
高出35.1%
-27.0%
自由现金流更多
ELF
多$1.9M
$50.9M
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $371.5M |
| 净利润 | $39.4M | $-100.4M |
| 毛利率 | 71.0% | 62.1% |
| 营业利润率 | 13.8% | 22.5% |
| 净利率 | 8.0% | -27.0% |
| 营收同比 | 37.8% | -26.4% |
| 净利润同比 | 128.1% | -1124.5% |
| 每股收益（稀释后） | $0.65 | $-1.84 |
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ELFMASI
| Q4 25 | $489.5M | — | ||
| Q3 25 | $343.9M | $371.5M | ||
| Q2 25 | $353.7M | $370.9M | ||
| Q1 25 | — | $372.0M | ||
| Q4 24 | — | $600.7M | ||
| Q3 24 | — | $504.6M | ||
| Q2 24 | — | $496.3M | ||
| Q1 24 | — | $492.8M |
净利润ELFMASI
| Q4 25 | $39.4M | — | ||
| Q3 25 | $3.0M | $-100.4M | ||
| Q2 25 | $33.3M | $51.3M | ||
| Q1 25 | — | $-170.7M | ||
| Q4 24 | — | $-349.6M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | — | $16.0M | ||
| Q1 24 | — | $18.9M |
毛利率ELFMASI
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | 62.1% | ||
| Q2 25 | 69.1% | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% | ||
| Q1 24 | — | 49.0% |
营业利润率ELFMASI
| Q4 25 | 13.8% | — | ||
| Q3 25 | 2.2% | 22.5% | ||
| Q2 25 | 13.8% | 17.4% | ||
| Q1 25 | — | 21.0% | ||
| Q4 24 | — | -59.8% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 6.9% |
净利率ELFMASI
| Q4 25 | 8.0% | — | ||
| Q3 25 | 0.9% | -27.0% | ||
| Q2 25 | 9.4% | 13.8% | ||
| Q1 25 | — | -45.9% | ||
| Q4 24 | — | -58.2% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 3.8% |
每股收益（稀释后）ELFMASI
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | $-1.84 | ||
| Q2 25 | $0.58 | $0.94 | ||
| Q1 25 | — | $-3.12 | ||
| Q4 24 | — | $-6.54 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.29 | ||
| Q1 24 | — | $0.35 |
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 | $312.3M |
| 总债务越低越好 | $816.7M | $559.1M |
| 股东权益账面价值 | $1.2B | $810.0M |
| 总资产 | $2.3B | $1.8B |
| 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ELFMASI
| Q4 25 | $196.8M | — | ||
| Q3 25 | $194.4M | $312.3M | ||
| Q2 25 | $170.0M | $149.6M | ||
| Q1 25 | — | $130.8M | ||
| Q4 24 | — | $177.6M | ||
| Q3 24 | — | $158.5M | ||
| Q2 24 | — | $129.6M | ||
| Q1 24 | — | $157.6M |
总债务ELFMASI
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | $559.1M | ||
| Q2 25 | $256.7M | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益ELFMASI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $810.0M | ||
| Q2 25 | $804.9M | $1.0B | ||
| Q1 25 | — | $946.4M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产ELFMASI
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
负债/权益比ELFMASI
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | 0.69× | ||
| Q2 25 | 0.32× | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $50.9M |
| 自由现金流率自由现金流/营收 | 10.8% | 13.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流ELFMASI
| Q4 25 | $59.4M | — | ||
| Q3 25 | $23.4M | $56.8M | ||
| Q2 25 | $27.2M | $69.4M | ||
| Q1 25 | — | $31.1M | ||
| Q4 24 | — | $50.5M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $74.5M | ||
| Q1 24 | — | $45.8M |
自由现金流ELFMASI
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | $50.9M | ||
| Q2 25 | $20.1M | $65.6M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $16.9M | ||
| Q2 24 | — | $66.9M | ||
| Q1 24 | — | $37.6M |
自由现金流率ELFMASI
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | 13.7% | ||
| Q2 25 | 5.7% | 17.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 7.6% |
资本支出强度ELFMASI
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.7% |
现金转化率ELFMASI
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | — | ||
| Q2 25 | 0.82× | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 4.66× | ||
| Q1 24 | — | 2.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
