vs
e.l.f. Beauty, Inc.（ELF）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是e.l.f. Beauty, Inc.的1.6倍（$804.2M vs $489.5M），Monolithic Power Systems净利率更高（24.0% vs 8.0%，领先16.0%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 26.1%）
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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
ELF vs MPWR — 直观对比
营收规模更大
MPWR
是对方的1.6倍
$489.5M
营收增速更快
ELF
高出11.6%
26.1%
净利率更高
MPWR
高出16.0%
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $804.2M |
| 净利润 | $39.4M | $193.2M |
| 毛利率 | 71.0% | 55.3% |
| 营业利润率 | 13.8% | 30.0% |
| 净利率 | 8.0% | 24.0% |
| 营收同比 | 37.8% | 26.1% |
| 净利润同比 | 128.1% | 43.1% |
| 每股收益（稀释后） | $0.65 | $3.92 |
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ELFMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $489.5M | $751.2M | ||
| Q3 25 | $343.9M | $737.2M | ||
| Q2 25 | $353.7M | $664.6M | ||
| Q1 25 | — | $637.6M | ||
| Q4 24 | — | $621.7M | ||
| Q3 24 | — | $620.1M | ||
| Q2 24 | — | $507.4M |
净利润ELFMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $39.4M | $171.7M | ||
| Q3 25 | $3.0M | $179.8M | ||
| Q2 25 | $33.3M | $135.0M | ||
| Q1 25 | — | $135.1M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $144.4M | ||
| Q2 24 | — | $100.4M |
毛利率ELFMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 71.0% | 55.2% | ||
| Q3 25 | 69.4% | 55.1% | ||
| Q2 25 | 69.1% | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% |
营业利润率ELFMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 13.8% | 26.6% | ||
| Q3 25 | 2.2% | 26.5% | ||
| Q2 25 | 13.8% | 24.8% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 26.3% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 23.0% |
净利率ELFMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 8.0% | 22.9% | ||
| Q3 25 | 0.9% | 24.4% | ||
| Q2 25 | 9.4% | 20.3% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 201.8% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | — | 19.8% |
每股收益（稀释后）ELFMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $0.65 | $3.50 | ||
| Q3 25 | $0.05 | $3.74 | ||
| Q2 25 | $0.58 | $2.81 | ||
| Q1 25 | — | $2.81 | ||
| Q4 24 | — | $25.71 | ||
| Q3 24 | — | $2.95 | ||
| Q2 24 | — | $2.05 |
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 | $1.4B |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $3.7B |
| 总资产 | $2.3B | $4.4B |
| 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ELFMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $196.8M | $1.3B | ||
| Q3 25 | $194.4M | $1.3B | ||
| Q2 25 | $170.0M | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $862.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.3B |
总债务ELFMPWR
| 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ELFMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $804.9M | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.2B |
总资产ELFMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.3B | $4.2B | ||
| Q3 25 | $2.3B | $4.1B | ||
| Q2 25 | $1.3B | $3.9B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.6B |
负债/权益比ELFMPWR
| 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 | — |
| 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× | — |
| 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ELFMPWR
| Q1 26 | — | — | ||
| Q4 25 | $59.4M | $104.9M | ||
| Q3 25 | $23.4M | $239.3M | ||
| Q2 25 | $27.2M | $237.6M | ||
| Q1 25 | — | $256.4M | ||
| Q4 24 | — | $167.7M | ||
| Q3 24 | — | $231.7M | ||
| Q2 24 | — | $141.0M |
自由现金流ELFMPWR
| Q1 26 | — | — | ||
| Q4 25 | $52.8M | $63.9M | ||
| Q3 25 | $16.6M | $196.8M | ||
| Q2 25 | $20.1M | $189.5M | ||
| Q1 25 | — | $216.0M | ||
| Q4 24 | — | $102.9M | ||
| Q3 24 | — | $197.9M | ||
| Q2 24 | — | $109.5M |
自由现金流率ELFMPWR
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 8.5% | ||
| Q3 25 | 4.8% | 26.7% | ||
| Q2 25 | 5.7% | 28.5% | ||
| Q1 25 | — | 33.9% | ||
| Q4 24 | — | 16.5% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 21.6% |
资本支出强度ELFMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.5% | ||
| Q3 25 | 2.0% | 5.8% | ||
| Q2 25 | 2.0% | 7.2% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.2% |
现金转化率ELFMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 0.61× | ||
| Q3 25 | 7.82× | 1.33× | ||
| Q2 25 | 0.82× | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
