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e.l.f. Beauty, Inc.（ELF）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.8倍（$489.5M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 8.0%，领先9.9%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 24.5%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $30.0M）
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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
ELF vs MTSI — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $271.6M |
| 净利润 | $39.4M | $48.8M |
| 毛利率 | 71.0% | 55.9% |
| 营业利润率 | 13.8% | 15.9% |
| 净利率 | 8.0% | 18.0% |
| 营收同比 | 37.8% | 24.5% |
| 净利润同比 | 128.1% | 129.1% |
| 每股收益（稀释后） | $0.65 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $489.5M | $261.2M | ||
| Q3 25 | $343.9M | $252.1M | ||
| Q2 25 | $353.7M | $235.9M | ||
| Q1 25 | — | $218.1M | ||
| Q3 24 | — | $200.7M | ||
| Q2 24 | — | $190.5M | ||
| Q1 24 | — | $181.2M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $39.4M | $45.1M | ||
| Q3 25 | $3.0M | $36.5M | ||
| Q2 25 | $33.3M | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | — | $19.9M | ||
| Q1 24 | — | $15.0M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 71.0% | 54.5% | ||
| Q3 25 | 69.4% | 55.3% | ||
| Q2 25 | 69.1% | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% | ||
| Q1 24 | — | 52.5% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 13.8% | 15.2% | ||
| Q3 25 | 2.2% | 14.9% | ||
| Q2 25 | 13.8% | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 10.4% | ||
| Q1 24 | — | 8.5% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 8.0% | 17.3% | ||
| Q3 25 | 0.9% | 14.5% | ||
| Q2 25 | 9.4% | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | 8.3% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.65 | $0.67 | ||
| Q3 25 | $0.05 | $0.48 | ||
| Q2 25 | $0.58 | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | — | $0.27 | ||
| Q1 24 | — | $0.20 |
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 | $768.5M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $1.4B |
| 总资产 | $2.3B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.70× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $196.8M | $786.0M | ||
| Q3 25 | $194.4M | $735.2M | ||
| Q2 25 | $170.0M | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | — | $521.5M | ||
| Q1 24 | — | $476.4M |
| Q1 26 | — | — | ||
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $804.9M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.0B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.3B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $30.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 11.0% |
| 资本支出强度资本支出/营收 | 1.4% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.51× | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $59.4M | $69.6M | ||
| Q3 25 | $23.4M | $60.4M | ||
| Q2 25 | $27.2M | $38.7M | ||
| Q1 25 | — | $66.7M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $49.0M | ||
| Q1 24 | — | $18.2M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $52.8M | $49.4M | ||
| Q3 25 | $16.6M | $51.6M | ||
| Q2 25 | $20.1M | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | — | $41.5M | ||
| Q1 24 | — | $13.1M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 10.8% | 18.9% | ||
| Q3 25 | 4.8% | 20.5% | ||
| Q2 25 | 5.7% | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | 7.2% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 1.4% | 7.7% | ||
| Q3 25 | 2.0% | 3.5% | ||
| Q2 25 | 2.0% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | — | 2.8% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.51× | 1.54× | ||
| Q3 25 | 7.82× | 1.65× | ||
| Q2 25 | 0.82× | 1.22× | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× | ||
| Q1 24 | — | 1.22× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
