vs
e.l.f. Beauty, Inc.(ELF)与MYR GROUP INC.(MYRG)财务数据对比。点击上方公司名可切换其他公司
MYR GROUP INC.的季度营收约是e.l.f. Beauty, Inc.的2.0倍($973.5M vs $489.5M),e.l.f. Beauty, Inc.净利率更高(8.0% vs 3.8%,领先4.3%),e.l.f. Beauty, Inc.同比增速更快(37.8% vs 17.3%),MYR GROUP INC.自由现金流更多($84.9M 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。
MYR集团是美国知名电气建设服务提供商,业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工,旗下拥有12家电气建设子公司,在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
ELF vs MYRG — 直观对比
营收规模更大
MYRG
是对方的2.0倍
$489.5M
营收增速更快
ELF
高出20.4%
17.3%
净利率更高
ELF
高出4.3%
3.8%
自由现金流更多
MYRG
多$32.1M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $489.5M | $973.5M |
| 净利润 | $39.4M | $36.5M |
| 毛利率 | 71.0% | 11.4% |
| 营业利润率 | 13.8% | 4.8% |
| 净利率 | 8.0% | 3.8% |
| 营收同比 | 37.8% | 17.3% |
| 净利润同比 | 128.1% | 129.1% |
| 每股收益(稀释后) | $0.65 | $2.33 |
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
ELF
MYRG
| Q4 25 | $489.5M | $973.5M | ||
| Q3 25 | $343.9M | $950.4M | ||
| Q2 25 | $353.7M | $900.3M | ||
| Q1 25 | — | $833.6M | ||
| Q4 24 | — | $829.8M | ||
| Q3 24 | — | $888.0M | ||
| Q2 24 | — | $828.9M | ||
| Q1 24 | — | $815.6M |
净利润
ELF
MYRG
| Q4 25 | $39.4M | $36.5M | ||
| Q3 25 | $3.0M | $32.1M | ||
| Q2 25 | $33.3M | $26.5M | ||
| Q1 25 | — | $23.3M | ||
| Q4 24 | — | $16.0M | ||
| Q3 24 | — | $10.6M | ||
| Q2 24 | — | $-15.3M | ||
| Q1 24 | — | $18.9M |
毛利率
ELF
MYRG
| Q4 25 | 71.0% | 11.4% | ||
| Q3 25 | 69.4% | 11.8% | ||
| Q2 25 | 69.1% | 11.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 4.9% | ||
| Q1 24 | — | 10.6% |
营业利润率
ELF
MYRG
| Q4 25 | 13.8% | 4.8% | ||
| Q3 25 | 2.2% | 4.9% | ||
| Q2 25 | 13.8% | 4.4% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | -2.5% | ||
| Q1 24 | — | 3.0% |
净利率
ELF
MYRG
| Q4 25 | 8.0% | 3.8% | ||
| Q3 25 | 0.9% | 3.4% | ||
| Q2 25 | 9.4% | 2.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | -1.8% | ||
| Q1 24 | — | 2.3% |
每股收益(稀释后)
ELF
MYRG
| Q4 25 | $0.65 | $2.33 | ||
| Q3 25 | $0.05 | $2.05 | ||
| Q2 25 | $0.58 | $1.70 | ||
| Q1 25 | — | $1.45 | ||
| Q4 24 | — | $0.97 | ||
| Q3 24 | — | $0.65 | ||
| Q2 24 | — | $-0.91 | ||
| Q1 24 | — | $1.12 |
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 | $150.2M |
| 总债务越低越好 | $816.7M | $59.0M |
| 股东权益账面价值 | $1.2B | $660.4M |
| 总资产 | $2.3B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
ELF
MYRG
| Q4 25 | $196.8M | $150.2M | ||
| Q3 25 | $194.4M | $76.2M | ||
| Q2 25 | $170.0M | $23.0M | ||
| Q1 25 | — | $10.9M | ||
| Q4 24 | — | $3.5M | ||
| Q3 24 | — | $7.6M | ||
| Q2 24 | — | $1.9M | ||
| Q1 24 | — | $3.9M |
总债务
ELF
MYRG
| Q4 25 | $816.7M | $59.0M | ||
| Q3 25 | $831.6M | $72.0M | ||
| Q2 25 | $256.7M | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益
ELF
MYRG
| Q4 25 | $1.2B | $660.4M | ||
| Q3 25 | $1.1B | $617.6M | ||
| Q2 25 | $804.9M | $583.2M | ||
| Q1 25 | — | $548.7M | ||
| Q4 24 | — | $600.4M | ||
| Q3 24 | — | $588.5M | ||
| Q2 24 | — | $633.3M | ||
| Q1 24 | — | $663.7M |
总资产
ELF
MYRG
| Q4 25 | $2.3B | $1.6B | ||
| Q3 25 | $2.3B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.6B |
负债/权益比
ELF
MYRG
| Q4 25 | 0.70× | 0.09× | ||
| Q3 25 | 0.73× | 0.12× | ||
| Q2 25 | 0.32× | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $84.9M |
| 自由现金流率自由现金流/营收 | 10.8% | 8.7% |
| 资本支出强度资本支出/营收 | 1.4% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.51× | 3.14× |
| 过去12个月自由现金流最近4个季度 | — | $232.2M |
8季度趋势,按日历期对齐
经营现金流
ELF
MYRG
| Q4 25 | $59.4M | $114.8M | ||
| Q3 25 | $23.4M | $95.6M | ||
| Q2 25 | $27.2M | $32.9M | ||
| Q1 25 | — | $83.3M | ||
| Q4 24 | — | $21.1M | ||
| Q3 24 | — | $35.6M | ||
| Q2 24 | — | $22.7M | ||
| Q1 24 | — | $7.7M |
自由现金流
ELF
MYRG
| Q4 25 | $52.8M | $84.9M | ||
| Q3 25 | $16.6M | $65.4M | ||
| Q2 25 | $20.1M | $11.6M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $8.8M | ||
| Q3 24 | — | $18.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $-18.1M |
自由现金流率
ELF
MYRG
| Q4 25 | 10.8% | 8.7% | ||
| Q3 25 | 4.8% | 6.9% | ||
| Q2 25 | 5.7% | 1.3% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | -2.2% |
资本支出强度
ELF
MYRG
| Q4 25 | 1.4% | 3.1% | ||
| Q3 25 | 2.0% | 3.2% | ||
| Q2 25 | 2.0% | 2.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 3.2% |
现金转化率
ELF
MYRG
| Q4 25 | 1.51× | 3.14× | ||
| Q3 25 | 7.82× | 2.98× | ||
| Q2 25 | 0.82× | 1.24× | ||
| Q1 25 | — | 3.57× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 3.35× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.41× |
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
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |