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e.l.f. Beauty, Inc.（ELF）与Navios Maritime Partners L.P.（NMM）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Navios Maritime Partners L.P.的1.5倍（$489.5M vs $327.6M），Navios Maritime Partners L.P.净利率更高（21.4% vs 8.0%，领先13.3%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -4.3%）
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。
Navios Maritime Partners L.P.是一家跨国垂直整合的海运及物流企业，核心业务涵盖铁矿石、煤炭、粮食等干散货大宗商品的运输与中转，在全球海运供应链领域具备成熟的运营能力与资源布局。
ELF vs NMM — 直观对比
营收规模更大
ELF
是对方的1.5倍
$327.6M
营收增速更快
ELF
高出42.0%
-4.3%
净利率更高
NMM
高出13.3%
8.0%
损益表 — Q3 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $327.6M |
| 净利润 | $39.4M | $69.9M |
| 毛利率 | 71.0% | 90.5% |
| 营业利润率 | 13.8% | — |
| 净利率 | 8.0% | 21.4% |
| 营收同比 | 37.8% | -4.3% |
| 净利润同比 | 128.1% | -31.1% |
| 每股收益（稀释后） | $0.65 | — |
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ELFNMM
| Q4 25 | $489.5M | — | ||
| Q3 25 | $343.9M | — | ||
| Q2 25 | $353.7M | $327.6M | ||
| Q2 24 | — | $342.2M | ||
| Q2 23 | — | $346.9M | ||
| Q2 22 | — | $280.7M |
净利润ELFNMM
| Q4 25 | $39.4M | — | ||
| Q3 25 | $3.0M | — | ||
| Q2 25 | $33.3M | $69.9M | ||
| Q2 24 | — | $101.5M | ||
| Q2 23 | — | $112.3M | ||
| Q2 22 | — | $118.2M |
毛利率ELFNMM
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | 90.5% | ||
| Q2 24 | — | 88.3% | ||
| Q2 23 | — | 87.9% | ||
| Q2 22 | — | 92.3% |
营业利润率ELFNMM
| Q4 25 | 13.8% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 13.8% | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
净利率ELFNMM
| Q4 25 | 8.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 9.4% | 21.4% | ||
| Q2 24 | — | 29.7% | ||
| Q2 23 | — | 32.4% | ||
| Q2 22 | — | 42.1% |
每股收益（稀释后）ELFNMM
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.58 | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $377.0M |
| 总债务越低越好 | $816.7M | $2.0B |
| 股东权益账面价值 | $1.2B | — |
| 总资产 | $2.3B | $5.9B |
| 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ELFNMM
| Q4 25 | $196.8M | — | ||
| Q3 25 | $194.4M | — | ||
| Q2 25 | $170.0M | $377.0M | ||
| Q2 24 | — | $272.0M | ||
| Q2 23 | — | $261.4M | ||
| Q2 22 | — | $163.4M |
总债务ELFNMM
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | $2.0B | ||
| Q2 24 | — | $1.4B | ||
| Q2 23 | — | $1.6B | ||
| Q2 22 | — | $1.1B |
股东权益ELFNMM
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $804.9M | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | $2.6B | ||
| Q2 22 | — | $2.0B |
总资产ELFNMM
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $1.3B | $5.9B | ||
| Q2 24 | — | $5.3B | ||
| Q2 23 | — | $5.0B | ||
| Q2 22 | — | $3.7B |
负债/权益比ELFNMM
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | 0.64× | ||
| Q2 22 | — | 0.54× |
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ELFNMM
| Q4 25 | $59.4M | — | ||
| Q3 25 | $23.4M | — | ||
| Q2 25 | $27.2M | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流ELFNMM
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | — | ||
| Q2 25 | $20.1M | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率ELFNMM
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.7% | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度ELFNMM
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率ELFNMM
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | — | ||
| Q2 25 | 0.82× | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
