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e.l.f. Beauty, Inc.（ELF）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.9倍（$489.5M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 37.8%），Palomar Holdings, Inc.自由现金流更多（$409.0M 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
ELF vs PLMR — 直观对比
营收规模更大
ELF
是对方的1.9倍
$253.4M
营收增速更快
PLMR
高出24.9%
37.8%
自由现金流更多
PLMR
多$356.2M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $253.4M |
| 净利润 | $39.4M | — |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 28.7% |
| 净利率 | 8.0% | — |
| 营收同比 | 37.8% | 62.7% |
| 净利润同比 | 128.1% | — |
| 每股收益（稀释后） | $0.65 | $2.05 |
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ELFPLMR
| Q4 25 | $489.5M | $253.4M | ||
| Q3 25 | $343.9M | $244.7M | ||
| Q2 25 | $353.7M | $203.3M | ||
| Q1 25 | — | $174.6M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | — | $148.5M | ||
| Q2 24 | — | $131.1M | ||
| Q1 24 | — | $118.5M |
净利润ELFPLMR
| Q4 25 | $39.4M | — | ||
| Q3 25 | $3.0M | $51.5M | ||
| Q2 25 | $33.3M | $46.5M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $30.5M | ||
| Q2 24 | — | $25.7M | ||
| Q1 24 | — | $26.4M |
毛利率ELFPLMR
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率ELFPLMR
| Q4 25 | 13.8% | 28.7% | ||
| Q3 25 | 2.2% | 27.4% | ||
| Q2 25 | 13.8% | 29.5% | ||
| Q1 25 | — | 30.8% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 25.9% | ||
| Q2 24 | — | 25.5% | ||
| Q1 24 | — | 29.0% |
净利率ELFPLMR
| Q4 25 | 8.0% | — | ||
| Q3 25 | 0.9% | 21.0% | ||
| Q2 25 | 9.4% | 22.9% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 22.3% |
每股收益（稀释后）ELFPLMR
| Q4 25 | $0.65 | $2.05 | ||
| Q3 25 | $0.05 | $1.87 | ||
| Q2 25 | $0.58 | $1.68 | ||
| Q1 25 | — | $1.57 | ||
| Q4 24 | — | $1.29 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | — | $1.00 | ||
| Q1 24 | — | $1.04 |
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 | $106.9M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $942.7M |
| 总资产 | $2.3B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.70× | — |
8季度趋势，按日历期对齐
现金及短期投资ELFPLMR
| Q4 25 | $196.8M | $106.9M | ||
| Q3 25 | $194.4M | $111.7M | ||
| Q2 25 | $170.0M | $81.3M | ||
| Q1 25 | — | $119.3M | ||
| Q4 24 | — | $80.4M | ||
| Q3 24 | — | $86.5M | ||
| Q2 24 | — | $47.8M | ||
| Q1 24 | — | $61.4M |
总债务ELFPLMR
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ELFPLMR
| Q4 25 | $1.2B | $942.7M | ||
| Q3 25 | $1.1B | $878.1M | ||
| Q2 25 | $804.9M | $847.2M | ||
| Q1 25 | — | $790.4M | ||
| Q4 24 | — | $729.0M | ||
| Q3 24 | — | $703.3M | ||
| Q2 24 | — | $532.6M | ||
| Q1 24 | — | $501.7M |
总资产ELFPLMR
| Q4 25 | $2.3B | $3.1B | ||
| Q3 25 | $2.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.9B |
负债/权益比ELFPLMR
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $409.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 161.4% |
| 资本支出强度资本支出/营收 | 1.4% | 0.1% |
| 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 | — | $700.6M |
8季度趋势，按日历期对齐
经营现金流ELFPLMR
| Q4 25 | $59.4M | $409.1M | ||
| Q3 25 | $23.4M | $83.6M | ||
| Q2 25 | $27.2M | $120.9M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $261.2M | ||
| Q3 24 | — | $100.3M | ||
| Q2 24 | — | $55.1M | ||
| Q1 24 | — | $33.1M |
自由现金流ELFPLMR
| Q4 25 | $52.8M | $409.0M | ||
| Q3 25 | $16.6M | $83.6M | ||
| Q2 25 | $20.1M | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ELFPLMR
| Q4 25 | 10.8% | 161.4% | ||
| Q3 25 | 4.8% | 34.2% | ||
| Q2 25 | 5.7% | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ELFPLMR
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 2.0% | 0.0% | ||
| Q2 25 | 2.0% | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率ELFPLMR
| Q4 25 | 1.51× | — | ||
| Q3 25 | 7.82× | 1.63× | ||
| Q2 25 | 0.82× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 1.26× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
