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e.l.f. Beauty, Inc.（ELF）与RBC Bearings INC（RBC）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RBC Bearings INC的1.1倍（$489.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 8.0%，领先6.6%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
ELF vs RBC — 直观对比
营收规模更大
ELF
是对方的1.1倍
$461.6M
营收增速更快
ELF
高出20.7%
17.0%
净利率更高
RBC
高出6.6%
8.0%
自由现金流更多
RBC
多$46.3M
$52.8M
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $461.6M |
| 净利润 | $39.4M | $67.4M |
| 毛利率 | 71.0% | 44.3% |
| 营业利润率 | 13.8% | 22.3% |
| 净利率 | 8.0% | 14.6% |
| 营收同比 | 37.8% | 17.0% |
| 净利润同比 | 128.1% | 16.4% |
| 每股收益（稀释后） | $0.65 | $2.13 |
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ELFRBC
| Q4 25 | $489.5M | $461.6M | ||
| Q3 25 | $343.9M | $455.3M | ||
| Q2 25 | $353.7M | $436.0M | ||
| Q1 25 | — | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | — | $397.9M | ||
| Q2 24 | — | $406.3M | ||
| Q1 24 | — | $413.7M |
净利润ELFRBC
| Q4 25 | $39.4M | $67.4M | ||
| Q3 25 | $3.0M | $60.0M | ||
| Q2 25 | $33.3M | $68.5M | ||
| Q1 25 | — | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | — | $54.2M | ||
| Q2 24 | — | $61.4M | ||
| Q1 24 | — | — |
毛利率ELFRBC
| Q4 25 | 71.0% | 44.3% | ||
| Q3 25 | 69.4% | 44.1% | ||
| Q2 25 | 69.1% | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率ELFRBC
| Q4 25 | 13.8% | 22.3% | ||
| Q3 25 | 2.2% | 21.5% | ||
| Q2 25 | 13.8% | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率ELFRBC
| Q4 25 | 8.0% | 14.6% | ||
| Q3 25 | 0.9% | 13.2% | ||
| Q2 25 | 9.4% | 15.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | — |
每股收益（稀释后）ELFRBC
| Q4 25 | $0.65 | $2.13 | ||
| Q3 25 | $0.05 | $1.90 | ||
| Q2 25 | $0.58 | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | — | $1.92 |
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 | $107.6M |
| 总债务越低越好 | $816.7M | $990.2M |
| 股东权益账面价值 | $1.2B | $3.3B |
| 总资产 | $2.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资ELFRBC
| Q4 25 | $196.8M | $107.6M | ||
| Q3 25 | $194.4M | $91.2M | ||
| Q2 25 | $170.0M | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M | ||
| Q1 24 | — | $63.5M |
总债务ELFRBC
| Q4 25 | $816.7M | $990.2M | ||
| Q3 25 | $831.6M | $1.1B | ||
| Q2 25 | $256.7M | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益ELFRBC
| Q4 25 | $1.2B | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $804.9M | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.8B |
总资产ELFRBC
| Q4 25 | $2.3B | $5.1B | ||
| Q3 25 | $2.3B | $5.1B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.7B |
负债/权益比ELFRBC
| Q4 25 | 0.70× | 0.30× | ||
| Q3 25 | 0.73× | 0.34× | ||
| Q2 25 | 0.32× | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 10.8% | 21.5% |
| 资本支出强度资本支出/营收 | 1.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.81× |
| 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ELFRBC
| Q4 25 | $59.4M | $122.1M | ||
| Q3 25 | $23.4M | $88.4M | ||
| Q2 25 | $27.2M | $120.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | — | — |
自由现金流ELFRBC
| Q4 25 | $52.8M | $99.1M | ||
| Q3 25 | $16.6M | $71.7M | ||
| Q2 25 | $20.1M | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率ELFRBC
| Q4 25 | 10.8% | 21.5% | ||
| Q3 25 | 4.8% | 15.7% | ||
| Q2 25 | 5.7% | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度ELFRBC
| Q4 25 | 1.4% | 5.0% | ||
| Q3 25 | 2.0% | 3.7% | ||
| Q2 25 | 2.0% | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率ELFRBC
| Q4 25 | 1.51× | 1.81× | ||
| Q3 25 | 7.82× | 1.47× | ||
| Q2 25 | 0.82× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | — | — |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
