vs
e.l.f. Beauty, Inc.（ELF）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是e.l.f. Beauty, Inc.的1.3倍（$613.5M vs $489.5M），Tyler Technologies净利率更高（13.2% vs 8.0%，领先5.2%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 8.6%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $2.0M）
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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
ELF vs TYL — 直观对比
营收规模更大
TYL
是对方的1.3倍
$489.5M
营收增速更快
ELF
高出29.2%
8.6%
净利率更高
TYL
高出5.2%
8.0%
自由现金流更多
ELF
多$50.8M
$2.0M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $613.5M |
| 净利润 | $39.4M | $81.2M |
| 毛利率 | 71.0% | 48.3% |
| 营业利润率 | 13.8% | 16.3% |
| 净利率 | 8.0% | 13.2% |
| 营收同比 | 37.8% | 8.6% |
| 净利润同比 | 128.1% | — |
| 每股收益（稀释后） | $0.65 | $1.88 |
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ELFTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $489.5M | $575.2M | ||
| Q3 25 | $343.9M | $595.9M | ||
| Q2 25 | $353.7M | $596.1M | ||
| Q1 25 | — | $565.2M | ||
| Q4 24 | — | $541.1M | ||
| Q3 24 | — | $543.3M | ||
| Q2 24 | — | $541.0M |
净利润ELFTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $39.4M | $65.5M | ||
| Q3 25 | $3.0M | $84.4M | ||
| Q2 25 | $33.3M | $84.6M | ||
| Q1 25 | — | $81.1M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | — | $75.9M | ||
| Q2 24 | — | $67.7M |
毛利率ELFTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 71.0% | 45.5% | ||
| Q3 25 | 69.4% | 47.2% | ||
| Q2 25 | 69.1% | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% |
营业利润率ELFTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 13.8% | 13.0% | ||
| Q3 25 | 2.2% | 16.4% | ||
| Q2 25 | 13.8% | 16.0% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 14.4% |
净利率ELFTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 8.0% | 11.4% | ||
| Q3 25 | 0.9% | 14.2% | ||
| Q2 25 | 9.4% | 14.2% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 14.0% | ||
| Q2 24 | — | 12.5% |
每股收益（稀释后）ELFTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.65 | $1.50 | ||
| Q3 25 | $0.05 | $1.93 | ||
| Q2 25 | $0.58 | $1.93 | ||
| Q1 25 | — | $1.84 | ||
| Q4 24 | — | $1.48 | ||
| Q3 24 | — | $1.74 | ||
| Q2 24 | — | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $3.6B |
| 总资产 | $2.3B | $4.8B |
| 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ELFTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $196.8M | $1.1B | ||
| Q3 25 | $194.4M | $950.8M | ||
| Q2 25 | $170.0M | $892.3M | ||
| Q1 25 | — | $807.4M | ||
| Q4 24 | — | $768.0M | ||
| Q3 24 | — | $544.3M | ||
| Q2 24 | — | $258.0M |
总债务ELFTYL
| Q1 26 | — | — | ||
| Q4 25 | $816.7M | $599.7M | ||
| Q3 25 | $831.6M | $599.2M | ||
| Q2 25 | $256.7M | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M |
股东权益ELFTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.2B | $3.7B | ||
| Q3 25 | $1.1B | $3.6B | ||
| Q2 25 | $804.9M | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | — | $3.1B |
总资产ELFTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $2.3B | $5.6B | ||
| Q3 25 | $2.3B | $5.5B | ||
| Q2 25 | $1.3B | $5.4B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $4.8B |
负债/权益比ELFTYL
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | 0.16× | ||
| Q3 25 | 0.73× | 0.17× | ||
| Q2 25 | 0.32× | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $2.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势，按日历期对齐
经营现金流ELFTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $59.4M | $243.9M | ||
| Q3 25 | $23.4M | $255.2M | ||
| Q2 25 | $27.2M | $98.3M | ||
| Q1 25 | — | $56.2M | ||
| Q4 24 | — | $224.8M | ||
| Q3 24 | — | $263.7M | ||
| Q2 24 | — | $64.3M |
自由现金流ELFTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $52.8M | $239.6M | ||
| Q3 25 | $16.6M | $251.3M | ||
| Q2 25 | $20.1M | $92.8M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $221.0M | ||
| Q3 24 | — | $260.8M | ||
| Q2 24 | — | $57.7M |
自由现金流率ELFTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 10.8% | 41.7% | ||
| Q3 25 | 4.8% | 42.2% | ||
| Q2 25 | 5.7% | 15.6% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 48.0% | ||
| Q2 24 | — | 10.7% |
资本支出强度ELFTYL
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.8% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 1.2% |
现金转化率ELFTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 1.51× | 3.72× | ||
| Q3 25 | 7.82× | 3.02× | ||
| Q2 25 | 0.82× | 1.16× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
