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e.l.f. Beauty, Inc. (ELF) 永续合约
e.l.f. Beauty, Inc. 是一家美容公司，以 e.l.f. Cosmetics、e.l.f. Skin、Well People、Naturium 和 Keys Soulcare 等品牌在全球提供化妆品和护肤产品。
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TradingView 代码 NYSE:ELF
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| 产品 | 价格 | 相对股价溢价 | 24h成交量 | 市值 | 链 |
|---|---|---|---|---|---|
| ELFRobinhood | $119.34 | – | $3 | $7k | Robinhood Chain |
| 交易所 | 交易对 | 价格 | 24h成交量 | 流动性 |
|---|---|---|---|---|
 uniswapDEX · robinhood | ELF/USDG ↗ | $119.34 | $3 | $6k |
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研究数据
分析师、备案文件与同业背景
研究数据
分析师、备案文件与同业背景
预估
6公司事件
6同业比较
类似的已上架永续合约营收构成
最近财年分析师
目标价分析师评级历史
评级持股结构
机构持股 · 2026-Q3参考市场活动
ELF-PERP价格表现
11内部人交易活动
2026 财年 第 4 季度内部人交易
25e.l.f. Beauty高管Joshua Allen Franks于2026年11月5日通过两笔公开市场出售共卖出8,965股普通股，价格区间为每股$120至$122.0032，出售后持有110,040股。
e.l.f. Beauty高管Joshua Allen Franks以每股110.1529美元公开市场卖出7,926股普通股，卖出后持有119,005股。
e.l.f. Beauty高管Franks Joshua Allen于2026年10月12日以每股110.006美元公开市场卖出（代码S）8,366股普通股，交易后持有126,931股。
CEO Tarang Amin以每股26.84美元行使71,000股期权，并通过三笔公开市场交易以102.84-105.01美元卖出47,000股，剩余持有134,496股。
高管Mandy J. Fields于2026年9月8日通过4笔公开市场交易卖出16,065股e.l.f. Beauty股票，价格区间为103.83至106.61美元，交易后持有90,896股。
e.l.f. Beauty高管Franks报告赠予3,300股普通股，并以每股110美元公开市场卖出200股，持有135,297股。
ELF首席执行官Tarang Amin提交Form 4：赠与（G）普通股20,836股，另有20,326股在其他（J）交易中同时计入取得与处置两方，并通过J-Other取得61,488股，价格均为$0.00。
CEO Tarang Amin 以每股 26.84 美元行使 71,000 份期权，转换为 71,000 股普通股；行权后持有 131,332 股。
e.l.f. Beauty高管Joshua Allen Franks以每股110美元在公开市场卖出5,512股普通股，交易后持有138,797股。
董事Daniele Tiffany F.于2026年8月20日以每股0.00美元获授e.l.f. Beauty普通股1,421股，持股增至8,258股。
备案文件
31 · 最新 SEC 备案文件e.l.f. Beauty高管Joshua Allen Franks于2026年11月5日通过两笔公开市场出售共卖出8,965股普通股，价格区间为每股$120至$122.0032，出售后持有110,040股。
e.l.f. Beauty高管Joshua Allen Franks以每股110.1529美元公开市场卖出7,926股普通股，卖出后持有119,005股。
e.l.f. Beauty高管Franks Joshua Allen于2026年10月12日以每股110.006美元公开市场卖出（代码S）8,366股普通股，交易后持有126,931股。
CEO Tarang Amin以每股26.84美元行使71,000股期权，并通过三笔公开市场交易以102.84-105.01美元卖出47,000股，剩余持有134,496股。
高管Mandy J. Fields于2026年9月8日通过4笔公开市场交易卖出16,065股e.l.f. Beauty股票，价格区间为103.83至106.61美元，交易后持有90,896股。
e.l.f. Beauty高管Franks报告赠予3,300股普通股，并以每股110美元公开市场卖出200股，持有135,297股。
ELF首席执行官Tarang Amin提交Form 4：赠与（G）普通股20,836股，另有20,326股在其他（J）交易中同时计入取得与处置两方，并通过J-Other取得61,488股，价格均为$0.00。
CEO Tarang Amin 以每股 26.84 美元行使 71,000 份期权，转换为 71,000 股普通股；行权后持有 131,332 股。
e.l.f. Beauty高管Joshua Allen Franks以每股110美元在公开市场卖出5,512股普通股，交易后持有138,797股。
董事马修·法雷尔于2026年8月20日以$0.00获得1,421股e.l.f. Beauty普通股授予（A-Award），持股增至12,241股。
董事Maria Ferreras于2026年8月20日以$0.00获授（A-Award）1,909股e.l.f. Beauty普通股，持股增至3,933股。
董事Daniele Tiffany F.于2026年8月20日以每股0.00美元获授e.l.f. Beauty普通股1,421股，持股增至8,258股。
董事Maureen C. Watson于2026年8月20日获授e.l.f. Beauty普通股1,939股（Form 4于2026年8月21日提交）。此后她持有4,684股。
董事Keith Lori于2026年8月20日按A类代码获授1,985股e.l.f. Beauty普通股，持股增至24,683股。
董事Mitchell Kenneth Jr于2026-08-20以$0.00获授（A-Award）1,980股e.l.f. Beauty普通股，持股增至19,827股。
董事 Gayle Tait 于2026年8月20日作为薪酬获授1,421股 e.l.f. Beauty 普通股，价格为0.00美元，并非公开市场买入。此后 Tait 持有6,623股。
董事 Charles V. Bergh 于2026年8月20日以$0.00获授 e.l.f. Beauty 普通股1,878股，直接持股增至3,934股。
会议记录
财报电话会议2027 财年 第 2 季度2026-11-04
财报电话会议
AI 摘要
positivee.l.f. Beauty reported FY2027 Q2 net sales growth of 51% year over year, with Rhode contributing approximately 16 percentage points in the pre-annualization period and organic net sales up approximately 35%. Adjusted EBITDA rose 86% to $123 million. Gross margin was 71%, up about 160 basis points, including 30 basis points from tariff refunds flowing through COGS. Management raised its fiscal 27 outlook to 22-24% net sales growth from 18-20%, with organic growth of 9-11%, and raised adjusted EBITDA to $421-427 million. Tarang Amin highlighted a refreshed five-pillar strategy, the Rhode launch in Sephora Europe described as Sephora's largest launch ever, e.l.f. Cosmetics market share gains, and expansion into hair care and fragrance. Marketing spend shifted out of Q2 into the second half, and the company plans to reinvest $52 million of tariff refunds for a neutral full-year adjusted EBITDA impact.
关键要点
- Net sales grew 51% in Q2, the 31st consecutive quarter of net sales growth; organic net sales grew approximately 35%.
- Rhode contributed approximately 16 percentage points to net sales growth, and its Sephora Europe launch across 19 countries was described as Sephora's largest launch ever.
- e.l.f. Cosmetics gained 30 basis points of market share and reignited unit momentum; U.S. net sales grew 25% while international net sales grew 165%.
- e.l.f. Hair launched exclusively at Target in July with six products at $10 or less and entered Target's top 20 hair care brands and top 7 in styling within three months.
- Non-e.l.f. brand sales are now 30% of net sales, skincare is 23%, and manufacturing outside China has grown from 1% to nearly 70% over three years.
财务亮点
- Q2 net sales grew 51% year over year, with pricing and product mix adding approximately 20 percentage points and unit volumes adding 31 percentage points.
- Q2 gross margin was 71%, up approximately 160 basis points, including 30 basis points from incremental refunds flowing through COGS.
- Q2 adjusted EBITDA was $123 million, up 86% from $66 million; adjusted net income was $73 million, or $1.21 per diluted share, versus $0.68 a year ago.
- Q2 adjusted SG&A was 53% of sales versus 56% last year; marketing and digital investment was 21% of net sales versus 23% last year. Cash on hand was $351 million with net leverage around 1x adjusted EBITDA.
业绩指引
- FY27 net sales growth outlook raised to approximately 22-24% from 18-20%; organic net sales growth outlook raised to 9-11% from 6-7%.
- FY27 adjusted EBITDA outlook raised to $421-427 million from $401-407 million; adjusted net income $231-233 million and adjusted EPS $3.82-3.86 per diluted share.
- Second half net sales growth expected at approximately 7-10%, with Q3 above that range and Q4 below it due to prior-year launch timing.
- FY27 gross margin expected up approximately 250 basis points versus prior year, or approximately flat excluding tariff refunds; second half adjusted EBITDA margin expected in the low teens.
问答主题
- Rhode's Sephora Europe launch, retail versus DTC mix, and gross margin compression as retail distribution expands.
- e.l.f. brand market share gains, the pricing test on 10% of SKUs, and fall innovation performance.
- Expansion opportunities in hair care and fragrance, including e.l.f. Hair's early Target results and new consumers.
- International momentum in the UK, Germany, Canada, and Mexico/Brazil, plus connected commerce strength on Amazon and TikTok Shop.
风险
- Second half gross margin is expected to be lower year over year as Rhode expands its retail presence.
- Q4 growth is guided below the second-half range due to difficult comparisons from prior-year launches, including Ulta space expansion, dm Germany, Rhode at Mecca, and Naturium at Walmart.
- The FY27 outlook assumes full reinvestment of $52 million in tariff refunds through lower prices and increased marketing, implying a neutral impact on full-year adjusted EBITDA.
2027 财年 第 1 季度2026-08-05
财报电话会议
AI 摘要
positivee.l.f. Beauty reported Q1 fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of net sales growth. Organic net sales excluding rhode were largely in line with the high single-digit decline previously outlooked. Rhode contributed approximately $160 million in net sales, ahead of expectations, driven by strong retail demand and a record-breaking DTC launch. U.S. net sales grew 29% and international grew 61%. Q1 gross margin was 83%, up approximately 1,400 basis points, including about 1,050 basis points from $50 million of IEEPA tariff refunds. Adjusted EBITDA was $168 million, up 93%. The company raised its fiscal 2027 outlook to 18%-20% net sales growth from 12%-14% and plans to fully reinvest the $50 million of tariff refunds, largely through price reductions on a subset of SKUs and increased marketing.
关键要点
- Net sales grew 36% in Q1, the 30th consecutive quarter of net sales growth.
- Rhode contributed approximately $160 million in net sales and outperformed expectations.
- The company raised its fiscal 2027 net sales growth outlook to 18%-20% from 12%-14%.
- Price discovery testing found about 90% of e.l.f. SKUs priced appropriately; about 10% will keep lower prices.
- The company plans to fully reinvest $50 million of IEEPA tariff refunds in fiscal 2027, largely through pricing actions and increased marketing.
财务亮点
- Q1 net sales grew 36% year-over-year; U.S. net sales grew 29% and international net sales grew 61%.
- Q1 gross margin was 83%, up approximately 1,400 basis points; excluding tariff refunds it was up about 350 basis points.
- Q1 adjusted EBITDA was $168 million, up 93% from $87 million; excluding tariff refunds it was up 36%.
- Q1 adjusted net income was $105 million, or $1.75 per diluted share, versus $51 million, or $0.89 per diluted share, a year ago.
业绩指引
- FY2027 net sales growth expected at approximately 18% to 20%, up from 12% to 14% previously.
- FY2027 adjusted EBITDA expected between $401 million and $407 million, up from $379 million to $385 million previously.
- FY2027 adjusted EPS expected at $3.50 to $3.55 per diluted share, up from $3.27 to $3.32 previously.
- FY2027 gross margin expected up approximately 200 basis points year-over-year; excluding tariff refunds, approximately flat.
问答主题
- Pricing actions and price discovery test: 90% of e.l.f. SKUs deemed appropriately priced, 10% to keep lower prices.
- Rhode's performance and planned September launch with Sephora in Europe across 19 countries.
- e.l.f. Hair launch, a Target exclusive for this fiscal year, in the approximately $17 billion U.S. haircare category.
- International expansion, including Boots in the U.K., Sephora in Brazil, and Naturium with Sephora in Canada and Mexico.
风险
- Organic net sales excluding rhode were largely in line with the high single-digit decline outlooked for Q1.
- Unit volumes were down approximately 3 percentage points in Q1, while pricing and product mix added approximately 39 percentage points.
- Higher freight costs were cited, though management said they are already baked into the outlook.
公司新闻
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公司数据
公司情报
更新: 2026年11月9日 UTC 10:30
公司数据
公司情报
公司简介
- 板块
- Consumer Defensive
- 行业
- Household & Personal Products
- 首席执行官
- Tarang Amin
- 员工人数
- 849
- IPO日期
- 2016年9月22日
- 国家
- US
- 交易所
- New York Stock Exchange
评级因素
- 净资产收益率i
- 3
- 总资产收益率i
- 3
- 负债权益比i
- 2
- 市盈率i
- 1
- 市净率i
- 1
公司新闻稿
国会披露
参议院
众议院
市值走势
最大基金持有者
| 基金 | 权重 | 持有股数 |
|---|---|---|
| IJH | 0.2% | 213.5万 |
| XAW.TO | 0.01% | 213.5万 |
| NJH | 0.09% | 199.5万 |
| VTI | 0.01% | 179.8万 |
| VB | 0.07% | 126.1万 |
| VBK | 0.16% | 70.3万 |
| VHCAX | 0.22% | 67.7万 |
| VXF | 0.07% | 66.5万 |
| MDY | 0.19% | 45.1万 |
| DFAS | 0.12% | 36.3万 |
| SPMD | 0.19% | 32.4万 |
| SCHA | 0.17% | 31.5万 |
分析师历史战绩
覆盖 ELF 的分析师表现如何：评级、目标价准确度以及评级后的实测反应。
| 12 个月 | 3 年 | |
|---|---|---|
| 评级 | 136 | 429 |
| 分析师 | 19 | 27 |
| 买入 / 持有 / 卖出 | 93 / 43 / 0 | 318 / 111 / 0 |
| 上调 / 下调 / 首次覆盖 | 0 / 0 / 3 | 5 / 8 / 8 |
| 目标价 达成 / 未达成 | 89 / 37 (71%) | 153 / 233 (40%) |
| 评级后平均回报（TipRanks） | +21.5% | -3.4% |
| 最佳 / 最差评级 | +132.3% / -17.0% | +132.3% / -55.3% |
该股买入评级后：21 日中位数变动 +4.4%，相对标普 500 +4.0%（n = 320）
对该股最准确的分析师
该分析师对此股票给出的目标价中，股价在12个月内达到的比例（我们对近3年的测算，至少8个目标）。这描述的是过去的判断，不是当前判断的成功概率。
- Bill ChappellTruist Financial该股命中率 80% · 已测算 10 个目标价持有无目标价2026年1月7日
- Oliver ChenTD Cowen该股命中率 75% · 已测算 16 个目标价买入目标价 US$1102026年8月10日
- Olivia TongRaymond James该股命中率 64% · 已测算 11 个目标价买入目标价 US$1172026年9月30日
TipRanks 数据 · 计算于 2026年11月10日 · 136 条评级
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