美国化妆品公司e.l.f. Beauty Inc.（股票代码：ELF）在盘前交易中股价大跌10.97%，引发市场广泛关注。这一显著跌幅主要源于公司最新发布的财务展望，尽管其季度业绩超出预期。
根据公司公告，e.l.f. Beauty预计2026财年上半年的核心利润率将出现下降，主要原因是关税成本上升。公司预计2026财年上半年调整后的未计利息、税项、折旧及摊销前利润率约为20%，相比2025财年同期的23%有所下滑。这一消息引发了投资者的担忧，导致股价在盘前交易中大幅下跌。
尽管面临挑战，e.l.f. Beauty的季度业绩表现依然强劲。公司报告称，季度收入同比增长9%，达到3.5374亿美元，超过了分析师预期的3.5027亿美元。调整后每股收益为89美分，同样高于市场预期的84美分。然而，这些积极的财务数据似乎未能抵消投资者对未来盈利能力下降的担忧。公司正在积极采取措施应对关税带来的压力，包括优化供应链、实现业务多元化，以及采取提价策略。值得注意的是，e.l.f. Beauty已将来自中国的产量从2019年的约100%降至"略低于"75%，显示出公司在供应链管理方面的努力。
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