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艾奕康(ACM)与Deckers Brands(DECK)财务数据对比。点击上方公司名可切换其他公司
艾奕康的季度营收约是Deckers Brands的2.0倍($3.8B vs $2.0B),Deckers Brands净利率更高(24.6% vs 1.9%,领先22.6%),Deckers Brands同比增速更快(7.1% vs 1.6%),Deckers Brands自由现金流更多($1.0B vs $41.9M),过去两年Deckers Brands的营收复合增速更高(42.8% vs -1.4%)
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业,业务覆盖全球多地区,为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案,在全球基建咨询行业拥有领先的市场地位。
Deckers Brands是1973年成立的美国鞋履设计与分销企业,总部位于加利福尼亚州戈利塔,由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌,产品覆盖休闲、户外等多个领域,销往世界多地。
ACM vs DECK — 直观对比
营收规模更大
ACM
是对方的2.0倍
$2.0B
营收增速更快
DECK
高出5.6%
1.6%
净利率更高
DECK
高出22.6%
1.9%
自由现金流更多
DECK
多$978.4M
$41.9M
两年增速更快
DECK
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $2.0B |
| 净利润 | $74.5M | $481.1M |
| 毛利率 | 7.3% | 59.8% |
| 营业利润率 | 5.8% | 31.4% |
| 净利率 | 1.9% | 24.6% |
| 营收同比 | 1.6% | 7.1% |
| 净利润同比 | -48.0% | 5.3% |
| 每股收益(稀释后) | $0.56 | $3.33 |
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
ACM
DECK
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $4.2B | $1.4B | ||
| Q2 25 | $4.2B | $964.5M | ||
| Q1 25 | $3.8B | $1.0B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $4.1B | $1.3B | ||
| Q2 24 | $4.2B | $825.3M |
净利润
ACM
DECK
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $481.1M | ||
| Q3 25 | $120.4M | $268.2M | ||
| Q2 25 | $131.0M | $139.2M | ||
| Q1 25 | $143.4M | $151.4M | ||
| Q4 24 | $167.0M | $456.7M | ||
| Q3 24 | $172.5M | $242.3M | ||
| Q2 24 | $134.3M | $115.6M |
毛利率
ACM
DECK
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | 7.9% | 56.2% | ||
| Q2 25 | 7.8% | 55.8% | ||
| Q1 25 | 7.7% | 56.7% | ||
| Q4 24 | 6.7% | 60.3% | ||
| Q3 24 | 7.2% | 55.9% | ||
| Q2 24 | 6.9% | 56.9% |
营业利润率
ACM
DECK
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 31.4% | ||
| Q3 25 | 5.7% | 22.8% | ||
| Q2 25 | 7.0% | 17.1% | ||
| Q1 25 | 6.8% | 17.0% | ||
| Q4 24 | 5.9% | 31.0% | ||
| Q3 24 | 5.8% | 23.3% | ||
| Q2 24 | 5.5% | 16.1% |
净利率
ACM
DECK
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 24.6% | ||
| Q3 25 | 2.9% | 18.7% | ||
| Q2 25 | 3.1% | 14.4% | ||
| Q1 25 | 3.8% | 14.8% | ||
| Q4 24 | 4.2% | 25.0% | ||
| Q3 24 | 4.2% | 18.5% | ||
| Q2 24 | 3.2% | 14.0% |
每股收益(稀释后)
ACM
DECK
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $3.33 | ||
| Q3 25 | $0.90 | $1.82 | ||
| Q2 25 | $0.98 | $0.93 | ||
| Q1 25 | $1.08 | $-2.78 | ||
| Q4 24 | $1.25 | $3.00 | ||
| Q3 24 | $1.27 | $1.59 | ||
| Q2 24 | $0.98 | $4.52 |
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 | $1.2B | $2.1B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $2.6B |
| 总资产 | $11.9B | $4.1B |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势,按日历期对齐
现金及短期投资
ACM
DECK
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.8B | $1.7B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $1.4B |
总债务
ACM
DECK
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益
ACM
DECK
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $2.6B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.3B | $2.5B | ||
| Q4 24 | $2.2B | $2.6B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.3B | $2.1B |
总资产
ACM
DECK
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $4.1B | ||
| Q3 25 | $12.2B | $3.8B | ||
| Q2 25 | $12.3B | $3.8B | ||
| Q1 25 | $11.8B | $3.6B | ||
| Q4 24 | $11.8B | $4.0B | ||
| Q3 24 | $12.1B | $3.4B | ||
| Q2 24 | $12.0B | $3.3B |
负债/权益比
ACM
DECK
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
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 | $70.2M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $1.0B |
| 自由现金流率自由现金流/营收 | 1.1% | 52.1% |
| 资本支出强度资本支出/营收 | 0.7% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.94× | 2.17× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $929.1M |
8季度趋势,按日历期对齐
经营现金流
ACM
DECK
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $196.1M | $8.1M | ||
| Q2 25 | $283.7M | $36.1M | ||
| Q1 25 | $190.7M | $-73.0M | ||
| Q4 24 | $151.1M | $1.1B | ||
| Q3 24 | $298.8M | $-90.5M | ||
| Q2 24 | $291.3M | $112.7M |
自由现金流
ACM
DECK
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $134.1M | $-13.9M | ||
| Q2 25 | $261.7M | $12.2M | ||
| Q1 25 | $178.3M | $-89.4M | ||
| Q4 24 | $110.9M | $1.1B | ||
| Q3 24 | $274.5M | $-113.4M | ||
| Q2 24 | $272.8M | $90.1M |
自由现金流率
ACM
DECK
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 52.1% | ||
| Q3 25 | 3.2% | -1.0% | ||
| Q2 25 | 6.3% | 1.3% | ||
| Q1 25 | 4.7% | -8.8% | ||
| Q4 24 | 2.8% | 58.6% | ||
| Q3 24 | 6.7% | -8.6% | ||
| Q2 24 | 6.6% | 10.9% |
资本支出强度
ACM
DECK
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 0.5% | 2.5% | ||
| Q1 25 | 0.3% | 1.6% | ||
| Q4 24 | 1.0% | 1.3% | ||
| Q3 24 | 0.6% | 1.7% | ||
| Q2 24 | 0.4% | 2.7% |
现金转化率
ACM
DECK
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 2.17× | ||
| Q3 25 | 1.63× | 0.03× | ||
| Q2 25 | 2.17× | 0.26× | ||
| Q1 25 | 1.33× | -0.48× | ||
| Q4 24 | 0.90× | 2.40× | ||
| Q3 24 | 1.73× | -0.37× | ||
| Q2 24 | 2.17× | 0.97× |
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
ACM
暂无分部数据
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |