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安朗杰（ALLE）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是安朗杰的1.9倍（$2.0B vs $1.0B），Deckers Brands净利率更高（24.6% vs 13.4%，领先11.2%），安朗杰同比增速更快（9.7% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 3.5%）
安朗杰是全球知名的安防产品及解决方案供应商，面向全球生产销售机械与电子类安防产品，包括闭门器、出入口控制设备、锁具、电子门禁系统、考勤与人员效能管理系统、门体系统及相关配件，服务商业、公共机构、住宅等多领域终端用户
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。
ALLE vs DECK — 直观对比
营收规模更大
DECK
是对方的1.9倍
$1.0B
营收增速更快
ALLE
高出2.6%
7.1%
净利率更高
DECK
高出11.2%
13.4%
两年增速更快
DECK
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $2.0B |
| 净利润 | $138.1M | $481.1M |
| 毛利率 | 44.0% | 59.8% |
| 营业利润率 | 18.9% | 31.4% |
| 净利率 | 13.4% | 24.6% |
| 营收同比 | 9.7% | 7.1% |
| 净利润同比 | -6.8% | 5.3% |
| 每股收益（稀释后） | — | $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ALLEDECK
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $964.5M | ||
| Q1 25 | $941.9M | $1.0B | ||
| Q4 24 | $945.6M | $1.8B | ||
| Q3 24 | $967.1M | $1.3B | ||
| Q2 24 | $965.6M | $825.3M |
净利润ALLEDECK
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $481.1M | ||
| Q3 25 | $188.4M | $268.2M | ||
| Q2 25 | $159.7M | $139.2M | ||
| Q1 25 | $148.2M | $151.4M | ||
| Q4 24 | $144.1M | $456.7M | ||
| Q3 24 | $174.2M | $242.3M | ||
| Q2 24 | $155.4M | $115.6M |
毛利率ALLEDECK
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 59.8% | ||
| Q3 25 | 45.8% | 56.2% | ||
| Q2 25 | 45.6% | 55.8% | ||
| Q1 25 | 44.9% | 56.7% | ||
| Q4 24 | 44.1% | 60.3% | ||
| Q3 24 | 44.7% | 55.9% | ||
| Q2 24 | 44.4% | 56.9% |
营业利润率ALLEDECK
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 31.4% | ||
| Q3 25 | 21.8% | 22.8% | ||
| Q2 25 | 21.5% | 17.1% | ||
| Q1 25 | 20.9% | 17.0% | ||
| Q4 24 | 19.5% | 31.0% | ||
| Q3 24 | 22.2% | 23.3% | ||
| Q2 24 | 21.6% | 16.1% |
净利率ALLEDECK
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 24.6% | ||
| Q3 25 | 17.6% | 18.7% | ||
| Q2 25 | 15.6% | 14.4% | ||
| Q1 25 | 15.7% | 14.8% | ||
| Q4 24 | 15.2% | 25.0% | ||
| Q3 24 | 18.0% | 18.5% | ||
| Q2 24 | 16.1% | 14.0% |
每股收益（稀释后）ALLEDECK
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $3.33 | ||
| Q3 25 | $2.18 | $1.82 | ||
| Q2 25 | $1.85 | $0.93 | ||
| Q1 25 | $1.71 | $-2.78 | ||
| Q4 24 | $1.65 | $3.00 | ||
| Q3 24 | $1.99 | $1.59 | ||
| Q2 24 | $1.77 | $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 | $308.9M | $2.1B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $2.6B |
| 总资产 | $5.3B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLEDECK
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.1B | ||
| Q3 25 | $302.7M | $1.4B | ||
| Q2 25 | $656.8M | $1.7B | ||
| Q1 25 | $494.5M | $1.9B | ||
| Q4 24 | $503.8M | $2.2B | ||
| Q3 24 | $878.9M | $1.2B | ||
| Q2 24 | $747.5M | $1.4B |
总债务ALLEDECK
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益ALLEDECK
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.6B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.8B | $2.5B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.4B | $2.1B |
总资产ALLEDECK
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $4.1B | ||
| Q3 25 | $5.2B | $3.8B | ||
| Q2 25 | $4.9B | $3.8B | ||
| Q1 25 | $4.6B | $3.6B | ||
| Q4 24 | $4.5B | $4.0B | ||
| Q3 24 | $5.0B | $3.4B | ||
| Q2 24 | $4.8B | $3.3B |
负债/权益比ALLEDECK
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — |
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 | $101.3M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 52.1% |
| 资本支出强度资本支出/营收 | 2.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.73× | 2.17× |
| 过去12个月自由现金流最近4个季度 | — | $929.1M |
8季度趋势，按日历期对齐
经营现金流ALLEDECK
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $1.0B | ||
| Q3 25 | $229.5M | $8.1M | ||
| Q2 25 | $209.7M | $36.1M | ||
| Q1 25 | $104.5M | $-73.0M | ||
| Q4 24 | $219.0M | $1.1B | ||
| Q3 24 | $231.9M | $-90.5M | ||
| Q2 24 | $173.0M | $112.7M |
自由现金流ALLEDECK
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $1.0B | ||
| Q3 25 | $209.8M | $-13.9M | ||
| Q2 25 | $192.0M | $12.2M | ||
| Q1 25 | $83.4M | $-89.4M | ||
| Q4 24 | $194.9M | $1.1B | ||
| Q3 24 | $212.0M | $-113.4M | ||
| Q2 24 | $152.1M | $90.1M |
自由现金流率ALLEDECK
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 52.1% | ||
| Q3 25 | 19.6% | -1.0% | ||
| Q2 25 | 18.8% | 1.3% | ||
| Q1 25 | 8.9% | -8.8% | ||
| Q4 24 | 20.6% | 58.6% | ||
| Q3 24 | 21.9% | -8.6% | ||
| Q2 24 | 15.8% | 10.9% |
资本支出强度ALLEDECK
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.1% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 1.7% | 2.5% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 2.5% | 1.3% | ||
| Q3 24 | 2.1% | 1.7% | ||
| Q2 24 | 2.2% | 2.7% |
现金转化率ALLEDECK
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.17× | ||
| Q3 25 | 1.22× | 0.03× | ||
| Q2 25 | 1.31× | 0.26× | ||
| Q1 25 | 0.71× | -0.48× | ||
| Q4 24 | 1.52× | 2.40× | ||
| Q3 24 | 1.33× | -0.37× | ||
| Q2 24 | 1.11× | 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
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
