vs
Ametek（AME）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Ametek的1.0倍（$2.0B vs $1.9B），Deckers Brands净利率更高（24.6% vs 20.7%，领先3.9%），Ametek同比增速更快（11.3% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 5.4%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
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。
AME vs DECK — 直观对比
营收规模更大
DECK
是对方的1.0倍
$1.9B
营收增速更快
AME
高出4.2%
7.1%
净利率更高
DECK
高出3.9%
20.7%
两年增速更快
DECK
近两年复合增速
5.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.0B |
| 净利润 | $399.4M | $481.1M |
| 毛利率 | 37.2% | 59.8% |
| 营业利润率 | 26.7% | 31.4% |
| 净利率 | 20.7% | 24.6% |
| 营收同比 | 11.3% | 7.1% |
| 净利润同比 | 13.5% | 5.3% |
| 每股收益（稀释后） | $1.74 | $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AMEDECK
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $964.5M | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.7B | $825.3M |
净利润AMEDECK
| Q1 26 | $399.4M | — | ||
| Q4 25 | $398.6M | $481.1M | ||
| Q3 25 | $371.4M | $268.2M | ||
| Q2 25 | $358.4M | $139.2M | ||
| Q1 25 | $351.8M | $151.4M | ||
| Q4 24 | $387.3M | $456.7M | ||
| Q3 24 | $340.2M | $242.3M | ||
| Q2 24 | $337.7M | $115.6M |
毛利率AMEDECK
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.0% | 59.8% | ||
| Q3 25 | 36.3% | 56.2% | ||
| Q2 25 | 35.8% | 55.8% | ||
| Q1 25 | 36.1% | 56.7% | ||
| Q4 24 | 36.6% | 60.3% | ||
| Q3 24 | 36.0% | 55.9% | ||
| Q2 24 | 36.0% | 56.9% |
营业利润率AMEDECK
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.3% | 31.4% | ||
| Q3 25 | 25.8% | 22.8% | ||
| Q2 25 | 26.0% | 17.1% | ||
| Q1 25 | 26.3% | 17.0% | ||
| Q4 24 | 26.6% | 31.0% | ||
| Q3 24 | 26.1% | 23.3% | ||
| Q2 24 | 25.8% | 16.1% |
净利率AMEDECK
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.9% | 24.6% | ||
| Q3 25 | 19.6% | 18.7% | ||
| Q2 25 | 20.2% | 14.4% | ||
| Q1 25 | 20.3% | 14.8% | ||
| Q4 24 | 22.0% | 25.0% | ||
| Q3 24 | 19.9% | 18.5% | ||
| Q2 24 | 19.5% | 14.0% |
每股收益（稀释后）AMEDECK
| Q1 26 | $1.74 | — | ||
| Q4 25 | $1.73 | $3.33 | ||
| Q3 25 | $1.60 | $1.82 | ||
| Q2 25 | $1.55 | $0.93 | ||
| Q1 25 | $1.52 | $-2.78 | ||
| Q4 24 | $1.67 | $3.00 | ||
| Q3 24 | $1.47 | $1.59 | ||
| Q2 24 | $1.45 | $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 | $481.3M | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.9B | $2.6B |
| 总资产 | $16.3B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMEDECK
| Q1 26 | $481.3M | — | ||
| Q4 25 | $458.0M | $2.1B | ||
| Q3 25 | $439.2M | $1.4B | ||
| Q2 25 | $619.7M | $1.7B | ||
| Q1 25 | $399.0M | $1.9B | ||
| Q4 24 | $374.0M | $2.2B | ||
| Q3 24 | $396.3M | $1.2B | ||
| Q2 24 | $396.6M | $1.4B |
总债务AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMEDECK
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.6B | $2.6B | ||
| Q3 25 | $10.5B | $2.5B | ||
| Q2 25 | $10.4B | $2.5B | ||
| Q1 25 | $10.0B | $2.5B | ||
| Q4 24 | $9.7B | $2.6B | ||
| Q3 24 | $9.6B | $2.2B | ||
| Q2 24 | $9.3B | $2.1B |
总资产AMEDECK
| Q1 26 | $16.3B | — | ||
| Q4 25 | $16.1B | $4.1B | ||
| Q3 25 | $16.2B | $3.8B | ||
| Q2 25 | $15.3B | $3.8B | ||
| Q1 25 | $14.9B | $3.6B | ||
| Q4 24 | $14.6B | $4.0B | ||
| Q3 24 | $14.8B | $3.4B | ||
| Q2 24 | $14.8B | $3.3B |
负债/权益比AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $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 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 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AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $1.0B | ||
| Q3 25 | $440.9M | $8.1M | ||
| Q2 25 | $359.1M | $36.1M | ||
| Q1 25 | $417.5M | $-73.0M | ||
| Q4 24 | $550.0M | $1.1B | ||
| Q3 24 | $487.2M | $-90.5M | ||
| Q2 24 | $381.4M | $112.7M |
自由现金流AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | $1.0B | ||
| Q3 25 | $420.0M | $-13.9M | ||
| Q2 25 | $329.8M | $12.2M | ||
| Q1 25 | $394.5M | $-89.4M | ||
| Q4 24 | $498.3M | $1.1B | ||
| Q3 24 | $460.9M | $-113.4M | ||
| Q2 24 | $360.0M | $90.1M |
自由现金流率AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 52.1% | ||
| Q3 25 | 22.2% | -1.0% | ||
| Q2 25 | 18.5% | 1.3% | ||
| Q1 25 | 22.8% | -8.8% | ||
| Q4 24 | 28.3% | 58.6% | ||
| Q3 24 | 27.0% | -8.6% | ||
| Q2 24 | 20.8% | 10.9% |
资本支出强度AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.6% | 2.5% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 2.9% | 1.3% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.2% | 2.7% |
现金转化率AMEDECK
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 2.17× | ||
| Q3 25 | 1.19× | 0.03× | ||
| Q2 25 | 1.00× | 0.26× | ||
| Q1 25 | 1.19× | -0.48× | ||
| Q4 24 | 1.42× | 2.40× | ||
| Q3 24 | 1.43× | -0.37× | ||
| Q2 24 | 1.13× | 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
AME
| Electronic Instruments | $1.3B | 66% |
| Electromechanical | $663.9M | 34% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
