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American Outdoor Brands, Inc.（AOUT）与LandBridge Co LLC（LB）财务数据对比。点击上方公司名可切换其他公司
American Outdoor Brands, Inc.的季度营收约是LandBridge Co LLC的1.1倍（$57.2M vs $51.0M），LandBridge Co LLC净利率更高（35.0% vs 3.6%，领先31.4%），LandBridge Co LLC同比增速更快（16.0% vs -5.0%），LandBridge Co LLC自由现金流更多（$40.9M vs $-14.1M），过去两年LandBridge Co LLC的营收复合增速更高（40.2% vs 3.5%）
Deckers Brands（原Deckers Outdoor Corporation）是美国鞋履设计与分销企业，1973年成立，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克创立，旗下拥有UGG、Teva、Hoka等多个知名品牌。
AOUT vs LB — 直观对比
营收规模更大
AOUT
是对方的1.1倍
$51.0M
营收增速更快
LB
高出21.1%
-5.0%
净利率更高
LB
高出31.4%
3.6%
自由现金流更多
LB
多$55.0M
$-14.1M
两年增速更快
LB
近两年复合增速
3.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $57.2M | $51.0M |
| 净利润 | $2.1M | $17.9M |
| 毛利率 | 45.6% | — |
| 营业利润率 | 3.7% | 57.2% |
| 净利率 | 3.6% | 35.0% |
| 营收同比 | -5.0% | 16.0% |
| 净利润同比 | -33.3% | 15.6% |
| 每股收益（稀释后） | $0.16 | — |
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AOUTLB
| Q1 26 | — | $51.0M | ||
| Q4 25 | $57.2M | $56.8M | ||
| Q3 25 | $29.7M | $50.8M | ||
| Q2 25 | $61.9M | $47.5M | ||
| Q1 25 | $58.5M | $44.0M | ||
| Q4 24 | $60.2M | $36.5M | ||
| Q3 24 | $41.6M | $28.5M | ||
| Q2 24 | $46.3M | $26.0M |
净利润AOUTLB
| Q1 26 | — | $17.9M | ||
| Q4 25 | $2.1M | $8.1M | ||
| Q3 25 | $-6.8M | $8.1M | ||
| Q2 25 | $-992.0K | $7.5M | ||
| Q1 25 | $169.0K | $6.5M | ||
| Q4 24 | $3.1M | $49.3M | ||
| Q3 24 | $-2.4M | $2.7M | ||
| Q2 24 | $-5.3M | $-57.7M |
毛利率AOUTLB
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.7% | — | ||
| Q2 25 | 40.9% | — | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 45.4% | — | ||
| Q2 24 | 41.9% | — |
营业利润率AOUTLB
| Q1 26 | — | 57.2% | ||
| Q4 25 | 3.7% | 60.0% | ||
| Q3 25 | -23.0% | 60.8% | ||
| Q2 25 | -1.5% | 60.0% | ||
| Q1 25 | 0.5% | 57.0% | ||
| Q4 24 | 5.1% | 49.4% | ||
| Q3 24 | -6.2% | 11.2% | ||
| Q2 24 | -11.9% | -197.4% |
净利率AOUTLB
| Q1 26 | — | 35.0% | ||
| Q4 25 | 3.6% | 14.2% | ||
| Q3 25 | -23.0% | 15.9% | ||
| Q2 25 | -1.6% | 15.8% | ||
| Q1 25 | 0.3% | 14.7% | ||
| Q4 24 | 5.2% | 135.2% | ||
| Q3 24 | -5.7% | 9.3% | ||
| Q2 24 | -11.5% | -222.1% |
每股收益（稀释后）AOUTLB
| Q1 26 | — | — | ||
| Q4 25 | $0.16 | $0.24 | ||
| Q3 25 | $-0.54 | $0.26 | ||
| Q2 25 | $-0.08 | $0.24 | ||
| Q1 25 | $0.01 | $0.20 | ||
| Q4 24 | $0.24 | — | ||
| Q3 24 | $-0.18 | $-0.04 | ||
| Q2 24 | $-0.41 | — |
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 | $3.1M | $29.7M |
| 总债务越低越好 | — | $433.0K |
| 股东权益账面价值 | $170.4M | — |
| 总资产 | $240.9M | $1.4B |
| 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AOUTLB
| Q1 26 | — | $29.7M | ||
| Q4 25 | $3.1M | $30.7M | ||
| Q3 25 | $17.8M | $28.3M | ||
| Q2 25 | $23.4M | $20.3M | ||
| Q1 25 | $17.1M | $14.9M | ||
| Q4 24 | $14.2M | $37.0M | ||
| Q3 24 | $23.5M | $14.4M | ||
| Q2 24 | $29.7M | $24.6M |
总债务AOUTLB
| Q1 26 | — | $433.0K | ||
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M |
股东权益AOUTLB
| Q1 26 | — | — | ||
| Q4 25 | $170.4M | $340.3M | ||
| Q3 25 | $167.8M | $272.0M | ||
| Q2 25 | $177.6M | $266.4M | ||
| Q1 25 | $178.7M | $217.0M | ||
| Q4 24 | $178.9M | $211.8M | ||
| Q3 24 | $175.7M | $97.2M | ||
| Q2 24 | $177.9M | $296.4M |
总资产AOUTLB
| Q1 26 | — | $1.4B | ||
| Q4 25 | $240.9M | $1.4B | ||
| Q3 25 | $241.9M | $1.1B | ||
| Q2 25 | $246.4M | $1.1B | ||
| Q1 25 | $245.9M | $1.0B | ||
| Q4 24 | $254.1M | $1.0B | ||
| Q3 24 | $244.8M | $689.9M | ||
| Q2 24 | $240.6M | $710.5M |
负债/权益比AOUTLB
| Q1 26 | — | — | ||
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× |
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 | $-13.3M | $41.1M |
| 自由现金流经营现金流 - 资本支出 | $-14.1M | $40.9M |
| 自由现金流率自由现金流/营收 | -24.6% | 80.3% |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | -6.41× | 2.30× |
| 过去12个月自由现金流最近4个季度 | $-4.7M | $232.8M |
8季度趋势，按日历期对齐
经营现金流AOUTLB
| Q1 26 | — | $41.1M | ||
| Q4 25 | $-13.3M | $126.3M | ||
| Q3 25 | $-1.7M | $34.9M | ||
| Q2 25 | $7.8M | $37.3M | ||
| Q1 25 | $5.9M | $15.9M | ||
| Q4 24 | $-7.9M | $67.6M | ||
| Q3 24 | $-4.4M | $7.5M | ||
| Q2 24 | $14.7M | $16.0M |
自由现金流AOUTLB
| Q1 26 | — | $40.9M | ||
| Q4 25 | $-14.1M | $122.0M | ||
| Q3 25 | $-2.0M | $33.7M | ||
| Q2 25 | $7.2M | $36.1M | ||
| Q1 25 | $4.2M | $15.8M | ||
| Q4 24 | $-8.0M | $66.7M | ||
| Q3 24 | $-5.2M | $7.1M | ||
| Q2 24 | $14.2M | $15.7M |
自由现金流率AOUTLB
| Q1 26 | — | 80.3% | ||
| Q4 25 | -24.6% | 214.9% | ||
| Q3 25 | -6.7% | 66.3% | ||
| Q2 25 | 11.6% | 75.9% | ||
| Q1 25 | 7.2% | 36.0% | ||
| Q4 24 | -13.3% | 182.6% | ||
| Q3 24 | -12.5% | 25.1% | ||
| Q2 24 | 30.6% | 60.4% |
资本支出强度AOUTLB
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 7.5% | ||
| Q3 25 | 1.0% | 2.3% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 0.1% | 2.7% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 1.1% | 1.4% |
现金转化率AOUTLB
| Q1 26 | — | 2.30× | ||
| Q4 25 | -6.41× | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | 34.86× | 2.46× | ||
| Q4 24 | -2.55× | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | — | — |
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
AOUT
| Traditional Channels Net Sales | $36.8M | 64% |
| E Commerce Channels Net Sales | $20.4M | 36% |
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
