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AXIS CAPITAL HOLDINGS LTD（AXS）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AXIS CAPITAL HOLDINGS LTD的1.2倍（$2.0B vs $1.6B），Deckers Brands净利率更高（24.6% vs 15.5%，领先9.1%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 6.4%）
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
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。
AXS vs DECK — 直观对比
营收规模更大
DECK
是对方的1.2倍
$1.6B
营收增速更快
AXS
高出0.8%
7.1%
净利率更高
DECK
高出9.1%
15.5%
两年增速更快
DECK
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.0B |
| 净利润 | $254.8M | $481.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 15.6% | 31.4% |
| 净利率 | 15.5% | 24.6% |
| 营收同比 | 8.0% | 7.1% |
| 净利润同比 | 31.3% | 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AXSDECK
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.6B | $964.5M | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $825.3M |
净利润AXSDECK
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $481.1M | ||
| Q3 25 | $301.9M | $268.2M | ||
| Q2 25 | $223.4M | $139.2M | ||
| Q1 25 | $194.1M | $151.4M | ||
| Q4 24 | $293.6M | $456.7M | ||
| Q3 24 | $180.7M | $242.3M | ||
| Q2 24 | $212.0M | $115.6M |
毛利率AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | 56.2% | ||
| Q2 25 | — | 55.8% | ||
| Q1 25 | — | 56.7% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 55.9% | ||
| Q2 24 | — | 56.9% |
营业利润率AXSDECK
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 31.4% | ||
| Q3 25 | 22.1% | 22.8% | ||
| Q2 25 | 17.2% | 17.1% | ||
| Q1 25 | 15.5% | 17.0% | ||
| Q4 24 | 18.6% | 31.0% | ||
| Q3 24 | 14.2% | 23.3% | ||
| Q2 24 | 17.4% | 16.1% |
净利率AXSDECK
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 24.6% | ||
| Q3 25 | 18.0% | 18.7% | ||
| Q2 25 | 13.7% | 14.4% | ||
| Q1 25 | 12.8% | 14.8% | ||
| Q4 24 | 20.0% | 25.0% | ||
| Q3 24 | 11.2% | 18.5% | ||
| Q2 24 | 14.6% | 14.0% |
每股收益（稀释后）AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $3.33 | ||
| Q3 25 | $3.74 | $1.82 | ||
| Q2 25 | $2.72 | $0.93 | ||
| Q1 25 | $2.26 | $-2.78 | ||
| Q4 24 | $3.38 | $3.00 | ||
| Q3 24 | $2.04 | $1.59 | ||
| Q2 24 | $2.40 | $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 | $862.5M | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.6B |
| 总资产 | $35.6B | $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AXSDECK
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $2.1B | ||
| Q3 25 | $825.9M | $1.4B | ||
| Q2 25 | $852.1M | $1.7B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $981.0M | $1.2B | ||
| Q2 24 | $1.1B | $1.4B |
股东权益AXSDECK
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $2.6B | ||
| Q3 25 | $6.4B | $2.5B | ||
| Q2 25 | $6.2B | $2.5B | ||
| Q1 25 | $5.9B | $2.5B | ||
| Q4 24 | $6.1B | $2.6B | ||
| Q3 24 | $6.1B | $2.2B | ||
| Q2 24 | $5.7B | $2.1B |
总资产AXSDECK
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $4.1B | ||
| Q3 25 | $34.3B | $3.8B | ||
| Q2 25 | $34.2B | $3.8B | ||
| Q1 25 | $33.2B | $3.6B | ||
| Q4 24 | $32.5B | $4.0B | ||
| Q3 24 | $32.7B | $3.4B | ||
| Q2 24 | $32.1B | $3.3B |
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AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $1.0B | ||
| Q3 25 | $673.8M | $8.1M | ||
| Q2 25 | $-1.7B | $36.1M | ||
| Q1 25 | $309.1M | $-73.0M | ||
| Q4 24 | $355.5M | $1.1B | ||
| Q3 24 | $587.0M | $-90.5M | ||
| Q2 24 | $518.1M | $112.7M |
自由现金流AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $-13.9M | ||
| Q2 25 | — | $12.2M | ||
| Q1 25 | — | $-89.4M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $-113.4M | ||
| Q2 24 | — | $90.1M |
自由现金流率AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | — | 52.1% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | -8.6% | ||
| Q2 24 | — | 10.9% |
资本支出强度AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.7% |
现金转化率AXSDECK
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.17× | ||
| Q3 25 | 2.23× | 0.03× | ||
| Q2 25 | -7.41× | 0.26× | ||
| Q1 25 | 1.59× | -0.48× | ||
| Q4 24 | 1.21× | 2.40× | ||
| Q3 24 | 3.25× | -0.37× | ||
| Q2 24 | 2.44× | 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
AXS
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% |
