vs
BRUNSWICK CORP(BC)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BRUNSWICK CORP的1.4倍($2.0B vs $1.4B),Deckers Brands净利率更高(24.6% vs 1.5%,领先23.1%),BRUNSWICK CORP同比增速更快(17.3% vs 7.1%),Deckers Brands自由现金流更多($1.0B vs $-116.8M),过去两年Deckers Brands的营收复合增速更高(42.8% vs -2.3%)
美国Brunswick公司创立于1845年,专注于多品类产品的研发、生产与营销,旗下拥有知名海事品牌水星海事(Mercury Marine)等多个品牌。目前集团在24个国家拥有超1.3万名员工,2024年销售额达52亿美元,全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
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。
BC vs DECK — 直观对比
营收规模更大
DECK
是对方的1.4倍
$1.4B
营收增速更快
BC
高出10.2%
7.1%
净利率更高
DECK
高出23.1%
1.5%
自由现金流更多
DECK
多$1.1B
$-116.8M
两年增速更快
DECK
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.0B |
| 净利润 | $21.0M | $481.1M |
| 毛利率 | 24.9% | 59.8% |
| 营业利润率 | 3.6% | 31.4% |
| 净利率 | 1.5% | 24.6% |
| 营收同比 | 17.3% | 7.1% |
| 净利润同比 | — | 5.3% |
| 每股收益(稀释后) | $0.32 | $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
BC
DECK
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $964.5M | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.4B | $825.3M |
净利润
BC
DECK
| Q1 26 | $21.0M | — | ||
| Q4 25 | $18.7M | $481.1M | ||
| Q3 25 | $-235.5M | $268.2M | ||
| Q2 25 | $59.3M | $139.2M | ||
| Q1 25 | $20.2M | $151.4M | ||
| Q4 24 | $-82.5M | $456.7M | ||
| Q3 24 | $44.6M | $242.3M | ||
| Q2 24 | $100.0M | $115.6M |
毛利率
BC
DECK
| Q1 26 | 24.9% | — | ||
| Q4 25 | 23.1% | 59.8% | ||
| Q3 25 | 25.8% | 56.2% | ||
| Q2 25 | 25.5% | 55.8% | ||
| Q1 25 | 24.9% | 56.7% | ||
| Q4 24 | 21.9% | 60.3% | ||
| Q3 24 | 26.2% | 55.9% | ||
| Q2 24 | 27.1% | 56.9% |
营业利润率
BC
DECK
| Q1 26 | 3.6% | — | ||
| Q4 25 | 3.1% | 31.4% | ||
| Q3 25 | -17.8% | 22.8% | ||
| Q2 25 | 7.1% | 17.1% | ||
| Q1 25 | 4.6% | 17.0% | ||
| Q4 24 | -4.8% | 31.0% | ||
| Q3 24 | 7.7% | 23.3% | ||
| Q2 24 | 11.0% | 16.1% |
净利率
BC
DECK
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 24.6% | ||
| Q3 25 | -17.3% | 18.7% | ||
| Q2 25 | 4.1% | 14.4% | ||
| Q1 25 | 1.7% | 14.8% | ||
| Q4 24 | -7.1% | 25.0% | ||
| Q3 24 | 3.5% | 18.5% | ||
| Q2 24 | 6.9% | 14.0% |
每股收益(稀释后)
BC
DECK
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.32 | $3.33 | ||
| Q3 25 | $-3.59 | $1.82 | ||
| Q2 25 | $0.89 | $0.93 | ||
| Q1 25 | $0.30 | $-2.78 | ||
| Q4 24 | $-1.21 | $3.00 | ||
| Q3 24 | $0.67 | $1.59 | ||
| Q2 24 | $1.48 | $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 | $277.8M | $2.1B |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $2.6B |
| 总资产 | $5.5B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势,按日历期对齐
现金及短期投资
BC
DECK
| Q1 26 | $277.8M | — | ||
| Q4 25 | $256.8M | $2.1B | ||
| Q3 25 | $297.7M | $1.4B | ||
| Q2 25 | $315.7M | $1.7B | ||
| Q1 25 | $286.7M | $1.9B | ||
| Q4 24 | $269.0M | $2.2B | ||
| Q3 24 | $284.1M | $1.2B | ||
| Q2 24 | $494.5M | $1.4B |
总债务
BC
DECK
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BC
DECK
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.9B | $2.5B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $2.0B | $2.1B |
总资产
BC
DECK
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.3B | $4.1B | ||
| Q3 25 | $5.4B | $3.8B | ||
| Q2 25 | $5.8B | $3.8B | ||
| Q1 25 | $5.9B | $3.6B | ||
| Q4 24 | $5.7B | $4.0B | ||
| Q3 24 | $6.0B | $3.4B | ||
| Q2 24 | $6.4B | $3.3B |
负债/权益比
BC
DECK
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.25× | — | ||
| 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 | $-116.8M | $1.0B |
| 自由现金流率自由现金流/营收 | -8.5% | 52.1% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $344.6M | $929.1M |
8季度趋势,按日历期对齐
经营现金流
BC
DECK
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $1.0B | ||
| Q3 25 | $140.4M | $8.1M | ||
| Q2 25 | $316.2M | $36.1M | ||
| Q1 25 | $-27.4M | $-73.0M | ||
| Q4 24 | $306.4M | $1.1B | ||
| Q3 24 | $67.4M | $-90.5M | ||
| Q2 24 | $211.0M | $112.7M |
自由现金流
BC
DECK
| Q1 26 | $-116.8M | — | ||
| Q4 25 | $83.6M | $1.0B | ||
| Q3 25 | $106.5M | $-13.9M | ||
| Q2 25 | $271.3M | $12.2M | ||
| Q1 25 | $-65.1M | $-89.4M | ||
| Q4 24 | $276.1M | $1.1B | ||
| Q3 24 | $31.4M | $-113.4M | ||
| Q2 24 | $163.9M | $90.1M |
自由现金流率
BC
DECK
| Q1 26 | -8.5% | — | ||
| Q4 25 | 6.3% | 52.1% | ||
| Q3 25 | 7.8% | -1.0% | ||
| Q2 25 | 18.7% | 1.3% | ||
| Q1 25 | -5.3% | -8.8% | ||
| Q4 24 | 23.9% | 58.6% | ||
| Q3 24 | 2.5% | -8.6% | ||
| Q2 24 | 11.4% | 10.9% |
资本支出强度
BC
DECK
| Q1 26 | 4.2% | — | ||
| Q4 25 | 3.7% | 1.1% | ||
| Q3 25 | 2.5% | 1.5% | ||
| Q2 25 | 3.1% | 2.5% | ||
| Q1 25 | 3.1% | 1.6% | ||
| Q4 24 | 2.6% | 1.3% | ||
| Q3 24 | 2.8% | 1.7% | ||
| Q2 24 | 3.3% | 2.7% |
现金转化率
BC
DECK
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 2.17× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | 5.33× | 0.26× | ||
| Q1 25 | -1.36× | -0.48× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | 1.51× | -0.37× | ||
| Q2 24 | 2.11× | 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
BC
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% |