vs
杜邦(DD)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的季度营收约是杜邦的1.2倍($2.0B vs $1.7B),Deckers Brands净利率更高(24.6% vs 9.8%,领先14.8%),Deckers Brands同比增速更快(7.1% vs 4.0%),过去两年Deckers Brands的营收复合增速更高(42.8% vs -27.2%)
杜邦(DuPont de Nemours, Inc.)是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业,最初以火药供应为核心业务起家,在发展过程中对美国特拉华州的建设推进起到了重要作用,业务布局覆盖全球多个地区。
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。
DD vs DECK — 直观对比
营收规模更大
DECK
是对方的1.2倍
$1.7B
营收增速更快
DECK
高出3.1%
4.0%
净利率更高
DECK
高出14.8%
9.8%
两年增速更快
DECK
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.0B |
| 净利润 | $164.0M | $481.1M |
| 毛利率 | 35.8% | 59.8% |
| 营业利润率 | — | 31.4% |
| 净利率 | 9.8% | 24.6% |
| 营收同比 | 4.0% | 7.1% |
| 净利润同比 | — | 5.3% |
| 每股收益(稀释后) | $0.36 | $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
DD
DECK
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | $2.0B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.3B | $964.5M | ||
| Q1 25 | $3.1B | $1.0B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.2B | $1.3B | ||
| Q2 24 | $3.2B | $825.3M |
净利润
DD
DECK
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | $481.1M | ||
| Q3 25 | $-123.0M | $268.2M | ||
| Q2 25 | $59.0M | $139.2M | ||
| Q1 25 | $-589.0M | $151.4M | ||
| Q4 24 | $-118.0M | $456.7M | ||
| Q3 24 | $454.0M | $242.3M | ||
| Q2 24 | $178.0M | $115.6M |
毛利率
DD
DECK
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | 38.9% | 56.2% | ||
| Q2 25 | 37.3% | 55.8% | ||
| Q1 25 | 37.4% | 56.7% | ||
| Q4 24 | 36.4% | 60.3% | ||
| Q3 24 | 37.4% | 55.9% | ||
| Q2 24 | 37.1% | 56.9% |
营业利润率
DD
DECK
| Q1 26 | — | — | ||
| Q4 25 | — | 31.4% | ||
| Q3 25 | 10.6% | 22.8% | ||
| Q2 25 | 9.4% | 17.1% | ||
| Q1 25 | -14.0% | 17.0% | ||
| Q4 24 | 1.4% | 31.0% | ||
| Q3 24 | 18.4% | 23.3% | ||
| Q2 24 | 9.3% | 16.1% |
净利率
DD
DECK
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | 24.6% | ||
| Q3 25 | -4.0% | 18.7% | ||
| Q2 25 | 1.8% | 14.4% | ||
| Q1 25 | -19.2% | 14.8% | ||
| Q4 24 | -3.8% | 25.0% | ||
| Q3 24 | 14.2% | 18.5% | ||
| Q2 24 | 5.6% | 14.0% |
每股收益(稀释后)
DD
DECK
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | $3.33 | ||
| Q3 25 | $-0.29 | $1.82 | ||
| Q2 25 | $0.14 | $0.93 | ||
| Q1 25 | $-1.41 | $-2.78 | ||
| Q4 24 | $-0.28 | $3.00 | ||
| Q3 24 | $1.08 | $1.59 | ||
| Q2 24 | $0.42 | $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 | $710.0M | $2.1B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $2.6B |
| 总资产 | $21.4B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
DD
DECK
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | $2.1B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.8B | $1.7B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.4B |
总债务
DD
DECK
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.2B | — |
股东权益
DD
DECK
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | $2.6B | ||
| Q3 25 | $22.9B | $2.5B | ||
| Q2 25 | $23.1B | $2.5B | ||
| Q1 25 | $22.8B | $2.5B | ||
| Q4 24 | $23.4B | $2.6B | ||
| Q3 24 | $24.2B | $2.2B | ||
| Q2 24 | $23.3B | $2.1B |
总资产
DD
DECK
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $4.1B | ||
| Q3 25 | $38.0B | $3.8B | ||
| Q2 25 | $36.6B | $3.8B | ||
| Q1 25 | $36.0B | $3.6B | ||
| Q4 24 | $36.6B | $4.0B | ||
| Q3 24 | $37.5B | $3.4B | ||
| Q2 24 | $36.6B | $3.3B |
负债/权益比
DD
DECK
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — |
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 | 6.1% | 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
DD
DECK
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | $1.0B | ||
| Q3 25 | $497.0M | $8.1M | ||
| Q2 25 | $381.0M | $36.1M | ||
| Q1 25 | $382.0M | $-73.0M | ||
| Q4 24 | $564.0M | $1.1B | ||
| Q3 24 | $737.0M | $-90.5M | ||
| Q2 24 | $527.0M | $112.7M |
自由现金流
DD
DECK
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | $1.0B | ||
| Q3 25 | $379.0M | $-13.9M | ||
| Q2 25 | $265.0M | $12.2M | ||
| Q1 25 | $133.0M | $-89.4M | ||
| Q4 24 | $403.0M | $1.1B | ||
| Q3 24 | $628.0M | $-113.4M | ||
| Q2 24 | $425.0M | $90.1M |
自由现金流率
DD
DECK
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 52.1% | ||
| Q3 25 | 12.3% | -1.0% | ||
| Q2 25 | 8.1% | 1.3% | ||
| Q1 25 | 4.3% | -8.8% | ||
| Q4 24 | 13.0% | 58.6% | ||
| Q3 24 | 19.7% | -8.6% | ||
| Q2 24 | 13.4% | 10.9% |
资本支出强度
DD
DECK
| Q1 26 | 6.1% | — | ||
| Q4 25 | -5.9% | 1.1% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 3.6% | 2.5% | ||
| Q1 25 | 8.1% | 1.6% | ||
| Q4 24 | 5.2% | 1.3% | ||
| Q3 24 | 3.4% | 1.7% | ||
| Q2 24 | 3.2% | 2.7% |
现金转化率
DD
DECK
| Q1 26 | — | — | ||
| Q4 25 | — | 2.17× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | 6.46× | 0.26× | ||
| Q1 25 | — | -0.48× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | 1.62× | -0.37× | ||
| Q2 24 | 2.96× | 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
DD
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% |