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Deckers Brands（DECK）与达维塔（DVA）财务数据对比。点击上方公司名可切换其他公司
达维塔的季度营收约是Deckers Brands的1.8倍（$3.6B vs $2.0B），Deckers Brands净利率更高（24.6% vs 6.5%，领先18.1%），达维塔同比增速更快（12.3% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 6.6%）
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。
达维塔是美国肾脏透析服务提供商，在美国运营2675家门诊中心，服务20.08万名患者；同时在其他11个国家布局367家门诊中心，服务4.94万名患者。公司主要服务终末期肾病患者，这类患者除非接受捐肾移植，否则通常需要终生每周接受三次透析治疗。
DECK vs DVA — 直观对比
营收规模更大
DVA
是对方的1.8倍
$2.0B
营收增速更快
DVA
高出5.2%
7.1%
净利率更高
DECK
高出18.1%
6.5%
两年增速更快
DECK
近两年复合增速
6.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.6B |
| 净利润 | $481.1M | $234.2M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 15.5% |
| 净利率 | 24.6% | 6.5% |
| 营收同比 | 7.1% | 12.3% |
| 净利润同比 | 5.3% | 43.8% |
| 每股收益（稀释后） | $3.33 | $3.22 |
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DECKDVA
| Q1 26 | — | $3.6B | ||
| Q4 25 | $2.0B | $3.6B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $964.5M | $3.4B | ||
| Q1 25 | $1.0B | $3.2B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $825.3M | $3.2B |
净利润DECKDVA
| Q1 26 | — | $234.2M | ||
| Q4 25 | $481.1M | $234.2M | ||
| Q3 25 | $268.2M | $150.3M | ||
| Q2 25 | $139.2M | $199.3M | ||
| Q1 25 | $151.4M | $162.9M | ||
| Q4 24 | $456.7M | $259.3M | ||
| Q3 24 | $242.3M | $214.7M | ||
| Q2 24 | $115.6M | $222.7M |
毛利率DECKDVA
| 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DECKDVA
| Q1 26 | — | 15.5% | ||
| Q4 25 | 31.4% | 15.5% | ||
| Q3 25 | 22.8% | 14.8% | ||
| Q2 25 | 17.1% | 15.9% | ||
| Q1 25 | 17.0% | 13.6% | ||
| Q4 24 | 31.0% | 17.2% | ||
| Q3 24 | 23.3% | 16.4% | ||
| Q2 24 | 16.1% | 15.9% |
净利率DECKDVA
| Q1 26 | — | 6.5% | ||
| Q4 25 | 24.6% | 6.5% | ||
| Q3 25 | 18.7% | 4.4% | ||
| Q2 25 | 14.4% | 5.9% | ||
| Q1 25 | 14.8% | 5.1% | ||
| Q4 24 | 25.0% | 7.9% | ||
| Q3 24 | 18.5% | 6.6% | ||
| Q2 24 | 14.0% | 7.0% |
每股收益（稀释后）DECKDVA
| Q1 26 | — | $3.22 | ||
| Q4 25 | $3.33 | $3.22 | ||
| Q3 25 | $1.82 | $2.04 | ||
| Q2 25 | $0.93 | $2.58 | ||
| Q1 25 | $-2.78 | $2.00 | ||
| Q4 24 | $3.00 | $3.08 | ||
| Q3 24 | $1.59 | $2.50 | ||
| Q2 24 | $4.52 | $2.50 |
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 | $2.1B | $700.7M |
| 总债务越低越好 | — | $10.2B |
| 股东权益账面价值 | $2.6B | $-651.1M |
| 总资产 | $4.1B | $17.5B |
| 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DECKDVA
| Q1 26 | — | $700.7M | ||
| Q4 25 | $2.1B | $700.7M | ||
| Q3 25 | $1.4B | $736.5M | ||
| Q2 25 | $1.7B | $739.4M | ||
| Q1 25 | $1.9B | $511.9M | ||
| Q4 24 | $2.2B | $846.0M | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.4B | $437.2M |
总债务DECKDVA
| Q1 26 | — | $10.2B | ||
| Q4 25 | — | $10.2B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | — | $9.3B | ||
| Q2 24 | — | $8.5B |
股东权益DECKDVA
| Q1 26 | — | $-651.1M | ||
| Q4 25 | $2.6B | $-651.1M | ||
| Q3 25 | $2.5B | $-571.9M | ||
| Q2 25 | $2.5B | $-369.6M | ||
| Q1 25 | $2.5B | $-267.1M | ||
| Q4 24 | $2.6B | $121.1M | ||
| Q3 24 | $2.2B | $386.7M | ||
| Q2 24 | $2.1B | $632.9M |
总资产DECKDVA
| Q1 26 | — | $17.5B | ||
| Q4 25 | $4.1B | $17.5B | ||
| Q3 25 | $3.8B | $17.6B | ||
| Q2 25 | $3.8B | $17.5B | ||
| Q1 25 | $3.6B | $17.1B | ||
| Q4 24 | $4.0B | $17.3B | ||
| Q3 24 | $3.4B | $17.5B | ||
| Q2 24 | $3.3B | $17.0B |
负债/权益比DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 75.76× | ||
| Q3 24 | — | 23.95× | ||
| Q2 24 | — | 13.35× |
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DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $540.7M | ||
| Q3 25 | $8.1M | $841.5M | ||
| Q2 25 | $36.1M | $324.2M | ||
| Q1 25 | $-73.0M | $180.0M | ||
| Q4 24 | $1.1B | $547.6M | ||
| Q3 24 | $-90.5M | $810.4M | ||
| Q2 24 | $112.7M | $798.8M |
自由现金流DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $395.3M | ||
| Q3 25 | $-13.9M | $675.4M | ||
| Q2 25 | $12.2M | $203.1M | ||
| Q1 25 | $-89.4M | $36.8M | ||
| Q4 24 | $1.1B | $377.0M | ||
| Q3 24 | $-113.4M | $671.4M | ||
| Q2 24 | $90.1M | $674.1M |
自由现金流率DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 10.9% | ||
| Q3 25 | -1.0% | 19.7% | ||
| Q2 25 | 1.3% | 6.0% | ||
| Q1 25 | -8.8% | 1.1% | ||
| Q4 24 | 58.6% | 11.4% | ||
| Q3 24 | -8.6% | 20.6% | ||
| Q2 24 | 10.9% | 21.2% |
资本支出强度DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 4.0% | ||
| Q3 25 | 1.5% | 4.9% | ||
| Q2 25 | 2.5% | 3.6% | ||
| Q1 25 | 1.6% | 4.4% | ||
| Q4 24 | 1.3% | 5.2% | ||
| Q3 24 | 1.7% | 4.3% | ||
| Q2 24 | 2.7% | 3.9% |
现金转化率DECKDVA
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 2.31× | ||
| Q3 25 | 0.03× | 5.60× | ||
| Q2 25 | 0.26× | 1.63× | ||
| Q1 25 | -0.48× | 1.10× | ||
| Q4 24 | 2.40× | 2.11× | ||
| Q3 24 | -0.37× | 3.77× | ||
| Q2 24 | 0.97× | 3.59× |
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
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
DVA
暂无分部数据
