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Deckers Brands（DECK）与DYCOM INDUSTRIES INC（DY）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DYCOM INDUSTRIES INC的1.3倍（$2.0B vs $1.5B），Deckers Brands净利率更高（24.6% vs 7.3%，领先17.3%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $164.8M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 23.5%）
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。
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
DECK vs DY — 直观对比
营收规模更大
DECK
是对方的1.3倍
$1.5B
营收增速更快
DY
高出7.0%
7.1%
净利率更高
DECK
高出17.3%
7.3%
自由现金流更多
DECK
多$855.5M
$164.8M
两年增速更快
DECK
近两年复合增速
23.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $481.1M | $106.4M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 9.7% |
| 净利率 | 24.6% | 7.3% |
| 营收同比 | 7.1% | 14.1% |
| 净利润同比 | 5.3% | 52.4% |
| 每股收益（稀释后） | $3.33 | $3.63 |
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DECKDY
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $964.5M | $1.3B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.1B | ||
| Q1 24 | $959.8M | $952.5M |
净利润DECKDY
| Q4 25 | $481.1M | $106.4M | ||
| Q3 25 | $268.2M | $97.5M | ||
| Q2 25 | $139.2M | $61.0M | ||
| Q1 25 | $151.4M | $32.7M | ||
| Q4 24 | $456.7M | $69.8M | ||
| Q3 24 | $242.3M | $68.4M | ||
| Q2 24 | $115.6M | $62.6M | ||
| Q1 24 | $127.5M | $23.4M |
毛利率DECKDY
| 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% | — | ||
| Q1 24 | 56.2% | — |
营业利润率DECKDY
| Q4 25 | 31.4% | 9.7% | ||
| Q3 25 | 22.8% | 9.5% | ||
| Q2 25 | 17.1% | 6.2% | ||
| Q1 25 | 17.0% | 4.1% | ||
| Q4 24 | 31.0% | 7.2% | ||
| Q3 24 | 23.3% | 7.9% | ||
| Q2 24 | 16.1% | 6.8% | ||
| Q1 24 | 15.0% | 3.3% |
净利率DECKDY
| Q4 25 | 24.6% | 7.3% | ||
| Q3 25 | 18.7% | 7.1% | ||
| Q2 25 | 14.4% | 4.9% | ||
| Q1 25 | 14.8% | 3.0% | ||
| Q4 24 | 25.0% | 5.5% | ||
| Q3 24 | 18.5% | 5.7% | ||
| Q2 24 | 14.0% | 5.5% | ||
| Q1 24 | 13.3% | 2.5% |
每股收益（稀释后）DECKDY
| Q4 25 | $3.33 | $3.63 | ||
| Q3 25 | $1.82 | $3.33 | ||
| Q2 25 | $0.93 | $2.09 | ||
| Q1 25 | $-2.78 | $1.11 | ||
| Q4 24 | $3.00 | $2.37 | ||
| Q3 24 | $1.59 | $2.32 | ||
| Q2 24 | $4.52 | $2.12 | ||
| Q1 24 | $4.82 | $0.79 |
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 | $110.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $1.5B |
| 总资产 | $4.1B | $3.3B |
| 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DECKDY
| Q4 25 | $2.1B | $110.1M | ||
| Q3 25 | $1.4B | $28.5M | ||
| Q2 25 | $1.7B | $16.1M | ||
| Q1 25 | $1.9B | $92.7M | ||
| Q4 24 | $2.2B | $15.3M | ||
| Q3 24 | $1.2B | $19.6M | ||
| Q2 24 | $1.4B | $26.1M | ||
| Q1 24 | $1.5B | $101.1M |
股东权益DECKDY
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $2.5B | $1.2B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.1B | $1.1B | ||
| Q1 24 | $2.1B | $1.1B |
总资产DECKDY
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $3.8B | $3.2B | ||
| Q2 25 | $3.8B | $3.1B | ||
| Q1 25 | $3.6B | $2.9B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $3.4B | $2.8B | ||
| Q2 24 | $3.3B | $2.6B | ||
| Q1 24 | $3.1B | $2.5B |
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 | $220.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $164.8M |
| 自由现金流率自由现金流/营收 | 52.1% | 11.4% |
| 资本支出强度资本支出/营收 | 1.1% | 3.8% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.07× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $296.8M |
8季度趋势，按日历期对齐
经营现金流DECKDY
| Q4 25 | $1.0B | $220.0M | ||
| Q3 25 | $8.1M | $57.4M | ||
| Q2 25 | $36.1M | $-54.0M | ||
| Q1 25 | $-73.0M | $328.2M | ||
| Q4 24 | $1.1B | $65.8M | ||
| Q3 24 | $-90.5M | $-7.5M | ||
| Q2 24 | $112.7M | $-37.4M | ||
| Q1 24 | $-28.7M | $325.1M |
自由现金流DECKDY
| Q4 25 | $1.0B | $164.8M | ||
| Q3 25 | $-13.9M | $5.8M | ||
| Q2 25 | $12.2M | $-133.5M | ||
| Q1 25 | $-89.4M | $259.7M | ||
| Q4 24 | $1.1B | $-8.8M | ||
| Q3 24 | $-113.4M | $-72.9M | ||
| Q2 24 | $90.1M | $-79.4M | ||
| Q1 24 | $-44.0M | $267.7M |
自由现金流率DECKDY
| Q4 25 | 52.1% | 11.4% | ||
| Q3 25 | -1.0% | 0.4% | ||
| Q2 25 | 1.3% | -10.6% | ||
| Q1 25 | -8.8% | 23.9% | ||
| Q4 24 | 58.6% | -0.7% | ||
| Q3 24 | -8.6% | -6.1% | ||
| Q2 24 | 10.9% | -6.9% | ||
| Q1 24 | -4.6% | 28.1% |
资本支出强度DECKDY
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 1.5% | 3.8% | ||
| Q2 25 | 2.5% | 6.3% | ||
| Q1 25 | 1.6% | 6.3% | ||
| Q4 24 | 1.3% | 5.9% | ||
| Q3 24 | 1.7% | 5.4% | ||
| Q2 24 | 2.7% | 3.7% | ||
| Q1 24 | 1.6% | 6.0% |
现金转化率DECKDY
| Q4 25 | 2.17× | 2.07× | ||
| Q3 25 | 0.03× | 0.59× | ||
| Q2 25 | 0.26× | -0.88× | ||
| Q1 25 | -0.48× | 10.05× | ||
| Q4 24 | 2.40× | 0.94× | ||
| Q3 24 | -0.37× | -0.11× | ||
| Q2 24 | 0.97× | -0.60× | ||
| Q1 24 | -0.22× | 13.88× |
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% |
DY
暂无分部数据
