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Deckers Brands（DECK）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是Deckers Brands的1.0倍（$2.0B vs $2.0B），Deckers Brands净利率更高（24.6% vs 10.3%，领先14.2%），First American Financial Corp同比增速更快（21.6% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $324.5M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 19.9%）
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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
DECK vs FAF — 直观对比
营收规模更大
FAF
是对方的1.0倍
$2.0B
营收增速更快
FAF
高出14.5%
7.1%
净利率更高
DECK
高出14.2%
10.3%
自由现金流更多
DECK
多$695.8M
$324.5M
两年增速更快
DECK
近两年复合增速
19.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.0B |
| 净利润 | $481.1M | $211.9M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 14.0% |
| 净利率 | 24.6% | 10.3% |
| 营收同比 | 7.1% | 21.6% |
| 净利润同比 | 5.3% | 192.7% |
| 每股收益（稀释后） | $3.33 | $2.04 |
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DECKFAF
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $964.5M | $1.8B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $825.3M | $1.6B | ||
| Q1 24 | $959.8M | $1.4B |
净利润DECKFAF
| Q4 25 | $481.1M | $211.9M | ||
| Q3 25 | $268.2M | $189.6M | ||
| Q2 25 | $139.2M | $146.1M | ||
| Q1 25 | $151.4M | $74.2M | ||
| Q4 24 | $456.7M | $72.4M | ||
| Q3 24 | $242.3M | $-104.0M | ||
| Q2 24 | $115.6M | $116.0M | ||
| Q1 24 | $127.5M | $46.7M |
毛利率DECKFAF
| 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DECKFAF
| Q4 25 | 31.4% | 14.0% | ||
| Q3 25 | 22.8% | 12.5% | ||
| Q2 25 | 17.1% | 10.6% | ||
| Q1 25 | 17.0% | 6.1% | ||
| Q4 24 | 31.0% | 5.9% | ||
| Q3 24 | 23.3% | -10.3% | ||
| Q2 24 | 16.1% | 9.4% | ||
| Q1 24 | 15.0% | 4.1% |
净利率DECKFAF
| Q4 25 | 24.6% | 10.3% | ||
| Q3 25 | 18.7% | 9.6% | ||
| Q2 25 | 14.4% | 7.9% | ||
| Q1 25 | 14.8% | 4.7% | ||
| Q4 24 | 25.0% | 4.3% | ||
| Q3 24 | 18.5% | -7.4% | ||
| Q2 24 | 14.0% | 7.2% | ||
| Q1 24 | 13.3% | 3.3% |
每股收益（稀释后）DECKFAF
| Q4 25 | $3.33 | $2.04 | ||
| Q3 25 | $1.82 | $1.84 | ||
| Q2 25 | $0.93 | $1.41 | ||
| Q1 25 | $-2.78 | $0.71 | ||
| Q4 24 | $3.00 | $0.70 | ||
| Q3 24 | $1.59 | $-1.00 | ||
| Q2 24 | $4.52 | $1.11 | ||
| Q1 24 | $4.82 | $0.45 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $5.5B |
| 总资产 | $4.1B | $16.2B |
| 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DECKFAF
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.7B | $2.0B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.5B | $1.5B |
股东权益DECKFAF
| Q4 25 | $2.6B | $5.5B | ||
| Q3 25 | $2.5B | $5.3B | ||
| Q2 25 | $2.5B | $5.1B | ||
| Q1 25 | $2.5B | $5.0B | ||
| Q4 24 | $2.6B | $4.9B | ||
| Q3 24 | $2.2B | $5.1B | ||
| Q2 24 | $2.1B | $4.8B | ||
| Q1 24 | $2.1B | $4.8B |
总资产DECKFAF
| Q4 25 | $4.1B | $16.2B | ||
| Q3 25 | $3.8B | $17.6B | ||
| Q2 25 | $3.8B | $16.3B | ||
| Q1 25 | $3.6B | $15.5B | ||
| Q4 24 | $4.0B | $14.9B | ||
| Q3 24 | $3.4B | $16.6B | ||
| Q2 24 | $3.3B | $15.2B | ||
| Q1 24 | $3.1B | $14.7B |
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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $324.5M |
| 自由现金流率自由现金流/营收 | 52.1% | 15.8% |
| 资本支出强度资本支出/营收 | 1.1% | 2.2% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $762.5M |
8季度趋势，按日历期对齐
经营现金流DECKFAF
| Q4 25 | $1.0B | $369.3M | ||
| Q3 25 | $8.1M | $272.5M | ||
| Q2 25 | $36.1M | $361.8M | ||
| Q1 25 | $-73.0M | $-52.8M | ||
| Q4 24 | $1.1B | $324.6M | ||
| Q3 24 | $-90.5M | $236.9M | ||
| Q2 24 | $112.7M | $266.7M | ||
| Q1 24 | $-28.7M | $69.3M |
自由现金流DECKFAF
| Q4 25 | $1.0B | $324.5M | ||
| Q3 25 | $-13.9M | $223.1M | ||
| Q2 25 | $12.2M | $309.4M | ||
| Q1 25 | $-89.4M | $-94.5M | ||
| Q4 24 | $1.1B | $266.2M | ||
| Q3 24 | $-113.4M | $185.4M | ||
| Q2 24 | $90.1M | $210.0M | ||
| Q1 24 | $-44.0M | $17.6M |
自由现金流率DECKFAF
| Q4 25 | 52.1% | 15.8% | ||
| Q3 25 | -1.0% | 11.3% | ||
| Q2 25 | 1.3% | 16.8% | ||
| Q1 25 | -8.8% | -6.0% | ||
| Q4 24 | 58.6% | 15.8% | ||
| Q3 24 | -8.6% | 13.2% | ||
| Q2 24 | 10.9% | 13.0% | ||
| Q1 24 | -4.6% | 1.2% |
资本支出强度DECKFAF
| Q4 25 | 1.1% | 2.2% | ||
| Q3 25 | 1.5% | 2.5% | ||
| Q2 25 | 2.5% | 2.8% | ||
| Q1 25 | 1.6% | 2.6% | ||
| Q4 24 | 1.3% | 3.5% | ||
| Q3 24 | 1.7% | 3.7% | ||
| Q2 24 | 2.7% | 3.5% | ||
| Q1 24 | 1.6% | 3.6% |
现金转化率DECKFAF
| Q4 25 | 2.17× | 1.74× | ||
| Q3 25 | 0.03× | 1.44× | ||
| Q2 25 | 0.26× | 2.48× | ||
| Q1 25 | -0.48× | -0.71× | ||
| Q4 24 | 2.40× | 4.48× | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | 2.30× | ||
| Q1 24 | -0.22× | 1.48× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
