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Deckers Brands（DECK）与Fortune Brands Innovations, Inc.（FBIN）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Fortune Brands Innovations, Inc.的1.8倍（$2.0B vs $1.1B），Deckers Brands净利率更高（24.6% vs 7.1%，领先17.5%），Deckers Brands同比增速更快（7.1% vs -2.4%），Deckers Brands自由现金流更多（$1.0B vs $183.7M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -1.5%）
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。
Fortune Brands Innovations是美国家居及安防产品生产商，总部位于伊利诺伊州迪尔菲尔德，位列财富500强及标普400指数。旗下拥有摩恩、House of Rohl、玛斯特锁等知名品牌，业务覆盖厨卫、户外用品、安防、橱柜制造等领域，2021年底全球员工约2.8万人。
DECK vs FBIN — 直观对比
营收规模更大
DECK
是对方的1.8倍
$1.1B
营收增速更快
DECK
高出9.5%
-2.4%
净利率更高
DECK
高出17.5%
7.1%
自由现金流更多
DECK
多$836.6M
$183.7M
两年增速更快
DECK
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $481.1M | $76.3M |
| 毛利率 | 59.8% | 43.8% |
| 营业利润率 | 31.4% | 11.3% |
| 净利率 | 24.6% | 7.1% |
| 营收同比 | 7.1% | -2.4% |
| 净利润同比 | 5.3% | -27.3% |
| 每股收益（稀释后） | $3.33 | $0.63 |
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DECKFBIN
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $964.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.2B | ||
| Q1 24 | $959.8M | $1.1B |
净利润DECKFBIN
| Q4 25 | $481.1M | $76.3M | ||
| Q3 25 | $268.2M | $70.8M | ||
| Q2 25 | $139.2M | $100.3M | ||
| Q1 25 | $151.4M | $51.4M | ||
| Q4 24 | $456.7M | $105.0M | ||
| Q3 24 | $242.3M | $136.6M | ||
| Q2 24 | $115.6M | $133.9M | ||
| Q1 24 | $127.5M | $96.4M |
毛利率DECKFBIN
| Q4 25 | 59.8% | 43.8% | ||
| Q3 25 | 56.2% | 45.2% | ||
| Q2 25 | 55.8% | 45.1% | ||
| Q1 25 | 56.7% | 44.0% | ||
| Q4 24 | 60.3% | 46.0% | ||
| Q3 24 | 55.9% | 45.9% | ||
| Q2 24 | 56.9% | 43.6% | ||
| Q1 24 | 56.2% | 43.9% |
营业利润率DECKFBIN
| Q4 25 | 31.4% | 11.3% | ||
| Q3 25 | 22.8% | 11.0% | ||
| Q2 25 | 17.1% | 14.3% | ||
| Q1 25 | 17.0% | 9.4% | ||
| Q4 24 | 31.0% | 16.1% | ||
| Q3 24 | 23.3% | 17.8% | ||
| Q2 24 | 16.1% | 16.1% | ||
| Q1 24 | 15.0% | 14.0% |
净利率DECKFBIN
| Q4 25 | 24.6% | 7.1% | ||
| Q3 25 | 18.7% | 6.2% | ||
| Q2 25 | 14.4% | 8.3% | ||
| Q1 25 | 14.8% | 5.0% | ||
| Q4 24 | 25.0% | 9.5% | ||
| Q3 24 | 18.5% | 11.8% | ||
| Q2 24 | 14.0% | 10.8% | ||
| Q1 24 | 13.3% | 8.7% |
每股收益（稀释后）DECKFBIN
| Q4 25 | $3.33 | $0.63 | ||
| Q3 25 | $1.82 | $0.59 | ||
| Q2 25 | $0.93 | $0.83 | ||
| Q1 25 | $-2.78 | $0.42 | ||
| Q4 24 | $3.00 | $0.84 | ||
| Q3 24 | $1.59 | $1.09 | ||
| Q2 24 | $4.52 | $1.06 | ||
| Q1 24 | $4.82 | $0.76 |
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 | $264.0M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.6B | $2.4B |
| 总资产 | $4.1B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资DECKFBIN
| Q4 25 | $2.1B | $264.0M | ||
| Q3 25 | $1.4B | $223.9M | ||
| Q2 25 | $1.7B | $234.7M | ||
| Q1 25 | $1.9B | $340.0M | ||
| Q4 24 | $2.2B | $381.1M | ||
| Q3 24 | $1.2B | $344.8M | ||
| Q2 24 | $1.4B | $352.6M | ||
| Q1 24 | $1.5B | $359.7M |
总债务DECKFBIN
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.7B |
股东权益DECKFBIN
| Q4 25 | $2.6B | $2.4B | ||
| Q3 25 | $2.5B | $2.4B | ||
| Q2 25 | $2.5B | $2.3B | ||
| Q1 25 | $2.5B | $2.3B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.2B | $2.4B | ||
| Q2 24 | $2.1B | $2.3B | ||
| Q1 24 | $2.1B | $2.3B |
总资产DECKFBIN
| Q4 25 | $4.1B | $6.5B | ||
| Q3 25 | $3.8B | $6.5B | ||
| Q2 25 | $3.8B | $6.6B | ||
| Q1 25 | $3.6B | $6.6B | ||
| Q4 24 | $4.0B | $6.6B | ||
| Q3 24 | $3.4B | $6.6B | ||
| Q2 24 | $3.3B | $6.7B | ||
| Q1 24 | $3.1B | $6.8B |
负债/权益比DECKFBIN
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 1.17× |
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 | $208.2M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $183.7M |
| 自由现金流率自由现金流/营收 | 52.1% | 17.0% |
| 资本支出强度资本支出/营收 | 1.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.73× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $366.8M |
8季度趋势，按日历期对齐
经营现金流DECKFBIN
| Q4 25 | $1.0B | $208.2M | ||
| Q3 25 | $8.1M | $204.4M | ||
| Q2 25 | $36.1M | $149.4M | ||
| Q1 25 | $-73.0M | $-83.4M | ||
| Q4 24 | $1.1B | $272.3M | ||
| Q3 24 | $-90.5M | $205.3M | ||
| Q2 24 | $112.7M | $261.5M | ||
| Q1 24 | $-28.7M | $-71.3M |
自由现金流DECKFBIN
| Q4 25 | $1.0B | $183.7M | ||
| Q3 25 | $-13.9M | $177.0M | ||
| Q2 25 | $12.2M | $118.7M | ||
| Q1 25 | $-89.4M | $-112.6M | ||
| Q4 24 | $1.1B | $212.1M | ||
| Q3 24 | $-113.4M | $175.6M | ||
| Q2 24 | $90.1M | $222.7M | ||
| Q1 24 | $-44.0M | $-135.9M |
自由现金流率DECKFBIN
| Q4 25 | 52.1% | 17.0% | ||
| Q3 25 | -1.0% | 15.4% | ||
| Q2 25 | 1.3% | 9.9% | ||
| Q1 25 | -8.8% | -10.9% | ||
| Q4 24 | 58.6% | 19.2% | ||
| Q3 24 | -8.6% | 15.2% | ||
| Q2 24 | 10.9% | 18.0% | ||
| Q1 24 | -4.6% | -12.2% |
资本支出强度DECKFBIN
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | 1.5% | 2.4% | ||
| Q2 25 | 2.5% | 2.6% | ||
| Q1 25 | 1.6% | 2.8% | ||
| Q4 24 | 1.3% | 5.5% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 2.7% | 3.1% | ||
| Q1 24 | 1.6% | 5.8% |
现金转化率DECKFBIN
| Q4 25 | 2.17× | 2.73× | ||
| Q3 25 | 0.03× | 2.89× | ||
| Q2 25 | 0.26× | 1.49× | ||
| Q1 25 | -0.48× | -1.62× | ||
| Q4 24 | 2.40× | 2.59× | ||
| Q3 24 | -0.37× | 1.50× | ||
| Q2 24 | 0.97× | 1.95× | ||
| Q1 24 | -0.22× | -0.74× |
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% |
FBIN
| Wholesale Retail Trade | $526.7M | 49% |
| Home Center Retailer | $257.1M | 24% |
| Security Segment | $165.8M | 15% |
| Other Retailer | $118.2M | 11% |
