vs
Deckers Brands(DECK)与FMC CORP(FMC)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FMC CORP的2.6倍($2.0B vs $759.0M),Deckers Brands净利率更高(24.6% vs -37.0%,领先61.6%),Deckers Brands同比增速更快(7.1% vs -4.0%),Deckers Brands自由现金流更多($1.0B vs $-628.1M),过去两年Deckers Brands的营收复合增速更高(42.8% vs -14.5%)
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。
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业,1883年创立之初以生产杀虫剂为主,后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车,目前在全球拥有7000名员工,业务布局广泛。
DECK vs FMC — 直观对比
营收规模更大
DECK
是对方的2.6倍
$759.0M
营收增速更快
DECK
高出11.2%
-4.0%
净利率更高
DECK
高出61.6%
-37.0%
自由现金流更多
DECK
多$1.6B
$-628.1M
两年增速更快
DECK
近两年复合增速
-14.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $759.0M |
| 净利润 | $481.1M | $-281.2M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | -10.6% |
| 净利率 | 24.6% | -37.0% |
| 营收同比 | 7.1% | -4.0% |
| 净利润同比 | 5.3% | — |
| 每股收益(稀释后) | $3.33 | $-2.25 |
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
DECK
FMC
| Q1 26 | — | $759.0M | ||
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.4B | $542.2M | ||
| Q2 25 | $964.5M | $1.1B | ||
| Q1 25 | $1.0B | $791.4M | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $825.3M | $1.0B |
净利润
DECK
FMC
| Q1 26 | — | $-281.2M | ||
| Q4 25 | $481.1M | $-1.7B | ||
| Q3 25 | $268.2M | $-569.3M | ||
| Q2 25 | $139.2M | $66.7M | ||
| Q1 25 | $151.4M | $-15.5M | ||
| Q4 24 | $456.7M | $-16.3M | ||
| Q3 24 | $242.3M | $65.0M | ||
| Q2 24 | $115.6M | $295.1M |
毛利率
DECK
FMC
| Q1 26 | — | — | ||
| Q4 25 | 59.8% | 39.8% | ||
| Q3 25 | 56.2% | 23.8% | ||
| Q2 25 | 55.8% | 38.7% | ||
| Q1 25 | 56.7% | 40.0% | ||
| Q4 24 | 60.3% | 42.9% | ||
| Q3 24 | 55.9% | 36.3% | ||
| Q2 24 | 56.9% | 38.3% |
营业利润率
DECK
FMC
| Q1 26 | — | -10.6% | ||
| Q4 25 | 31.4% | -130.8% | ||
| Q3 25 | 22.8% | -73.1% | ||
| Q2 25 | 17.1% | 12.0% | ||
| Q1 25 | 17.0% | 7.4% | ||
| Q4 24 | 31.0% | 19.2% | ||
| Q3 24 | 23.3% | 12.7% | ||
| Q2 24 | 16.1% | 6.0% |
净利率
DECK
FMC
| Q1 26 | — | -37.0% | ||
| Q4 25 | 24.6% | -158.8% | ||
| Q3 25 | 18.7% | -105.0% | ||
| Q2 25 | 14.4% | 6.3% | ||
| Q1 25 | 14.8% | -2.0% | ||
| Q4 24 | 25.0% | -1.3% | ||
| Q3 24 | 18.5% | 6.1% | ||
| Q2 24 | 14.0% | 28.4% |
每股收益(稀释后)
DECK
FMC
| Q1 26 | — | $-2.25 | ||
| Q4 25 | $3.33 | $-13.77 | ||
| Q3 25 | $1.82 | $-4.52 | ||
| Q2 25 | $0.93 | $0.53 | ||
| Q1 25 | $-2.78 | $-0.12 | ||
| Q4 24 | $3.00 | $-0.13 | ||
| Q3 24 | $1.59 | $0.52 | ||
| Q2 24 | $4.52 | $2.35 |
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 | $390.9M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $2.6B | $1.8B |
| 总资产 | $4.1B | $9.4B |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势,按日历期对齐
现金及短期投资
DECK
FMC
| Q1 26 | — | $390.9M | ||
| Q4 25 | $2.1B | $584.5M | ||
| Q3 25 | $1.4B | $497.7M | ||
| Q2 25 | $1.7B | $438.2M | ||
| Q1 25 | $1.9B | $315.3M | ||
| Q4 24 | $2.2B | $357.3M | ||
| Q3 24 | $1.2B | $416.7M | ||
| Q2 24 | $1.4B | $471.5M |
总债务
DECK
FMC
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.1B |
股东权益
DECK
FMC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.5B | $3.8B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $2.5B | $4.4B | ||
| Q4 24 | $2.6B | $4.5B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.1B | $4.6B |
总资产
DECK
FMC
| Q1 26 | — | $9.4B | ||
| Q4 25 | $4.1B | $9.7B | ||
| Q3 25 | $3.8B | $12.1B | ||
| Q2 25 | $3.8B | $12.3B | ||
| Q1 25 | $3.6B | $11.8B | ||
| Q4 24 | $4.0B | $11.7B | ||
| Q3 24 | $3.4B | $12.2B | ||
| Q2 24 | $3.3B | $12.1B |
负债/权益比
DECK
FMC
| Q1 26 | — | 1.50× | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.68× |
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 | $-628.1M |
| 自由现金流率自由现金流/营收 | 52.1% | -82.8% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $929.1M | $-154.0M |
8季度趋势,按日历期对齐
经营现金流
DECK
FMC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $657.1M | ||
| Q3 25 | $8.1M | $-184.2M | ||
| Q2 25 | $36.1M | $65.9M | ||
| Q1 25 | $-73.0M | $-545.0M | ||
| Q4 24 | $1.1B | $427.9M | ||
| Q3 24 | $-90.5M | $159.5M | ||
| Q2 24 | $112.7M | $292.2M |
自由现金流
DECK
FMC
| Q1 26 | — | $-628.1M | ||
| Q4 25 | $1.0B | $631.1M | ||
| Q3 25 | $-13.9M | $-207.9M | ||
| Q2 25 | $12.2M | $50.9M | ||
| Q1 25 | $-89.4M | $-576.6M | ||
| Q4 24 | $1.1B | $406.3M | ||
| Q3 24 | $-113.4M | $143.8M | ||
| Q2 24 | $90.1M | $282.3M |
自由现金流率
DECK
FMC
| Q1 26 | — | -82.8% | ||
| Q4 25 | 52.1% | 58.3% | ||
| Q3 25 | -1.0% | -38.3% | ||
| Q2 25 | 1.3% | 4.8% | ||
| Q1 25 | -8.8% | -72.9% | ||
| Q4 24 | 58.6% | 33.2% | ||
| Q3 24 | -8.6% | 13.5% | ||
| Q2 24 | 10.9% | 27.2% |
资本支出强度
DECK
FMC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.1% | 2.4% | ||
| Q3 25 | 1.5% | 4.4% | ||
| Q2 25 | 2.5% | 1.4% | ||
| Q1 25 | 1.6% | 4.0% | ||
| Q4 24 | 1.3% | 1.8% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 2.7% | 1.0% |
现金转化率
DECK
FMC
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | 0.99× | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | 2.45× | ||
| Q2 24 | 0.97× | 0.99× |
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% |
FMC
| EMEA | $307.0M | 40% |
| North America | $198.0M | 26% |
| Latin America | $177.0M | 23% |
| Asia (excluding 2026 India) 1 | $81.0M | 11% |