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Deckers Brands(DECK)与Fortive(FTV)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Fortive的1.9倍($2.0B vs $1.0B),Deckers Brands净利率更高(24.6% vs 5.4%,领先19.2%),Deckers Brands同比增速更快(7.1% vs -33.1%),Deckers Brands自由现金流更多($1.0B vs $153.1M),过去两年Deckers Brands的营收复合增速更高(42.8% vs -19.5%)

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。

Fortive是总部位于美国华盛顿州埃弗里特的工业科技集团,专注于提供互联工作流解决方案所需的核心技术,研发、生产及销售专业工程类产品、软件与服务,旗下业务分为智能运营解决方案、精密技术、先进医疗解决方案三大战略板块。

DECK vs FTV — 直观对比

营收规模更大
DECK
DECK
是对方的1.9倍
DECK
$2.0B
$1.0B
FTV
营收增速更快
DECK
DECK
高出40.2%
DECK
7.1%
-33.1%
FTV
净利率更高
DECK
DECK
高出19.2%
DECK
24.6%
5.4%
FTV
自由现金流更多
DECK
DECK
多$867.2M
DECK
$1.0B
$153.1M
FTV
两年增速更快
DECK
DECK
近两年复合增速
DECK
42.8%
-19.5%
FTV

损益表 — Q3 FY2026 vs Q3 FY2025

指标
DECK
DECK
FTV
FTV
营收
$2.0B
$1.0B
净利润
$481.1M
$55.0M
毛利率
59.8%
63.2%
营业利润率
31.4%
15.5%
净利率
24.6%
5.4%
营收同比
7.1%
-33.1%
净利润同比
5.3%
-75.2%
每股收益(稀释后)
$3.33
$0.16

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
DECK
FTV
FTV
Q4 25
$2.0B
Q3 25
$1.4B
$1.0B
Q2 25
$964.5M
$1.5B
Q1 25
$1.0B
$1.5B
Q4 24
$1.8B
$1.6B
Q3 24
$1.3B
$1.5B
Q2 24
$825.3M
$1.6B
Q1 24
$959.8M
$1.5B
净利润
DECK
DECK
FTV
FTV
Q4 25
$481.1M
Q3 25
$268.2M
$55.0M
Q2 25
$139.2M
$166.6M
Q1 25
$151.4M
$171.9M
Q4 24
$456.7M
$208.8M
Q3 24
$242.3M
$221.6M
Q2 24
$115.6M
$195.1M
Q1 24
$127.5M
$207.4M
毛利率
DECK
DECK
FTV
FTV
Q4 25
59.8%
Q3 25
56.2%
63.2%
Q2 25
55.8%
59.0%
Q1 25
56.7%
59.8%
Q4 24
60.3%
60.3%
Q3 24
55.9%
60.0%
Q2 24
56.9%
59.8%
Q1 24
56.2%
59.3%
营业利润率
DECK
DECK
FTV
FTV
Q4 25
31.4%
Q3 25
22.8%
15.5%
Q2 25
17.1%
14.6%
Q1 25
17.0%
15.8%
Q4 24
31.0%
19.0%
Q3 24
23.3%
19.3%
Q2 24
16.1%
19.4%
Q1 24
15.0%
19.8%
净利率
DECK
DECK
FTV
FTV
Q4 25
24.6%
Q3 25
18.7%
5.4%
Q2 25
14.4%
11.0%
Q1 25
14.8%
11.7%
Q4 24
25.0%
12.9%
Q3 24
18.5%
14.4%
Q2 24
14.0%
12.6%
Q1 24
13.3%
13.6%
每股收益(稀释后)
DECK
DECK
FTV
FTV
Q4 25
$3.33
Q3 25
$1.82
$0.16
Q2 25
$0.93
$0.49
Q1 25
$-2.78
$0.50
Q4 24
$3.00
$0.60
Q3 24
$1.59
$0.63
Q2 24
$4.52
$0.55
Q1 24
$4.82
$0.58

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
DECK
DECK
FTV
FTV
现金及短期投资手头流动性
$2.1B
$430.8M
总债务越低越好
$3.3B
股东权益账面价值
$2.6B
$6.5B
总资产
$4.1B
$11.9B
负债/权益比越低杠杆越低
0.51×

8季度趋势,按日历期对齐

现金及短期投资
DECK
DECK
FTV
FTV
Q4 25
$2.1B
Q3 25
$1.4B
$430.8M
Q2 25
$1.7B
$1.8B
Q1 25
$1.9B
$892.1M
Q4 24
$2.2B
$813.3M
Q3 24
$1.2B
$811.3M
Q2 24
$1.4B
$644.1M
Q1 24
$1.5B
$704.6M
总债务
DECK
DECK
FTV
FTV
Q4 25
Q3 25
$3.3B
Q2 25
$4.8B
Q1 25
$3.9B
Q4 24
$3.7B
Q3 24
$3.9B
Q2 24
$3.8B
Q1 24
$3.9B
股东权益
DECK
DECK
FTV
FTV
Q4 25
$2.6B
Q3 25
$2.5B
$6.5B
Q2 25
$2.5B
$10.4B
Q1 25
$2.5B
$10.2B
Q4 24
$2.6B
$10.2B
Q3 24
$2.2B
$10.6B
Q2 24
$2.1B
$10.5B
Q1 24
$2.1B
$10.5B
总资产
DECK
DECK
FTV
FTV
Q4 25
$4.1B
Q3 25
$3.8B
$11.9B
Q2 25
$3.8B
$18.2B
Q1 25
$3.6B
$17.1B
Q4 24
$4.0B
$17.0B
Q3 24
$3.4B
$17.5B
Q2 24
$3.3B
$17.3B
Q1 24
$3.1B
$17.5B
负债/权益比
DECK
DECK
FTV
FTV
Q4 25
Q3 25
0.51×
Q2 25
0.46×
Q1 25
0.38×
Q4 24
0.36×
Q3 24
0.37×
Q2 24
0.36×
Q1 24
0.38×

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
DECK
DECK
FTV
FTV
经营现金流最新季度
$1.0B
$164.4M
自由现金流经营现金流 - 资本支出
$1.0B
$153.1M
自由现金流率自由现金流/营收
52.1%
14.9%
资本支出强度资本支出/营收
1.1%
1.1%
现金转化率经营现金流/净利润
2.17×
2.99×
过去12个月自由现金流最近4个季度
$929.1M
$1.1B

8季度趋势,按日历期对齐

经营现金流
DECK
DECK
FTV
FTV
Q4 25
$1.0B
Q3 25
$8.1M
$164.4M
Q2 25
$36.1M
$311.2M
Q1 25
$-73.0M
$241.7M
Q4 24
$1.1B
$502.2M
Q3 24
$-90.5M
$459.0M
Q2 24
$112.7M
$308.9M
Q1 24
$-28.7M
$256.7M
自由现金流
DECK
DECK
FTV
FTV
Q4 25
$1.0B
Q3 25
$-13.9M
$153.1M
Q2 25
$12.2M
$274.5M
Q1 25
$-89.4M
$215.0M
Q4 24
$1.1B
$465.2M
Q3 24
$-113.4M
$431.2M
Q2 24
$90.1M
$279.7M
Q1 24
$-44.0M
$230.3M
自由现金流率
DECK
DECK
FTV
FTV
Q4 25
52.1%
Q3 25
-1.0%
14.9%
Q2 25
1.3%
18.1%
Q1 25
-8.8%
14.6%
Q4 24
58.6%
28.7%
Q3 24
-8.6%
28.1%
Q2 24
10.9%
18.0%
Q1 24
-4.6%
15.1%
资本支出强度
DECK
DECK
FTV
FTV
Q4 25
1.1%
Q3 25
1.5%
1.1%
Q2 25
2.5%
2.4%
Q1 25
1.6%
1.8%
Q4 24
1.3%
2.3%
Q3 24
1.7%
1.8%
Q2 24
2.7%
1.9%
Q1 24
1.6%
1.7%
现金转化率
DECK
DECK
FTV
FTV
Q4 25
2.17×
Q3 25
0.03×
2.99×
Q2 25
0.26×
1.87×
Q1 25
-0.48×
1.41×
Q4 24
2.40×
2.41×
Q3 24
-0.37×
2.07×
Q2 24
0.97×
1.58×
Q1 24
-0.22×
1.24×

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
DECK

UGG Brand Segment$1.3B67%
Hoka Brand Segment$628.9M32%
Other Brands Segment$23.2M1%

FTV
FTV

Advanced Healthcare Solutions$328.3M32%
Industrial Manufacturing$287.9M28%
Energy And Infrastructure$166.7M16%
Government$88.0M9%
Retail$82.7M8%
Other Direct End Markets$79.6M8%

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