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Deckers Brands(DECK)与FuboTV Inc.(FUBO)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FuboTV Inc.的1.3倍($2.0B vs $1.5B),Deckers Brands净利率更高(24.6% vs -0.4%,领先25.0%),FuboTV Inc.同比增速更快(249.4% vs 7.1%),Deckers Brands自由现金流更多($1.0B vs $-200.8M),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 42.8%)
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。
FuboTV Inc.(简称Fubo)是源自美国的互联网体育流媒体服务商,业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容,可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播,同时也涵盖新闻、剧集等综合影视娱乐内容。
DECK vs FUBO — 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
FUBO
高出242.2%
7.1%
净利率更高
DECK
高出25.0%
-0.4%
自由现金流更多
DECK
多$1.2B
$-200.8M
两年增速更快
FUBO
近两年复合增速
42.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $481.1M | $-6.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | -1.3% |
| 净利率 | 24.6% | -0.4% |
| 营收同比 | 7.1% | 249.4% |
| 净利润同比 | 5.3% | 84.5% |
| 每股收益(稀释后) | $3.33 | $-0.02 |
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
FUBO
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.4B | $377.2M | ||
| Q2 25 | $964.5M | $380.0M | ||
| Q1 25 | $1.0B | $416.3M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.3B | $386.2M | ||
| Q2 24 | $825.3M | $391.0M | ||
| Q1 24 | $959.8M | $402.3M |
净利润
DECK
FUBO
| Q4 25 | $481.1M | $-6.0M | ||
| Q3 25 | $268.2M | $-18.9M | ||
| Q2 25 | $139.2M | $-8.0M | ||
| Q1 25 | $151.4M | $188.5M | ||
| Q4 24 | $456.7M | — | ||
| Q3 24 | $242.3M | $-52.4M | ||
| Q2 24 | $115.6M | $-25.3M | ||
| Q1 24 | $127.5M | $-56.0M |
毛利率
DECK
FUBO
| 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
DECK
FUBO
| Q4 25 | 31.4% | -1.3% | ||
| Q3 25 | 22.8% | -5.3% | ||
| Q2 25 | 17.1% | -1.6% | ||
| Q1 25 | 17.0% | -6.1% | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 23.3% | -15.2% | ||
| Q2 24 | 16.1% | -9.1% | ||
| Q1 24 | 15.0% | -15.7% |
净利率
DECK
FUBO
| Q4 25 | 24.6% | -0.4% | ||
| Q3 25 | 18.7% | -5.0% | ||
| Q2 25 | 14.4% | -2.1% | ||
| Q1 25 | 14.8% | 45.3% | ||
| Q4 24 | 25.0% | — | ||
| Q3 24 | 18.5% | -13.6% | ||
| Q2 24 | 14.0% | -6.5% | ||
| Q1 24 | 13.3% | -13.9% |
每股收益(稀释后)
DECK
FUBO
| Q4 25 | $3.33 | $-0.02 | ||
| Q3 25 | $1.82 | $-0.06 | ||
| Q2 25 | $0.93 | $-0.02 | ||
| Q1 25 | $-2.78 | $0.55 | ||
| Q4 24 | $3.00 | — | ||
| Q3 24 | $1.59 | $-0.16 | ||
| Q2 24 | $4.52 | $-0.08 | ||
| Q1 24 | $4.82 | $-0.19 |
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 | $452.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $275.5M |
| 总资产 | $4.1B | $4.1B |
| 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
DECK
FUBO
| Q4 25 | $2.1B | $452.4M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | $283.6M | ||
| Q1 25 | $1.9B | $321.6M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.2B | $146.2M | ||
| Q2 24 | $1.4B | $155.2M | ||
| Q1 24 | $1.5B | $168.9M |
股东权益
DECK
FUBO
| Q4 25 | $2.6B | $275.5M | ||
| Q3 25 | $2.5B | $915.3M | ||
| Q2 25 | $2.5B | $400.4M | ||
| Q1 25 | $2.5B | $389.0M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.2B | $905.3M | ||
| Q2 24 | $2.1B | $254.2M | ||
| Q1 24 | $2.1B | $236.1M |
总资产
DECK
FUBO
| Q4 25 | $4.1B | $4.1B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $3.8B | $1.2B | ||
| Q1 25 | $3.6B | $1.2B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $3.4B | $1.1B | ||
| Q2 24 | $3.3B | $1.1B | ||
| Q1 24 | $3.1B | $1.1B |
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 | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $-200.8M |
| 自由现金流率自由现金流/营收 | 52.1% | -13.0% |
| 资本支出强度资本支出/营收 | 1.1% | 0.0% |
| 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 | $-81.3M |
8季度趋势,按日历期对齐
经营现金流
DECK
FUBO
| Q4 25 | $1.0B | $-200.3M | ||
| Q3 25 | $8.1M | $-6.5M | ||
| Q2 25 | $36.1M | $-34.6M | ||
| Q1 25 | $-73.0M | $161.4M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-90.5M | $235.0K | ||
| Q2 24 | $112.7M | $-32.3M | ||
| Q1 24 | $-28.7M | $-67.3M |
自由现金流
DECK
FUBO
| Q4 25 | $1.0B | $-200.8M | ||
| Q3 25 | $-13.9M | $-6.5M | ||
| Q2 25 | $12.2M | $-35.0M | ||
| Q1 25 | $-89.4M | $161.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | $-1.3M | ||
| Q2 24 | $90.1M | $-32.5M | ||
| Q1 24 | $-44.0M | $-67.4M |
自由现金流率
DECK
FUBO
| Q4 25 | 52.1% | -13.0% | ||
| Q3 25 | -1.0% | -1.7% | ||
| Q2 25 | 1.3% | -9.2% | ||
| Q1 25 | -8.8% | 38.7% | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | -0.3% | ||
| Q2 24 | 10.9% | -8.3% | ||
| Q1 24 | -4.6% | -16.7% |
资本支出强度
DECK
FUBO
| Q4 25 | 1.1% | 0.0% | ||
| Q3 25 | 1.5% | 0.0% | ||
| Q2 25 | 2.5% | 0.1% | ||
| Q1 25 | 1.6% | 0.1% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.7% | 0.1% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率
DECK
FUBO
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | 0.86× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | -0.22× | — |
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% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |