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Deckers Brands（DECK）与简柏特（G）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是简柏特的1.5倍（$2.0B vs $1.3B），Deckers Brands净利率更高（24.6% vs 10.8%，领先13.7%），Deckers Brands同比增速更快（7.1% vs 5.6%），Deckers Brands自由现金流更多（$1.0B vs $269.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 8.0%）
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。
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
DECK vs G — 直观对比
营收规模更大
DECK
是对方的1.5倍
$1.3B
营收增速更快
DECK
高出1.5%
5.6%
净利率更高
DECK
高出13.7%
10.8%
自由现金流更多
DECK
多$751.2M
$269.0M
两年增速更快
DECK
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $481.1M | $143.1M |
| 毛利率 | 59.8% | 36.6% |
| 营业利润率 | 31.4% | 14.8% |
| 净利率 | 24.6% | 10.8% |
| 营收同比 | 7.1% | 5.6% |
| 净利润同比 | 5.3% | 0.8% |
| 每股收益（稀释后） | $3.33 | $0.82 |
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DECKG
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $964.5M | $1.3B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.2B | ||
| Q1 24 | $959.8M | $1.1B |
净利润DECKG
| Q4 25 | $481.1M | $143.1M | ||
| Q3 25 | $268.2M | $145.8M | ||
| Q2 25 | $139.2M | $132.7M | ||
| Q1 25 | $151.4M | $130.9M | ||
| Q4 24 | $456.7M | $141.9M | ||
| Q3 24 | $242.3M | $132.8M | ||
| Q2 24 | $115.6M | $122.0M | ||
| Q1 24 | $127.5M | $116.9M |
毛利率DECKG
| Q4 25 | 59.8% | 36.6% | ||
| Q3 25 | 56.2% | 36.4% | ||
| Q2 25 | 55.8% | 35.9% | ||
| Q1 25 | 56.7% | 35.3% | ||
| Q4 24 | 60.3% | 35.7% | ||
| Q3 24 | 55.9% | 35.6% | ||
| Q2 24 | 56.9% | 35.4% | ||
| Q1 24 | 56.2% | 35.0% |
营业利润率DECKG
| Q4 25 | 31.4% | 14.8% | ||
| Q3 25 | 22.8% | 14.8% | ||
| Q2 25 | 17.1% | 14.3% | ||
| Q1 25 | 17.0% | 15.1% | ||
| Q4 24 | 31.0% | 15.2% | ||
| Q3 24 | 23.3% | 15.0% | ||
| Q2 24 | 16.1% | 14.5% | ||
| Q1 24 | 15.0% | 14.1% |
净利率DECKG
| Q4 25 | 24.6% | 10.8% | ||
| Q3 25 | 18.7% | 11.3% | ||
| Q2 25 | 14.4% | 10.6% | ||
| Q1 25 | 14.8% | 10.8% | ||
| Q4 24 | 25.0% | 11.4% | ||
| Q3 24 | 18.5% | 11.0% | ||
| Q2 24 | 14.0% | 10.4% | ||
| Q1 24 | 13.3% | 10.3% |
每股收益（稀释后）DECKG
| Q4 25 | $3.33 | $0.82 | ||
| Q3 25 | $1.82 | $0.83 | ||
| Q2 25 | $0.93 | $0.75 | ||
| Q1 25 | $-2.78 | $0.73 | ||
| Q4 24 | $3.00 | $0.80 | ||
| Q3 24 | $1.59 | $0.74 | ||
| Q2 24 | $4.52 | $0.67 | ||
| Q1 24 | $4.82 | $0.64 |
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 | $1.2B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.6B | $2.5B |
| 总资产 | $4.1B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资DECKG
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $1.4B | $740.8M | ||
| Q2 25 | $1.7B | $663.3M | ||
| Q1 25 | $1.9B | $561.6M | ||
| Q4 24 | $2.2B | $671.6M | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.4B | $914.2M | ||
| Q1 24 | $1.5B | $478.4M |
总债务DECKG
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.2B |
股东权益DECKG
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $2.5B | $2.5B | ||
| 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DECKG
| Q4 25 | $4.1B | $5.8B | ||
| Q3 25 | $3.8B | $5.4B | ||
| Q2 25 | $3.8B | $5.3B | ||
| Q1 25 | $3.6B | $4.9B | ||
| Q4 24 | $4.0B | $5.0B | ||
| Q3 24 | $3.4B | $5.3B | ||
| Q2 24 | $3.3B | $5.2B | ||
| Q1 24 | $3.1B | $4.7B |
负债/权益比DECKG
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.54× |
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 | $286.7M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $269.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 20.4% |
| 资本支出强度资本支出/营收 | 1.1% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.00× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $734.7M |
8季度趋势，按日历期对齐
经营现金流DECKG
| Q4 25 | $1.0B | $286.7M | ||
| Q3 25 | $8.1M | $308.4M | ||
| Q2 25 | $36.1M | $177.4M | ||
| Q1 25 | $-73.0M | $40.4M | ||
| Q4 24 | $1.1B | $203.2M | ||
| Q3 24 | $-90.5M | $228.5M | ||
| Q2 24 | $112.7M | $209.3M | ||
| Q1 24 | $-28.7M | $-25.6M |
自由现金流DECKG
| Q4 25 | $1.0B | $269.0M | ||
| Q3 25 | $-13.9M | $292.0M | ||
| Q2 25 | $12.2M | $155.1M | ||
| Q1 25 | $-89.4M | $18.5M | ||
| Q4 24 | $1.1B | $183.5M | ||
| Q3 24 | $-113.4M | $208.7M | ||
| Q2 24 | $90.1M | $190.0M | ||
| Q1 24 | $-44.0M | $-49.6M |
自由现金流率DECKG
| Q4 25 | 52.1% | 20.4% | ||
| Q3 25 | -1.0% | 22.6% | ||
| Q2 25 | 1.3% | 12.4% | ||
| Q1 25 | -8.8% | 1.5% | ||
| Q4 24 | 58.6% | 14.7% | ||
| Q3 24 | -8.6% | 17.2% | ||
| Q2 24 | 10.9% | 16.2% | ||
| Q1 24 | -4.6% | -4.4% |
资本支出强度DECKG
| Q4 25 | 1.1% | 1.3% | ||
| Q3 25 | 1.5% | 1.3% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 1.6% | 1.8% | ||
| Q4 24 | 1.3% | 1.6% | ||
| Q3 24 | 1.7% | 1.6% | ||
| Q2 24 | 2.7% | 1.6% | ||
| Q1 24 | 1.6% | 2.1% |
现金转化率DECKG
| Q4 25 | 2.17× | 2.00× | ||
| Q3 25 | 0.03× | 2.11× | ||
| Q2 25 | 0.26× | 1.34× | ||
| Q1 25 | -0.48× | 0.31× | ||
| Q4 24 | 2.40× | 1.43× | ||
| Q3 24 | -0.37× | 1.72× | ||
| Q2 24 | 0.97× | 1.72× | ||
| Q1 24 | -0.22× | -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% |
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
