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Deckers Brands（DECK）与GoDaddy（GDDY）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GoDaddy的1.5倍（$2.0B vs $1.3B），Deckers Brands净利率更高（24.6% vs 19.2%，领先5.3%），Deckers Brands同比增速更快（7.1% vs 6.8%），Deckers Brands自由现金流更多（$1.0B vs $363.7M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 7.2%）
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。
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
DECK vs GDDY — 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0.3%
6.8%
净利率更高
DECK
高出5.3%
19.2%
自由现金流更多
DECK
多$656.6M
$363.7M
两年增速更快
DECK
近两年复合增速
7.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $481.1M | $245.1M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 24.9% |
| 净利率 | 24.6% | 19.2% |
| 营收同比 | 7.1% | 6.8% |
| 净利润同比 | 5.3% | 23.4% |
| 每股收益（稀释后） | $3.33 | — |
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DECKGDDY
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $964.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $825.3M | $1.1B | ||
| Q1 24 | $959.8M | $1.1B |
净利润DECKGDDY
| Q4 25 | $481.1M | $245.1M | ||
| Q3 25 | $268.2M | $210.5M | ||
| Q2 25 | $139.2M | $199.9M | ||
| Q1 25 | $151.4M | $219.5M | ||
| Q4 24 | $456.7M | $198.6M | ||
| Q3 24 | $242.3M | $190.5M | ||
| Q2 24 | $115.6M | $146.3M | ||
| Q1 24 | $127.5M | $401.5M |
毛利率DECKGDDY
| 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DECKGDDY
| Q4 25 | 31.4% | 24.9% | ||
| Q3 25 | 22.8% | 23.4% | ||
| Q2 25 | 17.1% | 21.9% | ||
| Q1 25 | 17.0% | 20.7% | ||
| Q4 24 | 31.0% | 21.4% | ||
| Q3 24 | 23.3% | 22.1% | ||
| Q2 24 | 16.1% | 18.5% | ||
| Q1 24 | 15.0% | 15.9% |
净利率DECKGDDY
| Q4 25 | 24.6% | 19.2% | ||
| Q3 25 | 18.7% | 16.6% | ||
| Q2 25 | 14.4% | 16.4% | ||
| Q1 25 | 14.8% | 18.4% | ||
| Q4 24 | 25.0% | 16.7% | ||
| Q3 24 | 18.5% | 16.6% | ||
| Q2 24 | 14.0% | 13.0% | ||
| Q1 24 | 13.3% | 36.2% |
每股收益（稀释后）DECKGDDY
| Q4 25 | $3.33 | — | ||
| Q3 25 | $1.82 | $1.51 | ||
| Q2 25 | $0.93 | $1.41 | ||
| Q1 25 | $-2.78 | — | ||
| Q4 24 | $3.00 | — | ||
| Q3 24 | $1.59 | $1.32 | ||
| Q2 24 | $4.52 | $1.01 | ||
| Q1 24 | $4.82 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $215.1M |
| 总资产 | $4.1B | $8.0B |
| 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DECKGDDY
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
股东权益DECKGDDY
| Q4 25 | $2.6B | $215.1M | ||
| Q3 25 | $2.5B | $91.8M | ||
| Q2 25 | $2.5B | $404.4M | ||
| Q1 25 | $2.5B | $199.7M | ||
| Q4 24 | $2.6B | $692.1M | ||
| Q3 24 | $2.2B | $356.7M | ||
| Q2 24 | $2.1B | $157.0M | ||
| Q1 24 | $2.1B | $414.8M |
总资产DECKGDDY
| Q4 25 | $4.1B | $8.0B | ||
| Q3 25 | $3.8B | $8.0B | ||
| Q2 25 | $3.8B | $8.3B | ||
| Q1 25 | $3.6B | $7.8B | ||
| Q4 24 | $4.0B | $8.2B | ||
| Q3 24 | $3.4B | $8.0B | ||
| Q2 24 | $3.3B | $7.7B | ||
| Q1 24 | $3.1B | $8.0B |
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 | $370.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $363.7M |
| 自由现金流率自由现金流/营收 | 52.1% | 28.6% |
| 资本支出强度资本支出/营收 | 1.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.6B |
8季度趋势，按日历期对齐
经营现金流DECKGDDY
| Q4 25 | $1.0B | $370.6M | ||
| Q3 25 | $8.1M | $444.2M | ||
| Q2 25 | $36.1M | $379.9M | ||
| Q1 25 | $-73.0M | $404.7M | ||
| Q4 24 | $1.1B | $340.5M | ||
| Q3 24 | $-90.5M | $355.2M | ||
| Q2 24 | $112.7M | $294.8M | ||
| Q1 24 | $-28.7M | $297.2M |
自由现金流DECKGDDY
| Q4 25 | $1.0B | $363.7M | ||
| Q3 25 | $-13.9M | $434.9M | ||
| Q2 25 | $12.2M | $375.8M | ||
| Q1 25 | $-89.4M | $401.1M | ||
| Q4 24 | $1.1B | $326.1M | ||
| Q3 24 | $-113.4M | $350.2M | ||
| Q2 24 | $90.1M | $292.0M | ||
| Q1 24 | $-44.0M | $292.8M |
自由现金流率DECKGDDY
| Q4 25 | 52.1% | 28.6% | ||
| Q3 25 | -1.0% | 34.4% | ||
| Q2 25 | 1.3% | 30.9% | ||
| Q1 25 | -8.8% | 33.6% | ||
| Q4 24 | 58.6% | 27.3% | ||
| Q3 24 | -8.6% | 30.5% | ||
| Q2 24 | 10.9% | 26.0% | ||
| Q1 24 | -4.6% | 26.4% |
资本支出强度DECKGDDY
| Q4 25 | 1.1% | 0.5% | ||
| Q3 25 | 1.5% | 0.7% | ||
| Q2 25 | 2.5% | 0.3% | ||
| Q1 25 | 1.6% | 0.3% | ||
| Q4 24 | 1.3% | 1.2% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.7% | 0.2% | ||
| Q1 24 | 1.6% | 0.4% |
现金转化率DECKGDDY
| Q4 25 | 2.17× | 1.51× | ||
| Q3 25 | 0.03× | 2.11× | ||
| Q2 25 | 0.26× | 1.90× | ||
| Q1 25 | -0.48× | 1.84× | ||
| Q4 24 | 2.40× | 1.71× | ||
| Q3 24 | -0.37× | 1.86× | ||
| Q2 24 | 0.97× | 2.02× | ||
| 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% |
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
