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Deckers Brands（DECK）与Globe Life（GL）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Globe Life的1.3倍（$2.0B vs $1.6B），Deckers Brands净利率更高（24.6% vs 17.3%，领先7.2%），Deckers Brands同比增速更快（7.1% vs 5.3%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 4.1%）
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。
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
DECK vs GL — 直观对比
营收规模更大
DECK
是对方的1.3倍
$1.6B
营收增速更快
DECK
高出1.8%
5.3%
净利率更高
DECK
高出7.2%
17.3%
两年增速更快
DECK
近两年复合增速
4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.6B |
| 净利润 | $481.1M | $270.5M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 17.3% |
| 营收同比 | 7.1% | 5.3% |
| 净利润同比 | 5.3% | 6.3% |
| 每股收益（稀释后） | $3.33 | $3.39 |
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DECKGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $964.5M | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $825.3M | $1.4B |
净利润DECKGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $481.1M | $266.1M | ||
| Q3 25 | $268.2M | $387.8M | ||
| Q2 25 | $139.2M | $252.7M | ||
| Q1 25 | $151.4M | $254.6M | ||
| Q4 24 | $456.7M | $255.2M | ||
| Q3 24 | $242.3M | $303.0M | ||
| Q2 24 | $115.6M | $258.4M |
毛利率DECKGL
| Q1 26 | — | — | ||
| Q4 25 | 59.8% | — | ||
| Q3 25 | 56.2% | — | ||
| Q2 25 | 55.8% | — | ||
| Q1 25 | 56.7% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 55.9% | 26.1% | ||
| Q2 24 | 56.9% | 23.3% |
营业利润率DECKGL
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | 21.7% | ||
| Q3 25 | 22.8% | 31.5% | ||
| Q2 25 | 17.1% | 21.2% | ||
| Q1 25 | 17.0% | 21.4% | ||
| Q4 24 | 31.0% | 21.3% | ||
| Q3 24 | 23.3% | 26.3% | ||
| Q2 24 | 16.1% | 23.5% |
净利率DECKGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 24.6% | 17.5% | ||
| Q3 25 | 18.7% | 25.6% | ||
| Q2 25 | 14.4% | 17.1% | ||
| Q1 25 | 14.8% | 17.2% | ||
| Q4 24 | 25.0% | 17.4% | ||
| Q3 24 | 18.5% | 20.8% | ||
| Q2 24 | 14.0% | 17.9% |
每股收益（稀释后）DECKGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $3.33 | $3.28 | ||
| Q3 25 | $1.82 | $4.73 | ||
| Q2 25 | $0.93 | $3.05 | ||
| Q1 25 | $-2.78 | $3.01 | ||
| Q4 24 | $3.00 | $3.00 | ||
| Q3 24 | $1.59 | $3.44 | ||
| Q2 24 | $4.52 | $2.83 |
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 | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $6.1B |
| 总资产 | $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DECKGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $2.1B | $314.7M | ||
| Q3 25 | $1.4B | $62.8M | ||
| Q2 25 | $1.7B | $116.7M | ||
| Q1 25 | $1.9B | $134.1M | ||
| Q4 24 | $2.2B | $85.0M | ||
| Q3 24 | $1.2B | $100.5M | ||
| Q2 24 | $1.4B | $100.6M |
股东权益DECKGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $2.6B | $6.0B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.5B | $5.4B | ||
| Q4 24 | $2.6B | $5.3B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.1B | $5.2B |
总资产DECKGL
| Q1 26 | — | — | ||
| Q4 25 | $4.1B | $30.8B | ||
| Q3 25 | $3.8B | $30.5B | ||
| Q2 25 | $3.8B | $29.8B | ||
| Q1 25 | $3.6B | $29.7B | ||
| Q4 24 | $4.0B | $29.1B | ||
| Q3 24 | $3.4B | $29.6B | ||
| Q2 24 | $3.3B | $28.3B |
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 | — |
| 自由现金流率自由现金流/营收 | 52.1% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流DECKGL
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $350.6M | ||
| Q3 25 | $8.1M | $306.0M | ||
| Q2 25 | $36.1M | $307.9M | ||
| Q1 25 | $-73.0M | $431.9M | ||
| Q4 24 | $1.1B | $336.9M | ||
| Q3 24 | $-90.5M | $340.6M | ||
| Q2 24 | $112.7M | $374.1M |
自由现金流DECKGL
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $330.1M | ||
| Q3 25 | $-13.9M | $208.7M | ||
| Q2 25 | $12.2M | $295.0M | ||
| Q1 25 | $-89.4M | $420.1M | ||
| Q4 24 | $1.1B | $321.9M | ||
| Q3 24 | $-113.4M | $311.3M | ||
| Q2 24 | $90.1M | $356.5M |
自由现金流率DECKGL
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 21.7% | ||
| Q3 25 | -1.0% | 13.8% | ||
| Q2 25 | 1.3% | 19.9% | ||
| Q1 25 | -8.8% | 28.4% | ||
| Q4 24 | 58.6% | 22.0% | ||
| Q3 24 | -8.6% | 21.4% | ||
| Q2 24 | 10.9% | 24.8% |
资本支出强度DECKGL
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.3% | ||
| Q3 25 | 1.5% | 6.4% | ||
| Q2 25 | 2.5% | 0.9% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 1.3% | 1.0% | ||
| Q3 24 | 1.7% | 2.0% | ||
| Q2 24 | 2.7% | 1.2% |
现金转化率DECKGL
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 1.32× | ||
| Q3 25 | 0.03× | 0.79× | ||
| Q2 25 | 0.26× | 1.22× | ||
| Q1 25 | -0.48× | 1.70× | ||
| Q4 24 | 2.40× | 1.32× | ||
| Q3 24 | -0.37× | 1.12× | ||
| Q2 24 | 0.97× | 1.45× |
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% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
