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Deckers Brands（DECK）与GXO Logistics, Inc.（GXO）财务数据对比。点击上方公司名可切换其他公司
GXO Logistics, Inc.的季度营收约是Deckers Brands的1.8倍（$3.5B vs $2.0B），Deckers Brands净利率更高（24.6% vs 1.2%，领先23.4%），GXO Logistics, Inc.同比增速更快（7.9% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $115.0M），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。
GXO物流是总部位于美国康涅狄格州格林威治的全球化合同物流企业，为三十余个国家的蓝筹客户提供外包供应链管理、仓储及逆向物流服务，合作客户涵盖苹果、耐克、波音、惠而浦、雀巢等众多全球知名企业。
DECK vs GXO — 直观对比
营收规模更大
GXO
是对方的1.8倍
$2.0B
营收增速更快
GXO
高出0.8%
7.1%
净利率更高
DECK
高出23.4%
1.2%
自由现金流更多
DECK
多$905.3M
$115.0M
两年增速更快
DECK
近两年复合增速
19.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.5B |
| 净利润 | $481.1M | $43.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 2.7% |
| 净利率 | 24.6% | 1.2% |
| 营收同比 | 7.1% | 7.9% |
| 净利润同比 | 5.3% | -57.0% |
| 每股收益（稀释后） | $3.33 | $0.35 |
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DECKGXO
| Q4 25 | $2.0B | $3.5B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $964.5M | $3.3B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $825.3M | $2.8B | ||
| Q1 24 | $959.8M | $2.5B |
净利润DECKGXO
| Q4 25 | $481.1M | $43.0M | ||
| Q3 25 | $268.2M | $59.0M | ||
| Q2 25 | $139.2M | $26.0M | ||
| Q1 25 | $151.4M | $-96.0M | ||
| Q4 24 | $456.7M | $100.0M | ||
| Q3 24 | $242.3M | $33.0M | ||
| Q2 24 | $115.6M | $38.0M | ||
| Q1 24 | $127.5M | $-37.0M |
毛利率DECKGXO
| 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DECKGXO
| Q4 25 | 31.4% | 2.7% | ||
| Q3 25 | 22.8% | 3.5% | ||
| Q2 25 | 17.1% | 2.7% | ||
| Q1 25 | 17.0% | -1.9% | ||
| Q4 24 | 31.0% | 3.1% | ||
| Q3 24 | 23.3% | 2.6% | ||
| Q2 24 | 16.1% | 2.6% | ||
| Q1 24 | 15.0% | -1.6% |
净利率DECKGXO
| Q4 25 | 24.6% | 1.2% | ||
| Q3 25 | 18.7% | 1.7% | ||
| Q2 25 | 14.4% | 0.8% | ||
| Q1 25 | 14.8% | -3.2% | ||
| Q4 24 | 25.0% | 3.1% | ||
| Q3 24 | 18.5% | 1.0% | ||
| Q2 24 | 14.0% | 1.3% | ||
| Q1 24 | 13.3% | -1.5% |
每股收益（稀释后）DECKGXO
| Q4 25 | $3.33 | $0.35 | ||
| Q3 25 | $1.82 | $0.51 | ||
| Q2 25 | $0.93 | $0.23 | ||
| Q1 25 | $-2.78 | $-0.81 | ||
| Q4 24 | $3.00 | $0.83 | ||
| Q3 24 | $1.59 | $0.28 | ||
| Q2 24 | $4.52 | $0.32 | ||
| Q1 24 | $4.82 | $-0.31 |
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 | $854.0M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $2.6B | $3.0B |
| 总资产 | $4.1B | $12.3B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资DECKGXO
| Q4 25 | $2.1B | $854.0M | ||
| Q3 25 | $1.4B | $339.0M | ||
| Q2 25 | $1.7B | $205.0M | ||
| Q1 25 | $1.9B | $288.0M | ||
| Q4 24 | $2.2B | $413.0M | ||
| Q3 24 | $1.2B | $548.0M | ||
| Q2 24 | $1.4B | $469.0M | ||
| Q1 24 | $1.5B | $423.0M |
总债务DECKGXO
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $1.5B |
股东权益DECKGXO
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.6B | $3.0B | ||
| Q3 24 | $2.2B | $3.1B | ||
| Q2 24 | $2.1B | $2.9B | ||
| Q1 24 | $2.1B | $2.9B |
总资产DECKGXO
| Q4 25 | $4.1B | $12.3B | ||
| Q3 25 | $3.8B | $11.9B | ||
| Q2 25 | $3.8B | $11.9B | ||
| Q1 25 | $3.6B | $11.3B | ||
| Q4 24 | $4.0B | $11.3B | ||
| Q3 24 | $3.4B | $11.9B | ||
| Q2 24 | $3.3B | $11.4B | ||
| Q1 24 | $3.1B | $9.4B |
负债/权益比DECKGXO
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.89× | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.53× |
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 | $170.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $115.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 3.3% |
| 资本支出强度资本支出/营收 | 1.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.17× | 3.95× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $110.0M |
8季度趋势，按日历期对齐
经营现金流DECKGXO
| Q4 25 | $1.0B | $170.0M | ||
| Q3 25 | $8.1M | $232.0M | ||
| Q2 25 | $36.1M | $3.0M | ||
| Q1 25 | $-73.0M | $29.0M | ||
| Q4 24 | $1.1B | $186.0M | ||
| Q3 24 | $-90.5M | $198.0M | ||
| Q2 24 | $112.7M | $115.0M | ||
| Q1 24 | $-28.7M | $50.0M |
自由现金流DECKGXO
| Q4 25 | $1.0B | $115.0M | ||
| Q3 25 | $-13.9M | $88.0M | ||
| Q2 25 | $12.2M | $-44.0M | ||
| Q1 25 | $-89.4M | $-49.0M | ||
| Q4 24 | $1.1B | $82.0M | ||
| Q3 24 | $-113.4M | $104.0M | ||
| Q2 24 | $90.1M | $27.0M | ||
| Q1 24 | $-44.0M | $-23.0M |
自由现金流率DECKGXO
| Q4 25 | 52.1% | 3.3% | ||
| Q3 25 | -1.0% | 2.6% | ||
| Q2 25 | 1.3% | -1.3% | ||
| Q1 25 | -8.8% | -1.6% | ||
| Q4 24 | 58.6% | 2.5% | ||
| Q3 24 | -8.6% | 3.3% | ||
| Q2 24 | 10.9% | 0.9% | ||
| Q1 24 | -4.6% | -0.9% |
资本支出强度DECKGXO
| Q4 25 | 1.1% | 1.6% | ||
| Q3 25 | 1.5% | 4.2% | ||
| Q2 25 | 2.5% | 1.4% | ||
| Q1 25 | 1.6% | 2.6% | ||
| Q4 24 | 1.3% | 3.2% | ||
| Q3 24 | 1.7% | 3.0% | ||
| Q2 24 | 2.7% | 3.1% | ||
| Q1 24 | 1.6% | 3.0% |
现金转化率DECKGXO
| Q4 25 | 2.17× | 3.95× | ||
| Q3 25 | 0.03× | 3.93× | ||
| Q2 25 | 0.26× | 0.12× | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | 1.86× | ||
| Q3 24 | -0.37× | 6.00× | ||
| Q2 24 | 0.97× | 3.03× | ||
| 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% |
GXO
暂无分部数据
