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Deckers Brands（DECK）与豪洛捷（HOLX）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是豪洛捷的1.9倍（$2.0B vs $1.0B），Deckers Brands净利率更高（24.6% vs 17.1%，领先7.5%），Deckers Brands同比增速更快（7.1% vs 2.5%），Deckers Brands自由现金流更多（$1.0B vs $215.2M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 1.5%）
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。
豪洛捷是一家总部位于美国的医疗科技企业，核心业务聚焦女性健康领域，旗下产品涵盖诊断、外科手术及医学影像类专业医疗设备，为全球各地的医疗场景提供优质技术与产品支持。
DECK vs HOLX — 直观对比
营收规模更大
DECK
是对方的1.9倍
$1.0B
营收增速更快
DECK
高出4.6%
2.5%
净利率更高
DECK
高出7.5%
17.1%
自由现金流更多
DECK
多$805.1M
$215.2M
两年增速更快
DECK
近两年复合增速
1.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.0B |
| 净利润 | $481.1M | $179.1M |
| 毛利率 | 59.8% | 56.0% |
| 营业利润率 | 31.4% | 22.6% |
| 净利率 | 24.6% | 17.1% |
| 营收同比 | 7.1% | 2.5% |
| 净利润同比 | 5.3% | -10.9% |
| 每股收益（稀释后） | $3.33 | $0.79 |
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DECKHOLX
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $964.5M | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.3B | $988.0M | ||
| Q2 24 | $825.3M | $1.0B | ||
| Q1 24 | $959.8M | $1.0B |
净利润DECKHOLX
| Q4 25 | $481.1M | $179.1M | ||
| Q3 25 | $268.2M | $187.2M | ||
| Q2 25 | $139.2M | $194.9M | ||
| Q1 25 | $151.4M | $-17.4M | ||
| Q4 24 | $456.7M | $201.0M | ||
| Q3 24 | $242.3M | $178.6M | ||
| Q2 24 | $115.6M | $194.5M | ||
| Q1 24 | $127.5M | $169.9M |
毛利率DECKHOLX
| Q4 25 | 59.8% | 56.0% | ||
| Q3 25 | 56.2% | 55.6% | ||
| Q2 25 | 55.8% | 56.3% | ||
| Q1 25 | 56.7% | 37.5% | ||
| Q4 24 | 60.3% | 56.8% | ||
| Q3 24 | 55.9% | 56.4% | ||
| Q2 24 | 56.9% | 55.4% | ||
| Q1 24 | 56.2% | 53.3% |
营业利润率DECKHOLX
| Q4 25 | 31.4% | 22.6% | ||
| Q3 25 | 22.8% | 22.6% | ||
| Q2 25 | 17.1% | 24.9% | ||
| Q1 25 | 17.0% | -0.7% | ||
| Q4 24 | 31.0% | 22.5% | ||
| Q3 24 | 23.3% | 23.3% | ||
| Q2 24 | 16.1% | 24.1% | ||
| Q1 24 | 15.0% | 20.7% |
净利率DECKHOLX
| Q4 25 | 24.6% | 17.1% | ||
| Q3 25 | 18.7% | 17.8% | ||
| Q2 25 | 14.4% | 19.0% | ||
| Q1 25 | 14.8% | -1.7% | ||
| Q4 24 | 25.0% | 19.7% | ||
| Q3 24 | 18.5% | 18.1% | ||
| Q2 24 | 14.0% | 19.2% | ||
| Q1 24 | 13.3% | 16.7% |
每股收益（稀释后）DECKHOLX
| Q4 25 | $3.33 | $0.79 | ||
| Q3 25 | $1.82 | $0.84 | ||
| Q2 25 | $0.93 | $0.86 | ||
| Q1 25 | $-2.78 | $-0.08 | ||
| Q4 24 | $3.00 | $0.87 | ||
| Q3 24 | $1.59 | $0.75 | ||
| Q2 24 | $4.52 | $0.82 | ||
| Q1 24 | $4.82 | $0.72 |
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 | $2.4B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.6B | $5.2B |
| 总资产 | $4.1B | $9.2B |
| 负债/权益比越低杠杆越低 | — | 0.48× |
8季度趋势，按日历期对齐
现金及短期投资DECKHOLX
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.5B | $2.2B |
总债务DECKHOLX
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.6B |
股东权益DECKHOLX
| Q4 25 | $2.6B | $5.2B | ||
| Q3 25 | $2.5B | $5.0B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.5B | $4.6B | ||
| Q4 24 | $2.6B | $4.8B | ||
| Q3 24 | $2.2B | $5.1B | ||
| Q2 24 | $2.1B | $5.0B | ||
| Q1 24 | $2.1B | $4.8B |
总资产DECKHOLX
| Q4 25 | $4.1B | $9.2B | ||
| Q3 25 | $3.8B | $9.0B | ||
| Q2 25 | $3.8B | $8.8B | ||
| Q1 25 | $3.6B | $8.5B | ||
| Q4 24 | $4.0B | $8.7B | ||
| Q3 24 | $3.4B | $9.2B | ||
| Q2 24 | $3.3B | $8.9B | ||
| Q1 24 | $3.1B | $8.7B |
负债/权益比DECKHOLX
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.49× | ||
| Q2 24 | — | 0.51× | ||
| 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 | $229.9M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $215.2M |
| 自由现金流率自由现金流/营收 | 52.1% | 20.5% |
| 资本支出强度资本支出/营收 | 1.1% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.0B |
8季度趋势，按日历期对齐
经营现金流DECKHOLX
| Q4 25 | $1.0B | $229.9M | ||
| Q3 25 | $8.1M | $355.1M | ||
| Q2 25 | $36.1M | $343.3M | ||
| Q1 25 | $-73.0M | $169.4M | ||
| Q4 24 | $1.1B | $189.3M | ||
| Q3 24 | $-90.5M | $367.0M | ||
| Q2 24 | $112.7M | $405.8M | ||
| Q1 24 | $-28.7M | $292.4M |
自由现金流DECKHOLX
| Q4 25 | $1.0B | $215.2M | ||
| Q3 25 | $-13.9M | $341.4M | ||
| Q2 25 | $12.2M | $330.5M | ||
| Q1 25 | $-89.4M | $153.9M | ||
| Q4 24 | $1.1B | $172.5M | ||
| Q3 24 | $-113.4M | $350.6M | ||
| Q2 24 | $90.1M | $385.3M | ||
| Q1 24 | $-44.0M | $279.6M |
自由现金流率DECKHOLX
| Q4 25 | 52.1% | 20.5% | ||
| Q3 25 | -1.0% | 32.5% | ||
| Q2 25 | 1.3% | 32.3% | ||
| Q1 25 | -8.8% | 15.3% | ||
| Q4 24 | 58.6% | 16.9% | ||
| Q3 24 | -8.6% | 35.5% | ||
| Q2 24 | 10.9% | 38.1% | ||
| Q1 24 | -4.6% | 27.5% |
资本支出强度DECKHOLX
| Q4 25 | 1.1% | 1.4% | ||
| Q3 25 | 1.5% | 1.3% | ||
| Q2 25 | 2.5% | 1.3% | ||
| Q1 25 | 1.6% | 1.5% | ||
| Q4 24 | 1.3% | 1.6% | ||
| Q3 24 | 1.7% | 1.7% | ||
| Q2 24 | 2.7% | 2.0% | ||
| Q1 24 | 1.6% | 1.3% |
现金转化率DECKHOLX
| Q4 25 | 2.17× | 1.28× | ||
| Q3 25 | 0.03× | 1.90× | ||
| Q2 25 | 0.26× | 1.76× | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | 0.94× | ||
| Q3 24 | -0.37× | 2.05× | ||
| Q2 24 | 0.97× | 2.09× | ||
| Q1 24 | -0.22× | 1.72× |
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% |
HOLX
| Molecular Diagnostics | $255.3M | 24% |
| Breast Imaging | $219.9M | 21% |
| Services | $216.4M | 21% |
| Capital Equipment Componentsand Software | $187.2M | 18% |
| Cytology Perinatal | $76.0M | 7% |
| Interventional Breast Solutions | $71.2M | 7% |
| Blood Screening | $8.4M | 1% |
| Other Typeof Revenue | $5.4M | 1% |
