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Deckers Brands（DECK）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是罗宾汉的1.8倍（$2.0B vs $1.1B），罗宾汉净利率更高（32.4% vs 24.6%，领先7.8%），罗宾汉同比增速更快（15.1% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 25.1%）
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。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
DECK vs HOOD — 直观对比
营收规模更大
DECK
是对方的1.8倍
$1.1B
营收增速更快
HOOD
高出8.0%
7.1%
净利率更高
HOOD
高出7.8%
24.6%
两年增速更快
DECK
近两年复合增速
25.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $481.1M | $346.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 38.5% |
| 净利率 | 24.6% | 32.4% |
| 营收同比 | 7.1% | 15.1% |
| 净利润同比 | 5.3% | 3.0% |
| 每股收益（稀释后） | $3.33 | $0.38 |
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DECKHOOD
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $964.5M | $989.0M | ||
| Q1 25 | $1.0B | $927.0M | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.3B | $637.0M | ||
| Q2 24 | $825.3M | $682.0M |
净利润DECKHOOD
| Q1 26 | — | $346.0M | ||
| Q4 25 | $481.1M | $605.0M | ||
| Q3 25 | $268.2M | $556.0M | ||
| Q2 25 | $139.2M | $386.0M | ||
| Q1 25 | $151.4M | $336.0M | ||
| Q4 24 | $456.7M | $916.0M | ||
| Q3 24 | $242.3M | $150.0M | ||
| Q2 24 | $115.6M | $188.0M |
毛利率DECKHOOD
| 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% | — | ||
| Q2 24 | 56.9% | — |
营业利润率DECKHOOD
| Q1 26 | — | 38.5% | ||
| Q4 25 | 31.4% | 51.5% | ||
| Q3 25 | 22.8% | 49.8% | ||
| Q2 25 | 17.1% | 44.7% | ||
| Q1 25 | 17.0% | 40.0% | ||
| Q4 24 | 31.0% | 55.0% | ||
| Q3 24 | 23.3% | 24.0% | ||
| Q2 24 | 16.1% | 28.0% |
净利率DECKHOOD
| Q1 26 | — | 32.4% | ||
| Q4 25 | 24.6% | 47.2% | ||
| Q3 25 | 18.7% | 43.6% | ||
| Q2 25 | 14.4% | 39.0% | ||
| Q1 25 | 14.8% | 36.2% | ||
| Q4 24 | 25.0% | 90.3% | ||
| Q3 24 | 18.5% | 23.5% | ||
| Q2 24 | 14.0% | 27.6% |
每股收益（稀释后）DECKHOOD
| Q1 26 | — | $0.38 | ||
| Q4 25 | $3.33 | $0.65 | ||
| Q3 25 | $1.82 | $0.61 | ||
| Q2 25 | $0.93 | $0.42 | ||
| Q1 25 | $-2.78 | $0.37 | ||
| Q4 24 | $3.00 | $1.00 | ||
| Q3 24 | $1.59 | $0.17 | ||
| Q2 24 | $4.52 | $0.21 |
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 | $5.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $9.7B |
| 总资产 | $4.1B | $45.5B |
| 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DECKHOOD
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.1B | $4.3B | ||
| Q3 25 | $1.4B | $4.3B | ||
| Q2 25 | $1.7B | $4.2B | ||
| Q1 25 | $1.9B | $4.4B | ||
| Q4 24 | $2.2B | $4.3B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.4B | $4.5B |
股东权益DECKHOOD
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.6B | $9.2B | ||
| Q3 25 | $2.5B | $8.6B | ||
| Q2 25 | $2.5B | $8.1B | ||
| Q1 25 | $2.5B | $8.0B | ||
| Q4 24 | $2.6B | $8.0B | ||
| Q3 24 | $2.2B | $7.2B | ||
| Q2 24 | $2.1B | $7.1B |
总资产DECKHOOD
| Q1 26 | — | $45.5B | ||
| Q4 25 | $4.1B | $38.1B | ||
| Q3 25 | $3.8B | $41.5B | ||
| Q2 25 | $3.8B | $35.3B | ||
| Q1 25 | $3.6B | $27.5B | ||
| Q4 24 | $4.0B | $26.2B | ||
| Q3 24 | $3.4B | $43.2B | ||
| Q2 24 | $3.3B | $41.3B |
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 | $2.0B |
| 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× | 5.89× |
| 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DECKHOOD
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.0B | $-937.0M | ||
| Q3 25 | $8.1M | $-1.6B | ||
| Q2 25 | $36.1M | $3.5B | ||
| Q1 25 | $-73.0M | $642.0M | ||
| Q4 24 | $1.1B | $-1.4B | ||
| Q3 24 | $-90.5M | $1.8B | ||
| Q2 24 | $112.7M | $54.0M |
自由现金流DECKHOOD
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $-13.9M | — | ||
| Q2 25 | $12.2M | — | ||
| Q1 25 | $-89.4M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | — | ||
| Q2 24 | $90.1M | — |
自由现金流率DECKHOOD
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度DECKHOOD
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.7% | — |
现金转化率DECKHOOD
| Q1 26 | — | 5.89× | ||
| Q4 25 | 2.17× | -1.55× | ||
| Q3 25 | 0.03× | -2.83× | ||
| Q2 25 | 0.26× | 9.09× | ||
| Q1 25 | -0.48× | 1.91× | ||
| Q4 24 | 2.40× | -1.53× | ||
| Q3 24 | -0.37× | 12.08× | ||
| Q2 24 | 0.97× | 0.29× |
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% |
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
