vs
Deckers Brands（DECK）与Iron Mountain（IRM）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Iron Mountain的1.1倍（$2.0B vs $1.8B），Deckers Brands净利率更高（24.6% vs 5.1%，领先19.5%），Iron Mountain同比增速更快（16.6% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $-16.2M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 11.7%）
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。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
DECK vs IRM — 直观对比
营收规模更大
DECK
是对方的1.1倍
$1.8B
营收增速更快
IRM
高出9.4%
7.1%
净利率更高
DECK
高出19.5%
5.1%
自由现金流更多
DECK
多$1.0B
$-16.2M
两年增速更快
DECK
近两年复合增速
11.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.8B |
| 净利润 | $481.1M | $93.1M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 18.5% |
| 净利率 | 24.6% | 5.1% |
| 营收同比 | 7.1% | 16.6% |
| 净利润同比 | 5.3% | -11.9% |
| 每股收益（稀释后） | $3.33 | $0.31 |
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DECKIRM
| Q4 25 | $2.0B | $1.8B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $964.5M | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $825.3M | $1.5B | ||
| Q1 24 | $959.8M | $1.5B |
净利润DECKIRM
| Q4 25 | $481.1M | $93.1M | ||
| Q3 25 | $268.2M | $86.2M | ||
| Q2 25 | $139.2M | $-43.3M | ||
| Q1 25 | $151.4M | $16.2M | ||
| Q4 24 | $456.7M | $105.7M | ||
| Q3 24 | $242.3M | $-33.7M | ||
| Q2 24 | $115.6M | $34.6M | ||
| Q1 24 | $127.5M | $77.0M |
毛利率DECKIRM
| 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DECKIRM
| Q4 25 | 31.4% | 18.5% | ||
| Q3 25 | 22.8% | 17.6% | ||
| Q2 25 | 17.1% | 15.2% | ||
| Q1 25 | 17.0% | 16.0% | ||
| Q4 24 | 31.0% | 17.9% | ||
| Q3 24 | 23.3% | 16.1% | ||
| Q2 24 | 16.1% | 15.0% | ||
| Q1 24 | 15.0% | 16.6% |
净利率DECKIRM
| Q4 25 | 24.6% | 5.1% | ||
| Q3 25 | 18.7% | 4.9% | ||
| Q2 25 | 14.4% | -2.5% | ||
| Q1 25 | 14.8% | 1.0% | ||
| Q4 24 | 25.0% | 6.7% | ||
| Q3 24 | 18.5% | -2.2% | ||
| Q2 24 | 14.0% | 2.3% | ||
| Q1 24 | 13.3% | 5.2% |
每股收益（稀释后）DECKIRM
| Q4 25 | $3.33 | $0.31 | ||
| Q3 25 | $1.82 | $0.28 | ||
| Q2 25 | $0.93 | $-0.15 | ||
| Q1 25 | $-2.78 | $0.05 | ||
| Q4 24 | $3.00 | $0.35 | ||
| Q3 24 | $1.59 | $-0.11 | ||
| Q2 24 | $4.52 | $0.12 | ||
| Q1 24 | $4.82 | $0.25 |
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 | $158.5M |
| 总债务越低越好 | — | $16.2B |
| 股东权益账面价值 | $2.6B | $-981.0M |
| 总资产 | $4.1B | $21.1B |
| 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DECKIRM
| Q4 25 | $2.1B | $158.5M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.2B | $155.7M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
总债务DECKIRM
| Q4 25 | — | $16.2B | ||
| Q3 25 | — | $15.5B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $14.2B | ||
| Q4 24 | — | $13.0B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | $12.8B | ||
| Q1 24 | — | $12.6B |
股东权益DECKIRM
| Q4 25 | $2.6B | $-981.0M | ||
| Q3 25 | $2.5B | $-882.0M | ||
| Q2 25 | $2.5B | $-767.4M | ||
| Q1 25 | $2.5B | $-698.5M | ||
| Q4 24 | $2.6B | $-503.1M | ||
| Q3 24 | $2.2B | $-259.0M | ||
| Q2 24 | $2.1B | $-132.9M | ||
| Q1 24 | $2.1B | $18.5M |
总资产DECKIRM
| Q4 25 | $4.1B | $21.1B | ||
| Q3 25 | $3.8B | $20.6B | ||
| Q2 25 | $3.8B | $20.2B | ||
| Q1 25 | $3.6B | $19.4B | ||
| Q4 24 | $4.0B | $18.7B | ||
| Q3 24 | $3.4B | $18.5B | ||
| Q2 24 | $3.3B | $18.0B | ||
| Q1 24 | $3.1B | $17.8B |
负债/权益比DECKIRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 679.18× |
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 | $500.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $-16.2M |
| 自由现金流率自由现金流/营收 | 52.1% | -0.9% |
| 资本支出强度资本支出/营收 | 1.1% | 28.0% |
| 现金转化率经营现金流/净利润 | 2.17× | 5.37× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $-931.6M |
8季度趋势，按日历期对齐
经营现金流DECKIRM
| Q4 25 | $1.0B | $500.0M | ||
| Q3 25 | $8.1M | $267.6M | ||
| Q2 25 | $36.1M | $375.1M | ||
| Q1 25 | $-73.0M | $197.3M | ||
| Q4 24 | $1.1B | $431.6M | ||
| Q3 24 | $-90.5M | $252.9M | ||
| Q2 24 | $112.7M | $382.2M | ||
| Q1 24 | $-28.7M | $130.0M |
自由现金流DECKIRM
| Q4 25 | $1.0B | $-16.2M | ||
| Q3 25 | $-13.9M | $-256.3M | ||
| Q2 25 | $12.2M | $-181.6M | ||
| Q1 25 | $-89.4M | $-477.5M | ||
| Q4 24 | $1.1B | $-186.0M | ||
| Q3 24 | $-113.4M | $-143.2M | ||
| Q2 24 | $90.1M | $-14.6M | ||
| Q1 24 | $-44.0M | $-251.1M |
自由现金流率DECKIRM
| Q4 25 | 52.1% | -0.9% | ||
| Q3 25 | -1.0% | -14.6% | ||
| Q2 25 | 1.3% | -10.6% | ||
| Q1 25 | -8.8% | -30.0% | ||
| Q4 24 | 58.6% | -11.8% | ||
| Q3 24 | -8.6% | -9.2% | ||
| Q2 24 | 10.9% | -1.0% | ||
| Q1 24 | -4.6% | -17.0% |
资本支出强度DECKIRM
| Q4 25 | 1.1% | 28.0% | ||
| Q3 25 | 1.5% | 29.9% | ||
| Q2 25 | 2.5% | 32.5% | ||
| Q1 25 | 1.6% | 42.4% | ||
| Q4 24 | 1.3% | 39.1% | ||
| Q3 24 | 1.7% | 25.4% | ||
| Q2 24 | 2.7% | 25.9% | ||
| Q1 24 | 1.6% | 25.8% |
现金转化率DECKIRM
| Q4 25 | 2.17× | 5.37× | ||
| Q3 25 | 0.03× | 3.10× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | 12.15× | ||
| Q4 24 | 2.40× | 4.08× | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | 11.04× | ||
| Q1 24 | -0.22× | 1.69× |
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% |
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
