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Deckers Brands（DECK）与Jacobs Solutions（J）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是Deckers Brands的1.7倍（$3.3B vs $2.0B），Deckers Brands净利率更高（24.6% vs 3.8%，领先20.8%），Jacobs Solutions同比增速更快（12.3% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $364.9M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -12.2%）
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。
Jacobs Solutions是总部位于美国得克萨斯州达拉斯市的国际技术专业服务企业，面向全球各类企业、社会组织及政府机构客户，提供工程、技术、专业及施工服务，同时开展科学研究与专项咨询业务，在所属行业长期处于领先地位。
DECK vs J — 直观对比
营收规模更大
J
是对方的1.7倍
$2.0B
营收增速更快
J
高出5.1%
7.1%
净利率更高
DECK
高出20.8%
3.8%
自由现金流更多
DECK
多$655.3M
$364.9M
两年增速更快
DECK
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.3B |
| 净利润 | $481.1M | $125.5M |
| 毛利率 | 59.8% | 23.2% |
| 营业利润率 | 31.4% | 7.1% |
| 净利率 | 24.6% | 3.8% |
| 营收同比 | 7.1% | 12.3% |
| 净利润同比 | 5.3% | 792.3% |
| 每股收益（稀释后） | $3.33 | $1.12 |
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DECKJ
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $964.5M | $3.0B | ||
| Q1 25 | $1.0B | $2.9B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.3B | $-1.2B | ||
| Q2 24 | $825.3M | $4.2B | ||
| Q1 24 | $959.8M | $4.3B |
净利润DECKJ
| Q4 25 | $481.1M | $125.5M | ||
| Q3 25 | $268.2M | $122.2M | ||
| Q2 25 | $139.2M | $179.6M | ||
| Q1 25 | $151.4M | $5.6M | ||
| Q4 24 | $456.7M | $-18.1M | ||
| Q3 24 | $242.3M | $325.4M | ||
| Q2 24 | $115.6M | $146.9M | ||
| Q1 24 | $127.5M | $162.1M |
毛利率DECKJ
| Q4 25 | 59.8% | 23.2% | ||
| Q3 25 | 56.2% | 24.3% | ||
| Q2 25 | 55.8% | 25.0% | ||
| Q1 25 | 56.7% | 25.4% | ||
| Q4 24 | 60.3% | 24.6% | ||
| Q3 24 | 55.9% | — | ||
| Q2 24 | 56.9% | 21.7% | ||
| Q1 24 | 56.2% | 21.2% |
营业利润率DECKJ
| Q4 25 | 31.4% | 7.1% | ||
| Q3 25 | 22.8% | 6.7% | ||
| Q2 25 | 17.1% | 7.8% | ||
| Q1 25 | 17.0% | 7.2% | ||
| Q4 24 | 31.0% | 7.1% | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 16.1% | 6.2% | ||
| Q1 24 | 15.0% | 6.6% |
净利率DECKJ
| Q4 25 | 24.6% | 3.8% | ||
| Q3 25 | 18.7% | 3.9% | ||
| Q2 25 | 14.4% | 5.9% | ||
| Q1 25 | 14.8% | 0.2% | ||
| Q4 24 | 25.0% | -0.6% | ||
| Q3 24 | 18.5% | -28.1% | ||
| Q2 24 | 14.0% | 3.5% | ||
| Q1 24 | 13.3% | 3.8% |
每股收益（稀释后）DECKJ
| Q4 25 | $3.33 | $1.12 | ||
| Q3 25 | $1.82 | $0.88 | ||
| Q2 25 | $0.93 | $1.55 | ||
| Q1 25 | $-2.78 | $0.06 | ||
| Q4 24 | $3.00 | $-0.11 | ||
| Q3 24 | $1.59 | $2.50 | ||
| Q2 24 | $4.52 | $1.17 | ||
| Q1 24 | $4.82 | $1.28 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.4B |
| 总资产 | $4.1B | $11.6B |
| 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DECKJ
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.5B | $1.0B |
股东权益DECKJ
| Q4 25 | $2.6B | $3.4B | ||
| Q3 25 | $2.5B | $3.6B | ||
| Q2 25 | $2.5B | $3.8B | ||
| Q1 25 | $2.5B | $3.9B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.2B | $4.5B | ||
| Q2 24 | $2.1B | $6.6B | ||
| Q1 24 | $2.1B | $6.6B |
总资产DECKJ
| Q4 25 | $4.1B | $11.6B | ||
| Q3 25 | $3.8B | $11.3B | ||
| Q2 25 | $3.8B | $11.4B | ||
| Q1 25 | $3.6B | $11.2B | ||
| Q4 24 | $4.0B | $11.6B | ||
| Q3 24 | $3.4B | $11.8B | ||
| Q2 24 | $3.3B | $15.0B | ||
| Q1 24 | $3.1B | $14.9B |
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 | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $364.9M |
| 自由现金流率自由现金流/营收 | 52.1% | 11.1% |
| 资本支出强度资本支出/营收 | 1.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.17× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $875.3M |
8季度趋势，按日历期对齐
经营现金流DECKJ
| Q4 25 | $1.0B | $380.8M | ||
| Q3 25 | $8.1M | $383.1M | ||
| Q2 25 | $36.1M | $292.6M | ||
| Q1 25 | $-73.0M | $-96.4M | ||
| Q4 24 | $1.1B | $107.5M | ||
| Q3 24 | $-90.5M | $196.5M | ||
| Q2 24 | $112.7M | $482.6M | ||
| Q1 24 | $-28.7M | $-42.8M |
自由现金流DECKJ
| Q4 25 | $1.0B | $364.9M | ||
| Q3 25 | $-13.9M | $353.5M | ||
| Q2 25 | $12.2M | $270.5M | ||
| Q1 25 | $-89.4M | $-113.7M | ||
| Q4 24 | $1.1B | $97.1M | ||
| Q3 24 | $-113.4M | $158.2M | ||
| Q2 24 | $90.1M | $444.9M | ||
| Q1 24 | $-44.0M | $-70.6M |
自由现金流率DECKJ
| Q4 25 | 52.1% | 11.1% | ||
| Q3 25 | -1.0% | 11.2% | ||
| Q2 25 | 1.3% | 8.9% | ||
| Q1 25 | -8.8% | -3.9% | ||
| Q4 24 | 58.6% | 3.3% | ||
| Q3 24 | -8.6% | -13.6% | ||
| Q2 24 | 10.9% | 10.5% | ||
| Q1 24 | -4.6% | -1.7% |
资本支出强度DECKJ
| Q4 25 | 1.1% | 0.5% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 2.5% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 1.3% | 0.4% | ||
| Q3 24 | 1.7% | -3.3% | ||
| Q2 24 | 2.7% | 0.9% | ||
| Q1 24 | 1.6% | 0.7% |
现金转化率DECKJ
| Q4 25 | 2.17× | 3.03× | ||
| Q3 25 | 0.03× | 3.13× | ||
| Q2 25 | 0.26× | 1.63× | ||
| Q1 25 | -0.48× | -17.18× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | 0.60× | ||
| Q2 24 | 0.97× | 3.28× | ||
| Q1 24 | -0.22× | -0.26× |
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% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
