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Deckers Brands（DECK）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是Deckers Brands的1.6倍（$3.1B vs $2.0B），Deckers Brands净利率更高（24.6% vs 5.8%，领先18.7%），Deckers Brands同比增速更快（7.1% vs -1.6%），Deckers Brands自由现金流更多（$1.0B vs $251.3M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 2.6%）
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。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
DECK vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.6倍
$2.0B
营收增速更快
DECK
高出8.7%
-1.6%
净利率更高
DECK
高出18.7%
5.8%
自由现金流更多
DECK
多$769.0M
$251.3M
两年增速更快
DECK
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.1B |
| 净利润 | $481.1M | $181.1M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 8.0% |
| 净利率 | 24.6% | 5.8% |
| 营收同比 | 7.1% | -1.6% |
| 净利润同比 | 5.3% | 16.5% |
| 每股收益（稀释后） | $3.33 | $1.88 |
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DECKJBHT
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $964.5M | $2.9B | ||
| Q1 25 | $1.0B | $2.9B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.3B | $3.1B | ||
| Q2 24 | $825.3M | $2.9B | ||
| Q1 24 | $959.8M | $2.9B |
净利润DECKJBHT
| Q4 25 | $481.1M | $181.1M | ||
| Q3 25 | $268.2M | $170.8M | ||
| Q2 25 | $139.2M | $128.6M | ||
| Q1 25 | $151.4M | $117.7M | ||
| Q4 24 | $456.7M | $155.5M | ||
| Q3 24 | $242.3M | $152.1M | ||
| Q2 24 | $115.6M | $135.9M | ||
| Q1 24 | $127.5M | $127.5M |
毛利率DECKJBHT
| 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DECKJBHT
| Q4 25 | 31.4% | 8.0% | ||
| Q3 25 | 22.8% | 7.9% | ||
| Q2 25 | 17.1% | 6.7% | ||
| Q1 25 | 17.0% | 6.1% | ||
| Q4 24 | 31.0% | 6.6% | ||
| Q3 24 | 23.3% | 7.3% | ||
| Q2 24 | 16.1% | 7.0% | ||
| Q1 24 | 15.0% | 6.6% |
净利率DECKJBHT
| Q4 25 | 24.6% | 5.8% | ||
| Q3 25 | 18.7% | 5.6% | ||
| Q2 25 | 14.4% | 4.4% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 25.0% | 4.9% | ||
| Q3 24 | 18.5% | 5.0% | ||
| Q2 24 | 14.0% | 4.6% | ||
| Q1 24 | 13.3% | 4.3% |
每股收益（稀释后）DECKJBHT
| Q4 25 | $3.33 | $1.88 | ||
| Q3 25 | $1.82 | $1.76 | ||
| Q2 25 | $0.93 | $1.31 | ||
| Q1 25 | $-2.78 | $1.17 | ||
| Q4 24 | $3.00 | $1.53 | ||
| Q3 24 | $1.59 | $1.49 | ||
| Q2 24 | $4.52 | $1.32 | ||
| Q1 24 | $4.82 | $1.22 |
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 | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.6B |
| 总资产 | $4.1B | $7.9B |
| 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DECKJBHT
| Q4 25 | $2.1B | $17.3M | ||
| Q3 25 | $1.4B | $52.3M | ||
| Q2 25 | $1.7B | $50.9M | ||
| Q1 25 | $1.9B | $43.4M | ||
| Q4 24 | $2.2B | $47.0M | ||
| Q3 24 | $1.2B | $120.0M | ||
| Q2 24 | $1.4B | $53.5M | ||
| Q1 24 | $1.5B | $64.2M |
总债务DECKJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
股东权益DECKJBHT
| Q4 25 | $2.6B | $3.6B | ||
| Q3 25 | $2.5B | $3.6B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $2.5B | $3.9B | ||
| Q4 24 | $2.6B | $4.0B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.1B | $4.1B | ||
| Q1 24 | $2.1B | $4.2B |
总资产DECKJBHT
| Q4 25 | $4.1B | $7.9B | ||
| Q3 25 | $3.8B | $8.1B | ||
| Q2 25 | $3.8B | $8.2B | ||
| Q1 25 | $3.6B | $8.3B | ||
| Q4 24 | $4.0B | $8.3B | ||
| Q3 24 | $3.4B | $8.3B | ||
| Q2 24 | $3.3B | $8.4B | ||
| Q1 24 | $3.1B | $8.4B |
负债/权益比DECKJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.33× |
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 | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $251.3M |
| 自由现金流率自由现金流/营收 | 52.1% | 8.1% |
| 资本支出强度资本支出/营收 | 1.1% | 4.3% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $947.6M |
8季度趋势，按日历期对齐
经营现金流DECKJBHT
| Q4 25 | $1.0B | $385.6M | ||
| Q3 25 | $8.1M | $486.4M | ||
| Q2 25 | $36.1M | $402.1M | ||
| Q1 25 | $-73.0M | $404.2M | ||
| Q4 24 | $1.1B | $317.6M | ||
| Q3 24 | $-90.5M | $338.5M | ||
| Q2 24 | $112.7M | $360.6M | ||
| Q1 24 | $-28.7M | $466.5M |
自由现金流DECKJBHT
| Q4 25 | $1.0B | $251.3M | ||
| Q3 25 | $-13.9M | $352.4M | ||
| Q2 25 | $12.2M | $185.6M | ||
| Q1 25 | $-89.4M | $158.4M | ||
| Q4 24 | $1.1B | $93.3M | ||
| Q3 24 | $-113.4M | $163.1M | ||
| Q2 24 | $90.1M | $98.2M | ||
| Q1 24 | $-44.0M | $263.1M |
自由现金流率DECKJBHT
| Q4 25 | 52.1% | 8.1% | ||
| Q3 25 | -1.0% | 11.5% | ||
| Q2 25 | 1.3% | 6.3% | ||
| Q1 25 | -8.8% | 5.4% | ||
| Q4 24 | 58.6% | 3.0% | ||
| Q3 24 | -8.6% | 5.3% | ||
| Q2 24 | 10.9% | 3.4% | ||
| Q1 24 | -4.6% | 8.9% |
资本支出强度DECKJBHT
| Q4 25 | 1.1% | 4.3% | ||
| Q3 25 | 1.5% | 4.4% | ||
| Q2 25 | 2.5% | 7.4% | ||
| Q1 25 | 1.6% | 8.4% | ||
| Q4 24 | 1.3% | 7.1% | ||
| Q3 24 | 1.7% | 5.7% | ||
| Q2 24 | 2.7% | 9.0% | ||
| Q1 24 | 1.6% | 6.9% |
现金转化率DECKJBHT
| Q4 25 | 2.17× | 2.13× | ||
| Q3 25 | 0.03× | 2.85× | ||
| Q2 25 | 0.26× | 3.13× | ||
| Q1 25 | -0.48× | 3.43× | ||
| Q4 24 | 2.40× | 2.04× | ||
| Q3 24 | -0.37× | 2.23× | ||
| Q2 24 | 0.97× | 2.65× | ||
| Q1 24 | -0.22× | 3.66× |
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% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
