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Deckers Brands（DECK）与捷蓝航空（JBLU）财务数据对比。点击上方公司名可切换其他公司
捷蓝航空的季度营收约是Deckers Brands的1.1倍（$2.2B vs $2.0B），Deckers Brands净利率更高（24.6% vs -14.2%，领先38.8%），Deckers Brands同比增速更快（7.1% vs 4.7%），过去两年Deckers Brands的营收复合增速更高（42.8% vs -3.9%）
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。
捷蓝航空是美国低成本航空公司，总部设于纽约市皇后区长岛市。运营以点对点航线为主，拥有包括纽约肯尼迪国际机场主枢纽在内的六大重点城市航点网络，航线覆盖美洲及欧洲多地。虽未加入任何全球航空联盟，但与寰宇一家、天合联盟、星空联盟的多家航司均有代码共享合作。
DECK vs JBLU — 直观对比
营收规模更大
JBLU
是对方的1.1倍
$2.0B
营收增速更快
DECK
高出2.5%
4.7%
净利率更高
DECK
高出38.8%
-14.2%
两年增速更快
DECK
近两年复合增速
-3.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.2B |
| 净利润 | $481.1M | $-319.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | -10.0% |
| 净利率 | 24.6% | -14.2% |
| 营收同比 | 7.1% | 4.7% |
| 净利润同比 | 5.3% | — |
| 每股收益（稀释后） | $3.33 | $-0.86 |
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DECKJBLU
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $964.5M | $2.4B | ||
| Q1 25 | $1.0B | $2.1B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $825.3M | $2.4B |
净利润DECKJBLU
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $481.1M | $-177.0M | ||
| Q3 25 | $268.2M | $-143.0M | ||
| Q2 25 | $139.2M | $-74.0M | ||
| Q1 25 | $151.4M | $-208.0M | ||
| Q4 24 | $456.7M | $-44.0M | ||
| Q3 24 | $242.3M | $-60.0M | ||
| Q2 24 | $115.6M | $25.0M |
毛利率DECKJBLU
| 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DECKJBLU
| Q1 26 | — | -10.0% | ||
| Q4 25 | 31.4% | -4.5% | ||
| Q3 25 | 22.8% | -4.3% | ||
| Q2 25 | 17.1% | 0.3% | ||
| Q1 25 | 17.0% | -8.1% | ||
| Q4 24 | 31.0% | 0.7% | ||
| Q3 24 | 23.3% | -1.6% | ||
| Q2 24 | 16.1% | 2.3% |
净利率DECKJBLU
| Q1 26 | — | -14.2% | ||
| Q4 25 | 24.6% | -7.9% | ||
| Q3 25 | 18.7% | -6.2% | ||
| Q2 25 | 14.4% | -3.1% | ||
| Q1 25 | 14.8% | -9.7% | ||
| Q4 24 | 25.0% | -1.9% | ||
| Q3 24 | 18.5% | -2.5% | ||
| Q2 24 | 14.0% | 1.0% |
每股收益（稀释后）DECKJBLU
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $3.33 | $-0.47 | ||
| Q3 25 | $1.82 | $-0.39 | ||
| Q2 25 | $0.93 | $-0.21 | ||
| Q1 25 | $-2.78 | $-0.59 | ||
| Q4 24 | $3.00 | $-0.09 | ||
| Q3 24 | $1.59 | $-0.17 | ||
| Q2 24 | $4.52 | $0.07 |
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 | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $1.8B |
| 总资产 | $4.1B | $16.6B |
| 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DECKJBLU
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.7B | $3.1B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $2.2B | $3.6B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.4B | $1.5B |
总债务DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $8.1B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $5.0B |
股东权益DECKJBLU
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.5B | $2.3B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.2B | $2.6B | ||
| Q2 24 | $2.1B | $2.7B |
总资产DECKJBLU
| Q1 26 | — | $16.6B | ||
| Q4 25 | $4.1B | $16.6B | ||
| Q3 25 | $3.8B | $16.6B | ||
| Q2 25 | $3.8B | $16.9B | ||
| Q1 25 | $3.6B | $17.1B | ||
| Q4 24 | $4.0B | $16.8B | ||
| Q3 24 | $3.4B | $16.6B | ||
| Q2 24 | $3.3B | $14.0B |
负债/权益比DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 3.42× | ||
| Q2 25 | — | 3.21× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 3.08× | ||
| Q3 24 | — | 2.98× | ||
| Q2 24 | — | 1.86× |
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 | — |
| 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% | 6.3% |
| 现金转化率经营现金流/净利润 | 2.17× | — |
| 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DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $49.0M | ||
| Q3 25 | $8.1M | $-142.0M | ||
| Q2 25 | $36.1M | $-115.0M | ||
| Q1 25 | $-73.0M | $114.0M | ||
| Q4 24 | $1.1B | $-17.0M | ||
| Q3 24 | $-90.5M | $-29.0M | ||
| Q2 24 | $112.7M | $-14.0M |
自由现金流DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-287.0M | ||
| Q3 25 | $-13.9M | $-411.0M | ||
| Q2 25 | $12.2M | $-412.0M | ||
| Q1 25 | $-89.4M | $-62.0M | ||
| Q4 24 | $1.1B | $-368.0M | ||
| Q3 24 | $-113.4M | $-302.0M | ||
| Q2 24 | $90.1M | $-441.0M |
自由现金流率DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | -12.8% | ||
| Q3 25 | -1.0% | -17.7% | ||
| Q2 25 | 1.3% | -17.5% | ||
| Q1 25 | -8.8% | -2.9% | ||
| Q4 24 | 58.6% | -16.2% | ||
| Q3 24 | -8.6% | -12.8% | ||
| Q2 24 | 10.9% | -18.2% |
资本支出强度DECKJBLU
| Q1 26 | — | 6.3% | ||
| Q4 25 | 1.1% | 15.0% | ||
| Q3 25 | 1.5% | 11.6% | ||
| Q2 25 | 2.5% | 12.6% | ||
| Q1 25 | 1.6% | 8.2% | ||
| Q4 24 | 1.3% | 15.4% | ||
| Q3 24 | 1.7% | 11.5% | ||
| Q2 24 | 2.7% | 17.6% |
现金转化率DECKJBLU
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | -0.56× |
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% |
JBLU
暂无分部数据
