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Deckers Brands（DECK）与JBT Marel Corp（JBTM）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JBT Marel Corp的1.9倍（$2.0B vs $1.0B），Deckers Brands净利率更高（24.6% vs 5.3%，领先19.3%），JBT Marel Corp同比增速更快（115.6% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 42.8%）
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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
DECK vs JBTM — 直观对比
营收规模更大
DECK
是对方的1.9倍
$1.0B
营收增速更快
JBTM
高出108.4%
7.1%
净利率更高
DECK
高出19.3%
5.3%
自由现金流更多
DECK
多$936.8M
$83.5M
两年增速更快
JBTM
近两年复合增速
42.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.0B |
| 净利润 | $481.1M | $53.1M |
| 毛利率 | 59.8% | 34.5% |
| 营业利润率 | 31.4% | 7.2% |
| 净利率 | 24.6% | 5.3% |
| 营收同比 | 7.1% | 115.6% |
| 净利润同比 | 5.3% | 858.6% |
| 每股收益（稀释后） | $3.33 | $1.04 |
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DECKJBTM
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $964.5M | $934.8M | ||
| Q1 25 | $1.0B | $854.1M | ||
| Q4 24 | $1.8B | $467.6M | ||
| Q3 24 | $1.3B | $453.8M | ||
| Q2 24 | $825.3M | $402.3M | ||
| Q1 24 | $959.8M | $392.3M |
净利润DECKJBTM
| Q4 25 | $481.1M | $53.1M | ||
| Q3 25 | $268.2M | $66.0M | ||
| Q2 25 | $139.2M | $3.4M | ||
| Q1 25 | $151.4M | $-173.0M | ||
| Q4 24 | $456.7M | $-7.0M | ||
| Q3 24 | $242.3M | $38.9M | ||
| Q2 24 | $115.6M | $30.7M | ||
| Q1 24 | $127.5M | $22.8M |
毛利率DECKJBTM
| Q4 25 | 59.8% | 34.5% | ||
| Q3 25 | 56.2% | 35.9% | ||
| Q2 25 | 55.8% | 35.8% | ||
| Q1 25 | 56.7% | 34.2% | ||
| Q4 24 | 60.3% | 38.4% | ||
| Q3 24 | 55.9% | 36.1% | ||
| Q2 24 | 56.9% | 35.6% | ||
| Q1 24 | 56.2% | 35.8% |
营业利润率DECKJBTM
| Q4 25 | 31.4% | 7.2% | ||
| Q3 25 | 22.8% | 10.2% | ||
| Q2 25 | 17.1% | 5.2% | ||
| Q1 25 | 17.0% | -3.9% | ||
| Q4 24 | 31.0% | 3.4% | ||
| Q3 24 | 23.3% | 10.3% | ||
| Q2 24 | 16.1% | 6.7% | ||
| Q1 24 | 15.0% | 7.4% |
净利率DECKJBTM
| Q4 25 | 24.6% | 5.3% | ||
| Q3 25 | 18.7% | 6.6% | ||
| Q2 25 | 14.4% | 0.4% | ||
| Q1 25 | 14.8% | -20.3% | ||
| Q4 24 | 25.0% | -1.5% | ||
| Q3 24 | 18.5% | 8.6% | ||
| Q2 24 | 14.0% | 7.6% | ||
| Q1 24 | 13.3% | 5.8% |
每股收益（稀释后）DECKJBTM
| Q4 25 | $3.33 | $1.04 | ||
| Q3 25 | $1.82 | $1.26 | ||
| Q2 25 | $0.93 | $0.07 | ||
| Q1 25 | $-2.78 | $-3.35 | ||
| Q4 24 | $3.00 | $-0.22 | ||
| Q3 24 | $1.59 | $1.21 | ||
| Q2 24 | $4.52 | $0.95 | ||
| Q1 24 | $4.82 | $0.71 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.6B | $4.5B |
| 总资产 | $4.1B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资DECKJBTM
| Q4 25 | $2.1B | $167.9M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
总债务DECKJBTM
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益DECKJBTM
| Q4 25 | $2.6B | $4.5B | ||
| Q3 25 | $2.5B | $4.4B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $2.5B | $4.1B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.1B | $1.5B | ||
| Q1 24 | $2.1B | $1.5B |
总资产DECKJBTM
| Q4 25 | $4.1B | $8.2B | ||
| Q3 25 | $3.8B | $8.2B | ||
| Q2 25 | $3.8B | $8.3B | ||
| Q1 25 | $3.6B | $8.0B | ||
| Q4 24 | $4.0B | $3.4B | ||
| Q3 24 | $3.4B | $2.8B | ||
| Q2 24 | $3.3B | $2.7B | ||
| Q1 24 | $3.1B | $2.7B |
负债/权益比DECKJBTM
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $83.5M |
| 自由现金流率自由现金流/营收 | 52.1% | 8.3% |
| 资本支出强度资本支出/营收 | 1.1% | 3.4% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $238.1M |
8季度趋势，按日历期对齐
经营现金流DECKJBTM
| Q4 25 | $1.0B | $117.4M | ||
| Q3 25 | $8.1M | $87.7M | ||
| Q2 25 | $36.1M | $102.2M | ||
| Q1 25 | $-73.0M | $34.4M | ||
| Q4 24 | $1.1B | $128.7M | ||
| Q3 24 | $-90.5M | $71.9M | ||
| Q2 24 | $112.7M | $21.6M | ||
| Q1 24 | $-28.7M | $10.4M |
自由现金流DECKJBTM
| Q4 25 | $1.0B | $83.5M | ||
| Q3 25 | $-13.9M | $56.5M | ||
| Q2 25 | $12.2M | $83.7M | ||
| Q1 25 | $-89.4M | $14.4M | ||
| Q4 24 | $1.1B | $118.7M | ||
| Q3 24 | $-113.4M | $65.0M | ||
| Q2 24 | $90.1M | $11.1M | ||
| Q1 24 | $-44.0M | $-100.0K |
自由现金流率DECKJBTM
| Q4 25 | 52.1% | 8.3% | ||
| Q3 25 | -1.0% | 5.6% | ||
| Q2 25 | 1.3% | 9.0% | ||
| Q1 25 | -8.8% | 1.7% | ||
| Q4 24 | 58.6% | 25.4% | ||
| Q3 24 | -8.6% | 14.3% | ||
| Q2 24 | 10.9% | 2.8% | ||
| Q1 24 | -4.6% | -0.0% |
资本支出强度DECKJBTM
| Q4 25 | 1.1% | 3.4% | ||
| Q3 25 | 1.5% | 3.1% | ||
| Q2 25 | 2.5% | 2.0% | ||
| Q1 25 | 1.6% | 2.3% | ||
| Q4 24 | 1.3% | 2.1% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 2.7% | 2.6% | ||
| Q1 24 | 1.6% | 2.7% |
现金转化率DECKJBTM
| Q4 25 | 2.17× | 2.21× | ||
| Q3 25 | 0.03× | 1.33× | ||
| Q2 25 | 0.26× | 30.06× | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | 1.85× | ||
| Q2 24 | 0.97× | 0.70× | ||
| Q1 24 | -0.22× | 0.46× |
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% |
JBTM
暂无分部数据
