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Deckers Brands（DECK）与KLA Corporation（KLAC）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是Deckers Brands的1.7倍（$3.3B vs $2.0B），KLA Corporation净利率更高（34.7% vs 24.6%，领先10.2%），KLA Corporation同比增速更快（7.2% vs 7.1%），KLA Corporation自由现金流更多（$1.3B vs $1.0B），过去两年Deckers Brands的营收复合增速更高（42.8% vs 18.2%）
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。
KLA Corporation是总部位于美国加利福尼亚州米尔皮塔斯的企业，主营晶圆制造设备，为半导体及相关纳米电子行业提供过程控制与良率管理系统，产品及服务覆盖晶圆、光罩、集成电路、封装生产从研发到批量制造的全流程。
DECK vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.7倍
$2.0B
营收增速更快
KLAC
高出0.0%
7.1%
净利率更高
KLAC
高出10.2%
24.6%
自由现金流更多
KLAC
多$241.7M
$1.0B
两年增速更快
DECK
近两年复合增速
18.2%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.3B |
| 净利润 | $481.1M | $1.1B |
| 毛利率 | 59.8% | 61.4% |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 34.7% |
| 营收同比 | 7.1% | 7.2% |
| 净利润同比 | 5.3% | 39.0% |
| 每股收益（稀释后） | $3.33 | $8.68 |
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DECKKLAC
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $964.5M | $3.2B | ||
| Q1 25 | $1.0B | $3.1B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $825.3M | $2.6B | ||
| Q1 24 | $959.8M | $2.4B |
净利润DECKKLAC
| Q4 25 | $481.1M | $1.1B | ||
| Q3 25 | $268.2M | $1.1B | ||
| Q2 25 | $139.2M | $1.2B | ||
| Q1 25 | $151.4M | $1.1B | ||
| Q4 24 | $456.7M | $824.5M | ||
| Q3 24 | $242.3M | $945.9M | ||
| Q2 24 | $115.6M | $836.4M | ||
| Q1 24 | $127.5M | $601.5M |
毛利率DECKKLAC
| Q4 25 | 59.8% | 61.4% | ||
| Q3 25 | 56.2% | 61.3% | ||
| Q2 25 | 55.8% | 62.0% | ||
| Q1 25 | 56.7% | 61.6% | ||
| Q4 24 | 60.3% | 60.3% | ||
| Q3 24 | 55.9% | 59.6% | ||
| Q2 24 | 56.9% | 60.7% | ||
| Q1 24 | 56.2% | 57.9% |
营业利润率DECKKLAC
| Q4 25 | 31.4% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 17.1% | 41.9% | ||
| Q1 25 | 17.0% | 41.3% | ||
| Q4 24 | 31.0% | 31.6% | ||
| Q3 24 | 23.3% | 38.0% | ||
| Q2 24 | 16.1% | 36.8% | ||
| Q1 24 | 15.0% | 29.7% |
净利率DECKKLAC
| Q4 25 | 24.6% | 34.7% | ||
| Q3 25 | 18.7% | 34.9% | ||
| Q2 25 | 14.4% | 37.9% | ||
| Q1 25 | 14.8% | 35.5% | ||
| Q4 24 | 25.0% | 26.8% | ||
| Q3 24 | 18.5% | 33.3% | ||
| Q2 24 | 14.0% | 32.6% | ||
| Q1 24 | 13.3% | 25.5% |
每股收益（稀释后）DECKKLAC
| Q4 25 | $3.33 | $8.68 | ||
| Q3 25 | $1.82 | $8.47 | ||
| Q2 25 | $0.93 | $9.04 | ||
| Q1 25 | $-2.78 | $8.16 | ||
| Q4 24 | $3.00 | $6.16 | ||
| Q3 24 | $1.59 | $7.01 | ||
| Q2 24 | $4.52 | $6.16 | ||
| Q1 24 | $4.82 | $4.43 |
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 | $2.5B |
| 总债务越低越好 | — | $5.9B |
| 股东权益账面价值 | $2.6B | $5.5B |
| 总资产 | $4.1B | $16.7B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资DECKKLAC
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.5B | $1.8B |
总债务DECKKLAC
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.9B | ||
| Q1 24 | — | $5.9B |
股东权益DECKKLAC
| Q4 25 | $2.6B | $5.5B | ||
| Q3 25 | $2.5B | $5.0B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.5B | $4.0B | ||
| Q4 24 | $2.6B | $3.6B | ||
| Q3 24 | $2.2B | $3.6B | ||
| Q2 24 | $2.1B | $3.4B | ||
| Q1 24 | $2.1B | $3.1B |
总资产DECKKLAC
| Q4 25 | $4.1B | $16.7B | ||
| Q3 25 | $3.8B | $16.3B | ||
| Q2 25 | $3.8B | $16.1B | ||
| Q1 25 | $3.6B | $15.2B | ||
| Q4 24 | $4.0B | $15.0B | ||
| Q3 24 | $3.4B | $15.7B | ||
| Q2 24 | $3.3B | $15.4B | ||
| Q1 24 | $3.1B | $15.0B |
负债/权益比DECKKLAC
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.47× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 1.90× |
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 | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $1.3B |
| 自由现金流率自由现金流/营收 | 52.1% | 38.3% |
| 资本支出强度资本支出/营收 | 1.1% | 3.2% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $4.4B |
8季度趋势，按日历期对齐
经营现金流DECKKLAC
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $8.1M | $1.2B | ||
| Q2 25 | $36.1M | $1.2B | ||
| Q1 25 | $-73.0M | $1.1B | ||
| Q4 24 | $1.1B | $849.5M | ||
| Q3 24 | $-90.5M | $995.2M | ||
| Q2 24 | $112.7M | $892.6M | ||
| Q1 24 | $-28.7M | $910.0M |
自由现金流DECKKLAC
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $-13.9M | $1.1B | ||
| Q2 25 | $12.2M | $1.1B | ||
| Q1 25 | $-89.4M | $990.0M | ||
| Q4 24 | $1.1B | $757.2M | ||
| Q3 24 | $-113.4M | $934.8M | ||
| Q2 24 | $90.1M | $831.9M | ||
| Q1 24 | $-44.0M | $838.2M |
自由现金流率DECKKLAC
| Q4 25 | 52.1% | 38.3% | ||
| Q3 25 | -1.0% | 33.2% | ||
| Q2 25 | 1.3% | 33.5% | ||
| Q1 25 | -8.8% | 32.3% | ||
| Q4 24 | 58.6% | 24.6% | ||
| Q3 24 | -8.6% | 32.9% | ||
| Q2 24 | 10.9% | 32.4% | ||
| Q1 24 | -4.6% | 35.5% |
资本支出强度DECKKLAC
| Q4 25 | 1.1% | 3.2% | ||
| Q3 25 | 1.5% | 3.0% | ||
| Q2 25 | 2.5% | 3.2% | ||
| Q1 25 | 1.6% | 2.7% | ||
| Q4 24 | 1.3% | 3.0% | ||
| Q3 24 | 1.7% | 2.1% | ||
| Q2 24 | 2.7% | 2.4% | ||
| Q1 24 | 1.6% | 3.0% |
现金转化率DECKKLAC
| Q4 25 | 2.17× | 1.19× | ||
| Q3 25 | 0.03× | 1.04× | ||
| Q2 25 | 0.26× | 0.97× | ||
| Q1 25 | -0.48× | 0.99× | ||
| Q4 24 | 2.40× | 1.03× | ||
| Q3 24 | -0.37× | 1.05× | ||
| Q2 24 | 0.97× | 1.07× | ||
| Q1 24 | -0.22× | 1.51× |
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% |
KLAC
| Wafer Inspection | $1.6B | 48% |
| Services | $786.1M | 24% |
| Patterning | $696.2M | 21% |
| Specialty Semiconductor Process | $121.6M | 4% |
| PCB And Component Inspection | $80.3M | 2% |
| Other Revenue | $40.2M | 1% |
