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Deckers Brands（DECK）与KEMPER Corp（KMPR）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KEMPER Corp的1.7倍（$2.0B vs $1.1B），Deckers Brands净利率更高（24.6% vs -0.7%，领先25.3%），Deckers Brands同比增速更快（7.1% vs -4.7%），Deckers Brands自由现金流更多（$1.0B vs $166.2M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -0.5%）
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。
坎伯公司（Kemper Corporation）是总部位于美国伊利诺伊州芝加哥的保险服务商，总资产近130亿美元，旗下品牌矩阵为个人、家庭及企业客户提供多元保险产品服务。
DECK vs KMPR — 直观对比
营收规模更大
DECK
是对方的1.7倍
$1.1B
营收增速更快
DECK
高出11.8%
-4.7%
净利率更高
DECK
高出25.3%
-0.7%
自由现金流更多
DECK
多$854.1M
$166.2M
两年增速更快
DECK
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $481.1M | $-8.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | -0.7% |
| 营收同比 | 7.1% | -4.7% |
| 净利润同比 | 5.3% | -108.2% |
| 每股收益（稀释后） | $3.33 | $-0.03 |
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DECKKMPR
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $964.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.1B | ||
| Q1 24 | $959.8M | $1.1B |
净利润DECKKMPR
| Q4 25 | $481.1M | $-8.0M | ||
| Q3 25 | $268.2M | $-21.0M | ||
| Q2 25 | $139.2M | $72.6M | ||
| Q1 25 | $151.4M | $99.7M | ||
| Q4 24 | $456.7M | $97.4M | ||
| Q3 24 | $242.3M | $73.7M | ||
| Q2 24 | $115.6M | $75.4M | ||
| Q1 24 | $127.5M | $71.3M |
毛利率DECKKMPR
| 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DECKKMPR
| Q4 25 | 31.4% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 23.3% | 11.2% | ||
| Q2 24 | 16.1% | 10.1% | ||
| Q1 24 | 15.0% | 7.6% |
净利率DECKKMPR
| Q4 25 | 24.6% | -0.7% | ||
| Q3 25 | 18.7% | -1.7% | ||
| Q2 25 | 14.4% | 5.9% | ||
| Q1 25 | 14.8% | 8.4% | ||
| Q4 24 | 25.0% | 8.2% | ||
| Q3 24 | 18.5% | 6.3% | ||
| Q2 24 | 14.0% | 6.7% | ||
| Q1 24 | 13.3% | 6.2% |
每股收益（稀释后）DECKKMPR
| Q4 25 | $3.33 | $-0.03 | ||
| Q3 25 | $1.82 | $-0.34 | ||
| Q2 25 | $0.93 | $1.12 | ||
| Q1 25 | $-2.78 | $1.54 | ||
| Q4 24 | $3.00 | $1.51 | ||
| Q3 24 | $1.59 | $1.14 | ||
| Q2 24 | $4.52 | $1.16 | ||
| Q1 24 | $4.82 | $1.10 |
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 | — |
| 总债务越低越好 | — | $943.5M |
| 股东权益账面价值 | $2.6B | $2.7B |
| 总资产 | $4.1B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资DECKKMPR
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.4B | $371.2M | ||
| Q2 25 | $1.7B | $407.6M | ||
| Q1 25 | $1.9B | $545.3M | ||
| Q4 24 | $2.2B | $1.0B | ||
| Q3 24 | $1.2B | $696.9M | ||
| Q2 24 | $1.4B | $539.1M | ||
| Q1 24 | $1.5B | $520.7M |
总债务DECKKMPR
| Q4 25 | — | $943.5M | ||
| Q3 25 | — | $943.1M | ||
| Q2 25 | — | $942.6M | ||
| Q1 25 | — | $942.1M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
股东权益DECKKMPR
| Q4 25 | $2.6B | $2.7B | ||
| Q3 25 | $2.5B | $2.7B | ||
| Q2 25 | $2.5B | $370.0M | ||
| Q1 25 | $2.5B | $366.0M | ||
| Q4 24 | $2.6B | $2.8B | ||
| Q3 24 | $2.2B | $2.8B | ||
| Q2 24 | $2.1B | $358.0M | ||
| Q1 24 | $2.1B | $2.6B |
总资产DECKKMPR
| Q4 25 | $4.1B | $12.5B | ||
| Q3 25 | $3.8B | $12.4B | ||
| Q2 25 | $3.8B | $12.6B | ||
| Q1 25 | $3.6B | $12.5B | ||
| Q4 24 | $4.0B | $12.6B | ||
| Q3 24 | $3.4B | $12.6B | ||
| Q2 24 | $3.3B | $12.6B | ||
| Q1 24 | $3.1B | $12.6B |
负债/权益比DECKKMPR
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 3.88× | ||
| Q1 24 | — | 0.54× |
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 | $175.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $166.2M |
| 自由现金流率自由现金流/营收 | 52.1% | 14.7% |
| 资本支出强度资本支出/营收 | 1.1% | 0.8% |
| 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 | $553.9M |
8季度趋势，按日历期对齐
经营现金流DECKKMPR
| Q4 25 | $1.0B | $175.0M | ||
| Q3 25 | $8.1M | $139.9M | ||
| Q2 25 | $36.1M | $89.6M | ||
| Q1 25 | $-73.0M | $180.0M | ||
| Q4 24 | $1.1B | $175.1M | ||
| Q3 24 | $-90.5M | $141.9M | ||
| Q2 24 | $112.7M | $22.9M | ||
| Q1 24 | $-28.7M | $43.0M |
自由现金流DECKKMPR
| Q4 25 | $1.0B | $166.2M | ||
| Q3 25 | $-13.9M | $133.4M | ||
| Q2 25 | $12.2M | $82.0M | ||
| Q1 25 | $-89.4M | $172.3M | ||
| Q4 24 | $1.1B | $165.4M | ||
| Q3 24 | $-113.4M | $131.4M | ||
| Q2 24 | $90.1M | $5.2M | ||
| Q1 24 | $-44.0M | $27.7M |
自由现金流率DECKKMPR
| Q4 25 | 52.1% | 14.7% | ||
| Q3 25 | -1.0% | 10.8% | ||
| Q2 25 | 1.3% | 6.7% | ||
| Q1 25 | -8.8% | 14.4% | ||
| Q4 24 | 58.6% | 13.9% | ||
| Q3 24 | -8.6% | 11.1% | ||
| Q2 24 | 10.9% | 0.5% | ||
| Q1 24 | -4.6% | 2.4% |
资本支出强度DECKKMPR
| Q4 25 | 1.1% | 0.8% | ||
| Q3 25 | 1.5% | 0.5% | ||
| Q2 25 | 2.5% | 0.6% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 1.3% | 0.8% | ||
| Q3 24 | 1.7% | 0.9% | ||
| Q2 24 | 2.7% | 1.6% | ||
| Q1 24 | 1.6% | 1.3% |
现金转化率DECKKMPR
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | 1.23× | ||
| Q1 25 | -0.48× | 1.81× | ||
| Q4 24 | 2.40× | 1.80× | ||
| Q3 24 | -0.37× | 1.93× | ||
| Q2 24 | 0.97× | 0.30× | ||
| Q1 24 | -0.22× | 0.60× |
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% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
