vs
Deckers Brands（DECK）与Knight-Swift Transportation Holdings Inc.（KNX）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Knight-Swift Transportation Holdings Inc.的1.1倍（$2.0B vs $1.9B），Deckers Brands净利率更高（24.6% vs 0.0%，领先24.6%），Deckers Brands同比增速更快（7.1% vs 1.4%），Deckers Brands自由现金流更多（$1.0B vs $56.9M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 0.1%）
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。
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
DECK vs KNX — 直观对比
营收规模更大
DECK
是对方的1.1倍
$1.9B
营收增速更快
DECK
高出5.7%
1.4%
净利率更高
DECK
高出24.6%
0.0%
自由现金流更多
DECK
多$963.3M
$56.9M
两年增速更快
DECK
近两年复合增速
0.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $481.1M | $96.0K |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 1.5% |
| 净利率 | 24.6% | 0.0% |
| 营收同比 | 7.1% | 1.4% |
| 净利润同比 | 5.3% | -76.6% |
| 每股收益（稀释后） | $3.33 | $-0.01 |
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DECKKNX
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $964.5M | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $825.3M | $1.8B |
净利润DECKKNX
| Q1 26 | — | $96.0K | ||
| Q4 25 | $481.1M | $-6.8M | ||
| Q3 25 | $268.2M | $7.9M | ||
| Q2 25 | $139.2M | $34.2M | ||
| Q1 25 | $151.4M | $30.6M | ||
| Q4 24 | $456.7M | $69.5M | ||
| Q3 24 | $242.3M | $30.5M | ||
| Q2 24 | $115.6M | $20.3M |
毛利率DECKKNX
| 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DECKKNX
| Q1 26 | — | 1.5% | ||
| Q4 25 | 31.4% | 1.4% | ||
| Q3 25 | 22.8% | 2.6% | ||
| Q2 25 | 17.1% | 3.9% | ||
| Q1 25 | 17.0% | 3.7% | ||
| Q4 24 | 31.0% | 4.2% | ||
| Q3 24 | 23.3% | 4.3% | ||
| Q2 24 | 16.1% | 3.4% |
净利率DECKKNX
| Q1 26 | — | 0.0% | ||
| Q4 25 | 24.6% | -0.4% | ||
| Q3 25 | 18.7% | 0.4% | ||
| Q2 25 | 14.4% | 1.8% | ||
| Q1 25 | 14.8% | 1.7% | ||
| Q4 24 | 25.0% | 3.7% | ||
| Q3 24 | 18.5% | 1.6% | ||
| Q2 24 | 14.0% | 1.1% |
每股收益（稀释后）DECKKNX
| Q1 26 | — | $-0.01 | ||
| Q4 25 | $3.33 | $-0.04 | ||
| Q3 25 | $1.82 | $0.05 | ||
| Q2 25 | $0.93 | $0.21 | ||
| Q1 25 | $-2.78 | $0.19 | ||
| Q4 24 | $3.00 | $0.43 | ||
| Q3 24 | $1.59 | $0.19 | ||
| Q2 24 | $4.52 | $0.13 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $7.1B |
| 总资产 | $4.1B | $11.9B |
| 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DECKKNX
| Q1 26 | — | $222.8M | ||
| Q4 25 | $2.1B | $220.4M | ||
| Q3 25 | $1.4B | $192.7M | ||
| Q2 25 | $1.7B | $216.3M | ||
| Q1 25 | $1.9B | $209.5M | ||
| Q4 24 | $2.2B | $218.3M | ||
| Q3 24 | $1.2B | $166.3M | ||
| Q2 24 | $1.4B | $186.5M |
总债务DECKKNX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.6B |
股东权益DECKKNX
| Q1 26 | — | $7.1B | ||
| Q4 25 | $2.6B | $7.1B | ||
| Q3 25 | $2.5B | $7.1B | ||
| Q2 25 | $2.5B | $7.1B | ||
| Q1 25 | $2.5B | $7.1B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.2B | $7.1B | ||
| Q2 24 | $2.1B | $7.1B |
总资产DECKKNX
| Q1 26 | — | $11.9B | ||
| Q4 25 | $4.1B | $12.0B | ||
| Q3 25 | $3.8B | $12.6B | ||
| Q2 25 | $3.8B | $12.5B | ||
| Q1 25 | $3.6B | $12.6B | ||
| Q4 24 | $4.0B | $12.7B | ||
| Q3 24 | $3.4B | $12.8B | ||
| Q2 24 | $3.3B | $12.6B |
负债/权益比DECKKNX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.23× |
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 | $142.5M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $56.9M |
| 自由现金流率自由现金流/营收 | 52.1% | 3.1% |
| 资本支出强度资本支出/营收 | 1.1% | 4.6% |
| 现金转化率经营现金流/净利润 | 2.17× | 1484.79× |
| 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DECKKNX
| Q1 26 | — | $142.5M | ||
| Q4 25 | $1.0B | $723.2M | ||
| Q3 25 | $8.1M | $217.5M | ||
| Q2 25 | $36.1M | $216.5M | ||
| Q1 25 | $-73.0M | $109.4M | ||
| Q4 24 | $1.1B | $274.3M | ||
| Q3 24 | $-90.5M | $214.0M | ||
| Q2 24 | $112.7M | $273.4M |
自由现金流DECKKNX
| Q1 26 | — | $56.9M | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $-13.9M | — | ||
| Q2 25 | $12.2M | — | ||
| Q1 25 | $-89.4M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | — | ||
| Q2 24 | $90.1M | — |
自由现金流率DECKKNX
| Q1 26 | — | 3.1% | ||
| Q4 25 | 52.1% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度DECKKNX
| Q1 26 | — | 4.6% | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.7% | — |
现金转化率DECKKNX
| Q1 26 | — | 1484.79× | ||
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | 27.67× | ||
| Q2 25 | 0.26× | 6.32× | ||
| Q1 25 | -0.48× | 3.57× | ||
| Q4 24 | 2.40× | 3.95× | ||
| Q3 24 | -0.37× | 7.03× | ||
| Q2 24 | 0.97× | 13.47× |
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% |
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
