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Deckers Brands(DECK)与LESAKA TECHNOLOGIES INC(LSAK)财务数据对比。点击上方公司名可切换其他公司
LESAKA TECHNOLOGIES INC的季度营收约是Deckers Brands的1.5倍($3.0B vs $2.0B),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 0.2%),过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高(341.6% 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。
莱萨卡科技是一家总部位于南非的金融科技公司,目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠,面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
DECK vs LSAK — 直观对比
营收规模更大
LSAK
是对方的1.5倍
$2.0B
营收增速更快
DECK
高出6.9%
0.2%
净利率更高
DECK
高出24.6%
0.0%
两年增速更快
LSAK
近两年复合增速
42.8%
损益表 — Q3 FY2026 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $3.0B |
| 净利润 | $481.1M | $437.0K |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 2.2% |
| 净利率 | 24.6% | 0.0% |
| 营收同比 | 7.1% | 0.2% |
| 净利润同比 | 5.3% | — |
| 每股收益(稀释后) | $3.33 | — |
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
DECK
LSAK
| Q3 26 | — | $3.0B | ||
| Q2 26 | — | $3.1B | ||
| Q4 25 | $2.0B | $178.7M | ||
| Q3 25 | $1.4B | $171.4M | ||
| Q2 25 | $964.5M | $168.5M | ||
| Q1 25 | $1.0B | $161.4M | ||
| Q4 24 | $1.8B | $176.2M | ||
| Q3 24 | $1.3B | $153.6M |
净利润
DECK
LSAK
| Q3 26 | — | $437.0K | ||
| Q2 26 | — | $3.6M | ||
| Q4 25 | $481.1M | $3.6M | ||
| Q3 25 | $268.2M | $-4.3M | ||
| Q2 25 | $139.2M | $-28.4M | ||
| Q1 25 | $151.4M | $-22.1M | ||
| Q4 24 | $456.7M | $-32.5M | ||
| Q3 24 | $242.3M | $-4.5M |
毛利率
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | 59.8% | 31.4% | ||
| Q3 25 | 56.2% | 30.9% | ||
| Q2 25 | 55.8% | 28.9% | ||
| Q1 25 | 56.7% | 27.5% | ||
| Q4 24 | 60.3% | 25.7% | ||
| Q3 24 | 55.9% | 22.6% |
营业利润率
DECK
LSAK
| Q3 26 | — | 2.2% | ||
| Q2 26 | — | 1.2% | ||
| Q4 25 | 31.4% | 1.2% | ||
| Q3 25 | 22.8% | 0.2% | ||
| Q2 25 | 17.1% | -16.7% | ||
| Q1 25 | 17.0% | 0.4% | ||
| Q4 24 | 31.0% | 0.3% | ||
| Q3 24 | 23.3% | -0.0% |
净利率
DECK
LSAK
| Q3 26 | — | 0.0% | ||
| Q2 26 | — | 0.1% | ||
| Q4 25 | 24.6% | 2.0% | ||
| Q3 25 | 18.7% | -2.5% | ||
| Q2 25 | 14.4% | -16.9% | ||
| Q1 25 | 14.8% | -13.7% | ||
| Q4 24 | 25.0% | -18.4% | ||
| Q3 24 | 18.5% | -3.0% |
每股收益(稀释后)
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | $3.33 | $0.04 | ||
| Q3 25 | $1.82 | $-0.05 | ||
| Q2 25 | $0.93 | $-0.40 | ||
| Q1 25 | $-2.78 | $-0.27 | ||
| Q4 24 | $3.00 | $-0.40 | ||
| Q3 24 | $1.59 | $-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 | $1.5B |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $2.6B | — |
| 总资产 | $4.1B | $11.5B |
| 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
DECK
LSAK
| Q3 26 | — | $1.5B | ||
| Q2 26 | — | $1.2B | ||
| Q4 25 | $2.1B | $69.5M | ||
| Q3 25 | $1.4B | $72.2M | ||
| Q2 25 | $1.7B | $76.5M | ||
| Q1 25 | $1.9B | $71.0M | ||
| Q4 24 | $2.2B | $60.6M | ||
| Q3 24 | $1.2B | $49.7M |
总债务
DECK
LSAK
| Q3 26 | — | $3.2B | ||
| Q2 26 | — | $3.4B | ||
| Q4 25 | — | $216.8M | ||
| Q3 25 | — | $208.1M | ||
| Q2 25 | — | $200.8M | ||
| Q1 25 | — | $194.7M | ||
| Q4 24 | — | $148.7M | ||
| Q3 24 | — | $148.5M |
股东权益
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | $2.6B | $180.6M | ||
| Q3 25 | $2.5B | $170.4M | ||
| Q2 25 | $2.5B | $161.6M | ||
| Q1 25 | $2.5B | $185.2M | ||
| Q4 24 | $2.6B | $193.3M | ||
| Q3 24 | $2.2B | $184.2M |
总资产
DECK
LSAK
| Q3 26 | — | $11.5B | ||
| Q2 26 | — | $11.7B | ||
| Q4 25 | $4.1B | $704.6M | ||
| Q3 25 | $3.8B | $652.9M | ||
| Q2 25 | $3.8B | $653.7M | ||
| Q1 25 | $3.6B | $649.2M | ||
| Q4 24 | $4.0B | $640.6M | ||
| Q3 24 | $3.4B | $551.9M |
负债/权益比
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | — | 1.20× | ||
| Q3 25 | — | 1.22× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.81× |
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% | — |
| 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
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | $1.0B | $-10.9M | ||
| Q3 25 | $8.1M | $8.9M | ||
| Q2 25 | $36.1M | $-9.1M | ||
| Q1 25 | $-73.0M | $10.7M | ||
| Q4 24 | $1.1B | $-9.2M | ||
| Q3 24 | $-90.5M | $-4.1M |
自由现金流
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | $1.0B | $-14.8M | ||
| Q3 25 | $-13.9M | $4.9M | ||
| Q2 25 | $12.2M | $-13.2M | ||
| Q1 25 | $-89.4M | $7.8M | ||
| Q4 24 | $1.1B | $-15.5M | ||
| Q3 24 | $-113.4M | $-8.1M |
自由现金流率
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | 52.1% | -8.3% | ||
| Q3 25 | -1.0% | 2.9% | ||
| Q2 25 | 1.3% | -7.8% | ||
| Q1 25 | -8.8% | 4.9% | ||
| Q4 24 | 58.6% | -8.8% | ||
| Q3 24 | -8.6% | -5.3% |
资本支出强度
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | 1.1% | 2.2% | ||
| Q3 25 | 1.5% | 2.3% | ||
| Q2 25 | 2.5% | 2.4% | ||
| Q1 25 | 1.6% | 1.7% | ||
| Q4 24 | 1.3% | 3.6% | ||
| Q3 24 | 1.7% | 2.6% |
现金转化率
DECK
LSAK
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q4 25 | 2.17× | -2.99× | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | — |
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% |
LSAK
暂无分部数据