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Deckers Brands（DECK）与LANDSTAR SYSTEM INC（LSTR）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LANDSTAR SYSTEM INC的1.7倍（$2.0B vs $1.2B），Deckers Brands净利率更高（24.6% vs 3.4%，领先21.2%），Deckers Brands同比增速更快（7.1% vs 1.6%），过去两年Deckers Brands的营收复合增速更高（42.8% vs -2.2%）
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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
DECK vs LSTR — 直观对比
营收规模更大
DECK
是对方的1.7倍
$1.2B
营收增速更快
DECK
高出5.5%
1.6%
净利率更高
DECK
高出21.2%
3.4%
两年增速更快
DECK
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $481.1M | $39.4M |
| 毛利率 | 59.8% | 9.6% |
| 营业利润率 | 31.4% | 4.5% |
| 净利率 | 24.6% | 3.4% |
| 营收同比 | 7.1% | 1.6% |
| 净利润同比 | 5.3% | 32.3% |
| 每股收益（稀释后） | $3.33 | $1.16 |
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DECKLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.0B | $1.2B | ||
| 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 | $1.2B |
净利润DECKLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $481.1M | $23.9M | ||
| Q3 25 | $268.2M | $19.4M | ||
| Q2 25 | $139.2M | $41.9M | ||
| Q1 25 | $151.4M | $29.8M | ||
| Q4 24 | $456.7M | $46.2M | ||
| Q3 24 | $242.3M | $50.0M | ||
| Q2 24 | $115.6M | $52.6M |
毛利率DECKLSTR
| Q1 26 | — | 9.6% | ||
| 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DECKLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 31.4% | 2.5% | ||
| Q3 25 | 22.8% | 2.2% | ||
| Q2 25 | 17.1% | 4.6% | ||
| Q1 25 | 17.0% | 3.4% | ||
| Q4 24 | 31.0% | 4.8% | ||
| Q3 24 | 23.3% | 5.2% | ||
| Q2 24 | 16.1% | 5.6% |
净利率DECKLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 24.6% | 2.0% | ||
| Q3 25 | 18.7% | 1.6% | ||
| Q2 25 | 14.4% | 3.5% | ||
| Q1 25 | 14.8% | 2.6% | ||
| Q4 24 | 25.0% | 3.8% | ||
| Q3 24 | 18.5% | 4.1% | ||
| Q2 24 | 14.0% | 4.3% |
每股收益（稀释后）DECKLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $3.33 | $0.70 | ||
| Q3 25 | $1.82 | $0.56 | ||
| Q2 25 | $0.93 | $1.20 | ||
| Q1 25 | $-2.78 | $0.85 | ||
| Q4 24 | $3.00 | $1.30 | ||
| Q3 24 | $1.59 | $1.41 | ||
| Q2 24 | $4.52 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $2.6B | $799.0M |
| 总资产 | $4.1B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DECKLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $2.1B | $452.2M | ||
| Q3 25 | $1.4B | $434.4M | ||
| Q2 25 | $1.7B | $426.2M | ||
| Q1 25 | $1.9B | $473.4M | ||
| Q4 24 | $2.2B | $566.6M | ||
| Q3 24 | $1.2B | $531.3M | ||
| Q2 24 | $1.4B | $504.0M |
总债务DECKLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益DECKLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $2.6B | $795.7M | ||
| Q3 25 | $2.5B | $888.7M | ||
| Q2 25 | $2.5B | $921.8M | ||
| Q1 25 | $2.5B | $930.8M | ||
| Q4 24 | $2.6B | $972.4M | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.1B | $1.0B |
总资产DECKLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.1B | $1.6B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.8B | $1.7B | ||
| Q1 25 | $3.6B | $1.7B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B |
负债/权益比DECKLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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DECKLSTR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $72.7M | ||
| Q3 25 | $8.1M | $89.3M | ||
| Q2 25 | $36.1M | $7.1M | ||
| Q1 25 | $-73.0M | $55.7M | ||
| Q4 24 | $1.1B | $61.1M | ||
| Q3 24 | $-90.5M | $83.1M | ||
| Q2 24 | $112.7M | $48.1M |
自由现金流DECKLSTR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $70.5M | ||
| Q3 25 | $-13.9M | $86.0M | ||
| Q2 25 | $12.2M | $4.7M | ||
| Q1 25 | $-89.4M | $53.8M | ||
| Q4 24 | $1.1B | $54.4M | ||
| Q3 24 | $-113.4M | $75.6M | ||
| Q2 24 | $90.1M | $40.6M |
自由现金流率DECKLSTR
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 6.0% | ||
| Q3 25 | -1.0% | 7.1% | ||
| Q2 25 | 1.3% | 0.4% | ||
| Q1 25 | -8.8% | 4.7% | ||
| Q4 24 | 58.6% | 4.5% | ||
| Q3 24 | -8.6% | 6.2% | ||
| Q2 24 | 10.9% | 3.3% |
资本支出强度DECKLSTR
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 2.5% | 0.2% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 1.3% | 0.6% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 2.7% | 0.6% |
现金转化率DECKLSTR
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 3.04× | ||
| Q3 25 | 0.03× | 4.61× | ||
| Q2 25 | 0.26× | 0.17× | ||
| Q1 25 | -0.48× | 1.87× | ||
| Q4 24 | 2.40× | 1.32× | ||
| Q3 24 | -0.37× | 1.66× | ||
| Q2 24 | 0.97× | 0.91× |
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% |
LSTR
暂无分部数据
