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Deckers Brands（DECK）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是味好美的1.1倍（$2.0B vs $1.9B），Deckers Brands净利率更高（24.6% vs 12.2%，领先12.3%），Deckers Brands同比增速更快（7.1% vs 2.9%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 7.5%）
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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
DECK vs MKC — 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4.2%
2.9%
净利率更高
DECK
高出12.3%
12.2%
两年增速更快
DECK
近两年复合增速
7.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $481.1M | $226.6M |
| 毛利率 | 59.8% | 38.9% |
| 营业利润率 | 31.4% | 16.8% |
| 净利率 | 24.6% | 12.2% |
| 营收同比 | 7.1% | 2.9% |
| 净利润同比 | 5.3% | 5.3% |
| 每股收益（稀释后） | $3.33 | $0.84 |
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DECKMKC
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $964.5M | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $825.3M | $1.6B | ||
| Q1 24 | $959.8M | $1.6B |
净利润DECKMKC
| Q4 25 | $481.1M | $226.6M | ||
| Q3 25 | $268.2M | $225.5M | ||
| Q2 25 | $139.2M | $175.0M | ||
| Q1 25 | $151.4M | $162.3M | ||
| Q4 24 | $456.7M | $215.2M | ||
| Q3 24 | $242.3M | $223.1M | ||
| Q2 24 | $115.6M | $184.2M | ||
| Q1 24 | $127.5M | $166.0M |
毛利率DECKMKC
| Q4 25 | 59.8% | 38.9% | ||
| Q3 25 | 56.2% | 37.4% | ||
| Q2 25 | 55.8% | 37.5% | ||
| Q1 25 | 56.7% | 37.6% | ||
| Q4 24 | 60.3% | 40.2% | ||
| Q3 24 | 55.9% | 38.7% | ||
| Q2 24 | 56.9% | 37.7% | ||
| Q1 24 | 56.2% | 37.4% |
营业利润率DECKMKC
| Q4 25 | 31.4% | 16.8% | ||
| Q3 25 | 22.8% | 16.7% | ||
| Q2 25 | 17.1% | 14.8% | ||
| Q1 25 | 17.0% | 14.0% | ||
| Q4 24 | 31.0% | 17.0% | ||
| Q3 24 | 23.3% | 17.1% | ||
| Q2 24 | 16.1% | 14.2% | ||
| Q1 24 | 15.0% | 14.6% |
净利率DECKMKC
| Q4 25 | 24.6% | 12.2% | ||
| Q3 25 | 18.7% | 13.1% | ||
| Q2 25 | 14.4% | 10.5% | ||
| Q1 25 | 14.8% | 10.1% | ||
| Q4 24 | 25.0% | 12.0% | ||
| Q3 24 | 18.5% | 13.3% | ||
| Q2 24 | 14.0% | 11.2% | ||
| Q1 24 | 13.3% | 10.4% |
每股收益（稀释后）DECKMKC
| Q4 25 | $3.33 | $0.84 | ||
| Q3 25 | $1.82 | $0.84 | ||
| Q2 25 | $0.93 | $0.65 | ||
| Q1 25 | $-2.78 | $0.60 | ||
| Q4 24 | $3.00 | $0.79 | ||
| Q3 24 | $1.59 | $0.83 | ||
| Q2 24 | $4.52 | $0.68 | ||
| Q1 24 | $4.82 | $0.62 |
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 | $95.9M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $2.6B | $5.7B |
| 总资产 | $4.1B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资DECKMKC
| Q4 25 | $2.1B | $95.9M | ||
| Q3 25 | $1.4B | $94.9M | ||
| Q2 25 | $1.7B | $124.1M | ||
| Q1 25 | $1.9B | $102.8M | ||
| Q4 24 | $2.2B | $186.1M | ||
| Q3 24 | $1.2B | $200.8M | ||
| Q2 24 | $1.4B | $166.3M | ||
| Q1 24 | $1.5B | $178.0M |
总债务DECKMKC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.1B |
股东权益DECKMKC
| Q4 25 | $2.6B | $5.7B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.5B | $5.4B | ||
| Q4 24 | $2.6B | $5.3B | ||
| Q3 24 | $2.2B | $5.4B | ||
| Q2 24 | $2.1B | $5.3B | ||
| Q1 24 | $2.1B | $5.2B |
总资产DECKMKC
| Q4 25 | $4.1B | $13.2B | ||
| Q3 25 | $3.8B | $13.2B | ||
| Q2 25 | $3.8B | $13.2B | ||
| Q1 25 | $3.6B | $12.9B | ||
| Q4 24 | $4.0B | $13.1B | ||
| Q3 24 | $3.4B | $13.2B | ||
| Q2 24 | $3.3B | $13.0B | ||
| Q1 24 | $3.1B | $12.9B |
负债/权益比DECKMKC
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.79× |
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 | $542.0M |
| 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× | 2.39× |
| 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DECKMKC
| Q4 25 | $1.0B | $542.0M | ||
| Q3 25 | $8.1M | $258.8M | ||
| Q2 25 | $36.1M | $45.9M | ||
| Q1 25 | $-73.0M | $115.5M | ||
| Q4 24 | $1.1B | $458.7M | ||
| Q3 24 | $-90.5M | $161.7M | ||
| Q2 24 | $112.7M | $163.1M | ||
| Q1 24 | $-28.7M | $138.4M |
自由现金流DECKMKC
| Q4 25 | $1.0B | — | ||
| Q3 25 | $-13.9M | $206.1M | ||
| Q2 25 | $12.2M | $-2.4M | ||
| Q1 25 | $-89.4M | $78.4M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | $102.7M | ||
| Q2 24 | $90.1M | $94.8M | ||
| Q1 24 | $-44.0M | $76.4M |
自由现金流率DECKMKC
| Q4 25 | 52.1% | — | ||
| Q3 25 | -1.0% | 11.9% | ||
| Q2 25 | 1.3% | -0.1% | ||
| Q1 25 | -8.8% | 4.9% | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | 6.1% | ||
| Q2 24 | 10.9% | 5.8% | ||
| Q1 24 | -4.6% | 4.8% |
资本支出强度DECKMKC
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.5% | 3.1% | ||
| Q2 25 | 2.5% | 2.9% | ||
| Q1 25 | 1.6% | 2.3% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | 3.5% | ||
| Q2 24 | 2.7% | 4.2% | ||
| Q1 24 | 1.6% | 3.9% |
现金转化率DECKMKC
| Q4 25 | 2.17× | 2.39× | ||
| Q3 25 | 0.03× | 1.15× | ||
| Q2 25 | 0.26× | 0.26× | ||
| Q1 25 | -0.48× | 0.71× | ||
| Q4 24 | 2.40× | 2.13× | ||
| Q3 24 | -0.37× | 0.72× | ||
| Q2 24 | 0.97× | 0.89× | ||
| Q1 24 | -0.22× | 0.83× |
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% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
