vs
Deckers Brands（DECK）与国民油井华高（NOV）财务数据对比。点击上方公司名可切换其他公司
国民油井华高的季度营收约是Deckers Brands的1.0倍（$2.1B vs $2.0B），Deckers Brands净利率更高（24.6% vs 1.0%，领先23.6%），Deckers Brands同比增速更快（7.1% vs -9.9%），Deckers Brands自由现金流更多（$1.0B vs $51.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -3.8%）
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。
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
DECK vs NOV — 直观对比
营收规模更大
NOV
是对方的1.0倍
$2.0B
营收增速更快
DECK
高出17.0%
-9.9%
净利率更高
DECK
高出23.6%
1.0%
自由现金流更多
DECK
多$969.3M
$51.0M
两年增速更快
DECK
近两年复合增速
-3.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $481.1M | $20.0M |
| 毛利率 | 59.8% | 18.5% |
| 营业利润率 | 31.4% | 2.3% |
| 净利率 | 24.6% | 1.0% |
| 营收同比 | 7.1% | -9.9% |
| 净利润同比 | 5.3% | -73.0% |
| 每股收益（稀释后） | $3.33 | $0.05 |
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DECKNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $964.5M | $2.2B | ||
| Q1 25 | $1.0B | $2.1B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $825.3M | $2.2B |
净利润DECKNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | $481.1M | $-78.0M | ||
| Q3 25 | $268.2M | $42.0M | ||
| Q2 25 | $139.2M | $108.0M | ||
| Q1 25 | $151.4M | $73.0M | ||
| Q4 24 | $456.7M | $160.0M | ||
| Q3 24 | $242.3M | $130.0M | ||
| Q2 24 | $115.6M | $226.0M |
毛利率DECKNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | 59.8% | 20.3% | ||
| Q3 25 | 56.2% | 18.9% | ||
| Q2 25 | 55.8% | 20.4% | ||
| Q1 25 | 56.7% | 21.3% | ||
| Q4 24 | 60.3% | 21.4% | ||
| Q3 24 | 55.9% | 21.4% | ||
| Q2 24 | 56.9% | 26.6% |
营业利润率DECKNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | 31.4% | 4.0% | ||
| Q3 25 | 22.8% | 4.9% | ||
| Q2 25 | 17.1% | 6.5% | ||
| Q1 25 | 17.0% | 7.2% | ||
| Q4 24 | 31.0% | 9.0% | ||
| Q3 24 | 23.3% | 8.9% | ||
| Q2 24 | 16.1% | 14.1% |
净利率DECKNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | 24.6% | -3.4% | ||
| Q3 25 | 18.7% | 1.9% | ||
| Q2 25 | 14.4% | 4.9% | ||
| Q1 25 | 14.8% | 3.5% | ||
| Q4 24 | 25.0% | 6.9% | ||
| Q3 24 | 18.5% | 5.9% | ||
| Q2 24 | 14.0% | 10.2% |
每股收益（稀释后）DECKNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | $3.33 | $-0.20 | ||
| Q3 25 | $1.82 | $0.11 | ||
| Q2 25 | $0.93 | $0.29 | ||
| Q1 25 | $-2.78 | $0.19 | ||
| Q4 24 | $3.00 | $0.40 | ||
| Q3 24 | $1.59 | $0.33 | ||
| Q2 24 | $4.52 | $0.57 |
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 | $1.3B |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $2.6B | — |
| 总资产 | $4.1B | $11.1B |
| 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DECKNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $1.2B | $985.0M | ||
| Q2 24 | $1.4B | $827.0M |
总债务DECKNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益DECKNOV
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $6.3B | ||
| Q3 25 | $2.5B | $6.5B | ||
| Q2 25 | $2.5B | $6.5B | ||
| Q1 25 | $2.5B | $6.4B | ||
| Q4 24 | $2.6B | $6.4B | ||
| Q3 24 | $2.2B | $6.5B | ||
| Q2 24 | $2.1B | $6.4B |
总资产DECKNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | $4.1B | $11.3B | ||
| Q3 25 | $3.8B | $11.3B | ||
| Q2 25 | $3.8B | $11.4B | ||
| Q1 25 | $3.6B | $11.3B | ||
| Q4 24 | $4.0B | $11.4B | ||
| Q3 24 | $3.4B | $11.4B | ||
| Q2 24 | $3.3B | $11.3B |
负债/权益比DECKNOV
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.27× |
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 | $51.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 2.5% |
| 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 | $876.0M |
8季度趋势，按日历期对齐
经营现金流DECKNOV
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $573.0M | ||
| Q3 25 | $8.1M | $352.0M | ||
| Q2 25 | $36.1M | $191.0M | ||
| Q1 25 | $-73.0M | $135.0M | ||
| Q4 24 | $1.1B | $591.0M | ||
| Q3 24 | $-90.5M | $359.0M | ||
| Q2 24 | $112.7M | $432.0M |
自由现金流DECKNOV
| Q1 26 | — | $51.0M | ||
| Q4 25 | $1.0B | $472.0M | ||
| Q3 25 | $-13.9M | $245.0M | ||
| Q2 25 | $12.2M | $108.0M | ||
| Q1 25 | $-89.4M | $51.0M | ||
| Q4 24 | $1.1B | $473.0M | ||
| Q3 24 | $-113.4M | $277.0M | ||
| Q2 24 | $90.1M | $350.0M |
自由现金流率DECKNOV
| Q1 26 | — | 2.5% | ||
| Q4 25 | 52.1% | 20.7% | ||
| Q3 25 | -1.0% | 11.3% | ||
| Q2 25 | 1.3% | 4.9% | ||
| Q1 25 | -8.8% | 2.4% | ||
| Q4 24 | 58.6% | 20.5% | ||
| Q3 24 | -8.6% | 12.6% | ||
| Q2 24 | 10.9% | 15.8% |
资本支出强度DECKNOV
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 4.4% | ||
| Q3 25 | 1.5% | 4.9% | ||
| Q2 25 | 2.5% | 3.8% | ||
| Q1 25 | 1.6% | 4.0% | ||
| Q4 24 | 1.3% | 5.1% | ||
| Q3 24 | 1.7% | 3.7% | ||
| Q2 24 | 2.7% | 3.7% |
现金转化率DECKNOV
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | 8.38× | ||
| Q2 25 | 0.26× | 1.77× | ||
| Q1 25 | -0.48× | 1.85× | ||
| Q4 24 | 2.40× | 3.69× | ||
| Q3 24 | -0.37× | 2.76× | ||
| Q2 24 | 0.97× | 1.91× |
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% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
