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Deckers Brands（DECK）与NVR, Inc.（NVR）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NVR, Inc.的1.1倍（$2.0B vs $1.8B），Deckers Brands净利率更高（24.6% vs 10.8%，领先13.8%），Deckers Brands同比增速更快（7.1% vs -21.9%），过去两年Deckers Brands的营收复合增速更高（42.8% vs -16.2%）
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。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
DECK vs NVR — 直观对比
营收规模更大
DECK
是对方的1.1倍
$1.8B
营收增速更快
DECK
高出29.1%
-21.9%
净利率更高
DECK
高出13.8%
10.8%
两年增速更快
DECK
近两年复合增速
-16.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.8B |
| 净利润 | $481.1M | $198.4M |
| 毛利率 | 59.8% | 180.4% |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 10.8% |
| 营收同比 | 7.1% | -21.9% |
| 净利润同比 | 5.3% | — |
| 每股收益（稀释后） | $3.33 | $67.76 |
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DECKNVR
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $964.5M | $2.6B | ||
| Q1 25 | $1.0B | $2.4B | ||
| Q4 24 | $1.8B | $2.8B | ||
| Q3 24 | $1.3B | $2.7B | ||
| Q2 24 | $825.3M | $2.6B |
净利润DECKNVR
| Q1 26 | — | $198.4M | ||
| Q4 25 | $481.1M | $363.8M | ||
| Q3 25 | $268.2M | $342.7M | ||
| Q2 25 | $139.2M | $333.7M | ||
| Q1 25 | $151.4M | $299.6M | ||
| Q4 24 | $456.7M | $457.4M | ||
| Q3 24 | $242.3M | $429.3M | ||
| Q2 24 | $115.6M | $400.9M |
毛利率DECKNVR
| Q1 26 | — | 180.4% | ||
| 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DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 16.1% | — |
净利率DECKNVR
| Q1 26 | — | 10.8% | ||
| Q4 25 | 24.6% | 13.4% | ||
| Q3 25 | 18.7% | 13.1% | ||
| Q2 25 | 14.4% | 12.8% | ||
| Q1 25 | 14.8% | 12.5% | ||
| Q4 24 | 25.0% | 16.1% | ||
| Q3 24 | 18.5% | 15.7% | ||
| Q2 24 | 14.0% | 15.3% |
每股收益（稀释后）DECKNVR
| Q1 26 | — | $67.76 | ||
| Q4 25 | $3.33 | $120.85 | ||
| Q3 25 | $1.82 | $112.33 | ||
| Q2 25 | $0.93 | $108.54 | ||
| Q1 25 | $-2.78 | $94.83 | ||
| Q4 24 | $3.00 | $139.09 | ||
| Q3 24 | $1.59 | $130.50 | ||
| Q2 24 | $4.52 | $120.69 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.5B |
| 总资产 | $4.1B | $5.6B |
| 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DECKNVR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.4B | — |
股东权益DECKNVR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $2.6B | $3.9B | ||
| Q3 25 | $2.5B | $4.0B | ||
| Q2 25 | $2.5B | $3.8B | ||
| Q1 25 | $2.5B | $4.0B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.2B | $4.3B | ||
| Q2 24 | $2.1B | $4.1B |
总资产DECKNVR
| Q1 26 | — | $5.6B | ||
| Q4 25 | $4.1B | $5.9B | ||
| Q3 25 | $3.8B | $6.0B | ||
| Q2 25 | $3.8B | $5.9B | ||
| Q1 25 | $3.6B | $6.2B | ||
| Q4 24 | $4.0B | $6.4B | ||
| Q3 24 | $3.4B | $6.5B | ||
| Q2 24 | $3.3B | $6.4B |
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DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $439.7M | ||
| Q3 25 | $8.1M | $438.7M | ||
| Q2 25 | $36.1M | $35.1M | ||
| Q1 25 | $-73.0M | $207.8M | ||
| Q4 24 | $1.1B | $637.0M | ||
| Q3 24 | $-90.5M | $358.3M | ||
| Q2 24 | $112.7M | $232.7M |
自由现金流DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $436.0M | ||
| Q3 25 | $-13.9M | $433.3M | ||
| Q2 25 | $12.2M | $26.8M | ||
| Q1 25 | $-89.4M | $200.7M | ||
| Q4 24 | $1.1B | $631.5M | ||
| Q3 24 | $-113.4M | $350.1M | ||
| Q2 24 | $90.1M | $226.3M |
自由现金流率DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 16.1% | ||
| Q3 25 | -1.0% | 16.6% | ||
| Q2 25 | 1.3% | 1.0% | ||
| Q1 25 | -8.8% | 8.4% | ||
| Q4 24 | 58.6% | 22.2% | ||
| Q3 24 | -8.6% | 12.8% | ||
| Q2 24 | 10.9% | 8.7% |
资本支出强度DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 0.1% | ||
| Q3 25 | 1.5% | 0.2% | ||
| Q2 25 | 2.5% | 0.3% | ||
| Q1 25 | 1.6% | 0.3% | ||
| Q4 24 | 1.3% | 0.2% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 2.7% | 0.2% |
现金转化率DECKNVR
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 1.21× | ||
| Q3 25 | 0.03× | 1.28× | ||
| Q2 25 | 0.26× | 0.11× | ||
| Q1 25 | -0.48× | 0.69× | ||
| Q4 24 | 2.40× | 1.39× | ||
| Q3 24 | -0.37× | 0.83× | ||
| Q2 24 | 0.97× | 0.58× |
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% |
NVR
暂无分部数据
