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Deckers Brands（DECK）与欧加隆（OGN）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是欧加隆的1.3倍（$2.0B vs $1.5B），Deckers Brands净利率更高（24.6% vs -13.6%，领先38.2%），Deckers Brands同比增速更快（7.1% vs -5.3%），Deckers Brands自由现金流更多（$1.0B vs $96.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -3.6%）
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。
欧加隆是一家总部位于美国新泽西州泽西城的制药企业，核心业务覆盖生殖医学、避孕、精神科、激素替代疗法及麻醉领域的药物研发与生产。公司所有产品均在美国境外生产，同时美国市场贡献了其三分之一的营收。
DECK vs OGN — 直观对比
营收规模更大
DECK
是对方的1.3倍
$1.5B
营收增速更快
DECK
高出12.5%
-5.3%
净利率更高
DECK
高出38.2%
-13.6%
自由现金流更多
DECK
多$924.3M
$96.0M
两年增速更快
DECK
近两年复合增速
-3.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $481.1M | $-205.0M |
| 毛利率 | 59.8% | 49.2% |
| 营业利润率 | 31.4% | -9.8% |
| 净利率 | 24.6% | -13.6% |
| 营收同比 | 7.1% | -5.3% |
| 净利润同比 | 5.3% | -288.1% |
| 每股收益（稀释后） | $3.33 | $-0.78 |
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DECKOGN
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $964.5M | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $825.3M | $1.6B | ||
| Q1 24 | $959.8M | $1.6B |
净利润DECKOGN
| Q4 25 | $481.1M | $-205.0M | ||
| Q3 25 | $268.2M | $160.0M | ||
| Q2 25 | $139.2M | $145.0M | ||
| Q1 25 | $151.4M | $87.0M | ||
| Q4 24 | $456.7M | $109.0M | ||
| Q3 24 | $242.3M | $359.0M | ||
| Q2 24 | $115.6M | $195.0M | ||
| Q1 24 | $127.5M | $201.0M |
毛利率DECKOGN
| Q4 25 | 59.8% | 49.2% | ||
| Q3 25 | 56.2% | 53.5% | ||
| Q2 25 | 55.8% | 54.8% | ||
| Q1 25 | 56.7% | 55.6% | ||
| Q4 24 | 60.3% | 56.3% | ||
| Q3 24 | 55.9% | 58.3% | ||
| Q2 24 | 56.9% | 58.4% | ||
| Q1 24 | 56.2% | 59.0% |
营业利润率DECKOGN
| Q4 25 | 31.4% | -9.8% | ||
| Q3 25 | 22.8% | 15.2% | ||
| Q2 25 | 17.1% | 14.4% | ||
| Q1 25 | 17.0% | 6.7% | ||
| Q4 24 | 31.0% | 8.1% | ||
| Q3 24 | 23.3% | 13.1% | ||
| Q2 24 | 16.1% | 14.6% | ||
| Q1 24 | 15.0% | 14.5% |
净利率DECKOGN
| Q4 25 | 24.6% | -13.6% | ||
| Q3 25 | 18.7% | 10.0% | ||
| Q2 25 | 14.4% | 9.1% | ||
| Q1 25 | 14.8% | 5.8% | ||
| Q4 24 | 25.0% | 6.8% | ||
| Q3 24 | 18.5% | 22.7% | ||
| Q2 24 | 14.0% | 12.1% | ||
| Q1 24 | 13.3% | 12.4% |
每股收益（稀释后）DECKOGN
| Q4 25 | $3.33 | $-0.78 | ||
| Q3 25 | $1.82 | $0.61 | ||
| Q2 25 | $0.93 | $0.56 | ||
| Q1 25 | $-2.78 | $0.33 | ||
| Q4 24 | $3.00 | $0.42 | ||
| Q3 24 | $1.59 | $1.38 | ||
| Q2 24 | $4.52 | $0.75 | ||
| Q1 24 | $4.82 | $0.78 |
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 | $574.0M |
| 总债务越低越好 | — | $8.6B |
| 股东权益账面价值 | $2.6B | $752.0M |
| 总资产 | $4.1B | $12.9B |
| 负债/权益比越低杠杆越低 | — | 11.49× |
8季度趋势，按日历期对齐
现金及短期投资DECKOGN
| Q4 25 | $2.1B | $574.0M | ||
| Q3 25 | $1.4B | $672.0M | ||
| Q2 25 | $1.7B | $599.0M | ||
| Q1 25 | $1.9B | $547.0M | ||
| Q4 24 | $2.2B | $675.0M | ||
| Q3 24 | $1.2B | $763.0M | ||
| Q2 24 | $1.4B | $704.0M | ||
| Q1 24 | $1.5B | $575.0M |
总债务DECKOGN
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B | ||
| Q1 24 | — | $8.7B |
股东权益DECKOGN
| Q4 25 | $2.6B | $752.0M | ||
| Q3 25 | $2.5B | $906.0M | ||
| Q2 25 | $2.5B | $733.0M | ||
| Q1 25 | $2.5B | $542.0M | ||
| Q4 24 | $2.6B | $472.0M | ||
| Q3 24 | $2.2B | $493.0M | ||
| Q2 24 | $2.1B | $144.0M | ||
| Q1 24 | $2.1B | $48.0M |
总资产DECKOGN
| Q4 25 | $4.1B | $12.9B | ||
| Q3 25 | $3.8B | $13.6B | ||
| Q2 25 | $3.8B | $13.5B | ||
| Q1 25 | $3.6B | $13.2B | ||
| Q4 24 | $4.0B | $13.1B | ||
| Q3 24 | $3.4B | $12.8B | ||
| Q2 24 | $3.3B | $12.2B | ||
| Q1 24 | $3.1B | $11.9B |
负债/权益比DECKOGN
| Q4 25 | — | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | — | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× | ||
| Q1 24 | — | 181.54× |
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 | $141.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $96.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 6.4% |
| 资本支出强度资本支出/营收 | 1.1% | 3.0% |
| 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 | $538.0M |
8季度趋势，按日历期对齐
经营现金流DECKOGN
| Q4 25 | $1.0B | $141.0M | ||
| Q3 25 | $8.1M | $264.0M | ||
| Q2 25 | $36.1M | $220.0M | ||
| Q1 25 | $-73.0M | $75.0M | ||
| Q4 24 | $1.1B | $390.0M | ||
| Q3 24 | $-90.5M | $141.0M | ||
| Q2 24 | $112.7M | $332.0M | ||
| Q1 24 | $-28.7M | $76.0M |
自由现金流DECKOGN
| Q4 25 | $1.0B | $96.0M | ||
| Q3 25 | $-13.9M | $218.0M | ||
| Q2 25 | $12.2M | $181.0M | ||
| Q1 25 | $-89.4M | $43.0M | ||
| Q4 24 | $1.1B | $335.0M | ||
| Q3 24 | $-113.4M | $99.0M | ||
| Q2 24 | $90.1M | $300.0M | ||
| Q1 24 | $-44.0M | $30.0M |
自由现金流率DECKOGN
| Q4 25 | 52.1% | 6.4% | ||
| Q3 25 | -1.0% | 13.6% | ||
| Q2 25 | 1.3% | 11.4% | ||
| Q1 25 | -8.8% | 2.8% | ||
| Q4 24 | 58.6% | 21.0% | ||
| Q3 24 | -8.6% | 6.3% | ||
| Q2 24 | 10.9% | 18.7% | ||
| Q1 24 | -4.6% | 1.8% |
资本支出强度DECKOGN
| Q4 25 | 1.1% | 3.0% | ||
| Q3 25 | 1.5% | 2.9% | ||
| Q2 25 | 2.5% | 2.4% | ||
| Q1 25 | 1.6% | 2.1% | ||
| Q4 24 | 1.3% | 3.5% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 2.7% | 2.0% | ||
| Q1 24 | 1.6% | 2.8% |
现金转化率DECKOGN
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | 1.65× | ||
| Q2 25 | 0.26× | 1.52× | ||
| Q1 25 | -0.48× | 0.86× | ||
| Q4 24 | 2.40× | 3.58× | ||
| Q3 24 | -0.37× | 0.39× | ||
| Q2 24 | 0.97× | 1.70× | ||
| Q1 24 | -0.22× | 0.38× |
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% |
OGN
暂无分部数据
