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Deckers Brands（DECK）与Oscar Health, Inc.（OSCR）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是Deckers Brands的1.4倍（$2.8B vs $2.0B），Deckers Brands净利率更高（24.6% vs -3933.2%，领先3957.8%），Oscar Health, Inc.同比增速更快（17.3% vs 7.1%），Oscar Health, Inc.自由现金流更多（$1.1B vs $1.0B），过去两年Deckers Brands的营收复合增速更高（42.8% vs 14.4%）
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。
奥斯卡健康（Oscar Health, Inc.）是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立，总部设于纽约市。公司深耕健康保险领域，依托远程医疗、医疗专属技术界面及透明的理赔定价体系，帮助患者更便捷地享受医疗相关服务。
DECK vs OSCR — 直观对比
营收规模更大
OSCR
是对方的1.4倍
$2.0B
营收增速更快
OSCR
高出10.1%
7.1%
净利率更高
DECK
高出3957.8%
-3933.2%
自由现金流更多
OSCR
多$38.2M
$1.0B
两年增速更快
DECK
近两年复合增速
14.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.8B |
| 净利润 | $481.1M | $-352.6M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | -3722.8% |
| 净利率 | 24.6% | -3933.2% |
| 营收同比 | 7.1% | 17.3% |
| 净利润同比 | 5.3% | -129.6% |
| 每股收益（稀释后） | $3.33 | $-1.19 |
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DECKOSCR
| Q4 25 | $2.0B | $2.8B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $964.5M | $2.9B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $825.3M | $2.2B | ||
| Q1 24 | $959.8M | $2.1B |
净利润DECKOSCR
| Q4 25 | $481.1M | $-352.6M | ||
| Q3 25 | $268.2M | $-137.4M | ||
| Q2 25 | $139.2M | $-228.4M | ||
| Q1 25 | $151.4M | $275.3M | ||
| Q4 24 | $456.7M | $-153.5M | ||
| Q3 24 | $242.3M | $-54.6M | ||
| Q2 24 | $115.6M | $56.2M | ||
| Q1 24 | $127.5M | $177.4M |
毛利率DECKOSCR
| 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% | — | ||
| Q1 24 | 56.2% | — |
营业利润率DECKOSCR
| Q4 25 | 31.4% | -3722.8% | ||
| Q3 25 | 22.8% | -4.3% | ||
| Q2 25 | 17.1% | -8.0% | ||
| Q1 25 | 17.0% | 9.8% | ||
| Q4 24 | 31.0% | -3070.1% | ||
| Q3 24 | 23.3% | -2.0% | ||
| Q2 24 | 16.1% | 3.1% | ||
| Q1 24 | 15.0% | 8.7% |
净利率DECKOSCR
| Q4 25 | 24.6% | -3933.2% | ||
| Q3 25 | 18.7% | -4.6% | ||
| Q2 25 | 14.4% | -8.0% | ||
| Q1 25 | 14.8% | 9.0% | ||
| Q4 24 | 25.0% | -3190.9% | ||
| Q3 24 | 18.5% | -2.3% | ||
| Q2 24 | 14.0% | 2.5% | ||
| Q1 24 | 13.3% | 8.3% |
每股收益（稀释后）DECKOSCR
| Q4 25 | $3.33 | $-1.19 | ||
| Q3 25 | $1.82 | $-0.53 | ||
| Q2 25 | $0.93 | $-0.89 | ||
| Q1 25 | $-2.78 | $0.92 | ||
| Q4 24 | $3.00 | $-0.50 | ||
| Q3 24 | $1.59 | $-0.22 | ||
| Q2 24 | $4.52 | $0.20 | ||
| 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 | $2.8B |
| 总债务越低越好 | — | $430.1M |
| 股东权益账面价值 | $2.6B | $977.6M |
| 总资产 | $4.1B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资DECKOSCR
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $2.2B | $2.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.4B | $2.3B | ||
| Q1 24 | $1.5B | $2.2B |
总债务DECKOSCR
| Q4 25 | — | $430.1M | ||
| Q3 25 | — | $686.3M | ||
| Q2 25 | — | $299.9M | ||
| Q1 25 | — | $299.7M | ||
| Q4 24 | — | $299.6M | ||
| Q3 24 | — | $299.4M | ||
| Q2 24 | — | $299.2M | ||
| Q1 24 | — | $299.0M |
股东权益DECKOSCR
| Q4 25 | $2.6B | $977.6M | ||
| Q3 25 | $2.5B | $1.0B | ||
| Q2 25 | $2.5B | $1.2B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.6B | $1.0B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.1B | $1.1B | ||
| Q1 24 | $2.1B | $1.0B |
总资产DECKOSCR
| Q4 25 | $4.1B | $6.3B | ||
| Q3 25 | $3.8B | $5.7B | ||
| Q2 25 | $3.8B | $6.4B | ||
| Q1 25 | $3.6B | $5.8B | ||
| Q4 24 | $4.0B | $4.8B | ||
| Q3 24 | $3.4B | $4.5B | ||
| Q2 24 | $3.3B | $5.0B | ||
| Q1 24 | $3.1B | $4.4B |
负债/权益比DECKOSCR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.26× | ||
| Q1 24 | — | 0.29× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $1.1B |
| 自由现金流率自由现金流/营收 | 52.1% | 37.7% |
| 资本支出强度资本支出/营收 | 1.1% | 1.3% |
| 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 | $1.5B |
8季度趋势，按日历期对齐
经营现金流DECKOSCR
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $8.1M | $-964.7M | ||
| Q2 25 | $36.1M | $509.1M | ||
| Q1 25 | $-73.0M | $878.5M | ||
| Q4 24 | $1.1B | $978.2M | ||
| Q3 24 | $-90.5M | $-500.1M | ||
| Q2 24 | $112.7M | $497.2M | ||
| Q1 24 | $-28.7M | $634.4M |
自由现金流DECKOSCR
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $-13.9M | $-973.7M | ||
| Q2 25 | $12.2M | $499.8M | ||
| Q1 25 | $-89.4M | $869.5M | ||
| Q4 24 | $1.1B | $950.3M | ||
| Q3 24 | $-113.4M | $-507.7M | ||
| Q2 24 | $90.1M | $489.6M | ||
| Q1 24 | $-44.0M | $628.4M |
自由现金流率DECKOSCR
| Q4 25 | 52.1% | 37.7% | ||
| Q3 25 | -1.0% | -32.6% | ||
| Q2 25 | 1.3% | 17.5% | ||
| Q1 25 | -8.8% | 28.5% | ||
| Q4 24 | 58.6% | 39.7% | ||
| Q3 24 | -8.6% | -20.9% | ||
| Q2 24 | 10.9% | 22.1% | ||
| Q1 24 | -4.6% | 29.3% |
资本支出强度DECKOSCR
| Q4 25 | 1.1% | 1.3% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 2.5% | 0.3% | ||
| Q1 25 | 1.6% | 0.3% | ||
| Q4 24 | 1.3% | 1.2% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 2.7% | 0.3% | ||
| Q1 24 | 1.6% | 0.3% |
现金转化率DECKOSCR
| Q4 25 | 2.17× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | 3.19× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | 8.85× | ||
| Q1 24 | -0.22× | 3.58× |
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% |
OSCR
暂无分部数据
