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Deckers Brands（DECK）与PACS Group, Inc.（PACS）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PACS Group, Inc.的1.4倍（$2.0B vs $1.4B），Deckers Brands净利率更高（24.6% vs 4.4%，领先20.2%），PACS Group, Inc.同比增速更快（18.4% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 20.5%）
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。
DECK vs PACS — 直观对比
营收规模更大
DECK
是对方的1.4倍
$1.4B
营收增速更快
PACS
高出11.3%
7.1%
净利率更高
DECK
高出20.2%
4.4%
两年增速更快
DECK
近两年复合增速
20.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $481.1M | $59.7M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 7.0% |
| 净利率 | 24.6% | 4.4% |
| 营收同比 | 7.1% | 18.4% |
| 净利润同比 | 5.3% | 3022.5% |
| 每股收益（稀释后） | $3.33 | $0.42 |
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DECKPACS
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $964.5M | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $825.3M | $981.4M | ||
| Q1 24 | $959.8M | $934.3M |
净利润DECKPACS
| Q4 25 | $481.1M | $59.7M | ||
| Q3 25 | $268.2M | $52.4M | ||
| Q2 25 | $139.2M | $51.0M | ||
| Q1 25 | $151.4M | $28.5M | ||
| Q4 24 | $456.7M | $1.9M | ||
| Q3 24 | $242.3M | $15.6M | ||
| Q2 24 | $115.6M | $-10.9M | ||
| Q1 24 | $127.5M | $49.1M |
毛利率DECKPACS
| Q4 25 | 59.8% | — | ||
| Q3 25 | 56.2% | — | ||
| Q2 25 | 55.8% | — | ||
| Q1 25 | 56.7% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 55.9% | 17.1% | ||
| Q2 24 | 56.9% | 22.3% | ||
| Q1 24 | 56.2% | 21.2% |
营业利润率DECKPACS
| Q4 25 | 31.4% | 7.0% | ||
| Q3 25 | 22.8% | 6.4% | ||
| Q2 25 | 17.1% | 6.2% | ||
| Q1 25 | 17.0% | 3.8% | ||
| Q4 24 | 31.0% | 1.7% | ||
| Q3 24 | 23.3% | 2.2% | ||
| Q2 24 | 16.1% | 0.1% | ||
| Q1 24 | 15.0% | 8.6% |
净利率DECKPACS
| Q4 25 | 24.6% | 4.4% | ||
| Q3 25 | 18.7% | 3.9% | ||
| Q2 25 | 14.4% | 3.9% | ||
| Q1 25 | 14.8% | 2.2% | ||
| Q4 24 | 25.0% | 0.2% | ||
| Q3 24 | 18.5% | 1.5% | ||
| Q2 24 | 14.0% | -1.1% | ||
| Q1 24 | 13.3% | 5.3% |
每股收益（稀释后）DECKPACS
| Q4 25 | $3.33 | $0.42 | ||
| Q3 25 | $1.82 | $0.32 | ||
| Q2 25 | $0.93 | $0.31 | ||
| Q1 25 | $-2.78 | $0.17 | ||
| Q4 24 | $3.00 | $-0.03 | ||
| Q3 24 | $1.59 | $0.10 | ||
| Q2 24 | $4.52 | $-0.07 | ||
| Q1 24 | $4.82 | $0.38 |
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 | $197.0M |
| 总债务越低越好 | — | $353.2M |
| 股东权益账面价值 | $2.6B | $946.8M |
| 总资产 | $4.1B | $5.6B |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资DECKPACS
| Q4 25 | $2.1B | $197.0M | ||
| Q3 25 | $1.4B | $355.7M | ||
| Q2 25 | $1.7B | $294.2M | ||
| Q1 25 | $1.9B | $287.5M | ||
| Q4 24 | $2.2B | $157.7M | ||
| Q3 24 | $1.2B | $49.5M | ||
| Q2 24 | $1.4B | $73.4M | ||
| Q1 24 | $1.5B | $81.2M |
总债务DECKPACS
| Q4 25 | — | $353.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $411.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DECKPACS
| Q4 25 | $2.6B | $946.8M | ||
| Q3 25 | $2.5B | $871.3M | ||
| Q2 25 | $2.5B | $806.8M | ||
| Q1 25 | $2.5B | $750.2M | ||
| Q4 24 | $2.6B | $709.6M | ||
| Q3 24 | $2.2B | $660.0M | ||
| Q2 24 | $2.1B | $572.1M | ||
| Q1 24 | $2.1B | $128.0M |
总资产DECKPACS
| Q4 25 | $4.1B | $5.6B | ||
| Q3 25 | $3.8B | $5.6B | ||
| Q2 25 | $3.8B | $5.5B | ||
| Q1 25 | $3.6B | $5.5B | ||
| Q4 24 | $4.0B | $5.2B | ||
| Q3 24 | $3.4B | $4.5B | ||
| Q2 24 | $3.3B | $3.9B | ||
| Q1 24 | $3.1B | $3.9B |
负债/权益比DECKPACS
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-3.4M |
| 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× | -0.06× |
| 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DECKPACS
| Q4 25 | $1.0B | $-3.4M | ||
| Q3 25 | $8.1M | $204.8M | ||
| Q2 25 | $36.1M | $52.6M | ||
| Q1 25 | $-73.0M | $150.2M | ||
| Q4 24 | $1.1B | $64.6M | ||
| Q3 24 | $-90.5M | $209.2M | ||
| Q2 24 | $112.7M | $34.8M | ||
| Q1 24 | $-28.7M | $58.8M |
自由现金流DECKPACS
| Q4 25 | $1.0B | — | ||
| Q3 25 | $-13.9M | — | ||
| Q2 25 | $12.2M | — | ||
| Q1 25 | $-89.4M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | — | ||
| Q2 24 | $90.1M | — | ||
| Q1 24 | $-44.0M | — |
自由现金流率DECKPACS
| Q4 25 | 52.1% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | — | ||
| Q2 24 | 10.9% | — | ||
| Q1 24 | -4.6% | — |
资本支出强度DECKPACS
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | 1.6% | — |
现金转化率DECKPACS
| Q4 25 | 2.17× | -0.06× | ||
| Q3 25 | 0.03× | 3.91× | ||
| Q2 25 | 0.26× | 1.03× | ||
| Q1 25 | -0.48× | 5.28× | ||
| Q4 24 | 2.40× | 33.78× | ||
| Q3 24 | -0.37× | 13.39× | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | -0.22× | 1.20× |
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% |
PACS
暂无分部数据
