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Deckers Brands（DECK）与PINTEREST, INC.（PINS）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PINTEREST, INC.的1.5倍（$2.0B vs $1.3B），Deckers Brands净利率更高（24.6% vs 21.0%，领先3.6%），PINTEREST, INC.同比增速更快（14.3% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $380.4M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 33.5%）
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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
DECK vs PINS — 直观对比
营收规模更大
DECK
是对方的1.5倍
$1.3B
营收增速更快
PINS
高出7.2%
7.1%
净利率更高
DECK
高出3.6%
21.0%
自由现金流更多
DECK
多$639.9M
$380.4M
两年增速更快
DECK
近两年复合增速
33.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $481.1M | $277.1M |
| 毛利率 | 59.8% | 82.8% |
| 营业利润率 | 31.4% | 22.8% |
| 净利率 | 24.6% | 21.0% |
| 营收同比 | 7.1% | 14.3% |
| 净利润同比 | 5.3% | -85.0% |
| 每股收益（稀释后） | $3.33 | $0.41 |
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DECKPINS
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $964.5M | $998.2M | ||
| Q1 25 | $1.0B | $855.0M | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $898.4M | ||
| Q2 24 | $825.3M | $853.7M | ||
| Q1 24 | $959.8M | $740.0M |
净利润DECKPINS
| Q4 25 | $481.1M | $277.1M | ||
| Q3 25 | $268.2M | $92.1M | ||
| Q2 25 | $139.2M | $38.8M | ||
| Q1 25 | $151.4M | $8.9M | ||
| Q4 24 | $456.7M | $1.8B | ||
| Q3 24 | $242.3M | $30.6M | ||
| Q2 24 | $115.6M | $8.9M | ||
| Q1 24 | $127.5M | $-24.8M |
毛利率DECKPINS
| Q4 25 | 59.8% | 82.8% | ||
| Q3 25 | 56.2% | 79.8% | ||
| Q2 25 | 55.8% | 79.7% | ||
| Q1 25 | 56.7% | 76.7% | ||
| Q4 24 | 60.3% | 82.9% | ||
| Q3 24 | 55.9% | 79.1% | ||
| Q2 24 | 56.9% | 78.3% | ||
| Q1 24 | 56.2% | 75.5% |
营业利润率DECKPINS
| Q4 25 | 31.4% | 22.8% | ||
| Q3 25 | 22.8% | 5.6% | ||
| Q2 25 | 17.1% | -0.4% | ||
| Q1 25 | 17.0% | -4.1% | ||
| Q4 24 | 31.0% | 22.7% | ||
| Q3 24 | 23.3% | -0.7% | ||
| Q2 24 | 16.1% | -2.5% | ||
| Q1 24 | 15.0% | -7.4% |
净利率DECKPINS
| Q4 25 | 24.6% | 21.0% | ||
| Q3 25 | 18.7% | 8.8% | ||
| Q2 25 | 14.4% | 3.9% | ||
| Q1 25 | 14.8% | 1.0% | ||
| Q4 24 | 25.0% | 160.1% | ||
| Q3 24 | 18.5% | 3.4% | ||
| Q2 24 | 14.0% | 1.0% | ||
| Q1 24 | 13.3% | -3.4% |
每股收益（稀释后）DECKPINS
| Q4 25 | $3.33 | $0.41 | ||
| Q3 25 | $1.82 | $0.13 | ||
| Q2 25 | $0.93 | $0.06 | ||
| Q1 25 | $-2.78 | $0.01 | ||
| Q4 24 | $3.00 | $2.66 | ||
| Q3 24 | $1.59 | $0.04 | ||
| Q2 24 | $4.52 | $0.01 | ||
| Q1 24 | $4.82 | $-0.04 |
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 | $969.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $4.7B |
| 总资产 | $4.1B | $5.5B |
| 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DECKPINS
| Q4 25 | $2.1B | $969.3M | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.5B | $1.6B |
股东权益DECKPINS
| Q4 25 | $2.6B | $4.7B | ||
| Q3 25 | $2.5B | $4.8B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.5B | $4.7B | ||
| Q4 24 | $2.6B | $4.8B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.1B | $3.2B | ||
| Q1 24 | $2.1B | $3.1B |
总资产DECKPINS
| Q4 25 | $4.1B | $5.5B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $3.8B | $5.4B | ||
| Q1 25 | $3.6B | $5.3B | ||
| Q4 24 | $4.0B | $5.3B | ||
| Q3 24 | $3.4B | $3.5B | ||
| Q2 24 | $3.3B | $3.7B | ||
| Q1 24 | $3.1B | $3.7B |
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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $380.4M |
| 自由现金流率自由现金流/营收 | 52.1% | 28.8% |
| 资本支出强度资本支出/营收 | 1.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.3B |
8季度趋势，按日历期对齐
经营现金流DECKPINS
| Q4 25 | $1.0B | $391.2M | ||
| Q3 25 | $8.1M | $321.7M | ||
| Q2 25 | $36.1M | $207.7M | ||
| Q1 25 | $-73.0M | $363.7M | ||
| Q4 24 | $1.1B | $254.0M | ||
| Q3 24 | $-90.5M | $248.0M | ||
| Q2 24 | $112.7M | $106.4M | ||
| Q1 24 | $-28.7M | $356.1M |
自由现金流DECKPINS
| Q4 25 | $1.0B | $380.4M | ||
| Q3 25 | $-13.9M | $318.4M | ||
| Q2 25 | $12.2M | $196.7M | ||
| Q1 25 | $-89.4M | $356.4M | ||
| Q4 24 | $1.1B | $250.2M | ||
| Q3 24 | $-113.4M | $244.1M | ||
| Q2 24 | $90.1M | $101.6M | ||
| Q1 24 | $-44.0M | $344.0M |
自由现金流率DECKPINS
| Q4 25 | 52.1% | 28.8% | ||
| Q3 25 | -1.0% | 30.3% | ||
| Q2 25 | 1.3% | 19.7% | ||
| Q1 25 | -8.8% | 41.7% | ||
| Q4 24 | 58.6% | 21.7% | ||
| Q3 24 | -8.6% | 27.2% | ||
| Q2 24 | 10.9% | 11.9% | ||
| Q1 24 | -4.6% | 46.5% |
资本支出强度DECKPINS
| Q4 25 | 1.1% | 0.8% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 2.5% | 1.1% | ||
| Q1 25 | 1.6% | 0.9% | ||
| Q4 24 | 1.3% | 0.3% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.7% | 0.6% | ||
| Q1 24 | 1.6% | 1.6% |
现金转化率DECKPINS
| Q4 25 | 2.17× | 1.41× | ||
| Q3 25 | 0.03× | 3.49× | ||
| Q2 25 | 0.26× | 5.36× | ||
| Q1 25 | -0.48× | 40.77× | ||
| Q4 24 | 2.40× | 0.14× | ||
| Q3 24 | -0.37× | 8.12× | ||
| Q2 24 | 0.97× | 11.98× | ||
| Q1 24 | -0.22× | — |
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% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
