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Deckers Brands（DECK）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是Deckers Brands的1.1倍（$2.2B vs $2.0B），Deckers Brands净利率更高（24.6% vs 4.5%，领先20.1%），Post Holdings, Inc.同比增速更快（10.1% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $119.3M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
DECK vs POST — 直观对比
营收规模更大
POST
是对方的1.1倍
$2.0B
营收增速更快
POST
高出3.0%
7.1%
净利率更高
DECK
高出20.1%
4.5%
自由现金流更多
DECK
多$901.0M
$119.3M
两年增速更快
DECK
近两年复合增速
4.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.2B |
| 净利润 | $481.1M | $96.8M |
| 毛利率 | 59.8% | 29.4% |
| 营业利润率 | 31.4% | 11.0% |
| 净利率 | 24.6% | 4.5% |
| 营收同比 | 7.1% | 10.1% |
| 净利润同比 | 5.3% | -14.6% |
| 每股收益（稀释后） | $3.33 | $1.71 |
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DECKPOST
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $964.5M | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $825.3M | $1.9B | ||
| Q1 24 | $959.8M | $2.0B |
净利润DECKPOST
| Q4 25 | $481.1M | $96.8M | ||
| Q3 25 | $268.2M | $51.0M | ||
| Q2 25 | $139.2M | $108.8M | ||
| Q1 25 | $151.4M | $62.6M | ||
| Q4 24 | $456.7M | $113.3M | ||
| Q3 24 | $242.3M | $81.6M | ||
| Q2 24 | $115.6M | $99.8M | ||
| Q1 24 | $127.5M | $97.2M |
毛利率DECKPOST
| Q4 25 | 59.8% | 29.4% | ||
| Q3 25 | 56.2% | 26.8% | ||
| Q2 25 | 55.8% | 30.0% | ||
| Q1 25 | 56.7% | 28.0% | ||
| Q4 24 | 60.3% | 30.1% | ||
| Q3 24 | 55.9% | 28.6% | ||
| Q2 24 | 56.9% | 29.6% | ||
| Q1 24 | 56.2% | 29.0% |
营业利润率DECKPOST
| Q4 25 | 31.4% | 11.0% | ||
| Q3 25 | 22.8% | 7.5% | ||
| Q2 25 | 17.1% | 11.8% | ||
| Q1 25 | 17.0% | 9.3% | ||
| Q4 24 | 31.0% | 10.8% | ||
| Q3 24 | 23.3% | 9.5% | ||
| Q2 24 | 16.1% | 10.4% | ||
| Q1 24 | 15.0% | 9.5% |
净利率DECKPOST
| Q4 25 | 24.6% | 4.5% | ||
| Q3 25 | 18.7% | 2.3% | ||
| Q2 25 | 14.4% | 5.5% | ||
| Q1 25 | 14.8% | 3.2% | ||
| Q4 24 | 25.0% | 5.7% | ||
| Q3 24 | 18.5% | 4.1% | ||
| Q2 24 | 14.0% | 5.1% | ||
| Q1 24 | 13.3% | 4.9% |
每股收益（稀释后）DECKPOST
| Q4 25 | $3.33 | $1.71 | ||
| Q3 25 | $1.82 | $0.91 | ||
| Q2 25 | $0.93 | $1.79 | ||
| Q1 25 | $-2.78 | $1.03 | ||
| Q4 24 | $3.00 | $1.78 | ||
| Q3 24 | $1.59 | $1.28 | ||
| Q2 24 | $4.52 | $1.53 | ||
| Q1 24 | $4.82 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $2.6B | $3.5B |
| 总资产 | $4.1B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资DECKPOST
| Q4 25 | $2.1B | $279.3M | ||
| Q3 25 | $1.4B | $176.7M | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.9B | $617.6M | ||
| Q4 24 | $2.2B | $872.9M | ||
| Q3 24 | $1.2B | $787.4M | ||
| Q2 24 | $1.4B | $333.8M | ||
| Q1 24 | $1.5B | $333.4M |
总债务DECKPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益DECKPOST
| Q4 25 | $2.6B | $3.5B | ||
| Q3 25 | $2.5B | $3.8B | ||
| Q2 25 | $2.5B | $4.0B | ||
| Q1 25 | $2.5B | $3.8B | ||
| Q4 24 | $2.6B | $3.9B | ||
| Q3 24 | $2.2B | $4.1B | ||
| Q2 24 | $2.1B | $3.9B | ||
| Q1 24 | $2.1B | $4.0B |
总资产DECKPOST
| Q4 25 | $4.1B | $13.0B | ||
| Q3 25 | $3.8B | $13.5B | ||
| Q2 25 | $3.8B | $13.4B | ||
| Q1 25 | $3.6B | $12.8B | ||
| Q4 24 | $4.0B | $12.8B | ||
| Q3 24 | $3.4B | $12.9B | ||
| Q2 24 | $3.3B | $12.1B | ||
| Q1 24 | $3.1B | $12.2B |
负债/权益比DECKPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $119.3M |
| 自由现金流率自由现金流/营收 | 52.1% | 5.5% |
| 资本支出强度资本支出/营收 | 1.1% | 5.4% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $436.0M |
8季度趋势，按日历期对齐
经营现金流DECKPOST
| Q4 25 | $1.0B | $235.7M | ||
| Q3 25 | $8.1M | $301.3M | ||
| Q2 25 | $36.1M | $225.9M | ||
| Q1 25 | $-73.0M | $160.7M | ||
| Q4 24 | $1.1B | $310.4M | ||
| Q3 24 | $-90.5M | $235.4M | ||
| Q2 24 | $112.7M | $272.3M | ||
| Q1 24 | $-28.7M | $249.6M |
自由现金流DECKPOST
| Q4 25 | $1.0B | $119.3M | ||
| Q3 25 | $-13.9M | $151.6M | ||
| Q2 25 | $12.2M | $94.9M | ||
| Q1 25 | $-89.4M | $70.2M | ||
| Q4 24 | $1.1B | $171.4M | ||
| Q3 24 | $-113.4M | $96.2M | ||
| Q2 24 | $90.1M | $161.5M | ||
| Q1 24 | $-44.0M | $150.9M |
自由现金流率DECKPOST
| Q4 25 | 52.1% | 5.5% | ||
| Q3 25 | -1.0% | 6.7% | ||
| Q2 25 | 1.3% | 4.8% | ||
| Q1 25 | -8.8% | 3.6% | ||
| Q4 24 | 58.6% | 8.7% | ||
| Q3 24 | -8.6% | 4.8% | ||
| Q2 24 | 10.9% | 8.3% | ||
| Q1 24 | -4.6% | 7.5% |
资本支出强度DECKPOST
| Q4 25 | 1.1% | 5.4% | ||
| Q3 25 | 1.5% | 6.7% | ||
| Q2 25 | 2.5% | 6.6% | ||
| Q1 25 | 1.6% | 4.6% | ||
| Q4 24 | 1.3% | 7.0% | ||
| Q3 24 | 1.7% | 6.9% | ||
| Q2 24 | 2.7% | 5.7% | ||
| Q1 24 | 1.6% | 4.9% |
现金转化率DECKPOST
| Q4 25 | 2.17× | 2.43× | ||
| Q3 25 | 0.03× | 5.91× | ||
| Q2 25 | 0.26× | 2.08× | ||
| Q1 25 | -0.48× | 2.57× | ||
| Q4 24 | 2.40× | 2.74× | ||
| Q3 24 | -0.37× | 2.88× | ||
| Q2 24 | 0.97× | 2.73× | ||
| Q1 24 | -0.22× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
