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Deckers Brands（DECK）与Public Storage（PSA）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Public Storage的1.6倍（$2.0B vs $1.2B），Public Storage净利率更高（41.7% vs 24.6%，领先17.1%），Deckers Brands同比增速更快（7.1% vs 3.3%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 2.5%）
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。
Public Storage总部位于美国加利福尼亚州格伦代尔，是主营自助仓储业务的房地产投资信托，也是美国最大的自助仓储服务品牌，持有美国约9%的自助仓储面积。截至2024年12月31日，公司运营3073处自助仓储设施，总可出租净面积达2.21亿平方英尺。
DECK vs PSA — 直观对比
营收规模更大
DECK
是对方的1.6倍
$1.2B
营收增速更快
DECK
高出3.9%
3.3%
净利率更高
PSA
高出17.1%
24.6%
两年增速更快
DECK
近两年复合增速
2.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $481.1M | $507.1M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 40.7% |
| 净利率 | 24.6% | 41.7% |
| 营收同比 | 7.1% | 3.3% |
| 净利润同比 | 5.3% | -17.5% |
| 每股收益（稀释后） | $3.33 | $2.59 |
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DECKPSA
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $964.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.2B | ||
| Q1 24 | $959.8M | $1.2B |
净利润DECKPSA
| Q4 25 | $481.1M | $507.1M | ||
| Q3 25 | $268.2M | $511.1M | ||
| Q2 25 | $139.2M | $358.4M | ||
| Q1 25 | $151.4M | $407.8M | ||
| Q4 24 | $456.7M | $614.6M | ||
| Q3 24 | $242.3M | $430.3M | ||
| Q2 24 | $115.6M | $518.1M | ||
| Q1 24 | $127.5M | $508.9M |
毛利率DECKPSA
| 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DECKPSA
| Q4 25 | 31.4% | 40.7% | ||
| Q3 25 | 22.8% | 42.3% | ||
| Q2 25 | 17.1% | 30.4% | ||
| Q1 25 | 17.0% | 34.8% | ||
| Q4 24 | 31.0% | 52.4% | ||
| Q3 24 | 23.3% | 36.7% | ||
| Q2 24 | 16.1% | 44.6% | ||
| Q1 24 | 15.0% | 44.3% |
净利率DECKPSA
| Q4 25 | 24.6% | 41.7% | ||
| Q3 25 | 18.7% | 41.8% | ||
| Q2 25 | 14.4% | 29.8% | ||
| Q1 25 | 14.8% | 34.5% | ||
| Q4 24 | 25.0% | 52.2% | ||
| Q3 24 | 18.5% | 36.2% | ||
| Q2 24 | 14.0% | 44.2% | ||
| Q1 24 | 13.3% | 44.0% |
每股收益（稀释后）DECKPSA
| Q4 25 | $3.33 | $2.59 | ||
| Q3 25 | $1.82 | $2.62 | ||
| Q2 25 | $0.93 | $1.76 | ||
| Q1 25 | $-2.78 | $2.04 | ||
| Q4 24 | $3.00 | $3.22 | ||
| Q3 24 | $1.59 | $2.16 | ||
| Q2 24 | $4.52 | $2.66 | ||
| Q1 24 | $4.82 | $2.60 |
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 | $318.1M |
| 总债务越低越好 | — | $10.3B |
| 股东权益账面价值 | $2.6B | $9.2B |
| 总资产 | $4.1B | $20.2B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资DECKPSA
| Q4 25 | $2.1B | $318.1M | ||
| Q3 25 | $1.4B | $296.5M | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.9B | $287.2M | ||
| Q4 24 | $2.2B | $447.4M | ||
| Q3 24 | $1.2B | $599.0M | ||
| Q2 24 | $1.4B | $542.3M | ||
| Q1 24 | $1.5B | $271.6M |
总债务DECKPSA
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | — | $9.4B | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $9.1B |
股东权益DECKPSA
| Q4 25 | $2.6B | $9.2B | ||
| Q3 25 | $2.5B | $9.3B | ||
| Q2 25 | $2.5B | $9.4B | ||
| Q1 25 | $2.5B | $9.6B | ||
| Q4 24 | $2.6B | $9.7B | ||
| Q3 24 | $2.2B | $9.6B | ||
| Q2 24 | $2.1B | $9.7B | ||
| Q1 24 | $2.1B | $9.9B |
总资产DECKPSA
| Q4 25 | $4.1B | $20.2B | ||
| Q3 25 | $3.8B | $20.1B | ||
| Q2 25 | $3.8B | $20.5B | ||
| Q1 25 | $3.6B | $19.6B | ||
| Q4 24 | $4.0B | $19.8B | ||
| Q3 24 | $3.4B | $19.8B | ||
| Q2 24 | $3.3B | $19.8B | ||
| Q1 24 | $3.1B | $19.6B |
负债/权益比DECKPSA
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.96× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.91× |
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 | $733.6M |
| 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× | 1.45× |
| 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DECKPSA
| Q4 25 | $1.0B | $733.6M | ||
| Q3 25 | $8.1M | $875.1M | ||
| Q2 25 | $36.1M | $872.7M | ||
| Q1 25 | $-73.0M | $705.1M | ||
| Q4 24 | $1.1B | $768.6M | ||
| Q3 24 | $-90.5M | $798.8M | ||
| Q2 24 | $112.7M | $895.3M | ||
| Q1 24 | $-28.7M | $665.6M |
自由现金流DECKPSA
| 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DECKPSA
| 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DECKPSA
| 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DECKPSA
| Q4 25 | 2.17× | 1.45× | ||
| Q3 25 | 0.03× | 1.71× | ||
| Q2 25 | 0.26× | 2.43× | ||
| Q1 25 | -0.48× | 1.73× | ||
| Q4 24 | 2.40× | 1.25× | ||
| Q3 24 | -0.37× | 1.86× | ||
| Q2 24 | 0.97× | 1.73× | ||
| Q1 24 | -0.22× | 1.31× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
