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Deckers Brands（DECK）与Qorvo, Inc.（QRVO）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Qorvo, Inc.的2.0倍（$2.0B vs $993.0M），Deckers Brands净利率更高（24.6% vs 16.5%，领先8.1%），Qorvo, Inc.同比增速更快（8.4% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $236.9M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 2.7%）
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。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
DECK vs QRVO — 直观对比
营收规模更大
DECK
是对方的2.0倍
$993.0M
营收增速更快
QRVO
高出1.2%
7.1%
净利率更高
DECK
高出8.1%
16.5%
自由现金流更多
DECK
多$783.3M
$236.9M
两年增速更快
DECK
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $993.0M |
| 净利润 | $481.1M | $164.1M |
| 毛利率 | 59.8% | 46.7% |
| 营业利润率 | 31.4% | 19.4% |
| 净利率 | 24.6% | 16.5% |
| 营收同比 | 7.1% | 8.4% |
| 净利润同比 | 5.3% | 297.5% |
| 每股收益（稀释后） | $3.33 | $1.75 |
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DECKQRVO
| Q4 25 | $2.0B | $993.0M | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $964.5M | $818.8M | ||
| Q1 25 | $1.0B | $869.5M | ||
| Q4 24 | $1.8B | $916.3M | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $825.3M | $886.7M | ||
| Q1 24 | $959.8M | $941.0M |
净利润DECKQRVO
| Q4 25 | $481.1M | $164.1M | ||
| Q3 25 | $268.2M | $119.6M | ||
| Q2 25 | $139.2M | $25.6M | ||
| Q1 25 | $151.4M | $31.4M | ||
| Q4 24 | $456.7M | $41.3M | ||
| Q3 24 | $242.3M | $-17.4M | ||
| Q2 24 | $115.6M | $414.0K | ||
| Q1 24 | $127.5M | $2.7M |
毛利率DECKQRVO
| Q4 25 | 59.8% | 46.7% | ||
| Q3 25 | 56.2% | 47.0% | ||
| Q2 25 | 55.8% | 40.5% | ||
| Q1 25 | 56.7% | 42.2% | ||
| Q4 24 | 60.3% | 42.7% | ||
| Q3 24 | 55.9% | 42.6% | ||
| Q2 24 | 56.9% | 37.5% | ||
| Q1 24 | 56.2% | 40.6% |
营业利润率DECKQRVO
| Q4 25 | 31.4% | 19.4% | ||
| Q3 25 | 22.8% | 14.9% | ||
| Q2 25 | 17.1% | 3.7% | ||
| Q1 25 | 17.0% | 3.2% | ||
| Q4 24 | 31.0% | 5.8% | ||
| Q3 24 | 23.3% | 0.9% | ||
| Q2 24 | 16.1% | 0.5% | ||
| Q1 24 | 15.0% | 3.2% |
净利率DECKQRVO
| Q4 25 | 24.6% | 16.5% | ||
| Q3 25 | 18.7% | 11.3% | ||
| Q2 25 | 14.4% | 3.1% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 25.0% | 4.5% | ||
| Q3 24 | 18.5% | -1.7% | ||
| Q2 24 | 14.0% | 0.0% | ||
| Q1 24 | 13.3% | 0.3% |
每股收益（稀释后）DECKQRVO
| Q4 25 | $3.33 | $1.75 | ||
| Q3 25 | $1.82 | $1.28 | ||
| Q2 25 | $0.93 | $0.27 | ||
| Q1 25 | $-2.78 | $0.33 | ||
| Q4 24 | $3.00 | $0.43 | ||
| Q3 24 | $1.59 | $-0.18 | ||
| Q2 24 | $4.52 | $0.00 | ||
| 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 | $1.3B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.6B | $3.7B |
| 总资产 | $4.1B | $6.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资DECKQRVO
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.0B | ||
| Q4 24 | $2.2B | $769.4M | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.5B | $1.0B |
总债务DECKQRVO
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益DECKQRVO
| Q4 25 | $2.6B | $3.7B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.4B | ||
| Q1 25 | $2.5B | $3.4B | ||
| Q4 24 | $2.6B | $3.4B | ||
| Q3 24 | $2.2B | $3.4B | ||
| Q2 24 | $2.1B | $3.5B | ||
| Q1 24 | $2.1B | $3.6B |
总资产DECKQRVO
| Q4 25 | $4.1B | $6.2B | ||
| Q3 25 | $3.8B | $6.1B | ||
| Q2 25 | $3.8B | $6.0B | ||
| Q1 25 | $3.6B | $5.9B | ||
| Q4 24 | $4.0B | $6.0B | ||
| Q3 24 | $3.4B | $6.5B | ||
| Q2 24 | $3.3B | $6.4B | ||
| Q1 24 | $3.1B | $6.6B |
负债/权益比DECKQRVO
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.44× |
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 | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $236.9M |
| 自由现金流率自由现金流/营收 | 52.1% | 23.9% |
| 资本支出强度资本支出/营收 | 1.1% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $595.2M |
8季度趋势，按日历期对齐
经营现金流DECKQRVO
| Q4 25 | $1.0B | $265.4M | ||
| Q3 25 | $8.1M | $84.0M | ||
| Q2 25 | $36.1M | $182.9M | ||
| Q1 25 | $-73.0M | $199.2M | ||
| Q4 24 | $1.1B | $214.1M | ||
| Q3 24 | $-90.5M | $127.8M | ||
| Q2 24 | $112.7M | $81.1M | ||
| Q1 24 | $-28.7M | — |
自由现金流DECKQRVO
| Q4 25 | $1.0B | $236.9M | ||
| Q3 25 | $-13.9M | $42.2M | ||
| Q2 25 | $12.2M | $145.4M | ||
| Q1 25 | $-89.4M | $170.7M | ||
| Q4 24 | $1.1B | $176.2M | ||
| Q3 24 | $-113.4M | $94.8M | ||
| Q2 24 | $90.1M | $42.9M | ||
| Q1 24 | $-44.0M | — |
自由现金流率DECKQRVO
| Q4 25 | 52.1% | 23.9% | ||
| Q3 25 | -1.0% | 4.0% | ||
| Q2 25 | 1.3% | 17.8% | ||
| Q1 25 | -8.8% | 19.6% | ||
| Q4 24 | 58.6% | 19.2% | ||
| Q3 24 | -8.6% | 9.1% | ||
| Q2 24 | 10.9% | 4.8% | ||
| Q1 24 | -4.6% | — |
资本支出强度DECKQRVO
| Q4 25 | 1.1% | 2.9% | ||
| Q3 25 | 1.5% | 3.9% | ||
| Q2 25 | 2.5% | 4.6% | ||
| Q1 25 | 1.6% | 3.3% | ||
| Q4 24 | 1.3% | 4.1% | ||
| Q3 24 | 1.7% | 3.2% | ||
| Q2 24 | 2.7% | 4.3% | ||
| Q1 24 | 1.6% | — |
现金转化率DECKQRVO
| Q4 25 | 2.17× | 1.62× | ||
| Q3 25 | 0.03× | 0.70× | ||
| Q2 25 | 0.26× | 7.15× | ||
| Q1 25 | -0.48× | 6.35× | ||
| Q4 24 | 2.40× | 5.19× | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | 195.86× | ||
| 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% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
