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Deckers Brands（DECK）与RESIDEO TECHNOLOGIES, INC.（REZI）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RESIDEO TECHNOLOGIES, INC.的1.0倍（$2.0B vs $1.9B），Deckers Brands净利率更高（24.6% vs 7.2%，领先17.4%），Deckers Brands同比增速更快（7.1% vs 2.0%），Deckers Brands自由现金流更多（$1.0B vs $262.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 12.9%）
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。
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
DECK vs REZI — 直观对比
营收规模更大
DECK
是对方的1.0倍
$1.9B
营收增速更快
DECK
高出5.1%
2.0%
净利率更高
DECK
高出17.4%
7.2%
自由现金流更多
DECK
多$758.3M
$262.0M
两年增速更快
DECK
近两年复合增速
12.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $481.1M | $136.0M |
| 毛利率 | 59.8% | 29.6% |
| 营业利润率 | 31.4% | 7.4% |
| 净利率 | 24.6% | 7.2% |
| 营收同比 | 7.1% | 2.0% |
| 净利润同比 | 5.3% | 491.3% |
| 每股收益（稀释后） | $3.33 | $0.99 |
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DECKREZI
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $964.5M | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $825.3M | $1.6B | ||
| Q1 24 | $959.8M | $1.5B |
净利润DECKREZI
| Q4 25 | $481.1M | $136.0M | ||
| Q3 25 | $268.2M | $156.0M | ||
| Q2 25 | $139.2M | $-825.0M | ||
| Q1 25 | $151.4M | $6.0M | ||
| Q4 24 | $456.7M | $23.0M | ||
| Q3 24 | $242.3M | $20.0M | ||
| Q2 24 | $115.6M | $30.0M | ||
| Q1 24 | $127.5M | $43.0M |
毛利率DECKREZI
| Q4 25 | 59.8% | 29.6% | ||
| Q3 25 | 56.2% | 29.8% | ||
| Q2 25 | 55.8% | 29.3% | ||
| Q1 25 | 56.7% | 28.9% | ||
| Q4 24 | 60.3% | 28.5% | ||
| Q3 24 | 55.9% | 28.7% | ||
| Q2 24 | 56.9% | 28.1% | ||
| Q1 24 | 56.2% | 26.9% |
营业利润率DECKREZI
| Q4 25 | 31.4% | 7.4% | ||
| Q3 25 | 22.8% | 8.3% | ||
| Q2 25 | 17.1% | 9.1% | ||
| Q1 25 | 17.0% | 7.7% | ||
| Q4 24 | 31.0% | 7.8% | ||
| Q3 24 | 23.3% | 6.9% | ||
| Q2 24 | 16.1% | 7.7% | ||
| Q1 24 | 15.0% | 8.6% |
净利率DECKREZI
| Q4 25 | 24.6% | 7.2% | ||
| Q3 25 | 18.7% | 8.4% | ||
| Q2 25 | 14.4% | -42.5% | ||
| Q1 25 | 14.8% | 0.3% | ||
| Q4 24 | 25.0% | 1.2% | ||
| Q3 24 | 18.5% | 1.1% | ||
| Q2 24 | 14.0% | 1.9% | ||
| Q1 24 | 13.3% | 2.9% |
每股收益（稀释后）DECKREZI
| Q4 25 | $3.33 | $0.99 | ||
| Q3 25 | $1.82 | $0.85 | ||
| Q2 25 | $0.93 | $-5.59 | ||
| Q1 25 | $-2.78 | $-0.02 | ||
| Q4 24 | $3.00 | $0.06 | ||
| Q3 24 | $1.59 | $0.07 | ||
| Q2 24 | $4.52 | $0.19 | ||
| Q1 24 | $4.82 | $0.29 |
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 | $661.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $2.6B | $2.9B |
| 总资产 | $4.1B | $8.4B |
| 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DECKREZI
| Q4 25 | $2.1B | $661.0M | ||
| Q3 25 | $1.4B | $345.0M | ||
| Q2 25 | $1.7B | $753.0M | ||
| Q1 25 | $1.9B | $577.0M | ||
| Q4 24 | $2.2B | $692.0M | ||
| Q3 24 | $1.2B | $531.0M | ||
| Q2 24 | $1.4B | $413.0M | ||
| Q1 24 | $1.5B | $603.0M |
总债务DECKREZI
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.4B |
股东权益DECKREZI
| Q4 25 | $2.6B | $2.9B | ||
| Q3 25 | $2.5B | $2.8B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $2.5B | $3.3B | ||
| Q4 24 | $2.6B | $3.3B | ||
| Q3 24 | $2.2B | $3.4B | ||
| Q2 24 | $2.1B | $3.3B | ||
| Q1 24 | $2.1B | $2.8B |
总资产DECKREZI
| Q4 25 | $4.1B | $8.4B | ||
| Q3 25 | $3.8B | $8.2B | ||
| Q2 25 | $3.8B | $8.5B | ||
| Q1 25 | $3.6B | $8.1B | ||
| Q4 24 | $4.0B | $8.2B | ||
| Q3 24 | $3.4B | $8.1B | ||
| Q2 24 | $3.3B | $8.0B | ||
| Q1 24 | $3.1B | $6.5B |
负债/权益比DECKREZI
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× | ||
| Q1 24 | — | 0.51× |
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 | $299.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $262.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 13.8% |
| 资本支出强度资本支出/营收 | 1.1% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.20× |
| 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DECKREZI
| Q4 25 | $1.0B | $299.0M | ||
| Q3 25 | $8.1M | $-1.6B | ||
| Q2 25 | $36.1M | $200.0M | ||
| Q1 25 | $-73.0M | $-65.0M | ||
| Q4 24 | $1.1B | $203.0M | ||
| Q3 24 | $-90.5M | $147.0M | ||
| Q2 24 | $112.7M | $92.0M | ||
| Q1 24 | $-28.7M | $2.0M |
自由现金流DECKREZI
| Q4 25 | $1.0B | $262.0M | ||
| Q3 25 | $-13.9M | $-1.6B | ||
| Q2 25 | $12.2M | $180.0M | ||
| Q1 25 | $-89.4M | $-96.0M | ||
| Q4 24 | $1.1B | $181.0M | ||
| Q3 24 | $-113.4M | $125.0M | ||
| Q2 24 | $90.1M | $77.0M | ||
| Q1 24 | $-44.0M | $-19.0M |
自由现金流率DECKREZI
| Q4 25 | 52.1% | 13.8% | ||
| Q3 25 | -1.0% | -85.8% | ||
| Q2 25 | 1.3% | 9.3% | ||
| Q1 25 | -8.8% | -5.4% | ||
| Q4 24 | 58.6% | 9.7% | ||
| Q3 24 | -8.6% | 6.8% | ||
| Q2 24 | 10.9% | 4.8% | ||
| Q1 24 | -4.6% | -1.3% |
资本支出强度DECKREZI
| Q4 25 | 1.1% | 2.0% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 2.5% | 1.0% | ||
| Q1 25 | 1.6% | 1.8% | ||
| Q4 24 | 1.3% | 1.2% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 2.7% | 0.9% | ||
| Q1 24 | 1.6% | 1.4% |
现金转化率DECKREZI
| Q4 25 | 2.17× | 2.20× | ||
| Q3 25 | 0.03× | -10.07× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | -0.48× | -10.83× | ||
| Q4 24 | 2.40× | 8.83× | ||
| Q3 24 | -0.37× | 7.35× | ||
| Q2 24 | 0.97× | 3.07× | ||
| Q1 24 | -0.22× | 0.05× |
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% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
