vs
Deckers Brands（DECK）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Deckers Brands的2.0倍（$3.9B vs $2.0B），Deckers Brands净利率更高（24.6% vs 14.1%，领先10.5%），Raymond James Financial同比增速更快（13.0% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
DECK vs RJF — 直观对比
营收规模更大
RJF
是对方的2.0倍
$2.0B
营收增速更快
RJF
高出5.9%
7.1%
净利率更高
DECK
高出10.5%
14.1%
两年增速更快
DECK
近两年复合增速
1.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.9B |
| 净利润 | $481.1M | $544.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 14.1% |
| 营收同比 | 7.1% | 13.0% |
| 净利润同比 | 5.3% | 10.0% |
| 每股收益（稀释后） | $3.33 | $2.83 |
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DECKRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $1.4B | $4.2B | ||
| Q2 25 | $964.5M | $3.8B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $825.3M | $3.8B |
净利润DECKRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $481.1M | $563.0M | ||
| Q3 25 | $268.2M | $604.0M | ||
| Q2 25 | $139.2M | $436.0M | ||
| Q1 25 | $151.4M | $495.0M | ||
| Q4 24 | $456.7M | $600.0M | ||
| Q3 24 | $242.3M | $602.0M | ||
| Q2 24 | $115.6M | $492.0M |
毛利率DECKRJF
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 17.1% | 14.7% | ||
| Q1 25 | 17.0% | 17.5% | ||
| Q4 24 | 31.0% | 18.6% | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 16.1% | 17.1% |
净利率DECKRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 24.6% | 13.5% | ||
| Q3 25 | 18.7% | 14.4% | ||
| Q2 25 | 14.4% | 11.3% | ||
| Q1 25 | 14.8% | 12.9% | ||
| Q4 24 | 25.0% | 14.9% | ||
| Q3 24 | 18.5% | 15.0% | ||
| Q2 24 | 14.0% | 13.1% |
每股收益（稀释后）DECKRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $3.33 | $2.79 | ||
| Q3 25 | $1.82 | $2.96 | ||
| Q2 25 | $0.93 | $2.12 | ||
| Q1 25 | $-2.78 | $2.36 | ||
| Q4 24 | $3.00 | $2.86 | ||
| Q3 24 | $1.59 | $2.85 | ||
| Q2 24 | $4.52 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $52.0M |
| 总资产 | $4.1B | $91.9B |
| 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DECKRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $2.1B | $9.9B | ||
| Q3 25 | $1.4B | $11.4B | ||
| Q2 25 | $1.7B | $9.2B | ||
| Q1 25 | $1.9B | $9.7B | ||
| Q4 24 | $2.2B | $10.0B | ||
| Q3 24 | $1.2B | $11.0B | ||
| Q2 24 | $1.4B | $9.1B |
股东权益DECKRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $2.6B | $12.6B | ||
| Q3 25 | $2.5B | $12.5B | ||
| Q2 25 | $2.5B | $12.3B | ||
| Q1 25 | $2.5B | $12.2B | ||
| Q4 24 | $2.6B | $11.9B | ||
| Q3 24 | $2.2B | $11.7B | ||
| Q2 24 | $2.1B | $11.2B |
总资产DECKRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $4.1B | $88.8B | ||
| Q3 25 | $3.8B | $88.2B | ||
| Q2 25 | $3.8B | $84.8B | ||
| Q1 25 | $3.6B | $83.1B | ||
| Q4 24 | $4.0B | $82.3B | ||
| Q3 24 | $3.4B | $83.0B | ||
| Q2 24 | $3.3B | $80.6B |
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 | — |
| 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× | — |
| 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DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-10.0M | ||
| Q3 25 | $8.1M | $796.0M | ||
| Q2 25 | $36.1M | $691.0M | ||
| Q1 25 | $-73.0M | $117.0M | ||
| Q4 24 | $1.1B | $830.0M | ||
| Q3 24 | $-90.5M | $510.0M | ||
| Q2 24 | $112.7M | $711.0M |
自由现金流DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-56.0M | ||
| Q3 25 | $-13.9M | $752.0M | ||
| Q2 25 | $12.2M | $634.0M | ||
| Q1 25 | $-89.4M | $71.0M | ||
| Q4 24 | $1.1B | $789.0M | ||
| Q3 24 | $-113.4M | $460.0M | ||
| Q2 24 | $90.1M | $655.0M |
自由现金流率DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | -1.3% | ||
| Q3 25 | -1.0% | 17.9% | ||
| Q2 25 | 1.3% | 16.5% | ||
| Q1 25 | -8.8% | 1.8% | ||
| Q4 24 | 58.6% | 19.6% | ||
| Q3 24 | -8.6% | 11.5% | ||
| Q2 24 | 10.9% | 17.4% |
资本支出强度DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.1% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 2.5% | 1.5% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 1.3% | 1.0% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 2.7% | 1.5% |
现金转化率DECKRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | -0.02× | ||
| Q3 25 | 0.03× | 1.32× | ||
| Q2 25 | 0.26× | 1.58× | ||
| Q1 25 | -0.48× | 0.24× | ||
| Q4 24 | 2.40× | 1.38× | ||
| Q3 24 | -0.37× | 0.85× | ||
| Q2 24 | 0.97× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
