vs
Deckers Brands（DECK）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是Deckers Brands的1.2倍（$2.4B vs $2.0B），Deckers Brands净利率更高（24.6% vs 15.0%，领先9.5%），拉夫劳伦同比增速更快（12.2% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $704.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 23.9%）
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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
DECK vs RL — 直观对比
营收规模更大
RL
是对方的1.2倍
$2.0B
营收增速更快
RL
高出5.1%
7.1%
净利率更高
DECK
高出9.5%
15.0%
自由现金流更多
DECK
多$316.3M
$704.0M
两年增速更快
DECK
近两年复合增速
23.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.4B |
| 净利润 | $481.1M | $361.6M |
| 毛利率 | 59.8% | 69.9% |
| 营业利润率 | 31.4% | 19.6% |
| 净利率 | 24.6% | 15.0% |
| 营收同比 | 7.1% | 12.2% |
| 净利润同比 | 5.3% | 21.6% |
| 每股收益（稀释后） | $3.33 | $5.82 |
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DECKRL
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $964.5M | $1.7B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $825.3M | $1.5B | ||
| Q1 24 | $959.8M | $1.6B |
净利润DECKRL
| Q4 25 | $481.1M | $361.6M | ||
| Q3 25 | $268.2M | $207.5M | ||
| Q2 25 | $139.2M | $220.4M | ||
| Q1 25 | $151.4M | $129.0M | ||
| Q4 24 | $456.7M | $297.4M | ||
| Q3 24 | $242.3M | $147.9M | ||
| Q2 24 | $115.6M | $168.6M | ||
| Q1 24 | $127.5M | $90.7M |
毛利率DECKRL
| Q4 25 | 59.8% | 69.9% | ||
| Q3 25 | 56.2% | 68.0% | ||
| Q2 25 | 55.8% | 72.3% | ||
| Q1 25 | 56.7% | 68.7% | ||
| Q4 24 | 60.3% | 68.4% | ||
| Q3 24 | 55.9% | 67.0% | ||
| Q2 24 | 56.9% | 70.5% | ||
| Q1 24 | 56.2% | 66.6% |
营业利润率DECKRL
| Q4 25 | 31.4% | 19.6% | ||
| Q3 25 | 22.8% | 12.2% | ||
| Q2 25 | 17.1% | 15.9% | ||
| Q1 25 | 17.0% | 9.1% | ||
| Q4 24 | 31.0% | 18.2% | ||
| Q3 24 | 23.3% | 10.4% | ||
| Q2 24 | 16.1% | 13.8% | ||
| Q1 24 | 15.0% | 6.9% |
净利率DECKRL
| Q4 25 | 24.6% | 15.0% | ||
| Q3 25 | 18.7% | 10.3% | ||
| Q2 25 | 14.4% | 12.8% | ||
| Q1 25 | 14.8% | 7.6% | ||
| Q4 24 | 25.0% | 13.9% | ||
| Q3 24 | 18.5% | 8.6% | ||
| Q2 24 | 14.0% | 11.1% | ||
| Q1 24 | 13.3% | 5.8% |
每股收益（稀释后）DECKRL
| Q4 25 | $3.33 | $5.82 | ||
| Q3 25 | $1.82 | $3.32 | ||
| Q2 25 | $0.93 | $3.52 | ||
| Q1 25 | $-2.78 | $2.03 | ||
| Q4 24 | $3.00 | $4.66 | ||
| Q3 24 | $1.59 | $2.31 | ||
| Q2 24 | $4.52 | $2.61 | ||
| Q1 24 | $4.82 | $1.37 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $2.9B |
| 总资产 | $4.1B | $7.8B |
| 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DECKRL
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
股东权益DECKRL
| Q4 25 | $2.6B | $2.9B | ||
| Q3 25 | $2.5B | $2.6B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.5B | $2.6B | ||
| Q4 24 | $2.6B | $2.5B | ||
| Q3 24 | $2.2B | $2.4B | ||
| Q2 24 | $2.1B | $2.4B | ||
| Q1 24 | $2.1B | $2.5B |
总资产DECKRL
| Q4 25 | $4.1B | $7.8B | ||
| Q3 25 | $3.8B | $7.3B | ||
| Q2 25 | $3.8B | $7.8B | ||
| Q1 25 | $3.6B | $7.0B | ||
| Q4 24 | $4.0B | $7.1B | ||
| Q3 24 | $3.4B | $6.8B | ||
| Q2 24 | $3.3B | $6.6B | ||
| Q1 24 | $3.1B | $6.6B |
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 | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $704.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 29.3% |
| 资本支出强度资本支出/营收 | 1.1% | 3.1% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $694.5M |
8季度趋势，按日历期对齐
经营现金流DECKRL
| Q4 25 | $1.0B | $779.6M | ||
| Q3 25 | $8.1M | $53.2M | ||
| Q2 25 | $36.1M | $176.1M | ||
| Q1 25 | $-73.0M | $122.2M | ||
| Q4 24 | $1.1B | $738.4M | ||
| Q3 24 | $-90.5M | $97.2M | ||
| Q2 24 | $112.7M | $277.3M | ||
| Q1 24 | $-28.7M | — |
自由现金流DECKRL
| Q4 25 | $1.0B | $704.0M | ||
| Q3 25 | $-13.9M | $-40.6M | ||
| Q2 25 | $12.2M | $-11.2M | ||
| Q1 25 | $-89.4M | $42.3M | ||
| Q4 24 | $1.1B | $677.2M | ||
| Q3 24 | $-113.4M | $55.5M | ||
| Q2 24 | $90.1M | $243.9M | ||
| Q1 24 | $-44.0M | — |
自由现金流率DECKRL
| Q4 25 | 52.1% | 29.3% | ||
| Q3 25 | -1.0% | -2.0% | ||
| Q2 25 | 1.3% | -0.7% | ||
| Q1 25 | -8.8% | 2.5% | ||
| Q4 24 | 58.6% | 31.6% | ||
| Q3 24 | -8.6% | 3.2% | ||
| Q2 24 | 10.9% | 16.1% | ||
| Q1 24 | -4.6% | — |
资本支出强度DECKRL
| Q4 25 | 1.1% | 3.1% | ||
| Q3 25 | 1.5% | 4.7% | ||
| Q2 25 | 2.5% | 10.9% | ||
| Q1 25 | 1.6% | 4.7% | ||
| Q4 24 | 1.3% | 2.9% | ||
| Q3 24 | 1.7% | 2.4% | ||
| Q2 24 | 2.7% | 2.2% | ||
| Q1 24 | 1.6% | — |
现金转化率DECKRL
| Q4 25 | 2.17× | 2.16× | ||
| Q3 25 | 0.03× | 0.26× | ||
| Q2 25 | 0.26× | 0.80× | ||
| Q1 25 | -0.48× | 0.95× | ||
| Q4 24 | 2.40× | 2.48× | ||
| Q3 24 | -0.37× | 0.66× | ||
| Q2 24 | 0.97× | 1.64× | ||
| 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% |
RL
暂无分部数据
