vs
Deckers Brands（DECK）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是Deckers Brands的1.1倍（$2.2B vs $2.0B），Deckers Brands净利率更高（24.6% vs 23.5%，领先1.1%），Deckers Brands同比增速更快（7.1% vs -36.8%），过去两年Deckers Brands的营收复合增速更高（42.8% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
DECK vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$2.0B
营收增速更快
DECK
高出43.9%
-36.8%
净利率更高
DECK
高出1.1%
23.5%
两年增速更快
DECK
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.2B |
| 净利润 | $481.1M | $515.8M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 23.5% |
| 营收同比 | 7.1% | -36.8% |
| 净利润同比 | 5.3% | 72.6% |
| 每股收益（稀释后） | $3.33 | $6.57 |
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DECKRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.0B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $964.5M | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $825.3M | $2.8B |
净利润DECKRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $481.1M | $760.5M | ||
| Q3 25 | $268.2M | $916.5M | ||
| Q2 25 | $139.2M | $835.4M | ||
| Q1 25 | $151.4M | $170.0M | ||
| Q4 24 | $456.7M | $-189.7M | ||
| Q3 24 | $242.3M | $1.2B | ||
| Q2 24 | $115.6M | $503.9M |
毛利率DECKRNR
| 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DECKRNR
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | 42.5% | ||
| Q3 25 | 22.8% | 46.3% | ||
| Q2 25 | 17.1% | 41.8% | ||
| Q1 25 | 17.0% | -2.0% | ||
| Q4 24 | 31.0% | -3.6% | ||
| Q3 24 | 23.3% | 43.7% | ||
| Q2 24 | 16.1% | 25.0% |
净利率DECKRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 24.6% | 25.6% | ||
| Q3 25 | 18.7% | 28.7% | ||
| Q2 25 | 14.4% | 26.1% | ||
| Q1 25 | 14.8% | 4.9% | ||
| Q4 24 | 25.0% | -8.3% | ||
| Q3 24 | 18.5% | 29.8% | ||
| Q2 24 | 14.0% | 17.8% |
每股收益（稀释后）DECKRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.33 | $16.16 | ||
| Q3 25 | $1.82 | $19.40 | ||
| Q2 25 | $0.93 | $17.20 | ||
| Q1 25 | $-2.78 | $3.27 | ||
| Q4 24 | $3.00 | $-3.76 | ||
| Q3 24 | $1.59 | $22.62 | ||
| Q2 24 | $4.52 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $4.3B |
| 总资产 | $4.1B | $53.7B |
| 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DECKRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
总债务DECKRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益DECKRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.6B | $11.6B | ||
| Q3 25 | $2.5B | $11.5B | ||
| Q2 25 | $2.5B | $10.8B | ||
| Q1 25 | $2.5B | $10.3B | ||
| Q4 24 | $2.6B | $10.6B | ||
| Q3 24 | $2.2B | $11.2B | ||
| Q2 24 | $2.1B | $10.2B |
总资产DECKRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.1B | $53.8B | ||
| Q3 25 | $3.8B | $54.5B | ||
| Q2 25 | $3.8B | $54.7B | ||
| Q1 25 | $3.6B | $53.6B | ||
| Q4 24 | $4.0B | $50.7B | ||
| Q3 24 | $3.4B | $52.8B | ||
| Q2 24 | $3.3B | $51.6B |
负债/权益比DECKRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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DECKRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $483.0M | ||
| Q3 25 | $8.1M | $1.6B | ||
| Q2 25 | $36.1M | $1.5B | ||
| Q1 25 | $-73.0M | $157.8M | ||
| Q4 24 | $1.1B | $778.9M | ||
| Q3 24 | $-90.5M | $1.5B | ||
| Q2 24 | $112.7M | $1.2B |
自由现金流DECKRNR
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率DECKRNR
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度DECKRNR
| Q1 26 | — | — | ||
| 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% | — |
现金转化率DECKRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 0.64× | ||
| Q3 25 | 0.03× | 1.73× | ||
| Q2 25 | 0.26× | 1.76× | ||
| Q1 25 | -0.48× | 0.93× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | 1.26× | ||
| Q2 24 | 0.97× | 2.41× |
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% |
RNR
暂无分部数据
