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Deckers Brands（DECK）与REGAL REXNORD CORP（RRX）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REGAL REXNORD CORP的1.3倍（$2.0B vs $1.5B），Deckers Brands净利率更高（24.6% vs 4.2%，领先20.4%），Deckers Brands同比增速更快（7.1% vs 4.3%），Deckers Brands自由现金流更多（$1.0B vs $140.6M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -0.8%）
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。
Regal Rexnord Corporation（股票代码RRX）总部位于美国威斯康星州密尔沃基，是专业生产电动机与动力传动部件的制造商，在美国、加拿大、墨西哥、欧洲及亚洲多地设有生产、销售及服务机构，全球员工约2.9万人。
DECK vs RRX — 直观对比
营收规模更大
DECK
是对方的1.3倍
$1.5B
营收增速更快
DECK
高出2.9%
4.3%
净利率更高
DECK
高出20.4%
4.2%
自由现金流更多
DECK
多$879.7M
$140.6M
两年增速更快
DECK
近两年复合增速
-0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $481.1M | $63.4M |
| 毛利率 | 59.8% | 37.5% |
| 营业利润率 | 31.4% | 10.8% |
| 净利率 | 24.6% | 4.2% |
| 营收同比 | 7.1% | 4.3% |
| 净利润同比 | 5.3% | 53.9% |
| 每股收益（稀释后） | $3.33 | $0.95 |
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DECKRRX
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $964.5M | $1.5B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $825.3M | $1.5B | ||
| Q1 24 | $959.8M | $1.5B |
净利润DECKRRX
| Q4 25 | $481.1M | $63.4M | ||
| Q3 25 | $268.2M | $79.6M | ||
| Q2 25 | $139.2M | $79.2M | ||
| Q1 25 | $151.4M | $57.3M | ||
| Q4 24 | $456.7M | $41.2M | ||
| Q3 24 | $242.3M | $72.7M | ||
| Q2 24 | $115.6M | $62.5M | ||
| Q1 24 | $127.5M | $19.8M |
毛利率DECKRRX
| Q4 25 | 59.8% | 37.5% | ||
| Q3 25 | 56.2% | 37.0% | ||
| Q2 25 | 55.8% | 37.7% | ||
| Q1 25 | 56.7% | 37.2% | ||
| Q4 24 | 60.3% | 34.9% | ||
| Q3 24 | 55.9% | 37.7% | ||
| Q2 24 | 56.9% | 36.9% | ||
| Q1 24 | 56.2% | 35.7% |
营业利润率DECKRRX
| Q4 25 | 31.4% | 10.8% | ||
| Q3 25 | 22.8% | 11.6% | ||
| Q2 25 | 17.1% | 12.2% | ||
| Q1 25 | 17.0% | 11.3% | ||
| Q4 24 | 31.0% | 8.8% | ||
| Q3 24 | 23.3% | 11.8% | ||
| Q2 24 | 16.1% | 12.5% | ||
| Q1 24 | 15.0% | 8.7% |
净利率DECKRRX
| Q4 25 | 24.6% | 4.2% | ||
| Q3 25 | 18.7% | 5.3% | ||
| Q2 25 | 14.4% | 5.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 25.0% | 2.8% | ||
| Q3 24 | 18.5% | 4.9% | ||
| Q2 24 | 14.0% | 4.0% | ||
| Q1 24 | 13.3% | 1.3% |
每股收益（稀释后）DECKRRX
| Q4 25 | $3.33 | $0.95 | ||
| Q3 25 | $1.82 | $1.20 | ||
| Q2 25 | $0.93 | $1.19 | ||
| Q1 25 | $-2.78 | $0.86 | ||
| Q4 24 | $3.00 | $0.61 | ||
| Q3 24 | $1.59 | $1.09 | ||
| Q2 24 | $4.52 | $0.94 | ||
| Q1 24 | $4.82 | $0.30 |
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 | $521.7M |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | $2.6B | $6.8B |
| 总资产 | $4.1B | $13.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资DECKRRX
| Q4 25 | $2.1B | $521.7M | ||
| Q3 25 | $1.4B | $400.0M | ||
| Q2 25 | $1.7B | $320.1M | ||
| Q1 25 | $1.9B | $305.3M | ||
| Q4 24 | $2.2B | $393.5M | ||
| Q3 24 | $1.2B | $458.6M | ||
| Q2 24 | $1.4B | $510.4M | ||
| Q1 24 | $1.5B | $465.3M |
总债务DECKRRX
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.8B | ||
| Q1 24 | — | $6.2B |
股东权益DECKRRX
| Q4 25 | $2.6B | $6.8B | ||
| Q3 25 | $2.5B | $6.8B | ||
| Q2 25 | $2.5B | $6.7B | ||
| Q1 25 | $2.5B | $6.4B | ||
| Q4 24 | $2.6B | $6.3B | ||
| Q3 24 | $2.2B | $6.5B | ||
| Q2 24 | $2.1B | $6.4B | ||
| Q1 24 | $2.1B | $6.3B |
总资产DECKRRX
| Q4 25 | $4.1B | $13.9B | ||
| Q3 25 | $3.8B | $13.9B | ||
| Q2 25 | $3.8B | $13.9B | ||
| Q1 25 | $3.6B | $14.0B | ||
| Q4 24 | $4.0B | $14.0B | ||
| Q3 24 | $3.4B | $14.6B | ||
| Q2 24 | $3.3B | $14.6B | ||
| Q1 24 | $3.1B | $15.1B |
负债/权益比DECKRRX
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 0.91× | ||
| Q1 24 | — | 1.00× |
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 | $167.8M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $140.6M |
| 自由现金流率自由现金流/营收 | 52.1% | 9.2% |
| 资本支出强度资本支出/营收 | 1.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.65× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $893.1M |
8季度趋势，按日历期对齐
经营现金流DECKRRX
| Q4 25 | $1.0B | $167.8M | ||
| Q3 25 | $8.1M | $197.5M | ||
| Q2 25 | $36.1M | $523.2M | ||
| Q1 25 | $-73.0M | $102.3M | ||
| Q4 24 | $1.1B | $213.2M | ||
| Q3 24 | $-90.5M | $154.8M | ||
| Q2 24 | $112.7M | $158.3M | ||
| Q1 24 | $-28.7M | $83.1M |
自由现金流DECKRRX
| Q4 25 | $1.0B | $140.6M | ||
| Q3 25 | $-13.9M | $174.0M | ||
| Q2 25 | $12.2M | $493.0M | ||
| Q1 25 | $-89.4M | $85.5M | ||
| Q4 24 | $1.1B | $183.9M | ||
| Q3 24 | $-113.4M | $125.5M | ||
| Q2 24 | $90.1M | $125.9M | ||
| Q1 24 | $-44.0M | $64.6M |
自由现金流率DECKRRX
| Q4 25 | 52.1% | 9.2% | ||
| Q3 25 | -1.0% | 11.6% | ||
| Q2 25 | 1.3% | 33.0% | ||
| Q1 25 | -8.8% | 6.0% | ||
| Q4 24 | 58.6% | 12.6% | ||
| Q3 24 | -8.6% | 8.5% | ||
| Q2 24 | 10.9% | 8.1% | ||
| Q1 24 | -4.6% | 4.2% |
资本支出强度DECKRRX
| Q4 25 | 1.1% | 1.8% | ||
| Q3 25 | 1.5% | 1.6% | ||
| Q2 25 | 2.5% | 2.0% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 1.3% | 2.0% | ||
| Q3 24 | 1.7% | 2.0% | ||
| Q2 24 | 2.7% | 2.1% | ||
| Q1 24 | 1.6% | 1.2% |
现金转化率DECKRRX
| Q4 25 | 2.17× | 2.65× | ||
| Q3 25 | 0.03× | 2.48× | ||
| Q2 25 | 0.26× | 6.61× | ||
| Q1 25 | -0.48× | 1.79× | ||
| Q4 24 | 2.40× | 5.17× | ||
| Q3 24 | -0.37× | 2.13× | ||
| Q2 24 | 0.97× | 2.53× | ||
| Q1 24 | -0.22× | 4.20× |
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% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |
