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Deckers Brands（DECK）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.7倍（$2.0B vs $1.1B），Deckers Brands净利率更高（24.6% vs 23.5%，领先1.1%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $369.0M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 21.1%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
DECK vs SF — 直观对比
营收规模更大
DECK
是对方的1.7倍
$1.1B
营收增速更快
SF
高出15.9%
7.1%
净利率更高
DECK
高出1.1%
23.5%
自由现金流更多
DECK
多$651.3M
$369.0M
两年增速更快
DECK
近两年复合增速
21.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $481.1M | $264.4M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 27.3% |
| 净利率 | 24.6% | 23.5% |
| 营收同比 | 7.1% | 23.0% |
| 净利润同比 | 5.3% | 8.3% |
| 每股收益（稀释后） | $3.33 | $2.30 |
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DECKSF
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.4B | $962.6M | ||
| Q2 25 | $964.5M | $838.9M | ||
| Q1 25 | $1.0B | $842.5M | ||
| Q4 24 | $1.8B | $916.0M | ||
| Q3 24 | $1.3B | $810.9M | ||
| Q2 24 | $825.3M | $798.9M | ||
| Q1 24 | $959.8M | $768.1M |
净利润DECKSF
| Q4 25 | $481.1M | $264.4M | ||
| Q3 25 | $268.2M | $211.4M | ||
| Q2 25 | $139.2M | $155.1M | ||
| Q1 25 | $151.4M | $53.0M | ||
| Q4 24 | $456.7M | $244.0M | ||
| Q3 24 | $242.3M | $158.5M | ||
| Q2 24 | $115.6M | $165.3M | ||
| Q1 24 | $127.5M | $163.6M |
毛利率DECKSF
| 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% | — | ||
| Q1 24 | 56.2% | — |
营业利润率DECKSF
| Q4 25 | 31.4% | 27.3% | ||
| Q3 25 | 22.8% | 29.7% | ||
| Q2 25 | 17.1% | 25.5% | ||
| Q1 25 | 17.0% | 7.5% | ||
| Q4 24 | 31.0% | 29.1% | ||
| Q3 24 | 23.3% | 26.7% | ||
| Q2 24 | 16.1% | 28.4% | ||
| Q1 24 | 15.0% | 28.5% |
净利率DECKSF
| Q4 25 | 24.6% | 23.5% | ||
| Q3 25 | 18.7% | 22.0% | ||
| Q2 25 | 14.4% | 18.5% | ||
| Q1 25 | 14.8% | 6.3% | ||
| Q4 24 | 25.0% | 26.6% | ||
| Q3 24 | 18.5% | 19.5% | ||
| Q2 24 | 14.0% | 20.7% | ||
| Q1 24 | 13.3% | 21.3% |
每股收益（稀释后）DECKSF
| Q4 25 | $3.33 | $2.30 | ||
| Q3 25 | $1.82 | $1.84 | ||
| Q2 25 | $0.93 | $1.34 | ||
| Q1 25 | $-2.78 | $0.39 | ||
| Q4 24 | $3.00 | $2.10 | ||
| Q3 24 | $1.59 | $1.34 | ||
| Q2 24 | $4.52 | $1.41 | ||
| Q1 24 | $4.82 | $1.40 |
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 | — | $617.4M |
| 股东权益账面价值 | $2.6B | $6.0B |
| 总资产 | $4.1B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资DECKSF
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $2.2B | $2.6B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.4B | $2.6B | ||
| Q1 24 | $1.5B | $3.4B |
总债务DECKSF
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益DECKSF
| Q4 25 | $2.6B | $6.0B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.5B | $5.5B | ||
| Q4 24 | $2.6B | $5.7B | ||
| Q3 24 | $2.2B | $5.6B | ||
| Q2 24 | $2.1B | $5.4B | ||
| Q1 24 | $2.1B | $5.3B |
总资产DECKSF
| Q4 25 | $4.1B | $41.3B | ||
| Q3 25 | $3.8B | $41.7B | ||
| Q2 25 | $3.8B | $39.9B | ||
| Q1 25 | $3.6B | $40.4B | ||
| Q4 24 | $4.0B | $39.9B | ||
| Q3 24 | $3.4B | $38.9B | ||
| Q2 24 | $3.3B | $37.8B | ||
| Q1 24 | $3.1B | $38.3B |
负债/权益比DECKSF
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $369.0M |
| 自由现金流率自由现金流/营收 | 52.1% | 32.7% |
| 资本支出强度资本支出/营收 | 1.1% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.1B |
8季度趋势，按日历期对齐
经营现金流DECKSF
| Q4 25 | $1.0B | $382.4M | ||
| Q3 25 | $8.1M | $338.3M | ||
| Q2 25 | $36.1M | $607.5M | ||
| Q1 25 | $-73.0M | $-211.2M | ||
| Q4 24 | $1.1B | $694.6M | ||
| Q3 24 | $-90.5M | $198.3M | ||
| Q2 24 | $112.7M | $207.2M | ||
| Q1 24 | $-28.7M | $-609.7M |
自由现金流DECKSF
| Q4 25 | $1.0B | $369.0M | ||
| Q3 25 | $-13.9M | $321.1M | ||
| Q2 25 | $12.2M | $592.7M | ||
| Q1 25 | $-89.4M | $-227.8M | ||
| Q4 24 | $1.1B | $677.2M | ||
| Q3 24 | $-113.4M | $185.6M | ||
| Q2 24 | $90.1M | $173.3M | ||
| Q1 24 | $-44.0M | $-619.4M |
自由现金流率DECKSF
| Q4 25 | 52.1% | 32.7% | ||
| Q3 25 | -1.0% | 33.4% | ||
| Q2 25 | 1.3% | 70.6% | ||
| Q1 25 | -8.8% | -27.0% | ||
| Q4 24 | 58.6% | 73.9% | ||
| Q3 24 | -8.6% | 22.9% | ||
| Q2 24 | 10.9% | 21.7% | ||
| Q1 24 | -4.6% | -80.6% |
资本支出强度DECKSF
| Q4 25 | 1.1% | 1.2% | ||
| Q3 25 | 1.5% | 1.8% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 1.6% | 2.0% | ||
| Q4 24 | 1.3% | 1.9% | ||
| Q3 24 | 1.7% | 1.6% | ||
| Q2 24 | 2.7% | 4.2% | ||
| Q1 24 | 1.6% | 1.3% |
现金转化率DECKSF
| Q4 25 | 2.17× | 1.45× | ||
| Q3 25 | 0.03× | 1.60× | ||
| Q2 25 | 0.26× | 3.92× | ||
| Q1 25 | -0.48× | -3.99× | ||
| Q4 24 | 2.40× | 2.85× | ||
| Q3 24 | -0.37× | 1.25× | ||
| Q2 24 | 0.97× | 1.25× | ||
| Q1 24 | -0.22× | -3.73× |
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% |
SF
暂无分部数据
