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Deckers Brands（DECK）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
史密斯菲尔德食品的季度营收约是Deckers Brands的1.9倍（$3.8B vs $2.0B），Deckers Brands净利率更高（24.6% vs 6.6%，领先18.0%），Deckers Brands同比增速更快（7.1% vs 0.8%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 5.5%）
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。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
DECK vs SFD — 直观对比
营收规模更大
SFD
是对方的1.9倍
$2.0B
营收增速更快
DECK
高出6.4%
0.8%
净利率更高
DECK
高出18.0%
6.6%
两年增速更快
DECK
近两年复合增速
5.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.8B |
| 净利润 | $481.1M | $249.0M |
| 毛利率 | 59.8% | 13.4% |
| 营业利润率 | 31.4% | 8.8% |
| 净利率 | 24.6% | 6.6% |
| 营收同比 | 7.1% | 0.8% |
| 净利润同比 | 5.3% | 9.7% |
| 每股收益（稀释后） | $3.33 | — |
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DECKSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $1.4B | $3.7B | ||
| Q2 25 | $964.5M | $3.8B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $825.3M | $3.4B |
净利润DECKSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $481.1M | $327.0M | ||
| Q3 25 | $268.2M | $248.0M | ||
| Q2 25 | $139.2M | $188.0M | ||
| Q1 25 | $151.4M | $224.0M | ||
| Q4 24 | $456.7M | $205.0M | ||
| Q3 24 | $242.3M | $291.0M | ||
| Q2 24 | $115.6M | $301.0M |
毛利率DECKSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 59.8% | 14.2% | ||
| Q3 25 | 56.2% | 12.8% | ||
| Q2 25 | 55.8% | 13.2% | ||
| Q1 25 | 56.7% | 13.5% | ||
| Q4 24 | 60.3% | 13.5% | ||
| Q3 24 | 55.9% | 14.3% | ||
| Q2 24 | 56.9% | 15.4% |
营业利润率DECKSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 31.4% | 9.5% | ||
| Q3 25 | 22.8% | 8.3% | ||
| Q2 25 | 17.1% | 6.9% | ||
| Q1 25 | 17.0% | 8.5% | ||
| Q4 24 | 31.0% | 8.5% | ||
| Q3 24 | 23.3% | 8.5% | ||
| Q2 24 | 16.1% | 9.8% |
净利率DECKSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 24.6% | 7.7% | ||
| Q3 25 | 18.7% | 6.6% | ||
| Q2 25 | 14.4% | 5.0% | ||
| Q1 25 | 14.8% | 5.9% | ||
| Q4 24 | 25.0% | 5.2% | ||
| Q3 24 | 18.5% | 8.7% | ||
| Q2 24 | 14.0% | 8.8% |
每股收益（稀释后）DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | $3.33 | $0.83 | ||
| Q3 25 | $1.82 | $0.63 | ||
| Q2 25 | $0.93 | $0.48 | ||
| Q1 25 | $-2.78 | $0.57 | ||
| Q4 24 | $3.00 | $0.54 | ||
| Q3 24 | $1.59 | $0.77 | ||
| Q2 24 | $4.52 | $0.79 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $6.9B |
| 总资产 | $4.1B | $12.0B |
| 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DECKSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.4B | — |
总债务DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DECKSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.6B | $6.8B | ||
| Q3 25 | $2.5B | $6.5B | ||
| Q2 25 | $2.5B | $6.3B | ||
| Q1 25 | $2.5B | $6.2B | ||
| Q4 24 | $2.6B | $5.8B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.1B | — |
总资产DECKSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $4.1B | $12.2B | ||
| Q3 25 | $3.8B | $11.5B | ||
| Q2 25 | $3.8B | $11.2B | ||
| Q1 25 | $3.6B | $11.1B | ||
| Q4 24 | $4.0B | $11.1B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.3B | — |
负债/权益比DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% | 2.3% |
| 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DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $938.0M | ||
| Q3 25 | $8.1M | $13.0M | ||
| Q2 25 | $36.1M | $274.0M | ||
| Q1 25 | $-73.0M | $-166.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-90.5M | — | ||
| Q2 24 | $112.7M | — |
自由现金流DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $842.0M | ||
| Q3 25 | $-13.9M | $-75.0M | ||
| Q2 25 | $12.2M | $196.0M | ||
| Q1 25 | $-89.4M | $-245.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-113.4M | — | ||
| Q2 24 | $90.1M | — |
自由现金流率DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 19.9% | ||
| Q3 25 | -1.0% | -2.0% | ||
| Q2 25 | 1.3% | 5.2% | ||
| Q1 25 | -8.8% | -6.5% | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | -8.6% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度DECKSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | 1.5% | 2.3% | ||
| Q2 25 | 2.5% | 2.1% | ||
| Q1 25 | 1.6% | 2.1% | ||
| Q4 24 | 1.3% | 2.1% | ||
| Q3 24 | 1.7% | 2.8% | ||
| Q2 24 | 2.7% | 2.3% |
现金转化率DECKSFD
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 2.87× | ||
| Q3 25 | 0.03× | 0.05× | ||
| Q2 25 | 0.26× | 1.46× | ||
| Q1 25 | -0.48× | -0.74× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | — | ||
| Q2 24 | 0.97× | — |
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% |
SFD
暂无分部数据
