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Deckers Brands（DECK）与Sprouts Farmers Market, Inc.（SFM）财务数据对比。点击上方公司名可切换其他公司
Sprouts Farmers Market, Inc.的季度营收约是Deckers Brands的1.2倍（$2.3B vs $2.0B），Deckers Brands净利率更高（24.6% vs 7.0%，领先17.5%），Deckers Brands同比增速更快（7.1% vs 4.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 10.9%）
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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
DECK vs SFM — 直观对比
营收规模更大
SFM
是对方的1.2倍
$2.0B
营收增速更快
DECK
高出3.0%
4.1%
净利率更高
DECK
高出17.5%
7.0%
两年增速更快
DECK
近两年复合增速
10.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.3B |
| 净利润 | $481.1M | $163.7M |
| 毛利率 | 59.8% | 39.4% |
| 营业利润率 | 31.4% | 9.2% |
| 净利率 | 24.6% | 7.0% |
| 营收同比 | 7.1% | 4.1% |
| 净利润同比 | 5.3% | -9.1% |
| 每股收益（稀释后） | $3.33 | $1.71 |
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DECKSFM
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $964.5M | $2.2B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $825.3M | $1.9B |
净利润DECKSFM
| Q1 26 | — | $163.7M | ||
| Q4 25 | $481.1M | $89.8M | ||
| Q3 25 | $268.2M | $120.1M | ||
| Q2 25 | $139.2M | $133.7M | ||
| Q1 25 | $151.4M | $180.0M | ||
| Q4 24 | $456.7M | $79.6M | ||
| Q3 24 | $242.3M | $91.6M | ||
| Q2 24 | $115.6M | $95.3M |
毛利率DECKSFM
| Q1 26 | — | 39.4% | ||
| Q4 25 | 59.8% | 38.0% | ||
| Q3 25 | 56.2% | 38.7% | ||
| Q2 25 | 55.8% | 38.8% | ||
| Q1 25 | 56.7% | 39.6% | ||
| Q4 24 | 60.3% | 38.1% | ||
| Q3 24 | 55.9% | 38.1% | ||
| Q2 24 | 56.9% | 37.9% |
营业利润率DECKSFM
| Q1 26 | — | 9.2% | ||
| Q4 25 | 31.4% | 5.7% | ||
| Q3 25 | 22.8% | 7.2% | ||
| Q2 25 | 17.1% | 8.1% | ||
| Q1 25 | 17.0% | 10.1% | ||
| Q4 24 | 31.0% | 5.3% | ||
| Q3 24 | 23.3% | 6.3% | ||
| Q2 24 | 16.1% | 6.7% |
净利率DECKSFM
| Q1 26 | — | 7.0% | ||
| Q4 25 | 24.6% | 4.2% | ||
| Q3 25 | 18.7% | 5.5% | ||
| Q2 25 | 14.4% | 6.0% | ||
| Q1 25 | 14.8% | 8.0% | ||
| Q4 24 | 25.0% | 4.0% | ||
| Q3 24 | 18.5% | 4.7% | ||
| Q2 24 | 14.0% | 5.0% |
每股收益（稀释后）DECKSFM
| Q1 26 | — | $1.71 | ||
| Q4 25 | $3.33 | $0.93 | ||
| Q3 25 | $1.82 | $1.22 | ||
| Q2 25 | $0.93 | $1.35 | ||
| Q1 25 | $-2.78 | $1.81 | ||
| Q4 24 | $3.00 | $0.78 | ||
| Q3 24 | $1.59 | $0.91 | ||
| Q2 24 | $4.52 | $0.94 |
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 | $252.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $1.4B |
| 总资产 | $4.1B | $4.3B |
| 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DECKSFM
| Q1 26 | — | $252.2M | ||
| Q4 25 | $2.1B | $257.3M | ||
| Q3 25 | $1.4B | $322.4M | ||
| Q2 25 | $1.7B | $261.4M | ||
| Q1 25 | $1.9B | $285.7M | ||
| Q4 24 | $2.2B | $265.2M | ||
| Q3 24 | $1.2B | $309.7M | ||
| Q2 24 | $1.4B | $177.3M |
股东权益DECKSFM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.6B | $1.4B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.5B | $1.4B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
总资产DECKSFM
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.1B | $4.2B | ||
| Q3 25 | $3.8B | $4.0B | ||
| Q2 25 | $3.8B | $3.8B | ||
| Q1 25 | $3.6B | $3.7B | ||
| Q4 24 | $4.0B | $3.6B | ||
| Q3 24 | $3.4B | $3.6B | ||
| Q2 24 | $3.3B | $3.4B |
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DECKSFM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $138.5M | ||
| Q3 25 | $8.1M | $167.1M | ||
| Q2 25 | $36.1M | $111.2M | ||
| Q1 25 | $-73.0M | $299.1M | ||
| Q4 24 | $1.1B | $124.9M | ||
| Q3 24 | $-90.5M | $209.1M | ||
| Q2 24 | $112.7M | $91.6M |
自由现金流DECKSFM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $66.3M | ||
| Q3 25 | $-13.9M | $111.4M | ||
| Q2 25 | $12.2M | $50.4M | ||
| Q1 25 | $-89.4M | $239.6M | ||
| Q4 24 | $1.1B | $56.2M | ||
| Q3 24 | $-113.4M | $156.3M | ||
| Q2 24 | $90.1M | $33.9M |
自由现金流率DECKSFM
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 3.1% | ||
| Q3 25 | -1.0% | 5.1% | ||
| Q2 25 | 1.3% | 2.3% | ||
| Q1 25 | -8.8% | 10.7% | ||
| Q4 24 | 58.6% | 2.8% | ||
| Q3 24 | -8.6% | 8.0% | ||
| Q2 24 | 10.9% | 1.8% |
资本支出强度DECKSFM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.4% | ||
| Q3 25 | 1.5% | 2.5% | ||
| Q2 25 | 2.5% | 2.7% | ||
| Q1 25 | 1.6% | 2.7% | ||
| Q4 24 | 1.3% | 3.4% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 2.7% | 3.0% |
现金转化率DECKSFM
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 1.54× | ||
| Q3 25 | 0.03× | 1.39× | ||
| Q2 25 | 0.26× | 0.83× | ||
| Q1 25 | -0.48× | 1.66× | ||
| Q4 24 | 2.40× | 1.57× | ||
| Q3 24 | -0.37× | 2.28× | ||
| Q2 24 | 0.97× | 0.96× |
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% |
SFM
暂无分部数据
