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Deckers Brands(DECK)与SS&C Technologies Holdings Inc(SSNC)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SS&C Technologies Holdings Inc的1.2倍($2.0B vs $1.6B),Deckers Brands净利率更高(24.6% vs 13.7%,领先10.9%),SS&C Technologies Holdings Inc同比增速更快(8.8% vs 7.1%),过去两年Deckers Brands的营收复合增速更高(42.8% vs 6.5%)
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。
SS&C Technologies Holdings Inc.是总部位于美国康涅狄格州温莎的跨国控股企业,面向金融服务行业提供专业软件及软件即服务(SaaS)解决方案,业务覆盖全球,在美洲、欧洲、亚洲、非洲及澳洲均设有办公网点。
DECK vs SSNC — 直观对比
营收规模更大
DECK
是对方的1.2倍
$1.6B
营收增速更快
SSNC
高出1.7%
7.1%
净利率更高
DECK
高出10.9%
13.7%
两年增速更快
DECK
近两年复合增速
6.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.6B |
| 净利润 | $481.1M | $226.1M |
| 毛利率 | 59.8% | 48.7% |
| 营业利润率 | 31.4% | 24.2% |
| 净利率 | 24.6% | 13.7% |
| 营收同比 | 7.1% | 8.8% |
| 净利润同比 | 5.3% | 6.2% |
| 每股收益(稀释后) | $3.33 | $0.91 |
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
DECK
SSNC
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $964.5M | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $825.3M | $1.5B |
净利润
DECK
SSNC
| Q1 26 | — | $226.1M | ||
| Q4 25 | $481.1M | $193.1M | ||
| Q3 25 | $268.2M | $210.0M | ||
| Q2 25 | $139.2M | $180.8M | ||
| Q1 25 | $151.4M | $213.0M | ||
| Q4 24 | $456.7M | $248.2M | ||
| Q3 24 | $242.3M | $164.4M | ||
| Q2 24 | $115.6M | $190.3M |
毛利率
DECK
SSNC
| Q1 26 | — | 48.7% | ||
| Q4 25 | 59.8% | 47.8% | ||
| Q3 25 | 56.2% | 47.7% | ||
| Q2 25 | 55.8% | 48.0% | ||
| Q1 25 | 56.7% | 49.3% | ||
| Q4 24 | 60.3% | 49.3% | ||
| Q3 24 | 55.9% | 48.0% | ||
| Q2 24 | 56.9% | 48.1% |
营业利润率
DECK
SSNC
| Q1 26 | — | 24.2% | ||
| Q4 25 | 31.4% | 22.3% | ||
| Q3 25 | 22.8% | 23.3% | ||
| Q2 25 | 17.1% | 22.4% | ||
| Q1 25 | 17.0% | 23.6% | ||
| Q4 24 | 31.0% | 23.4% | ||
| Q3 24 | 23.3% | 22.2% | ||
| Q2 24 | 16.1% | 22.6% |
净利率
DECK
SSNC
| Q1 26 | — | 13.7% | ||
| Q4 25 | 24.6% | 11.7% | ||
| Q3 25 | 18.7% | 13.4% | ||
| Q2 25 | 14.4% | 11.8% | ||
| Q1 25 | 14.8% | 14.1% | ||
| Q4 24 | 25.0% | 16.2% | ||
| Q3 24 | 18.5% | 11.2% | ||
| Q2 24 | 14.0% | 13.1% |
每股收益(稀释后)
DECK
SSNC
| Q1 26 | — | $0.91 | ||
| Q4 25 | $3.33 | $0.76 | ||
| Q3 25 | $1.82 | $0.83 | ||
| Q2 25 | $0.93 | $0.72 | ||
| Q1 25 | $-2.78 | $0.84 | ||
| Q4 24 | $3.00 | $0.98 | ||
| Q3 24 | $1.59 | $0.65 | ||
| Q2 24 | $4.52 | $0.75 |
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 | $420.9M |
| 总债务越低越好 | — | $7.4B |
| 股东权益账面价值 | $2.6B | $6.9B |
| 总资产 | $4.1B | $20.3B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势,按日历期对齐
现金及短期投资
DECK
SSNC
| Q1 26 | — | $420.9M | ||
| Q4 25 | $2.1B | $462.1M | ||
| Q3 25 | $1.4B | $388.3M | ||
| Q2 25 | $1.7B | $480.3M | ||
| Q1 25 | $1.9B | $515.0M | ||
| Q4 24 | $2.2B | $567.1M | ||
| Q3 24 | $1.2B | $694.7M | ||
| Q2 24 | $1.4B | $462.7M |
总债务
DECK
SSNC
| Q1 26 | — | $7.4B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
DECK
SSNC
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.6B | $6.9B | ||
| Q3 25 | $2.5B | $6.9B | ||
| Q2 25 | $2.5B | $6.9B | ||
| Q1 25 | $2.5B | $6.8B | ||
| Q4 24 | $2.6B | $6.5B | ||
| Q3 24 | $2.2B | $6.8B | ||
| Q2 24 | $2.1B | $6.4B |
总资产
DECK
SSNC
| Q1 26 | — | $20.3B | ||
| Q4 25 | $4.1B | $20.7B | ||
| Q3 25 | $3.8B | $19.5B | ||
| Q2 25 | $3.8B | $19.0B | ||
| Q1 25 | $3.6B | $20.4B | ||
| Q4 24 | $4.0B | $19.0B | ||
| Q3 24 | $3.4B | $18.4B | ||
| Q2 24 | $3.3B | $16.9B |
负债/权益比
DECK
SSNC
| Q1 26 | — | 1.08× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $299.7M |
| 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% | 0.0% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.33× |
| 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
DECK
SSNC
| Q1 26 | — | $299.7M | ||
| Q4 25 | $1.0B | $643.5M | ||
| Q3 25 | $8.1M | $456.2M | ||
| Q2 25 | $36.1M | $372.9M | ||
| Q1 25 | $-73.0M | $272.2M | ||
| Q4 24 | $1.1B | $486.6M | ||
| Q3 24 | $-90.5M | $336.6M | ||
| Q2 24 | $112.7M | $384.9M |
自由现金流
DECK
SSNC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $633.0M | ||
| Q3 25 | $-13.9M | $421.5M | ||
| Q2 25 | $12.2M | $350.0M | ||
| Q1 25 | $-89.4M | $259.5M | ||
| Q4 24 | $1.1B | $466.9M | ||
| Q3 24 | $-113.4M | $310.7M | ||
| Q2 24 | $90.1M | $374.9M |
自由现金流率
DECK
SSNC
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 38.3% | ||
| Q3 25 | -1.0% | 26.9% | ||
| Q2 25 | 1.3% | 22.8% | ||
| Q1 25 | -8.8% | 17.1% | ||
| Q4 24 | 58.6% | 30.5% | ||
| Q3 24 | -8.6% | 21.2% | ||
| Q2 24 | 10.9% | 25.8% |
资本支出强度
DECK
SSNC
| Q1 26 | — | 0.0% | ||
| Q4 25 | 1.1% | 0.6% | ||
| Q3 25 | 1.5% | 2.2% | ||
| Q2 25 | 2.5% | 1.5% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 1.3% | 1.3% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 2.7% | 0.7% |
现金转化率
DECK
SSNC
| Q1 26 | — | 1.33× | ||
| Q4 25 | 2.17× | 3.33× | ||
| Q3 25 | 0.03× | 2.17× | ||
| Q2 25 | 0.26× | 2.06× | ||
| Q1 25 | -0.48× | 1.28× | ||
| Q4 24 | 2.40× | 1.96× | ||
| Q3 24 | -0.37× | 2.05× | ||
| Q2 24 | 0.97× | 2.02× |
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% |
SSNC
| Technology-enabled services | $1.4B | 85% |
| License, maintenance and related | $239.8M | 15% |