vs
Deckers Brands（DECK）与UFP INDUSTRIES INC（UFPI）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UFP INDUSTRIES INC的1.5倍（$2.0B vs $1.3B），Deckers Brands净利率更高（24.6% vs 3.0%，领先21.6%），Deckers Brands同比增速更快（7.1% vs -9.0%），Deckers Brands自由现金流更多（$1.0B vs $82.7M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -9.9%）
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。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
DECK vs UFPI — 直观对比
营收规模更大
DECK
是对方的1.5倍
$1.3B
营收增速更快
DECK
高出16.2%
-9.0%
净利率更高
DECK
高出21.6%
3.0%
自由现金流更多
DECK
多$937.5M
$82.7M
两年增速更快
DECK
近两年复合增速
-9.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $481.1M | $40.0M |
| 毛利率 | 59.8% | 16.3% |
| 营业利润率 | 31.4% | 4.4% |
| 净利率 | 24.6% | 3.0% |
| 营收同比 | 7.1% | -9.0% |
| 净利润同比 | 5.3% | -41.3% |
| 每股收益（稀释后） | $3.33 | $0.71 |
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DECKUFPI
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $964.5M | $1.8B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $825.3M | $1.9B | ||
| Q1 24 | $959.8M | $1.6B |
净利润DECKUFPI
| Q4 25 | $481.1M | $40.0M | ||
| Q3 25 | $268.2M | $75.3M | ||
| Q2 25 | $139.2M | $100.7M | ||
| Q1 25 | $151.4M | $78.8M | ||
| Q4 24 | $456.7M | $68.0M | ||
| Q3 24 | $242.3M | $99.8M | ||
| Q2 24 | $115.6M | $125.9M | ||
| Q1 24 | $127.5M | $120.8M |
毛利率DECKUFPI
| Q4 25 | 59.8% | 16.3% | ||
| Q3 25 | 56.2% | 16.8% | ||
| Q2 25 | 55.8% | 17.0% | ||
| Q1 25 | 56.7% | 16.8% | ||
| Q4 24 | 60.3% | 16.4% | ||
| Q3 24 | 55.9% | 18.1% | ||
| Q2 24 | 56.9% | 19.1% | ||
| Q1 24 | 56.2% | 19.9% |
营业利润率DECKUFPI
| Q4 25 | 31.4% | 4.4% | ||
| Q3 25 | 22.8% | 5.7% | ||
| Q2 25 | 17.1% | 6.7% | ||
| Q1 25 | 17.0% | 5.8% | ||
| Q4 24 | 31.0% | 5.4% | ||
| Q3 24 | 23.3% | 7.3% | ||
| Q2 24 | 16.1% | 8.4% | ||
| Q1 24 | 15.0% | 8.2% |
净利率DECKUFPI
| Q4 25 | 24.6% | 3.0% | ||
| Q3 25 | 18.7% | 4.8% | ||
| Q2 25 | 14.4% | 5.5% | ||
| Q1 25 | 14.8% | 4.9% | ||
| Q4 24 | 25.0% | 4.7% | ||
| Q3 24 | 18.5% | 6.1% | ||
| Q2 24 | 14.0% | 6.6% | ||
| Q1 24 | 13.3% | 7.4% |
每股收益（稀释后）DECKUFPI
| Q4 25 | $3.33 | $0.71 | ||
| Q3 25 | $1.82 | $1.29 | ||
| Q2 25 | $0.93 | $1.70 | ||
| Q1 25 | $-2.78 | $1.30 | ||
| Q4 24 | $3.00 | $1.12 | ||
| Q3 24 | $1.59 | $1.64 | ||
| Q2 24 | $4.52 | $2.05 | ||
| Q1 24 | $4.82 | $1.96 |
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 | $948.6M |
| 总债务越低越好 | — | $229.8M |
| 股东权益账面价值 | $2.6B | $3.1B |
| 总资产 | $4.1B | $4.0B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资DECKUFPI
| Q4 25 | $2.1B | $948.6M | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.7B | $874.0M | ||
| Q1 25 | $1.9B | $934.3M | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.5B | $1.0B |
总债务DECKUFPI
| Q4 25 | — | $229.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $234.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DECKUFPI
| Q4 25 | $2.6B | $3.1B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.5B | $3.2B | ||
| Q4 24 | $2.6B | $3.2B | ||
| Q3 24 | $2.2B | $3.2B | ||
| Q2 24 | $2.1B | $3.1B | ||
| Q1 24 | $2.1B | $3.1B |
总资产DECKUFPI
| Q4 25 | $4.1B | $4.0B | ||
| Q3 25 | $3.8B | $4.1B | ||
| Q2 25 | $3.8B | $4.1B | ||
| Q1 25 | $3.6B | $4.2B | ||
| Q4 24 | $4.0B | $4.2B | ||
| Q3 24 | $3.4B | $4.2B | ||
| Q2 24 | $3.3B | $4.1B | ||
| Q1 24 | $3.1B | $4.1B |
负债/权益比DECKUFPI
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $82.7M |
| 自由现金流率自由现金流/营收 | 52.1% | 6.2% |
| 资本支出强度资本支出/营收 | 1.1% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.17× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $276.4M |
8季度趋势，按日历期对齐
经营现金流DECKUFPI
| Q4 25 | $1.0B | $146.6M | ||
| Q3 25 | $8.1M | $286.0M | ||
| Q2 25 | $36.1M | $221.9M | ||
| Q1 25 | $-73.0M | $-108.8M | ||
| Q4 24 | $1.1B | $144.9M | ||
| Q3 24 | $-90.5M | $258.6M | ||
| Q2 24 | $112.7M | $255.9M | ||
| Q1 24 | $-28.7M | $-16.8M |
自由现金流DECKUFPI
| Q4 25 | $1.0B | $82.7M | ||
| Q3 25 | $-13.9M | $210.2M | ||
| Q2 25 | $12.2M | $159.5M | ||
| Q1 25 | $-89.4M | $-176.1M | ||
| Q4 24 | $1.1B | $78.1M | ||
| Q3 24 | $-113.4M | $199.7M | ||
| Q2 24 | $90.1M | $198.4M | ||
| Q1 24 | $-44.0M | $-65.9M |
自由现金流率DECKUFPI
| Q4 25 | 52.1% | 6.2% | ||
| Q3 25 | -1.0% | 13.5% | ||
| Q2 25 | 1.3% | 8.7% | ||
| Q1 25 | -8.8% | -11.0% | ||
| Q4 24 | 58.6% | 5.3% | ||
| Q3 24 | -8.6% | 12.1% | ||
| Q2 24 | 10.9% | 10.4% | ||
| Q1 24 | -4.6% | -4.0% |
资本支出强度DECKUFPI
| Q4 25 | 1.1% | 4.8% | ||
| Q3 25 | 1.5% | 4.9% | ||
| Q2 25 | 2.5% | 3.4% | ||
| Q1 25 | 1.6% | 4.2% | ||
| Q4 24 | 1.3% | 4.6% | ||
| Q3 24 | 1.7% | 3.6% | ||
| Q2 24 | 2.7% | 3.0% | ||
| Q1 24 | 1.6% | 3.0% |
现金转化率DECKUFPI
| Q4 25 | 2.17× | 3.67× | ||
| Q3 25 | 0.03× | 3.80× | ||
| Q2 25 | 0.26× | 2.20× | ||
| Q1 25 | -0.48× | -1.38× | ||
| Q4 24 | 2.40× | 2.13× | ||
| Q3 24 | -0.37× | 2.59× | ||
| Q2 24 | 0.97× | 2.03× | ||
| Q1 24 | -0.22× | -0.14× |
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% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
