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Deckers Brands(DECK)与维谛技术(VRT)财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是Deckers Brands的1.4倍($2.6B vs $2.0B),Deckers Brands净利率更高(24.6% vs 14.7%,领先9.9%),维谛技术同比增速更快(30.1% vs 7.1%),Deckers Brands自由现金流更多($1.0B vs $652.8M),过去两年Deckers Brands的营收复合增速更高(42.8% vs 16.5%)
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。
维谛技术(Vertiv)是一家美国跨国企业,专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务,旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
DECK vs VRT — 直观对比
营收规模更大
VRT
是对方的1.4倍
$2.0B
营收增速更快
VRT
高出23.0%
7.1%
净利率更高
DECK
高出9.9%
14.7%
自由现金流更多
DECK
多$367.5M
$652.8M
两年增速更快
DECK
近两年复合增速
16.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $2.6B |
| 净利润 | $481.1M | $390.1M |
| 毛利率 | 59.8% | 37.7% |
| 营业利润率 | 31.4% | — |
| 净利率 | 24.6% | 14.7% |
| 营收同比 | 7.1% | 30.1% |
| 净利润同比 | 5.3% | 137.1% |
| 每股收益(稀释后) | $3.33 | $0.99 |
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
VRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $2.0B | $2.9B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $964.5M | $2.6B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $825.3M | $2.0B |
净利润
DECK
VRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $481.1M | $445.6M | ||
| Q3 25 | $268.2M | $398.5M | ||
| Q2 25 | $139.2M | $324.2M | ||
| Q1 25 | $151.4M | $164.5M | ||
| Q4 24 | $456.7M | $147.0M | ||
| Q3 24 | $242.3M | $176.6M | ||
| Q2 24 | $115.6M | $178.1M |
毛利率
DECK
VRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 59.8% | 38.9% | ||
| Q3 25 | 56.2% | 37.8% | ||
| Q2 25 | 55.8% | 34.0% | ||
| Q1 25 | 56.7% | 33.7% | ||
| Q4 24 | 60.3% | 37.1% | ||
| Q3 24 | 55.9% | 36.5% | ||
| Q2 24 | 56.9% | 38.0% |
营业利润率
DECK
VRT
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | 20.1% | ||
| Q3 25 | 22.8% | 19.3% | ||
| Q2 25 | 17.1% | 16.8% | ||
| Q1 25 | 17.0% | 14.3% | ||
| Q4 24 | 31.0% | 19.5% | ||
| Q3 24 | 23.3% | 17.9% | ||
| Q2 24 | 16.1% | 17.2% |
净利率
DECK
VRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 24.6% | 15.5% | ||
| Q3 25 | 18.7% | 14.9% | ||
| Q2 25 | 14.4% | 12.3% | ||
| Q1 25 | 14.8% | 8.1% | ||
| Q4 24 | 25.0% | 6.3% | ||
| Q3 24 | 18.5% | 8.5% | ||
| Q2 24 | 14.0% | 9.1% |
每股收益(稀释后)
DECK
VRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $3.33 | $1.14 | ||
| Q3 25 | $1.82 | $1.02 | ||
| Q2 25 | $0.93 | $0.83 | ||
| Q1 25 | $-2.78 | $0.42 | ||
| Q4 24 | $3.00 | $0.38 | ||
| Q3 24 | $1.59 | $0.46 | ||
| Q2 24 | $4.52 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.6B | $4.2B |
| 总资产 | $4.1B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
DECK
VRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $1.2B | $908.7M | ||
| Q2 24 | $1.4B | $579.7M |
总债务
DECK
VRT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益
DECK
VRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.6B | $3.9B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.5B | $2.7B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.1B | $1.5B |
总资产
DECK
VRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $4.1B | $12.2B | ||
| Q3 25 | $3.8B | $10.8B | ||
| Q2 25 | $3.8B | $10.4B | ||
| Q1 25 | $3.6B | $9.5B | ||
| Q4 24 | $4.0B | $9.1B | ||
| Q3 24 | $3.4B | $8.9B | ||
| Q2 24 | $3.3B | $8.1B |
负债/权益比
DECK
VRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 52.1% | 24.6% |
| 资本支出强度资本支出/营收 | 1.1% | 4.2% |
| 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 | $2.3B |
8季度趋势,按日历期对齐
经营现金流
DECK
VRT
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $978.9M | ||
| Q3 25 | $8.1M | $508.7M | ||
| Q2 25 | $36.1M | $322.9M | ||
| Q1 25 | $-73.0M | $303.3M | ||
| Q4 24 | $1.1B | $425.2M | ||
| Q3 24 | $-90.5M | $378.2M | ||
| Q2 24 | $112.7M | $378.4M |
自由现金流
DECK
VRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $1.0B | $885.6M | ||
| Q3 25 | $-13.9M | $463.5M | ||
| Q2 25 | $12.2M | $277.9M | ||
| Q1 25 | $-89.4M | $266.8M | ||
| Q4 24 | $1.1B | $364.5M | ||
| Q3 24 | $-113.4M | $341.8M | ||
| Q2 24 | $90.1M | $344.3M |
自由现金流率
DECK
VRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 52.1% | 30.8% | ||
| Q3 25 | -1.0% | 17.3% | ||
| Q2 25 | 1.3% | 10.5% | ||
| Q1 25 | -8.8% | 13.1% | ||
| Q4 24 | 58.6% | 15.5% | ||
| Q3 24 | -8.6% | 16.5% | ||
| Q2 24 | 10.9% | 17.6% |
资本支出强度
DECK
VRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 1.1% | 3.2% | ||
| Q3 25 | 1.5% | 1.7% | ||
| Q2 25 | 2.5% | 1.7% | ||
| Q1 25 | 1.6% | 1.8% | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 2.7% | 1.7% |
现金转化率
DECK
VRT
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 2.20× | ||
| Q3 25 | 0.03× | 1.28× | ||
| Q2 25 | 0.26× | 1.00× | ||
| Q1 25 | -0.48× | 1.84× | ||
| Q4 24 | 2.40× | 2.89× | ||
| Q3 24 | -0.37× | 2.14× | ||
| Q2 24 | 0.97× | 2.12× |
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% |
VRT
暂无分部数据