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Deckers Brands（DECK）与Waste Connections, Inc.（WCN）财务数据对比。点击上方公司名可切换其他公司
Waste Connections, Inc.的季度营收约是Deckers Brands的1.2倍（$2.4B vs $2.0B），Deckers Brands净利率更高（24.6% vs 9.3%，领先15.3%），Deckers Brands同比增速更快（7.1% vs 6.4%），Deckers Brands自由现金流更多（$1.0B vs $245.9M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 2.7%）
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。
Waste Connections, Inc.是北美综合废弃物服务企业，总部位于美国得克萨斯州伍德兰兹，业务范围覆盖美国与加拿大，主营固体废弃物的收集、转运、处理及回收服务，是北美第三大废弃物管理企业。
DECK vs WCN — 直观对比
营收规模更大
WCN
是对方的1.2倍
$2.0B
营收增速更快
DECK
高出0.7%
6.4%
净利率更高
DECK
高出15.3%
9.3%
自由现金流更多
DECK
多$774.4M
$245.9M
两年增速更快
DECK
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.4B |
| 净利润 | $481.1M | $219.3M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 15.4% |
| 净利率 | 24.6% | 9.3% |
| 营收同比 | 7.1% | 6.4% |
| 净利润同比 | 5.3% | -9.2% |
| 每股收益（稀释后） | $3.33 | $0.86 |
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DECKWCN
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $1.4B | $2.5B | ||
| Q2 25 | $964.5M | $2.4B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $825.3M | $2.2B |
净利润DECKWCN
| Q1 26 | — | $219.3M | ||
| Q4 25 | $481.1M | $258.5M | ||
| Q3 25 | $268.2M | $286.3M | ||
| Q2 25 | $139.2M | $290.3M | ||
| Q1 25 | $151.4M | $241.5M | ||
| Q4 24 | $456.7M | $-196.0M | ||
| Q3 24 | $242.3M | $308.0M | ||
| Q2 24 | $115.6M | $275.5M |
毛利率DECKWCN
| Q1 26 | — | — | ||
| Q4 25 | 59.8% | 42.5% | ||
| Q3 25 | 56.2% | 42.8% | ||
| Q2 25 | 55.8% | 42.1% | ||
| Q1 25 | 56.7% | 42.0% | ||
| Q4 24 | 60.3% | 41.4% | ||
| Q3 24 | 55.9% | 42.5% | ||
| Q2 24 | 56.9% | 42.1% |
营业利润率DECKWCN
| Q1 26 | — | 15.4% | ||
| Q4 25 | 31.4% | 17.7% | ||
| Q3 25 | 22.8% | 17.9% | ||
| Q2 25 | 17.1% | 19.1% | ||
| Q1 25 | 17.0% | 17.5% | ||
| Q4 24 | 31.0% | -8.8% | ||
| Q3 24 | 23.3% | 20.3% | ||
| Q2 24 | 16.1% | 18.9% |
净利率DECKWCN
| Q1 26 | — | 9.3% | ||
| Q4 25 | 24.6% | 10.9% | ||
| Q3 25 | 18.7% | 11.6% | ||
| Q2 25 | 14.4% | 12.1% | ||
| Q1 25 | 14.8% | 10.8% | ||
| Q4 24 | 25.0% | -8.7% | ||
| Q3 24 | 18.5% | 13.2% | ||
| Q2 24 | 14.0% | 12.3% |
每股收益（稀释后）DECKWCN
| Q1 26 | — | $0.86 | ||
| Q4 25 | $3.33 | $1.01 | ||
| Q3 25 | $1.82 | $1.11 | ||
| Q2 25 | $0.93 | $1.12 | ||
| Q1 25 | $-2.78 | $0.93 | ||
| Q4 24 | $3.00 | $-0.76 | ||
| Q3 24 | $1.59 | $1.19 | ||
| Q2 24 | $4.52 | $1.07 |
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 | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $8.1B |
| 总资产 | $4.1B | $21.2B |
| 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DECKWCN
| Q1 26 | — | $112.4M | ||
| Q4 25 | $2.1B | $46.0M | ||
| Q3 25 | $1.4B | $117.6M | ||
| Q2 25 | $1.7B | $110.2M | ||
| Q1 25 | $1.9B | $111.2M | ||
| Q4 24 | $2.2B | $62.4M | ||
| Q3 24 | $1.2B | $115.3M | ||
| Q2 24 | $1.4B | $78.7M |
总债务DECKWCN
| Q1 26 | — | — | ||
| Q4 25 | — | $8.8B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.1B | ||
| Q3 24 | — | $8.2B | ||
| Q2 24 | — | $7.7B |
股东权益DECKWCN
| Q1 26 | — | $8.1B | ||
| Q4 25 | $2.6B | $8.2B | ||
| Q3 25 | $2.5B | $8.1B | ||
| Q2 25 | $2.5B | $8.4B | ||
| Q1 25 | $2.5B | $8.0B | ||
| Q4 24 | $2.6B | $7.9B | ||
| Q3 24 | $2.2B | $8.3B | ||
| Q2 24 | $2.1B | $8.0B |
总资产DECKWCN
| Q1 26 | — | $21.2B | ||
| Q4 25 | $4.1B | $21.1B | ||
| Q3 25 | $3.8B | $20.8B | ||
| Q2 25 | $3.8B | $20.7B | ||
| Q1 25 | $3.6B | $20.3B | ||
| Q4 24 | $4.0B | $19.8B | ||
| Q3 24 | $3.4B | $20.1B | ||
| Q2 24 | $3.3B | $19.3B |
负债/权益比DECKWCN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.96× |
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 | $545.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $245.9M |
| 自由现金流率自由现金流/营收 | 52.1% | 10.4% |
| 资本支出强度资本支出/营收 | 1.1% | 12.5% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.49× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.2B |
8季度趋势，按日历期对齐
经营现金流DECKWCN
| Q1 26 | — | $545.6M | ||
| Q4 25 | $1.0B | $556.9M | ||
| Q3 25 | $8.1M | $677.4M | ||
| Q2 25 | $36.1M | $638.2M | ||
| Q1 25 | $-73.0M | $541.5M | ||
| Q4 24 | $1.1B | $568.9M | ||
| Q3 24 | $-90.5M | $558.3M | ||
| Q2 24 | $112.7M | $611.4M |
自由现金流DECKWCN
| Q1 26 | — | $245.9M | ||
| Q4 25 | $1.0B | $172.6M | ||
| Q3 25 | $-13.9M | $380.3M | ||
| Q2 25 | $12.2M | $352.9M | ||
| Q1 25 | $-89.4M | $329.1M | ||
| Q4 24 | $1.1B | $172.2M | ||
| Q3 24 | $-113.4M | $286.2M | ||
| Q2 24 | $90.1M | $394.2M |
自由现金流率DECKWCN
| Q1 26 | — | 10.4% | ||
| Q4 25 | 52.1% | 7.3% | ||
| Q3 25 | -1.0% | 15.5% | ||
| Q2 25 | 1.3% | 14.7% | ||
| Q1 25 | -8.8% | 14.8% | ||
| Q4 24 | 58.6% | 7.6% | ||
| Q3 24 | -8.6% | 12.2% | ||
| Q2 24 | 10.9% | 17.5% |
资本支出强度DECKWCN
| Q1 26 | — | 12.5% | ||
| Q4 25 | 1.1% | 16.2% | ||
| Q3 25 | 1.5% | 12.1% | ||
| Q2 25 | 2.5% | 11.9% | ||
| Q1 25 | 1.6% | 9.5% | ||
| Q4 24 | 1.3% | 17.6% | ||
| Q3 24 | 1.7% | 11.6% | ||
| Q2 24 | 2.7% | 9.7% |
现金转化率DECKWCN
| Q1 26 | — | 2.49× | ||
| Q4 25 | 2.17× | 2.15× | ||
| Q3 25 | 0.03× | 2.37× | ||
| Q2 25 | 0.26× | 2.20× | ||
| Q1 25 | -0.48× | 2.24× | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | -0.37× | 1.81× | ||
| Q2 24 | 0.97× | 2.22× |
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% |
WCN
暂无分部数据
