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Deckers Brands（DECK）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是Deckers Brands的1.5倍（$3.0B vs $2.0B），西部数据净利率更高（61.1% vs 24.6%，领先36.5%），西部数据同比增速更快（31.5% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs -6.6%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
DECK vs WDC — 直观对比
营收规模更大
WDC
是对方的1.5倍
$2.0B
营收增速更快
WDC
高出24.4%
7.1%
净利率更高
WDC
高出36.5%
24.6%
两年增速更快
DECK
近两年复合增速
-6.6%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.0B |
| 净利润 | $481.1M | $1.8B |
| 毛利率 | 59.8% | 45.7% |
| 营业利润率 | 31.4% | 30.1% |
| 净利率 | 24.6% | 61.1% |
| 营收同比 | 7.1% | 31.5% |
| 净利润同比 | 5.3% | 254.2% |
| 每股收益（稀释后） | $3.33 | $4.73 |
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DECKWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.0B | $2.8B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $964.5M | $-1.2B | ||
| Q1 25 | $1.0B | $2.3B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.3B | $4.1B | ||
| Q2 24 | $825.3M | $3.8B |
净利润DECKWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $481.1M | $1.2B | ||
| Q3 25 | $268.2M | — | ||
| Q2 25 | $139.2M | $282.0M | ||
| Q1 25 | $151.4M | $520.0M | ||
| Q4 24 | $456.7M | $594.0M | ||
| Q3 24 | $242.3M | $493.0M | ||
| Q2 24 | $115.6M | $39.0M |
毛利率DECKWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 59.8% | 43.5% | ||
| Q3 25 | 56.2% | — | ||
| Q2 25 | 55.8% | — | ||
| Q1 25 | 56.7% | 39.8% | ||
| Q4 24 | 60.3% | 35.4% | ||
| Q3 24 | 55.9% | 37.9% | ||
| Q2 24 | 56.9% | 35.9% |
营业利润率DECKWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 31.4% | 28.1% | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 17.0% | 33.1% | ||
| Q4 24 | 31.0% | 19.9% | ||
| Q3 24 | 23.3% | 18.1% | ||
| Q2 24 | 16.1% | 5.7% |
净利率DECKWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 24.6% | 41.9% | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 14.4% | -24.4% | ||
| Q1 25 | 14.8% | 22.7% | ||
| Q4 24 | 25.0% | 13.9% | ||
| Q3 24 | 18.5% | 12.0% | ||
| Q2 24 | 14.0% | 1.0% |
每股收益（稀释后）DECKWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $3.33 | $3.07 | ||
| Q3 25 | $1.82 | — | ||
| Q2 25 | $0.93 | $0.72 | ||
| Q1 25 | $-2.78 | $1.42 | ||
| Q4 24 | $3.00 | $1.63 | ||
| Q3 24 | $1.59 | $1.35 | ||
| Q2 24 | $4.52 | $0.15 |
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 | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $2.6B | $7.1B |
| 总资产 | $4.1B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资DECKWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $2.2B | $2.3B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.4B | $1.9B |
总债务DECKWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益DECKWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $2.6B | $5.9B | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.5B | $5.3B | ||
| Q1 25 | $2.5B | $5.2B | ||
| Q4 24 | $2.6B | $12.1B | ||
| Q3 24 | $2.2B | $11.6B | ||
| Q2 24 | $2.1B | $10.8B |
总资产DECKWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $4.1B | $14.4B | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.8B | $14.0B | ||
| Q1 25 | $3.6B | $16.4B | ||
| Q4 24 | $4.0B | $25.5B | ||
| Q3 24 | $3.4B | $24.8B | ||
| Q2 24 | $3.3B | $24.2B |
负债/权益比DECKWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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DECKWDC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $672.0M | ||
| Q3 25 | $8.1M | — | ||
| Q2 25 | $36.1M | $746.0M | ||
| Q1 25 | $-73.0M | $508.0M | ||
| Q4 24 | $1.1B | $403.0M | ||
| Q3 24 | $-90.5M | $34.0M | ||
| Q2 24 | $112.7M | $366.0M |
自由现金流DECKWDC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $599.0M | ||
| Q3 25 | $-13.9M | — | ||
| Q2 25 | $12.2M | $675.0M | ||
| Q1 25 | $-89.4M | $379.0M | ||
| Q4 24 | $1.1B | $287.0M | ||
| Q3 24 | $-113.4M | $-62.0M | ||
| Q2 24 | $90.1M | $250.0M |
自由现金流率DECKWDC
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 21.3% | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 1.3% | -58.5% | ||
| Q1 25 | -8.8% | 16.5% | ||
| Q4 24 | 58.6% | 6.7% | ||
| Q3 24 | -8.6% | -1.5% | ||
| Q2 24 | 10.9% | 6.6% |
资本支出强度DECKWDC
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.6% | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 2.5% | -6.2% | ||
| Q1 25 | 1.6% | 5.6% | ||
| Q4 24 | 1.3% | 2.7% | ||
| Q3 24 | 1.7% | 2.3% | ||
| Q2 24 | 2.7% | 3.1% |
现金转化率DECKWDC
| Q1 26 | — | — | ||
| Q4 25 | 2.17× | 0.57× | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.26× | 2.65× | ||
| Q1 25 | -0.48× | 0.98× | ||
| Q4 24 | 2.40× | 0.68× | ||
| Q3 24 | -0.37× | 0.07× | ||
| Q2 24 | 0.97× | 9.38× |
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% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
