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Deckers Brands（DECK）与Williams-Sonoma, Inc.（WSM）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Williams-Sonoma, Inc.的1.0倍（$2.0B vs $1.9B），Deckers Brands净利率更高（24.6% vs 12.8%，领先11.7%），Deckers Brands同比增速更快（7.1% vs 4.6%），Deckers Brands自由现金流更多（$1.0B vs $248.1M），过去两年Deckers Brands的营收复合增速更高（42.8% vs -9.1%）
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。
Williams-Sonoma, Inc.是美国知名家居零售企业，1956年由查尔斯·E·威廉姆斯创立，主营高品质炊具、家居家电、家居软装等多元品类产品，在家居消费领域拥有广泛的用户基础与较高的市场认可度。
DECK vs WSM — 直观对比
营收规模更大
DECK
是对方的1.0倍
$1.9B
营收增速更快
DECK
高出2.6%
4.6%
净利率更高
DECK
高出11.7%
12.8%
自由现金流更多
DECK
多$772.2M
$248.1M
两年增速更快
DECK
近两年复合增速
-9.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $481.1M | $241.6M |
| 毛利率 | 59.8% | 46.1% |
| 营业利润率 | 31.4% | 17.0% |
| 净利率 | 24.6% | 12.8% |
| 营收同比 | 7.1% | 4.6% |
| 净利润同比 | 5.3% | -3.0% |
| 每股收益（稀释后） | $3.33 | $1.96 |
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DECKWSM
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $964.5M | $1.7B | ||
| Q1 25 | $1.0B | $2.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $825.3M | $1.7B | ||
| Q1 24 | $959.8M | $2.3B |
净利润DECKWSM
| Q4 25 | $481.1M | $241.6M | ||
| Q3 25 | $268.2M | $247.6M | ||
| Q2 25 | $139.2M | $231.3M | ||
| Q1 25 | $151.4M | $384.9M | ||
| Q4 24 | $456.7M | $249.0M | ||
| Q3 24 | $242.3M | $225.7M | ||
| Q2 24 | $115.6M | $265.7M | ||
| Q1 24 | $127.5M | $354.4M |
毛利率DECKWSM
| Q4 25 | 59.8% | 46.1% | ||
| Q3 25 | 56.2% | 47.1% | ||
| Q2 25 | 55.8% | 44.3% | ||
| Q1 25 | 56.7% | 45.2% | ||
| Q4 24 | 60.3% | 46.7% | ||
| Q3 24 | 55.9% | 46.2% | ||
| Q2 24 | 56.9% | 48.3% | ||
| Q1 24 | 56.2% | 46.0% |
营业利润率DECKWSM
| Q4 25 | 31.4% | 17.0% | ||
| Q3 25 | 22.8% | 17.9% | ||
| Q2 25 | 17.1% | 16.8% | ||
| Q1 25 | 17.0% | 20.1% | ||
| Q4 24 | 31.0% | 17.8% | ||
| Q3 24 | 23.3% | 16.2% | ||
| Q2 24 | 16.1% | 19.5% | ||
| Q1 24 | 15.0% | 20.1% |
净利率DECKWSM
| Q4 25 | 24.6% | 12.8% | ||
| Q3 25 | 18.7% | 13.5% | ||
| Q2 25 | 14.4% | 13.4% | ||
| Q1 25 | 14.8% | 15.6% | ||
| Q4 24 | 25.0% | 13.8% | ||
| Q3 24 | 18.5% | 12.6% | ||
| Q2 24 | 14.0% | 16.0% | ||
| Q1 24 | 13.3% | 15.6% |
每股收益（稀释后）DECKWSM
| Q4 25 | $3.33 | $1.96 | ||
| Q3 25 | $1.82 | $2.00 | ||
| Q2 25 | $0.93 | $1.85 | ||
| Q1 25 | $-2.78 | $1.02 | ||
| Q4 24 | $3.00 | $1.96 | ||
| Q3 24 | $1.59 | $1.74 | ||
| Q2 24 | $4.52 | $4.07 | ||
| Q1 24 | $4.82 | $5.42 |
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 | $884.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $2.1B |
| 总资产 | $4.1B | $5.3B |
| 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DECKWSM
| Q4 25 | $2.1B | $884.7M | ||
| Q3 25 | $1.4B | $985.8M | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $2.2B | $826.8M | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.5B | $1.3B |
股东权益DECKWSM
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $2.2B | $2.3B | ||
| Q2 24 | $2.1B | $2.2B | ||
| Q1 24 | $2.1B | $2.1B |
总资产DECKWSM
| Q4 25 | $4.1B | $5.3B | ||
| Q3 25 | $3.8B | $5.2B | ||
| Q2 25 | $3.8B | $5.2B | ||
| Q1 25 | $3.6B | $5.3B | ||
| Q4 24 | $4.0B | $5.0B | ||
| Q3 24 | $3.4B | $5.2B | ||
| Q2 24 | $3.3B | $5.2B | ||
| Q1 24 | $3.1B | $5.3B |
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 | $316.3M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $248.1M |
| 自由现金流率自由现金流/营收 | 52.1% | 13.2% |
| 资本支出强度资本支出/营收 | 1.1% | 3.6% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.31× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $1.1B |
8季度趋势，按日历期对齐
经营现金流DECKWSM
| Q4 25 | $1.0B | $316.3M | ||
| Q3 25 | $8.1M | $282.7M | ||
| Q2 25 | $36.1M | $118.9M | ||
| Q1 25 | $-73.0M | $633.5M | ||
| Q4 24 | $1.1B | $253.5M | ||
| Q3 24 | $-90.5M | $246.5M | ||
| Q2 24 | $112.7M | $226.8M | ||
| Q1 24 | $-28.7M | $674.9M |
自由现金流DECKWSM
| Q4 25 | $1.0B | $248.1M | ||
| Q3 25 | $-13.9M | $230.7M | ||
| Q2 25 | $12.2M | $60.7M | ||
| Q1 25 | $-89.4M | $566.3M | ||
| Q4 24 | $1.1B | $170.1M | ||
| Q3 24 | $-113.4M | $215.1M | ||
| Q2 24 | $90.1M | $187.3M | ||
| Q1 24 | $-44.0M | $621.2M |
自由现金流率DECKWSM
| Q4 25 | 52.1% | 13.2% | ||
| Q3 25 | -1.0% | 12.6% | ||
| Q2 25 | 1.3% | 3.5% | ||
| Q1 25 | -8.8% | 23.0% | ||
| Q4 24 | 58.6% | 9.4% | ||
| Q3 24 | -8.6% | 12.0% | ||
| Q2 24 | 10.9% | 11.3% | ||
| Q1 24 | -4.6% | 27.3% |
资本支出强度DECKWSM
| Q4 25 | 1.1% | 3.6% | ||
| Q3 25 | 1.5% | 2.8% | ||
| Q2 25 | 2.5% | 3.4% | ||
| Q1 25 | 1.6% | 2.7% | ||
| Q4 24 | 1.3% | 4.6% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 2.7% | 2.4% | ||
| Q1 24 | 1.6% | 2.4% |
现金转化率DECKWSM
| Q4 25 | 2.17× | 1.31× | ||
| Q3 25 | 0.03× | 1.14× | ||
| Q2 25 | 0.26× | 0.51× | ||
| Q1 25 | -0.48× | 1.65× | ||
| Q4 24 | 2.40× | 1.02× | ||
| Q3 24 | -0.37× | 1.09× | ||
| Q2 24 | 0.97× | 0.85× | ||
| Q1 24 | -0.22× | 1.90× |
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% |
WSM
暂无分部数据
