vs
Deckers Brands（DECK）与百胜餐饮集团（YUM）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是Deckers Brands的1.1倍（$2.1B vs $2.0B），Deckers Brands净利率更高（24.6% vs 21.0%，领先3.6%），百胜餐饮集团同比增速更快（15.2% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 8.1%）
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。
百胜餐饮集团是美国跨国快餐企业，前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司，1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌，同时持有多家科技公司为业务发展提供支持。
DECK vs YUM — 直观对比
营收规模更大
YUM
是对方的1.1倍
$2.0B
营收增速更快
YUM
高出8.1%
7.1%
净利率更高
DECK
高出3.6%
21.0%
两年增速更快
DECK
近两年复合增速
8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $481.1M | $432.0M |
| 毛利率 | 59.8% | — |
| 营业利润率 | 31.4% | 31.3% |
| 净利率 | 24.6% | 21.0% |
| 营收同比 | 7.1% | 15.2% |
| 净利润同比 | 5.3% | — |
| 每股收益（稀释后） | $3.33 | $1.55 |
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DECKYUM
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.5B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $964.5M | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $825.3M | $1.8B |
净利润DECKYUM
| Q1 26 | — | $432.0M | ||
| Q4 25 | $481.1M | $535.0M | ||
| Q3 25 | $268.2M | $397.0M | ||
| Q2 25 | $139.2M | $374.0M | ||
| Q1 25 | $151.4M | $253.0M | ||
| Q4 24 | $456.7M | $423.0M | ||
| Q3 24 | $242.3M | $382.0M | ||
| Q2 24 | $115.6M | $367.0M |
毛利率DECKYUM
| Q1 26 | — | — | ||
| Q4 25 | 59.8% | 67.6% | ||
| Q3 25 | 56.2% | 70.3% | ||
| Q2 25 | 55.8% | 71.0% | ||
| Q1 25 | 56.7% | 70.9% | ||
| Q4 24 | 60.3% | 69.2% | ||
| Q3 24 | 55.9% | 71.4% | ||
| Q2 24 | 56.9% | 73.3% |
营业利润率DECKYUM
| Q1 26 | — | 31.3% | ||
| Q4 25 | 31.4% | 29.3% | ||
| Q3 25 | 22.8% | 33.7% | ||
| Q2 25 | 17.1% | 32.2% | ||
| Q1 25 | 17.0% | 30.7% | ||
| Q4 24 | 31.0% | 27.8% | ||
| Q3 24 | 23.3% | 33.9% | ||
| Q2 24 | 16.1% | 34.4% |
净利率DECKYUM
| Q1 26 | — | 21.0% | ||
| Q4 25 | 24.6% | 21.3% | ||
| Q3 25 | 18.7% | 20.1% | ||
| Q2 25 | 14.4% | 19.3% | ||
| Q1 25 | 14.8% | 14.2% | ||
| Q4 24 | 25.0% | 17.9% | ||
| Q3 24 | 18.5% | 20.9% | ||
| Q2 24 | 14.0% | 20.8% |
每股收益（稀释后）DECKYUM
| Q1 26 | — | $1.55 | ||
| Q4 25 | $3.33 | $1.91 | ||
| Q3 25 | $1.82 | $1.41 | ||
| Q2 25 | $0.93 | $1.33 | ||
| Q1 25 | $-2.78 | $0.90 | ||
| Q4 24 | $3.00 | $1.49 | ||
| Q3 24 | $1.59 | $1.35 | ||
| Q2 24 | $4.52 | $1.28 |
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 | $689.0M |
| 总债务越低越好 | — | $12.0B |
| 股东权益账面价值 | $2.6B | — |
| 总资产 | $4.1B | $8.2B |
| 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DECKYUM
| Q1 26 | — | $689.0M | ||
| Q4 25 | $2.1B | $709.0M | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.7B | $677.0M | ||
| Q1 25 | $1.9B | $607.0M | ||
| Q4 24 | $2.2B | $707.0M | ||
| Q3 24 | $1.2B | $548.0M | ||
| Q2 24 | $1.4B | $520.0M |
总债务DECKYUM
| Q1 26 | — | $12.0B | ||
| Q4 25 | — | $11.9B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $11.3B | ||
| Q4 24 | — | $11.3B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $11.1B |
股东权益DECKYUM
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $-7.3B | ||
| Q3 25 | $2.5B | $-7.5B | ||
| Q2 25 | $2.5B | $-7.7B | ||
| Q1 25 | $2.5B | $-7.8B | ||
| Q4 24 | $2.6B | $-7.6B | ||
| Q3 24 | $2.2B | $-7.7B | ||
| Q2 24 | $2.1B | $-7.6B |
总资产DECKYUM
| Q1 26 | — | $8.2B | ||
| Q4 25 | $4.1B | $8.2B | ||
| Q3 25 | $3.8B | $7.2B | ||
| Q2 25 | $3.8B | $6.9B | ||
| Q1 25 | $3.6B | $6.7B | ||
| Q4 24 | $4.0B | $6.7B | ||
| Q3 24 | $3.4B | $6.5B | ||
| Q2 24 | $3.3B | $6.4B |
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 | $416.0M |
| 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× | 0.96× |
| 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DECKYUM
| Q1 26 | — | $416.0M | ||
| Q4 25 | $1.0B | $617.0M | ||
| Q3 25 | $8.1M | $543.0M | ||
| Q2 25 | $36.1M | $446.0M | ||
| Q1 25 | $-73.0M | $404.0M | ||
| Q4 24 | $1.1B | $513.0M | ||
| Q3 24 | $-90.5M | $471.0M | ||
| Q2 24 | $112.7M | $342.0M |
自由现金流DECKYUM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $482.0M | ||
| Q3 25 | $-13.9M | $449.0M | ||
| Q2 25 | $12.2M | $375.0M | ||
| Q1 25 | $-89.4M | $333.0M | ||
| Q4 24 | $1.1B | $407.0M | ||
| Q3 24 | $-113.4M | $419.0M | ||
| Q2 24 | $90.1M | $292.0M |
自由现金流率DECKYUM
| Q1 26 | — | — | ||
| Q4 25 | 52.1% | 19.2% | ||
| Q3 25 | -1.0% | 22.7% | ||
| Q2 25 | 1.3% | 19.4% | ||
| Q1 25 | -8.8% | 18.6% | ||
| Q4 24 | 58.6% | 17.2% | ||
| Q3 24 | -8.6% | 22.9% | ||
| Q2 24 | 10.9% | 16.6% |
资本支出强度DECKYUM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 5.4% | ||
| Q3 25 | 1.5% | 4.7% | ||
| Q2 25 | 2.5% | 3.7% | ||
| Q1 25 | 1.6% | 4.0% | ||
| Q4 24 | 1.3% | 4.5% | ||
| Q3 24 | 1.7% | 2.8% | ||
| Q2 24 | 2.7% | 2.8% |
现金转化率DECKYUM
| Q1 26 | — | 0.96× | ||
| Q4 25 | 2.17× | 1.15× | ||
| Q3 25 | 0.03× | 1.37× | ||
| Q2 25 | 0.26× | 1.19× | ||
| Q1 25 | -0.48× | 1.60× | ||
| Q4 24 | 2.40× | 1.21× | ||
| Q3 24 | -0.37× | 1.23× | ||
| Q2 24 | 0.97× | 0.93× |
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% |
YUM
| Franchise and property revenues | $856.0M | 42% |
| Company sales | $785.0M | 38% |
| Franchise contributions for advertising and other services | $418.0M | 20% |
