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Deckers Brands（DECK）与Zoom Communications, Inc.（ZM）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Zoom Communications, Inc.的1.6倍（$2.0B vs $1.2B），Zoom Communications, Inc.净利率更高（49.8% vs 24.6%，领先25.3%），Deckers Brands同比增速更快（7.1% vs 4.4%），Deckers Brands自由现金流更多（$1.0B vs $614.3M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 3.6%）
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。
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业，旗下核心产品Zoom视频会议软件全球普及度极高，可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
DECK vs ZM — 直观对比
营收规模更大
DECK
是对方的1.6倍
$1.2B
营收增速更快
DECK
高出2.7%
4.4%
净利率更高
ZM
高出25.3%
24.6%
自由现金流更多
DECK
多$406.0M
$614.3M
两年增速更快
DECK
近两年复合增速
3.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $481.1M | $612.9M |
| 毛利率 | 59.8% | 77.9% |
| 营业利润率 | 31.4% | 25.2% |
| 净利率 | 24.6% | 49.8% |
| 营收同比 | 7.1% | 4.4% |
| 净利润同比 | 5.3% | 196.0% |
| 每股收益（稀释后） | $3.33 | $2.01 |
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DECKZM
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $964.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $825.3M | $1.1B | ||
| Q1 24 | $959.8M | $1.1B |
净利润DECKZM
| Q4 25 | $481.1M | $612.9M | ||
| Q3 25 | $268.2M | $358.6M | ||
| Q2 25 | $139.2M | $254.6M | ||
| Q1 25 | $151.4M | $367.9M | ||
| Q4 24 | $456.7M | $207.1M | ||
| Q3 24 | $242.3M | $219.0M | ||
| Q2 24 | $115.6M | $216.3M | ||
| Q1 24 | $127.5M | $298.8M |
毛利率DECKZM
| Q4 25 | 59.8% | 77.9% | ||
| Q3 25 | 56.2% | 77.6% | ||
| Q2 25 | 55.8% | 76.3% | ||
| Q1 25 | 56.7% | 75.7% | ||
| Q4 24 | 60.3% | 75.9% | ||
| Q3 24 | 55.9% | 75.5% | ||
| Q2 24 | 56.9% | 76.1% | ||
| Q1 24 | 56.2% | 75.9% |
营业利润率DECKZM
| Q4 25 | 31.4% | 25.2% | ||
| Q3 25 | 22.8% | 26.4% | ||
| Q2 25 | 17.1% | 20.6% | ||
| Q1 25 | 17.0% | 19.0% | ||
| Q4 24 | 31.0% | 15.5% | ||
| Q3 24 | 23.3% | 17.4% | ||
| Q2 24 | 16.1% | 17.8% | ||
| Q1 24 | 15.0% | 14.7% |
净利率DECKZM
| Q4 25 | 24.6% | 49.8% | ||
| Q3 25 | 18.7% | 29.5% | ||
| Q2 25 | 14.4% | 21.7% | ||
| Q1 25 | 14.8% | 31.1% | ||
| Q4 24 | 25.0% | 17.6% | ||
| Q3 24 | 18.5% | 18.8% | ||
| Q2 24 | 14.0% | 19.0% | ||
| Q1 24 | 13.3% | 26.1% |
每股收益（稀释后）DECKZM
| Q4 25 | $3.33 | $2.01 | ||
| Q3 25 | $1.82 | $1.16 | ||
| Q2 25 | $0.93 | $0.81 | ||
| Q1 25 | $-2.78 | $1.16 | ||
| Q4 24 | $3.00 | $0.66 | ||
| Q3 24 | $1.59 | $0.70 | ||
| Q2 24 | $4.52 | $0.69 | ||
| Q1 24 | $4.82 | $0.98 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $9.3B |
| 总资产 | $4.1B | $11.4B |
| 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DECKZM
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.5B | $1.6B |
股东权益DECKZM
| Q4 25 | $2.6B | $9.3B | ||
| Q3 25 | $2.5B | $9.0B | ||
| Q2 25 | $2.5B | $8.9B | ||
| Q1 25 | $2.5B | $8.9B | ||
| Q4 24 | $2.6B | $8.7B | ||
| Q3 24 | $2.2B | $8.5B | ||
| Q2 24 | $2.1B | $8.3B | ||
| Q1 24 | $2.1B | $8.0B |
总资产DECKZM
| Q4 25 | $4.1B | $11.4B | ||
| Q3 25 | $3.8B | $11.0B | ||
| Q2 25 | $3.8B | $11.0B | ||
| Q1 25 | $3.6B | $11.0B | ||
| Q4 24 | $4.0B | $10.7B | ||
| Q3 24 | $3.4B | $10.5B | ||
| Q2 24 | $3.3B | $10.3B | ||
| Q1 24 | $3.1B | $9.9B |
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 | $629.3M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $614.3M |
| 自由现金流率自由现金流/营收 | 52.1% | 50.0% |
| 资本支出强度资本支出/营收 | 1.1% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.03× |
| 过去12个月自由现金流最近4个季度 | $929.1M | $2.0B |
8季度趋势，按日历期对齐
经营现金流DECKZM
| Q4 25 | $1.0B | $629.3M | ||
| Q3 25 | $8.1M | $515.9M | ||
| Q2 25 | $36.1M | $489.3M | ||
| Q1 25 | $-73.0M | $424.6M | ||
| Q4 24 | $1.1B | $483.2M | ||
| Q3 24 | $-90.5M | $449.3M | ||
| Q2 24 | $112.7M | $588.2M | ||
| Q1 24 | $-28.7M | $351.2M |
自由现金流DECKZM
| Q4 25 | $1.0B | $614.3M | ||
| Q3 25 | $-13.9M | $508.0M | ||
| Q2 25 | $12.2M | $463.4M | ||
| Q1 25 | $-89.4M | $416.2M | ||
| Q4 24 | $1.1B | $457.7M | ||
| Q3 24 | $-113.4M | $365.1M | ||
| Q2 24 | $90.1M | $569.7M | ||
| Q1 24 | $-44.0M | $332.7M |
自由现金流率DECKZM
| Q4 25 | 52.1% | 50.0% | ||
| Q3 25 | -1.0% | 41.7% | ||
| Q2 25 | 1.3% | 39.4% | ||
| Q1 25 | -8.8% | 35.2% | ||
| Q4 24 | 58.6% | 38.9% | ||
| Q3 24 | -8.6% | 31.4% | ||
| Q2 24 | 10.9% | 49.9% | ||
| Q1 24 | -4.6% | 29.0% |
资本支出强度DECKZM
| Q4 25 | 1.1% | 1.2% | ||
| Q3 25 | 1.5% | 0.7% | ||
| Q2 25 | 2.5% | 2.2% | ||
| Q1 25 | 1.6% | 0.7% | ||
| Q4 24 | 1.3% | 2.2% | ||
| Q3 24 | 1.7% | 7.2% | ||
| Q2 24 | 2.7% | 1.6% | ||
| Q1 24 | 1.6% | 1.6% |
现金转化率DECKZM
| Q4 25 | 2.17× | 1.03× | ||
| Q3 25 | 0.03× | 1.44× | ||
| Q2 25 | 0.26× | 1.92× | ||
| Q1 25 | -0.48× | 1.15× | ||
| Q4 24 | 2.40× | 2.33× | ||
| Q3 24 | -0.37× | 2.05× | ||
| Q2 24 | 0.97× | 2.72× | ||
| Q1 24 | -0.22× | 1.18× |
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% |
ZM
暂无分部数据
