异动解读 | Deckers Outdoor夜盘大涨13.04%,第一季度业绩远超预期

异动解读
Jul 25, 2025

鞋类制造商Deckers Outdoor Corporation(股票代码:DECK)周四夜盘大涨13.04%,引发市场广泛关注。这一显著涨幅主要归因于公司发布的强劲财报数据。

根据公司公布的最新财务报告,截至6月30日的第一财季,Deckers净销售额同比增长16.9%,达到9.645亿美元,远超分析师预期的9.011亿美元。公司调整后每股收益为93美分,同样大幅超过分析师平均预期的68美分。这一亮眼业绩主要得益于其批发渠道对Hoka和UGG品牌的强劲需求,特别是在欧洲等国际市场。

值得注意的是,此前市场对Deckers的业绩预期较为谨慎。投资者普遍担忧关税问题和宏观经济不确定性可能对公司业绩造成负面影响。然而,这份超预期的财报不仅打消了市场疑虑,还展示了公司强劲的增长势头,尤其是在其核心品牌方面的表现。公司国际净销售额激增49.7%,远远抵消了国内销售额2.8%的下滑。这一积极信号促使投资者在夜盘交易中大举买入,推动股价显著上涨。

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