DECKDECKERS OUTDOOR CORP
Rubber & Plastics Footwear
- Revenue
- $5.5B
- 9.8% YoY
- Operating margin
- 23.1%
- 2.4% YoY
- EBITDA
- $1.3B
- 7.3% YoY
- Market cap
- $11.0B
- Employees
- 6,000
- $912K revenue each
- Net debt / EBITDA
- —
- AI in 10-K
- 2.6
- mentions per 10K words
Takeover score 0 of 13
Fixable underperformance 0 of 7
- TSR below peersNo0 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$12M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo115% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo91% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo0% of assetsOver 40% of assets
- Shareholder dissentNo90% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$912K · 67th pctBottom quartile of its SIC industry
- Quiet on AINo2.6 per 10K words · 64th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$11.0B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$1M netNet sales over $10M in 12 months
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.2B | $3.6B | $4.3B | $5.0B | $5.5B | 9.8% |
| Operating income | $565M | $653M | $928M | $1.2B | $1.3B | 7.1% |
| Net income | $452M | $517M | $760M | $966M | $1.0B | 6.0% |
| Operating cash flow | $172M | $537M | $1.0B | $1.0B | $1.2B | 13% |
| Capex | $51M | $81M | $89M | $86M | $85M | 1.8% |
| Stock-based comp | $27M | $27M | $37M | $38M | $45M | 18% |
| Buybacks | $357M | $297M | $415M | $567M | $1.1B | 90% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 3
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $12M | $11M | 182 | 43 |
| FY2025 | — | — | 203 | 39 |
| FY2024 | $14M | $31M | 285 | 43 |
| FY2023 | $11M | $21M | 136 | 52 |
| FY2022 | $11M | $6M | 83 | 78 |