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Side-by-side financial comparison of CrowdStrike (CRWD) and Fabrinet (FN). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.1× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs -2.8%, a 12.7% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 22.2%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 20.8%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
CRWD vs FN — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.1B |
| Net Profit | $-34.0M | $112.6M |
| Gross Margin | 75.1% | 12.2% |
| Operating Margin | -5.6% | 10.1% |
| Net Margin | -2.8% | 9.9% |
| Revenue YoY | 22.2% | 35.9% |
| Net Profit YoY | -102.1% | 30.0% |
| EPS (diluted) | $-0.14 | $3.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $978.1M | ||
| Q2 25 | $1.1B | $909.7M | ||
| Q1 25 | $1.1B | $871.8M | ||
| Q4 24 | $1.0B | $833.6M | ||
| Q3 24 | $963.9M | $804.2M | ||
| Q2 24 | $921.0M | $753.3M | ||
| Q1 24 | $845.3M | $731.5M |
| Q4 25 | $-34.0M | $112.6M | ||
| Q3 25 | $-77.7M | $95.9M | ||
| Q2 25 | $-110.2M | $87.2M | ||
| Q1 25 | $-92.3M | $81.3M | ||
| Q4 24 | $-16.8M | $86.6M | ||
| Q3 24 | $47.0M | $77.4M | ||
| Q2 24 | $42.8M | $81.1M | ||
| Q1 24 | $53.7M | $80.9M |
| Q4 25 | 75.1% | 12.2% | ||
| Q3 25 | 73.5% | 11.9% | ||
| Q2 25 | 73.8% | 12.2% | ||
| Q1 25 | 74.1% | 11.7% | ||
| Q4 24 | 74.7% | 12.1% | ||
| Q3 24 | 75.4% | 12.3% | ||
| Q2 24 | 75.6% | 12.3% | ||
| Q1 24 | 75.3% | 12.4% |
| Q4 25 | -5.6% | 10.1% | ||
| Q3 25 | -9.7% | 9.6% | ||
| Q2 25 | -11.3% | 9.8% | ||
| Q1 25 | -8.1% | 9.0% | ||
| Q4 24 | -5.5% | 9.5% | ||
| Q3 24 | 1.4% | 9.6% | ||
| Q2 24 | 0.8% | 9.7% | ||
| Q1 24 | 3.5% | 9.7% |
| Q4 25 | -2.8% | 9.9% | ||
| Q3 25 | -6.6% | 9.8% | ||
| Q2 25 | -10.0% | 9.6% | ||
| Q1 25 | -8.7% | 9.3% | ||
| Q4 24 | -1.7% | 10.4% | ||
| Q3 24 | 4.9% | 9.6% | ||
| Q2 24 | 4.6% | 10.8% | ||
| Q1 24 | 6.4% | 11.1% |
| Q4 25 | $-0.14 | $3.11 | ||
| Q3 25 | $-0.31 | $2.66 | ||
| Q2 25 | $-0.44 | $2.41 | ||
| Q1 25 | $-0.37 | $2.25 | ||
| Q4 24 | $-0.07 | $2.38 | ||
| Q3 24 | $0.19 | $2.13 | ||
| Q2 24 | $0.17 | $2.22 | ||
| Q1 24 | $0.23 | $2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.8B | $960.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $2.2B |
| Total Assets | $10.0B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $960.8M | ||
| Q3 25 | $5.0B | $968.8M | ||
| Q2 25 | $4.6B | $934.2M | ||
| Q1 25 | $4.3B | $950.7M | ||
| Q4 24 | $4.3B | $934.6M | ||
| Q3 24 | $4.0B | $908.9M | ||
| Q2 24 | $3.7B | $858.6M | ||
| Q1 24 | $3.5B | $794.0M |
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $3.8B | $2.1B | ||
| Q2 25 | $3.5B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.5B | $1.7B | ||
| Q1 24 | $2.3B | $1.7B |
| Q4 25 | $10.0B | $3.3B | ||
| Q3 25 | $9.3B | $3.0B | ||
| Q2 25 | $8.7B | $2.8B | ||
| Q1 25 | $8.7B | $2.6B | ||
| Q4 24 | $7.8B | $2.5B | ||
| Q3 24 | $7.2B | $2.4B | ||
| Q2 24 | $6.8B | $2.3B | ||
| Q1 24 | $6.6B | $2.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $397.5M | $46.3M |
| Free Cash FlowOCF − Capex | $314.1M | $-5.3M |
| FCF MarginFCF / Revenue | 25.5% | -0.5% |
| Capex IntensityCapex / Revenue | 6.8% | 4.6% |
| Cash ConversionOCF / Net Profit | — | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $46.3M | ||
| Q3 25 | $332.8M | $102.6M | ||
| Q2 25 | $384.1M | $55.1M | ||
| Q1 25 | $345.7M | $74.2M | ||
| Q4 24 | $326.1M | $115.9M | ||
| Q3 24 | $326.6M | $83.2M | ||
| Q2 24 | $383.2M | $83.1M | ||
| Q1 24 | $347.0M | $100.9M |
| Q4 25 | $314.1M | $-5.3M | ||
| Q3 25 | $302.3M | $57.3M | ||
| Q2 25 | $298.4M | $4.7M | ||
| Q1 25 | $258.5M | $45.7M | ||
| Q4 24 | $247.4M | $94.0M | ||
| Q3 24 | $287.4M | $62.9M | ||
| Q2 24 | $333.5M | $70.4M | ||
| Q1 24 | $294.4M | $87.3M |
| Q4 25 | 25.5% | -0.5% | ||
| Q3 25 | 25.9% | 5.9% | ||
| Q2 25 | 27.0% | 0.5% | ||
| Q1 25 | 24.4% | 5.2% | ||
| Q4 24 | 24.5% | 11.3% | ||
| Q3 24 | 29.8% | 7.8% | ||
| Q2 24 | 36.2% | 9.3% | ||
| Q1 24 | 34.8% | 11.9% |
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 2.6% | 4.6% | ||
| Q2 25 | 7.8% | 5.5% | ||
| Q1 25 | 8.2% | 3.3% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 4.1% | 2.5% | ||
| Q2 24 | 5.4% | 1.7% | ||
| Q1 24 | 6.2% | 1.9% |
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 6.95× | 1.07× | ||
| Q2 24 | 8.95× | 1.02× | ||
| Q1 24 | 6.46× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
