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Side-by-side financial comparison of CrowdStrike (CRWD) and RH (RH). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $883.8M, roughly 1.4× RH). RH runs the higher net margin — 4.1% vs -2.8%, a 6.9% gap on every dollar of revenue. On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs 8.9%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $83.0M). Over the past eight quarters, CrowdStrike's revenue compounded faster (20.8% CAGR vs 9.4%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
CRWD vs RH — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $883.8M |
| Net Profit | $-34.0M | $36.3M |
| Gross Margin | 75.1% | 44.1% |
| Operating Margin | -5.6% | 12.0% |
| Net Margin | -2.8% | 4.1% |
| Revenue YoY | 22.2% | 8.9% |
| Net Profit YoY | -102.1% | 9.3% |
| EPS (diluted) | $-0.14 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.2B | $899.2M | ||
| Q2 25 | $1.1B | $814.0M | ||
| Q1 25 | $1.1B | $812.4M | ||
| Q4 24 | $1.0B | $811.7M | ||
| Q3 24 | $963.9M | $829.7M | ||
| Q2 24 | $921.0M | $727.0M | ||
| Q1 24 | $845.3M | $738.3M |
| Q4 25 | $-34.0M | $36.3M | ||
| Q3 25 | $-77.7M | $51.7M | ||
| Q2 25 | $-110.2M | $8.0M | ||
| Q1 25 | $-92.3M | $13.9M | ||
| Q4 24 | $-16.8M | $33.2M | ||
| Q3 24 | $47.0M | $29.0M | ||
| Q2 24 | $42.8M | $-3.6M | ||
| Q1 24 | $53.7M | $11.4M |
| Q4 25 | 75.1% | 44.1% | ||
| Q3 25 | 73.5% | 45.5% | ||
| Q2 25 | 73.8% | 43.7% | ||
| Q1 25 | 74.1% | 44.7% | ||
| Q4 24 | 74.7% | 44.5% | ||
| Q3 24 | 75.4% | 45.2% | ||
| Q2 24 | 75.6% | 43.5% | ||
| Q1 24 | 75.3% | 43.5% |
| Q4 25 | -5.6% | 12.0% | ||
| Q3 25 | -9.7% | 14.3% | ||
| Q2 25 | -11.3% | 6.9% | ||
| Q1 25 | -8.1% | 8.7% | ||
| Q4 24 | -5.5% | 12.5% | ||
| Q3 24 | 1.4% | 11.6% | ||
| Q2 24 | 0.8% | 7.5% | ||
| Q1 24 | 3.5% | 8.7% |
| Q4 25 | -2.8% | 4.1% | ||
| Q3 25 | -6.6% | 5.8% | ||
| Q2 25 | -10.0% | 1.0% | ||
| Q1 25 | -8.7% | 1.7% | ||
| Q4 24 | -1.7% | 4.1% | ||
| Q3 24 | 4.9% | 3.5% | ||
| Q2 24 | 4.6% | -0.5% | ||
| Q1 24 | 6.4% | 1.5% |
| Q4 25 | $-0.14 | $1.83 | ||
| Q3 25 | $-0.31 | $2.62 | ||
| Q2 25 | $-0.44 | $0.40 | ||
| Q1 25 | $-0.37 | $0.71 | ||
| Q4 24 | $-0.07 | $1.66 | ||
| Q3 24 | $0.19 | $1.45 | ||
| Q2 24 | $0.17 | $-0.20 | ||
| Q1 24 | $0.23 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $3.3M |
| Total Assets | $10.0B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $43.1M | ||
| Q3 25 | $5.0B | $34.6M | ||
| Q2 25 | $4.6B | $46.1M | ||
| Q1 25 | $4.3B | $30.4M | ||
| Q4 24 | $4.3B | $87.0M | ||
| Q3 24 | $4.0B | $78.3M | ||
| Q2 24 | $3.7B | $101.8M | ||
| Q1 24 | $3.5B | $123.7M |
| Q4 25 | $4.0B | $3.3M | ||
| Q3 25 | $3.8B | $-40.9M | ||
| Q2 25 | $3.5B | $-110.8M | ||
| Q1 25 | $3.3B | $-163.6M | ||
| Q4 24 | $3.1B | $-183.0M | ||
| Q3 24 | $2.9B | $-234.7M | ||
| Q2 24 | $2.5B | $-289.9M | ||
| Q1 24 | $2.3B | $-297.4M |
| Q4 25 | $10.0B | $4.8B | ||
| Q3 25 | $9.3B | $4.7B | ||
| Q2 25 | $8.7B | $4.7B | ||
| Q1 25 | $8.7B | $4.6B | ||
| Q4 24 | $7.8B | $4.5B | ||
| Q3 24 | $7.2B | $4.4B | ||
| Q2 24 | $6.8B | $4.2B | ||
| Q1 24 | $6.6B | $4.1B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | $314.1M | $83.0M |
| FCF MarginFCF / Revenue | 25.5% | 9.4% |
| Capex IntensityCapex / Revenue | 6.8% | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $131.9M | ||
| Q3 25 | $332.8M | $137.7M | ||
| Q2 25 | $384.1M | $86.6M | ||
| Q1 25 | $345.7M | $-18.8M | ||
| Q4 24 | $326.1M | $-31.4M | ||
| Q3 24 | $326.6M | $11.2M | ||
| Q2 24 | $383.2M | $56.1M | ||
| Q1 24 | $347.0M | $-114.0M |
| Q4 25 | $314.1M | $83.0M | ||
| Q3 25 | $302.3M | $80.7M | ||
| Q2 25 | $298.4M | $34.1M | ||
| Q1 25 | $258.5M | $-69.7M | ||
| Q4 24 | $247.4M | $-96.0M | ||
| Q3 24 | $287.4M | $-37.9M | ||
| Q2 24 | $333.5M | $-10.1M | ||
| Q1 24 | $294.4M | $-251.5M |
| Q4 25 | 25.5% | 9.4% | ||
| Q3 25 | 25.9% | 9.0% | ||
| Q2 25 | 27.0% | 4.2% | ||
| Q1 25 | 24.4% | -8.6% | ||
| Q4 24 | 24.5% | -11.8% | ||
| Q3 24 | 29.8% | -4.6% | ||
| Q2 24 | 36.2% | -1.4% | ||
| Q1 24 | 34.8% | -34.1% |
| Q4 25 | 6.8% | 5.5% | ||
| Q3 25 | 2.6% | 6.3% | ||
| Q2 25 | 7.8% | 6.5% | ||
| Q1 25 | 8.2% | 6.3% | ||
| Q4 24 | 7.8% | 8.0% | ||
| Q3 24 | 4.1% | 5.9% | ||
| Q2 24 | 5.4% | 9.1% | ||
| Q1 24 | 6.2% | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 10.78× | ||
| Q1 25 | — | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | 6.95× | 0.39× | ||
| Q2 24 | 8.95× | — | ||
| Q1 24 | 6.46× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |