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ADVANCE AUTO PARTS INC（AAP）与CrowdStrike（CRWD）财务数据对比。点击上方公司名可切换其他公司
ADVANCE AUTO PARTS INC的季度营收约是CrowdStrike的1.6倍（$2.0B vs $1.2B），ADVANCE AUTO PARTS INC净利率更高（0.3% vs -2.8%，领先3.1%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 22.2%），CrowdStrike自由现金流更多（$314.1M vs $-21.0M），过去两年CrowdStrike的营收复合增速更高（20.8% vs -15.7%）
Advance Auto Parts是美国知名汽车售后零部件供应商，总部位于北卡罗来纳州罗利市，业务覆盖专业维修安装服务商与汽车 DIY 爱好者两大客群，可为不同需求的用户提供适配的汽车零配件产品及相关服务。
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
AAP vs CRWD — 直观对比
营收规模更大
AAP
是对方的1.6倍
$1.2B
营收增速更快
AAP
高出107.9%
22.2%
净利率更高
AAP
高出3.1%
-2.8%
自由现金流更多
CRWD
多$335.1M
$-21.0M
两年增速更快
CRWD
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $6.0M | $-34.0M |
| 毛利率 | 44.1% | 75.1% |
| 营业利润率 | 2.2% | -5.6% |
| 净利率 | 0.3% | -2.8% |
| 营收同比 | 130.1% | 22.2% |
| 净利润同比 | 101.4% | -102.1% |
| 每股收益（稀释后） | $0.10 | $-0.14 |
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AAPCRWD
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.2B | $963.9M | ||
| Q2 24 | $2.8B | $921.0M |
净利润AAPCRWD
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $-34.0M | ||
| Q3 25 | $15.0M | $-77.7M | ||
| Q2 25 | $24.0M | $-110.2M | ||
| Q1 25 | — | $-92.3M | ||
| Q4 24 | $-6.0M | $-16.8M | ||
| Q3 24 | $45.0M | $47.0M | ||
| Q2 24 | $40.0M | $42.8M |
毛利率AAPCRWD
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 75.1% | ||
| Q3 25 | 43.5% | 73.5% | ||
| Q2 25 | 42.9% | 73.8% | ||
| Q1 25 | — | 74.1% | ||
| Q4 24 | 42.3% | 74.7% | ||
| Q3 24 | 43.6% | 75.4% | ||
| Q2 24 | 43.4% | 75.6% |
营业利润率AAPCRWD
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | -5.6% | ||
| Q3 25 | 1.1% | -9.7% | ||
| Q2 25 | -5.1% | -11.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | -5.5% | ||
| Q3 24 | 2.5% | 1.4% | ||
| Q2 24 | 1.9% | 0.8% |
净利率AAPCRWD
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | -2.8% | ||
| Q3 25 | 0.7% | -6.6% | ||
| Q2 25 | 0.9% | -10.0% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | -0.3% | -1.7% | ||
| Q3 24 | 2.1% | 4.9% | ||
| Q2 24 | 1.4% | 4.6% |
每股收益（稀释后）AAPCRWD
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $-0.14 | ||
| Q3 25 | $0.25 | $-0.31 | ||
| Q2 25 | $0.40 | $-0.44 | ||
| Q1 25 | — | $-0.37 | ||
| Q4 24 | $-0.10 | $-0.07 | ||
| Q3 24 | $0.75 | $0.19 | ||
| Q2 24 | $0.67 | $0.17 |
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 | $3.1B | $4.8B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $4.0B |
| 总资产 | $11.8B | $10.0B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
现金及短期投资AAPCRWD
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $1.7B | $5.0B | ||
| Q2 25 | $1.7B | $4.6B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | $464.5M | $4.3B | ||
| Q3 24 | $479.4M | $4.0B | ||
| Q2 24 | $451.0M | $3.7B |
总债务AAPCRWD
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
股东权益AAPCRWD
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $4.0B | ||
| Q3 25 | $2.2B | $3.8B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.6B | $2.5B |
总资产AAPCRWD
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $10.0B | ||
| Q3 25 | $10.5B | $9.3B | ||
| Q2 25 | $10.6B | $8.7B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | $12.5B | $7.8B | ||
| Q3 24 | $12.3B | $7.2B | ||
| Q2 24 | $12.2B | $6.8B |
负债/权益比AAPCRWD
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | — | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.70× | — |
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 | $72.0M | $397.5M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $314.1M |
| 自由现金流率自由现金流/营收 | -1.1% | 25.5% |
| 资本支出强度资本支出/营收 | 4.7% | 6.8% |
| 现金转化率经营现金流/净利润 | 12.00× | — |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $1.2B |
8季度趋势，按日历期对齐
经营现金流AAPCRWD
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $397.5M | ||
| Q3 25 | $50.0M | $332.8M | ||
| Q2 25 | $-156.0M | $384.1M | ||
| Q1 25 | — | $345.7M | ||
| Q4 24 | $70.0M | $326.1M | ||
| Q3 24 | $85.0M | $326.6M | ||
| Q2 24 | $3.0M | $383.2M |
自由现金流AAPCRWD
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $314.1M | ||
| Q3 25 | $-3.0M | $302.3M | ||
| Q2 25 | $-198.0M | $298.4M | ||
| Q1 25 | — | $258.5M | ||
| Q4 24 | $27.0M | $247.4M | ||
| Q3 24 | $44.0M | $287.4M | ||
| Q2 24 | $-43.0M | $333.5M |
自由现金流率AAPCRWD
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 25.5% | ||
| Q3 25 | -0.1% | 25.9% | ||
| Q2 25 | -7.7% | 27.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | 1.3% | 24.5% | ||
| Q3 24 | 2.0% | 29.8% | ||
| Q2 24 | -1.6% | 36.2% |
资本支出强度AAPCRWD
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 6.8% | ||
| Q3 25 | 2.6% | 2.6% | ||
| Q2 25 | 1.6% | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | 2.0% | 7.8% | ||
| Q3 24 | 1.9% | 4.1% | ||
| Q2 24 | 1.7% | 5.4% |
现金转化率AAPCRWD
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.33× | — | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | 6.95× | ||
| Q2 24 | 0.07× | 8.95× |
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
AAP
暂无分部数据
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
