vs
Atmos Energy(ATO)与CrowdStrike(CRWD)财务数据对比。点击上方公司名可切换其他公司
Atmos Energy的季度营收约是CrowdStrike的1.1倍($1.3B vs $1.2B),Atmos Energy净利率更高(30.0% vs -2.8%,领先32.8%),CrowdStrike同比增速更快(22.2% vs 14.2%),CrowdStrike自由现金流更多($314.1M vs $-725.3M),过去两年CrowdStrike的营收复合增速更高(20.8% vs -9.7%)
Atmos Energy总部位于美国得克萨斯州达拉斯,是美国规模最大的纯天然气分销商之一,业务覆盖美国9个州的1400多个社区,为东起蓝岭山脉、西至落基山脉区域内的约300万天然气用户提供服务。
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。
ATO vs CRWD — 直观对比
营收规模更大
ATO
是对方的1.1倍
$1.2B
营收增速更快
CRWD
高出8.0%
14.2%
净利率更高
ATO
高出32.8%
-2.8%
自由现金流更多
CRWD
多$1.0B
$-725.3M
两年增速更快
CRWD
近两年复合增速
-9.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $403.0M | $-34.0M |
| 毛利率 | — | 75.1% |
| 营业利润率 | 38.3% | -5.6% |
| 净利率 | 30.0% | -2.8% |
| 营收同比 | 14.2% | 22.2% |
| 净利润同比 | 14.5% | -102.1% |
| 每股收益(稀释后) | $2.44 | $-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
ATO
CRWD
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $737.5M | $1.2B | ||
| Q2 25 | $838.8M | $1.1B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $657.9M | $963.9M | ||
| Q2 24 | $701.5M | $921.0M | ||
| Q1 24 | $1.6B | $845.3M |
净利润
ATO
CRWD
| Q4 25 | $403.0M | $-34.0M | ||
| Q3 25 | $174.9M | $-77.7M | ||
| Q2 25 | $186.4M | $-110.2M | ||
| Q1 25 | $485.6M | $-92.3M | ||
| Q4 24 | $351.9M | $-16.8M | ||
| Q3 24 | $134.0M | $47.0M | ||
| Q2 24 | $165.6M | $42.8M | ||
| Q1 24 | $432.0M | $53.7M |
毛利率
ATO
CRWD
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 73.5% | ||
| Q2 25 | — | 73.8% | ||
| Q1 25 | 60.0% | 74.1% | ||
| Q4 24 | 80.1% | 74.7% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.6% | ||
| Q1 24 | 62.1% | 75.3% |
营业利润率
ATO
CRWD
| Q4 25 | 38.3% | -5.6% | ||
| Q3 25 | 29.8% | -9.7% | ||
| Q2 25 | 30.1% | -11.3% | ||
| Q1 25 | 32.2% | -8.1% | ||
| Q4 24 | 39.1% | -5.5% | ||
| Q3 24 | 28.1% | 1.4% | ||
| Q2 24 | 31.4% | 0.8% | ||
| Q1 24 | 33.4% | 3.5% |
净利率
ATO
CRWD
| Q4 25 | 30.0% | -2.8% | ||
| Q3 25 | 23.7% | -6.6% | ||
| Q2 25 | 22.2% | -10.0% | ||
| Q1 25 | 24.9% | -8.7% | ||
| Q4 24 | 29.9% | -1.7% | ||
| Q3 24 | 20.4% | 4.9% | ||
| Q2 24 | 23.6% | 4.6% | ||
| Q1 24 | 26.2% | 6.4% |
每股收益(稀释后)
ATO
CRWD
| Q4 25 | $2.44 | $-0.14 | ||
| Q3 25 | $1.04 | $-0.31 | ||
| Q2 25 | $1.16 | $-0.44 | ||
| Q1 25 | $3.03 | $-0.37 | ||
| Q4 24 | $2.23 | $-0.07 | ||
| Q3 24 | $0.82 | $0.19 | ||
| Q2 24 | $1.08 | $0.17 | ||
| Q1 24 | $2.85 | $0.23 |
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 | $367.0M | $4.8B |
| 总债务越低越好 | $9.6B | — |
| 股东权益账面价值 | $14.3B | $4.0B |
| 总资产 | $29.8B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势,按日历期对齐
现金及短期投资
ATO
CRWD
| Q4 25 | $367.0M | $4.8B | ||
| Q3 25 | $202.7M | $5.0B | ||
| Q2 25 | $709.4M | $4.6B | ||
| Q1 25 | $543.5M | $4.3B | ||
| Q4 24 | $584.5M | $4.3B | ||
| Q3 24 | $307.3M | $4.0B | ||
| Q2 24 | $674.6M | $3.7B | ||
| Q1 24 | $262.5M | $3.5B |
总债务
ATO
CRWD
| Q4 25 | $9.6B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.4B | — | ||
| Q3 24 | $7.8B | — | ||
| Q2 24 | $7.8B | — | ||
| Q1 24 | $7.4B | — |
股东权益
ATO
CRWD
| Q4 25 | $14.3B | $4.0B | ||
| Q3 25 | $13.6B | $3.8B | ||
| Q2 25 | $13.4B | $3.5B | ||
| Q1 25 | $13.1B | $3.3B | ||
| Q4 24 | $12.8B | $3.1B | ||
| Q3 24 | $12.2B | $2.9B | ||
| Q2 24 | $12.2B | $2.5B | ||
| Q1 24 | $11.6B | $2.3B |
总资产
ATO
CRWD
| Q4 25 | $29.8B | $10.0B | ||
| Q3 25 | $28.2B | $9.3B | ||
| Q2 25 | $27.7B | $8.7B | ||
| Q1 25 | $27.0B | $8.7B | ||
| Q4 24 | $26.5B | $7.8B | ||
| Q3 24 | $25.2B | $7.2B | ||
| Q2 24 | $24.9B | $6.8B | ||
| Q1 24 | $24.0B | $6.6B |
负债/权益比
ATO
CRWD
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.64× | — | ||
| Q1 24 | 0.64× | — |
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 | $308.1M | $397.5M |
| 自由现金流经营现金流 - 资本支出 | $-725.3M | $314.1M |
| 自由现金流率自由现金流/营收 | -54.0% | 25.5% |
| 资本支出强度资本支出/营收 | 77.0% | 6.8% |
| 现金转化率经营现金流/净利润 | 0.76× | — |
| 过去12个月自由现金流最近4个季度 | $-1.6B | $1.2B |
8季度趋势,按日历期对齐
经营现金流
ATO
CRWD
| Q4 25 | $308.1M | $397.5M | ||
| Q3 25 | $348.1M | $332.8M | ||
| Q2 25 | $496.4M | $384.1M | ||
| Q1 25 | $922.9M | $345.7M | ||
| Q4 24 | $282.0M | $326.1M | ||
| Q3 24 | $330.7M | $326.6M | ||
| Q2 24 | $411.2M | $383.2M | ||
| Q1 24 | $746.6M | $347.0M |
自由现金流
ATO
CRWD
| Q4 25 | $-725.3M | $314.1M | ||
| Q3 25 | $-615.5M | $302.3M | ||
| Q2 25 | $-370.6M | $298.4M | ||
| Q1 25 | $83.3M | $258.5M | ||
| Q4 24 | $-609.2M | $247.4M | ||
| Q3 24 | $-477.3M | $287.4M | ||
| Q2 24 | $-302.4M | $333.5M | ||
| Q1 24 | $100.7M | $294.4M |
自由现金流率
ATO
CRWD
| Q4 25 | -54.0% | 25.5% | ||
| Q3 25 | -83.5% | 25.9% | ||
| Q2 25 | -44.2% | 27.0% | ||
| Q1 25 | 4.3% | 24.4% | ||
| Q4 24 | -51.8% | 24.5% | ||
| Q3 24 | -72.5% | 29.8% | ||
| Q2 24 | -43.1% | 36.2% | ||
| Q1 24 | 6.1% | 34.8% |
资本支出强度
ATO
CRWD
| Q4 25 | 77.0% | 6.8% | ||
| Q3 25 | 130.7% | 2.6% | ||
| Q2 25 | 103.4% | 7.8% | ||
| Q1 25 | 43.0% | 8.2% | ||
| Q4 24 | 75.8% | 7.8% | ||
| Q3 24 | 122.8% | 4.1% | ||
| Q2 24 | 101.7% | 5.4% | ||
| Q1 24 | 39.2% | 6.2% |
现金转化率
ATO
CRWD
| Q4 25 | 0.76× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.66× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.80× | — | ||
| Q3 24 | 2.47× | 6.95× | ||
| Q2 24 | 2.48× | 8.95× | ||
| Q1 24 | 1.73× | 6.46× |
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
ATO
| Distribution Segment | $1.3B | 94% |
| Transportation Revenue | $41.5M | 3% |
| Other | $39.4M | 3% |
| Miscellaneous Revenue | $2.8M | 0% |
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |