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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
ATO
是对方的1.1倍
ATO
$1.3B
$1.2B
CRWD
营收增速更快
CRWD
CRWD
高出8.0%
CRWD
22.2%
14.2%
ATO
净利率更高
ATO
ATO
高出32.8%
ATO
30.0%
-2.8%
CRWD
自由现金流更多
CRWD
CRWD
多$1.0B
CRWD
$314.1M
$-725.3M
ATO
两年增速更快
CRWD
CRWD
近两年复合增速
CRWD
20.8%
-9.7%
ATO

损益表 — Q1 FY2026 vs Q3 FY2026

指标
ATO
ATO
CRWD
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
ATO
CRWD
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
ATO
CRWD
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO
CRWD
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
ATO

Distribution Segment$1.3B94%
Transportation Revenue$41.5M3%
Other$39.4M3%
Miscellaneous Revenue$2.8M0%

CRWD
CRWD

Subscription And Circulation$1.2B95%
Professional Services$65.5M5%

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