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POPULAR, INC.（BPOP）与CrowdStrike（CRWD）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是POPULAR, INC.的1.5倍（$1.2B vs $835.8M），POPULAR, INC.净利率更高（29.4% vs -2.8%，领先32.1%），过去两年POPULAR, INC.的营收复合增速更高（25.1% vs 20.8%）
Popular Inc.是波多黎各最大的金融服务集团，创立于1893年，总部位于首府圣胡安哈托雷伊商务区的黄金英里金融区。集团提供全方位金融服务，在波多黎各、美属及英属维尔京群岛以Banco Popular品牌运营，美国本土则使用Popular Bank品牌。
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。
BPOP vs CRWD — 直观对比
营收规模更大
CRWD
是对方的1.5倍
$835.8M
净利率更高
BPOP
高出32.1%
-2.8%
两年增速更快
BPOP
近两年复合增速
20.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $835.8M | $1.2B |
| 净利润 | $245.7M | $-34.0M |
| 毛利率 | — | 75.1% |
| 营业利润率 | — | -5.6% |
| 净利率 | 29.4% | -2.8% |
| 营收同比 | — | 22.2% |
| 净利润同比 | 38.4% | -102.1% |
| 每股收益（稀释后） | $3.78 | $-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BPOPCRWD
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $1.2B | ||
| Q3 25 | $646.5M | $1.2B | ||
| Q2 25 | $631.5M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $590.8M | $1.0B | ||
| Q3 24 | $572.5M | $963.9M | ||
| Q2 24 | $568.3M | $921.0M |
净利润BPOPCRWD
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $-34.0M | ||
| Q3 25 | $211.3M | $-77.7M | ||
| Q2 25 | $210.4M | $-110.2M | ||
| Q1 25 | — | $-92.3M | ||
| Q4 24 | $177.8M | $-16.8M | ||
| Q3 24 | $155.3M | $47.0M | ||
| Q2 24 | $177.8M | $42.8M |
毛利率BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 73.5% | ||
| Q2 25 | — | 73.8% | ||
| Q1 25 | — | 74.1% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.6% |
营业利润率BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | 42.4% | -5.6% | ||
| Q3 25 | 38.2% | -9.7% | ||
| Q2 25 | 40.9% | -11.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | 37.5% | -5.5% | ||
| Q3 24 | 34.5% | 1.4% | ||
| Q2 24 | 38.4% | 0.8% |
净利率BPOPCRWD
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | -2.8% | ||
| Q3 25 | 32.7% | -6.6% | ||
| Q2 25 | 33.3% | -10.0% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | 30.1% | -1.7% | ||
| Q3 24 | 27.1% | 4.9% | ||
| Q2 24 | 31.3% | 4.6% |
每股收益（稀释后）BPOPCRWD
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $-0.14 | ||
| Q3 25 | $3.14 | $-0.31 | ||
| Q2 25 | $3.09 | $-0.44 | ||
| Q1 25 | — | $-0.37 | ||
| Q4 24 | $2.51 | $-0.07 | ||
| Q3 24 | $2.16 | $0.19 | ||
| Q2 24 | $2.46 | $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 | — | $4.8B |
| 总债务越低越好 | $17.6M | — |
| 股东权益账面价值 | $6.3B | $4.0B |
| 总资产 | $76.1B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.7B |
总债务BPOPCRWD
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BPOPCRWD
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $4.0B | ||
| Q3 25 | $6.1B | $3.8B | ||
| Q2 25 | $6.0B | $3.5B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $5.6B | $3.1B | ||
| Q3 24 | $5.8B | $2.9B | ||
| Q2 24 | $5.4B | $2.5B |
总资产BPOPCRWD
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $10.0B | ||
| Q3 25 | $75.1B | $9.3B | ||
| Q2 25 | $76.1B | $8.7B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | $73.0B | $7.8B | ||
| Q3 24 | $71.3B | $7.2B | ||
| Q2 24 | $72.8B | $6.8B |
负债/权益比BPOPCRWD
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $397.5M |
| 自由现金流经营现金流 - 资本支出 | — | $314.1M |
| 自由现金流率自由现金流/营收 | — | 25.5% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $397.5M | ||
| Q3 25 | $195.0M | $332.8M | ||
| Q2 25 | $242.9M | $384.1M | ||
| Q1 25 | — | $345.7M | ||
| Q4 24 | $199.5M | $326.1M | ||
| Q3 24 | $233.2M | $326.6M | ||
| Q2 24 | $80.4M | $383.2M |
自由现金流BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | $314.1M | ||
| Q3 25 | $141.1M | $302.3M | ||
| Q2 25 | $198.3M | $298.4M | ||
| Q1 25 | — | $258.5M | ||
| Q4 24 | $139.2M | $247.4M | ||
| Q3 24 | $175.6M | $287.4M | ||
| Q2 24 | $38.9M | $333.5M |
自由现金流率BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | 25.5% | ||
| Q3 25 | 21.8% | 25.9% | ||
| Q2 25 | 31.4% | 27.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | 23.6% | 24.5% | ||
| Q3 24 | 30.7% | 29.8% | ||
| Q2 24 | 6.8% | 36.2% |
资本支出强度BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 6.8% | ||
| Q3 25 | 8.3% | 2.6% | ||
| Q2 25 | 7.1% | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | 10.2% | 7.8% | ||
| Q3 24 | 10.1% | 4.1% | ||
| Q2 24 | 7.3% | 5.4% |
现金转化率BPOPCRWD
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | — | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.50× | 6.95× | ||
| Q2 24 | 0.45× | 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
BPOP
| Net Interest Income | $670.2M | 80% |
| Noninterest Income | $165.6M | 20% |
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
