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CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与CrowdStrike（CRWD）财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是CrowdStrike的1.6倍（$2.0B vs $1.2B），CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs -2.8%，领先40.7%），CHECK POINT SOFTWARE TECHNOLOGIES LTD自由现金流更多（$895.5M vs $314.1M）
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
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。
CHKP vs CRWD — 直观对比
营收规模更大
CHKP
是对方的1.6倍
$1.2B
净利率更高
CHKP
高出40.7%
-2.8%
自由现金流更多
CHKP
多$581.4M
$314.1M
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $752.4M | $-34.0M |
| 毛利率 | 86.7% | 75.1% |
| 营业利润率 | 30.2% | -5.6% |
| 净利率 | 38.0% | -2.8% |
| 营收同比 | — | 22.2% |
| 净利润同比 | — | -102.1% |
| 每股收益（稀释后） | $6.81 | $-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CHKPCRWD
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $963.9M | ||
| Q2 24 | — | $921.0M | ||
| Q1 24 | — | $845.3M |
净利润CHKPCRWD
| Q4 25 | — | $-34.0M | ||
| Q3 25 | $752.4M | $-77.7M | ||
| Q2 25 | — | $-110.2M | ||
| Q1 25 | — | $-92.3M | ||
| Q4 24 | — | $-16.8M | ||
| Q3 24 | — | $47.0M | ||
| Q2 24 | — | $42.8M | ||
| Q1 24 | — | $53.7M |
毛利率CHKPCRWD
| Q4 25 | — | 75.1% | ||
| Q3 25 | 86.7% | 73.5% | ||
| Q2 25 | — | 73.8% | ||
| Q1 25 | — | 74.1% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.6% | ||
| Q1 24 | — | 75.3% |
营业利润率CHKPCRWD
| Q4 25 | — | -5.6% | ||
| Q3 25 | 30.2% | -9.7% | ||
| Q2 25 | — | -11.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | -5.5% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 3.5% |
净利率CHKPCRWD
| Q4 25 | — | -2.8% | ||
| Q3 25 | 38.0% | -6.6% | ||
| Q2 25 | — | -10.0% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 6.4% |
每股收益（稀释后）CHKPCRWD
| Q4 25 | — | $-0.14 | ||
| Q3 25 | $6.81 | $-0.31 | ||
| Q2 25 | — | $-0.44 | ||
| Q1 25 | — | $-0.37 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $0.19 | ||
| Q2 24 | — | $0.17 | ||
| Q1 24 | — | $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 | $619.9M | $4.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $4.0B |
| 总资产 | $5.7B | $10.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CHKPCRWD
| Q4 25 | — | $4.8B | ||
| Q3 25 | $619.9M | $5.0B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.5B |
股东权益CHKPCRWD
| Q4 25 | — | $4.0B | ||
| Q3 25 | $3.1B | $3.8B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.3B |
总资产CHKPCRWD
| Q4 25 | — | $10.0B | ||
| Q3 25 | $5.7B | $9.3B | ||
| Q2 25 | — | $8.7B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $6.8B | ||
| Q1 24 | — | $6.6B |
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 | $914.9M | $397.5M |
| 自由现金流经营现金流 - 资本支出 | $895.5M | $314.1M |
| 自由现金流率自由现金流/营收 | 45.2% | 25.5% |
| 资本支出强度资本支出/营收 | 1.0% | 6.8% |
| 现金转化率经营现金流/净利润 | 1.22× | — |
| 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CHKPCRWD
| Q4 25 | — | $397.5M | ||
| Q3 25 | $914.9M | $332.8M | ||
| Q2 25 | — | $384.1M | ||
| Q1 25 | — | $345.7M | ||
| Q4 24 | — | $326.1M | ||
| Q3 24 | — | $326.6M | ||
| Q2 24 | — | $383.2M | ||
| Q1 24 | — | $347.0M |
自由现金流CHKPCRWD
| Q4 25 | — | $314.1M | ||
| Q3 25 | $895.5M | $302.3M | ||
| Q2 25 | — | $298.4M | ||
| Q1 25 | — | $258.5M | ||
| Q4 24 | — | $247.4M | ||
| Q3 24 | — | $287.4M | ||
| Q2 24 | — | $333.5M | ||
| Q1 24 | — | $294.4M |
自由现金流率CHKPCRWD
| Q4 25 | — | 25.5% | ||
| Q3 25 | 45.2% | 25.9% | ||
| Q2 25 | — | 27.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.5% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 34.8% |
资本支出强度CHKPCRWD
| Q4 25 | — | 6.8% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 5.4% | ||
| Q1 24 | — | 6.2% |
现金转化率CHKPCRWD
| Q4 25 | — | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.95× | ||
| Q2 24 | — | 8.95× | ||
| Q1 24 | — | 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
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
