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CrowdStrike（CRWD）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是CrowdStrike的1.5倍（$2.0B vs $1.3B），Deckers Brands净利率更高（24.6% vs 3.1%，领先21.5%），CrowdStrike同比增速更快（23.3% vs 7.1%），Deckers Brands自由现金流更多（$1.0B vs $376.4M），过去两年Deckers Brands的营收复合增速更高（42.8% vs 19.0%）
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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌，产品覆盖休闲、户外等多个领域，销往世界多地。
CRWD vs DECK — 直观对比
营收规模更大
DECK
是对方的1.5倍
$1.3B
营收增速更快
CRWD
高出16.2%
7.1%
净利率更高
DECK
高出21.5%
3.1%
自由现金流更多
DECK
多$643.9M
$376.4M
两年增速更快
DECK
近两年复合增速
19.0%
损益表 — Q1 FY2027 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.0B |
| 净利润 | $40.8M | $481.1M |
| 毛利率 | 75.8% | 59.8% |
| 营业利润率 | 23.7% | 31.4% |
| 净利率 | 3.1% | 24.6% |
| 营收同比 | 23.3% | 7.1% |
| 净利润同比 | 424.5% | 5.3% |
| 每股收益（稀释后） | $0.15 | $3.33 |
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CRWDDECK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $964.5M | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $963.9M | $1.3B | ||
| Q2 24 | $921.0M | $825.3M |
净利润CRWDDECK
| Q1 26 | $40.8M | — | ||
| Q4 25 | $-34.0M | $481.1M | ||
| Q3 25 | $-77.7M | $268.2M | ||
| Q2 25 | $-110.2M | $139.2M | ||
| Q1 25 | $-92.3M | $151.4M | ||
| Q4 24 | $-16.8M | $456.7M | ||
| Q3 24 | $47.0M | $242.3M | ||
| Q2 24 | $42.8M | $115.6M |
毛利率CRWDDECK
| Q1 26 | 75.8% | — | ||
| Q4 25 | 75.1% | 59.8% | ||
| Q3 25 | 73.5% | 56.2% | ||
| Q2 25 | 73.8% | 55.8% | ||
| Q1 25 | 74.1% | 56.7% | ||
| Q4 24 | 74.7% | 60.3% | ||
| Q3 24 | 75.4% | 55.9% | ||
| Q2 24 | 75.6% | 56.9% |
营业利润率CRWDDECK
| Q1 26 | 23.7% | — | ||
| Q4 25 | -5.6% | 31.4% | ||
| Q3 25 | -9.7% | 22.8% | ||
| Q2 25 | -11.3% | 17.1% | ||
| Q1 25 | -8.1% | 17.0% | ||
| Q4 24 | -5.5% | 31.0% | ||
| Q3 24 | 1.4% | 23.3% | ||
| Q2 24 | 0.8% | 16.1% |
净利率CRWDDECK
| Q1 26 | 3.1% | — | ||
| Q4 25 | -2.8% | 24.6% | ||
| Q3 25 | -6.6% | 18.7% | ||
| Q2 25 | -10.0% | 14.4% | ||
| Q1 25 | -8.7% | 14.8% | ||
| Q4 24 | -1.7% | 25.0% | ||
| Q3 24 | 4.9% | 18.5% | ||
| Q2 24 | 4.6% | 14.0% |
每股收益（稀释后）CRWDDECK
| Q1 26 | $0.15 | — | ||
| Q4 25 | $-0.14 | $3.33 | ||
| Q3 25 | $-0.31 | $1.82 | ||
| Q2 25 | $-0.44 | $0.93 | ||
| Q1 25 | $-0.37 | $-2.78 | ||
| Q4 24 | $-0.07 | $3.00 | ||
| Q3 24 | $0.19 | $1.59 | ||
| Q2 24 | $0.17 | $4.52 |
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 | $5.2B | $2.1B |
| 总债务越低越好 | $745.5M | — |
| 股东权益账面价值 | $4.5B | $2.6B |
| 总资产 | $11.1B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资CRWDDECK
| Q1 26 | $5.2B | — | ||
| Q4 25 | $4.8B | $2.1B | ||
| Q3 25 | $5.0B | $1.4B | ||
| Q2 25 | $4.6B | $1.7B | ||
| Q1 25 | $4.3B | $1.9B | ||
| Q4 24 | $4.3B | $2.2B | ||
| Q3 24 | $4.0B | $1.2B | ||
| Q2 24 | $3.7B | $1.4B |
总债务CRWDDECK
| Q1 26 | $745.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWDDECK
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.0B | $2.6B | ||
| Q3 25 | $3.8B | $2.5B | ||
| Q2 25 | $3.5B | $2.5B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $3.1B | $2.6B | ||
| Q3 24 | $2.9B | $2.2B | ||
| Q2 24 | $2.5B | $2.1B |
总资产CRWDDECK
| Q1 26 | $11.1B | — | ||
| Q4 25 | $10.0B | $4.1B | ||
| Q3 25 | $9.3B | $3.8B | ||
| Q2 25 | $8.7B | $3.8B | ||
| Q1 25 | $8.7B | $3.6B | ||
| Q4 24 | $7.8B | $4.0B | ||
| Q3 24 | $7.2B | $3.4B | ||
| Q2 24 | $6.8B | $3.3B |
负债/权益比CRWDDECK
| Q1 26 | 0.17× | — | ||
| 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 | $1.6B | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $376.4M | $1.0B |
| 自由现金流率自由现金流/营收 | 28.8% | 52.1% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 39.54× | 2.17× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $929.1M |
8季度趋势，按日历期对齐
经营现金流CRWDDECK
| Q1 26 | $1.6B | — | ||
| Q4 25 | $397.5M | $1.0B | ||
| Q3 25 | $332.8M | $8.1M | ||
| Q2 25 | $384.1M | $36.1M | ||
| Q1 25 | $345.7M | $-73.0M | ||
| Q4 24 | $326.1M | $1.1B | ||
| Q3 24 | $326.6M | $-90.5M | ||
| Q2 24 | $383.2M | $112.7M |
自由现金流CRWDDECK
| Q1 26 | $376.4M | — | ||
| Q4 25 | $314.1M | $1.0B | ||
| Q3 25 | $302.3M | $-13.9M | ||
| Q2 25 | $298.4M | $12.2M | ||
| Q1 25 | $258.5M | $-89.4M | ||
| Q4 24 | $247.4M | $1.1B | ||
| Q3 24 | $287.4M | $-113.4M | ||
| Q2 24 | $333.5M | $90.1M |
自由现金流率CRWDDECK
| Q1 26 | 28.8% | — | ||
| Q4 25 | 25.5% | 52.1% | ||
| Q3 25 | 25.9% | -1.0% | ||
| Q2 25 | 27.0% | 1.3% | ||
| Q1 25 | 24.4% | -8.8% | ||
| Q4 24 | 24.5% | 58.6% | ||
| Q3 24 | 29.8% | -8.6% | ||
| Q2 24 | 36.2% | 10.9% |
资本支出强度CRWDDECK
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 1.1% | ||
| Q3 25 | 2.6% | 1.5% | ||
| Q2 25 | 7.8% | 2.5% | ||
| Q1 25 | 8.2% | 1.6% | ||
| Q4 24 | 7.8% | 1.3% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 5.4% | 2.7% |
现金转化率CRWDDECK
| Q1 26 | 39.54× | — | ||
| Q4 25 | — | 2.17× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | -0.48× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | 6.95× | -0.37× | ||
| Q2 24 | 8.95× | 0.97× |
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
CRWD
| Subscription | $1.2B | 95% |
| Other | $63.1M | 5% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
