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CrowdStrike（CRWD）与Dream Finders Homes, Inc.（DFH）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Dream Finders Homes, Inc.的1.0倍（$1.2B vs $1.2B），Dream Finders Homes, Inc.净利率更高（4.8% vs -2.8%，领先7.6%），CrowdStrike同比增速更快（22.2% vs -22.3%），CrowdStrike自由现金流更多（$314.1M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 20.8%）
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。
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
CRWD vs DFH — 直观对比
营收规模更大
CRWD
是对方的1.0倍
$1.2B
营收增速更快
CRWD
高出44.4%
-22.3%
净利率更高
DFH
高出7.6%
-2.8%
自由现金流更多
CRWD
多$178.1M
$136.0M
两年增速更快
DFH
近两年复合增速
20.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $-34.0M | $58.8M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 6.4% |
| 净利率 | -2.8% | 4.8% |
| 营收同比 | 22.2% | -22.3% |
| 净利润同比 | -102.1% | -54.9% |
| 每股收益（稀释后） | $-0.14 | $0.57 |
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CRWDDFH
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $969.8M | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $989.9M | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $963.9M | $1.0B | ||
| Q2 24 | $921.0M | $1.1B | ||
| Q1 24 | $845.3M | $827.8M |
净利润CRWDDFH
| Q4 25 | $-34.0M | $58.8M | ||
| Q3 25 | $-77.7M | $47.0M | ||
| Q2 25 | $-110.2M | $56.6M | ||
| Q1 25 | $-92.3M | $54.9M | ||
| Q4 24 | $-16.8M | $130.5M | ||
| Q3 24 | $47.0M | $70.7M | ||
| Q2 24 | $42.8M | $80.9M | ||
| Q1 24 | $53.7M | $54.5M |
毛利率CRWDDFH
| 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% | 19.2% | ||
| Q1 24 | 75.3% | 18.0% |
营业利润率CRWDDFH
| Q4 25 | -5.6% | 6.4% | ||
| Q3 25 | -9.7% | 6.3% | ||
| Q2 25 | -11.3% | 6.4% | ||
| Q1 25 | -8.1% | 7.2% | ||
| Q4 24 | -5.5% | 10.8% | ||
| Q3 24 | 1.4% | 9.2% | ||
| Q2 24 | 0.8% | 10.0% | ||
| Q1 24 | 3.5% | 8.6% |
净利率CRWDDFH
| Q4 25 | -2.8% | 4.8% | ||
| Q3 25 | -6.6% | 4.8% | ||
| Q2 25 | -10.0% | 4.9% | ||
| Q1 25 | -8.7% | 5.5% | ||
| Q4 24 | -1.7% | 8.4% | ||
| Q3 24 | 4.9% | 7.0% | ||
| Q2 24 | 4.6% | 7.7% | ||
| Q1 24 | 6.4% | 6.6% |
每股收益（稀释后）CRWDDFH
| Q4 25 | $-0.14 | $0.57 | ||
| Q3 25 | $-0.31 | $0.47 | ||
| Q2 25 | $-0.44 | $0.56 | ||
| Q1 25 | $-0.37 | $0.54 | ||
| Q4 24 | $-0.07 | $1.28 | ||
| Q3 24 | $0.19 | $0.70 | ||
| Q2 24 | $0.17 | $0.81 | ||
| Q1 24 | $0.23 | $0.55 |
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 | $234.8M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $4.0B | $1.4B |
| 总资产 | $10.0B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CRWDDFH
| Q4 25 | $4.8B | $234.8M | ||
| Q3 25 | $5.0B | $251.0M | ||
| Q2 25 | $4.6B | $210.3M | ||
| Q1 25 | $4.3B | $297.5M | ||
| Q4 24 | $4.3B | $274.4M | ||
| Q3 24 | $4.0B | $204.9M | ||
| Q2 24 | $3.7B | $274.8M | ||
| Q1 24 | $3.5B | $239.4M |
总债务CRWDDFH
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CRWDDFH
| Q4 25 | $4.0B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.5B | $1.0B | ||
| Q1 24 | $2.3B | $968.7M |
总资产CRWDDFH
| Q4 25 | $10.0B | $3.7B | ||
| Q3 25 | $9.3B | $3.8B | ||
| Q2 25 | $8.7B | $3.7B | ||
| Q1 25 | $8.7B | $3.5B | ||
| Q4 24 | $7.8B | $3.3B | ||
| Q3 24 | $7.2B | $3.3B | ||
| Q2 24 | $6.8B | $3.0B | ||
| Q1 24 | $6.6B | $2.7B |
负债/权益比CRWDDFH
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $143.6M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $136.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 11.2% |
| 资本支出强度资本支出/营收 | 6.8% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CRWDDFH
| Q4 25 | $397.5M | $143.6M | ||
| Q3 25 | $332.8M | $-131.0M | ||
| Q2 25 | $384.1M | $-68.5M | ||
| Q1 25 | $345.7M | $-44.7M | ||
| Q4 24 | $326.1M | $306.5M | ||
| Q3 24 | $326.6M | $-205.0M | ||
| Q2 24 | $383.2M | $-110.6M | ||
| Q1 24 | $347.0M | $-247.5M |
自由现金流CRWDDFH
| Q4 25 | $314.1M | $136.0M | ||
| Q3 25 | $302.3M | $-135.7M | ||
| Q2 25 | $298.4M | $-78.8M | ||
| Q1 25 | $258.5M | $-47.9M | ||
| Q4 24 | $247.4M | $302.6M | ||
| Q3 24 | $287.4M | $-222.5M | ||
| Q2 24 | $333.5M | $-112.4M | ||
| Q1 24 | $294.4M | $-249.6M |
自由现金流率CRWDDFH
| Q4 25 | 25.5% | 11.2% | ||
| Q3 25 | 25.9% | -14.0% | ||
| Q2 25 | 27.0% | -6.8% | ||
| Q1 25 | 24.4% | -4.8% | ||
| Q4 24 | 24.5% | 19.4% | ||
| Q3 24 | 29.8% | -22.1% | ||
| Q2 24 | 36.2% | -10.6% | ||
| Q1 24 | 34.8% | -30.2% |
资本支出强度CRWDDFH
| Q4 25 | 6.8% | 0.6% | ||
| Q3 25 | 2.6% | 0.5% | ||
| Q2 25 | 7.8% | 0.9% | ||
| Q1 25 | 8.2% | 0.3% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.2% | 0.3% |
现金转化率CRWDDFH
| Q4 25 | — | 2.44× | ||
| Q3 25 | — | -2.79× | ||
| Q2 25 | — | -1.21× | ||
| Q1 25 | — | -0.81× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | 6.95× | -2.90× | ||
| Q2 24 | 8.95× | -1.37× | ||
| Q1 24 | 6.46× | -4.54× |
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 And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
