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CrowdStrike（CRWD）与美国艺电（EA）财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是CrowdStrike的1.5倍（$1.9B vs $1.2B），美国艺电净利率更高（4.6% vs -2.8%，领先7.4%），CrowdStrike同比增速更快（22.2% vs 1.0%），过去两年CrowdStrike的营收复合增速更高（20.8% vs 3.4%）
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。
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
CRWD vs EA — 直观对比
营收规模更大
EA
是对方的1.5倍
$1.2B
营收增速更快
CRWD
高出21.2%
1.0%
净利率更高
EA
高出7.4%
-2.8%
两年增速更快
CRWD
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $-34.0M | $88.0M |
| 毛利率 | 75.1% | 73.8% |
| 营业利润率 | -5.6% | 6.7% |
| 净利率 | -2.8% | 4.6% |
| 营收同比 | 22.2% | 1.0% |
| 净利润同比 | -102.1% | -70.0% |
| 每股收益（稀释后） | $-0.14 | $0.35 |
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CRWDEA
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $963.9M | $2.0B | ||
| Q2 24 | $921.0M | $1.7B | ||
| Q1 24 | $845.3M | $1.8B |
净利润CRWDEA
| Q4 25 | $-34.0M | $88.0M | ||
| Q3 25 | $-77.7M | $137.0M | ||
| Q2 25 | $-110.2M | $201.0M | ||
| Q1 25 | $-92.3M | $254.0M | ||
| Q4 24 | $-16.8M | $293.0M | ||
| Q3 24 | $47.0M | $294.0M | ||
| Q2 24 | $42.8M | $280.0M | ||
| Q1 24 | $53.7M | $182.0M |
毛利率CRWDEA
| Q4 25 | 75.1% | 73.8% | ||
| Q3 25 | 73.5% | 75.9% | ||
| Q2 25 | 73.8% | 83.3% | ||
| Q1 25 | 74.1% | 80.6% | ||
| Q4 24 | 74.7% | 75.8% | ||
| Q3 24 | 75.4% | 77.5% | ||
| Q2 24 | 75.6% | 84.2% | ||
| Q1 24 | 75.3% | 79.9% |
营业利润率CRWDEA
| Q4 25 | -5.6% | 6.7% | ||
| Q3 25 | -9.7% | 10.9% | ||
| Q2 25 | -11.3% | 16.2% | ||
| Q1 25 | -8.1% | 20.8% | ||
| Q4 24 | -5.5% | 20.0% | ||
| Q3 24 | 1.4% | 19.0% | ||
| Q2 24 | 0.8% | 21.9% | ||
| Q1 24 | 3.5% | 13.2% |
净利率CRWDEA
| Q4 25 | -2.8% | 4.6% | ||
| Q3 25 | -6.6% | 7.4% | ||
| Q2 25 | -10.0% | 12.0% | ||
| Q1 25 | -8.7% | 13.4% | ||
| Q4 24 | -1.7% | 15.6% | ||
| Q3 24 | 4.9% | 14.5% | ||
| Q2 24 | 4.6% | 16.9% | ||
| Q1 24 | 6.4% | 10.2% |
每股收益（稀释后）CRWDEA
| Q4 25 | $-0.14 | $0.35 | ||
| Q3 25 | $-0.31 | $0.54 | ||
| Q2 25 | $-0.44 | $0.79 | ||
| Q1 25 | $-0.37 | $0.99 | ||
| Q4 24 | $-0.07 | $1.11 | ||
| Q3 24 | $0.19 | $1.11 | ||
| Q2 24 | $0.17 | $1.04 | ||
| Q1 24 | $0.23 | $0.67 |
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 | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $6.2B |
| 总资产 | $10.0B | $13.3B |
| 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CRWDEA
| Q4 25 | $4.8B | $2.8B | ||
| Q3 25 | $5.0B | $1.1B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.3B | $2.1B | ||
| Q4 24 | $4.3B | $2.8B | ||
| Q3 24 | $4.0B | $2.2B | ||
| Q2 24 | $3.7B | $2.4B | ||
| Q1 24 | $3.5B | $2.9B |
股东权益CRWDEA
| Q4 25 | $4.0B | $6.2B | ||
| Q3 25 | $3.8B | $6.0B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.3B | $6.4B | ||
| Q4 24 | $3.1B | $7.4B | ||
| Q3 24 | $2.9B | $7.4B | ||
| Q2 24 | $2.5B | $7.4B | ||
| Q1 24 | $2.3B | $7.5B |
总资产CRWDEA
| Q4 25 | $10.0B | $13.3B | ||
| Q3 25 | $9.3B | $11.9B | ||
| Q2 25 | $8.7B | $11.7B | ||
| Q1 25 | $8.7B | $12.4B | ||
| Q4 24 | $7.8B | $13.5B | ||
| Q3 24 | $7.2B | $13.1B | ||
| Q2 24 | $6.8B | $12.7B | ||
| Q1 24 | $6.6B | $13.4B |
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 | $1.8B |
| 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 | — | 20.75× |
| 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CRWDEA
| Q4 25 | $397.5M | $1.8B | ||
| Q3 25 | $332.8M | $130.0M | ||
| Q2 25 | $384.1M | $17.0M | ||
| Q1 25 | $345.7M | $549.0M | ||
| Q4 24 | $326.1M | $1.2B | ||
| Q3 24 | $326.6M | $234.0M | ||
| Q2 24 | $383.2M | $120.0M | ||
| Q1 24 | $347.0M | $580.0M |
自由现金流CRWDEA
| Q4 25 | $314.1M | — | ||
| Q3 25 | $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CRWDEA
| Q4 25 | 25.5% | — | ||
| Q3 25 | 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CRWDEA
| Q4 25 | 6.8% | — | ||
| Q3 25 | 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CRWDEA
| Q4 25 | — | 20.75× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 2.16× | ||
| Q4 24 | — | 4.01× | ||
| Q3 24 | 6.95× | 0.80× | ||
| Q2 24 | 8.95× | 0.43× | ||
| Q1 24 | 6.46× | 3.19× |
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% |
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
