vs
CrowdStrike（CRWD）与伊士曼化工（EMN）财务数据对比。点击上方公司名可切换其他公司
伊士曼化工的季度营收约是CrowdStrike的1.6倍（$2.0B vs $1.2B），伊士曼化工净利率更高（5.3% vs -2.8%，领先8.1%），CrowdStrike同比增速更快（22.2% vs -13.8%），过去两年CrowdStrike的营收复合增速更高（20.8% vs -8.6%）
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。
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
CRWD vs EMN — 直观对比
营收规模更大
EMN
是对方的1.6倍
$1.2B
营收增速更快
CRWD
高出36.0%
-13.8%
净利率更高
EMN
高出8.1%
-2.8%
两年增速更快
CRWD
近两年复合增速
-8.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.0B |
| 净利润 | $-34.0M | $105.0M |
| 毛利率 | 75.1% | 17.1% |
| 营业利润率 | -5.6% | — |
| 净利率 | -2.8% | 5.3% |
| 营收同比 | 22.2% | -13.8% |
| 净利润同比 | -102.1% | -42.3% |
| 每股收益（稀释后） | $-0.14 | $0.93 |
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CRWDEMN
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $963.9M | $2.5B | ||
| Q2 24 | $921.0M | $2.4B |
净利润CRWDEMN
| Q1 26 | — | $105.0M | ||
| Q4 25 | $-34.0M | $105.0M | ||
| Q3 25 | $-77.7M | $47.0M | ||
| Q2 25 | $-110.2M | $140.0M | ||
| Q1 25 | $-92.3M | $182.0M | ||
| Q4 24 | $-16.8M | $330.0M | ||
| Q3 24 | $47.0M | $180.0M | ||
| Q2 24 | $42.8M | $230.0M |
毛利率CRWDEMN
| Q1 26 | — | 17.1% | ||
| Q4 25 | 75.1% | 17.1% | ||
| Q3 25 | 73.5% | 19.7% | ||
| Q2 25 | 73.8% | 22.1% | ||
| Q1 25 | 74.1% | 24.8% | ||
| Q4 24 | 74.7% | 24.7% | ||
| Q3 24 | 75.4% | 24.6% | ||
| Q2 24 | 75.6% | 25.3% |
营业利润率CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 0.6% | ||
| Q3 25 | -9.7% | 6.1% | ||
| Q2 25 | -11.3% | 7.4% | ||
| Q1 25 | -8.1% | 11.0% | ||
| Q4 24 | -5.5% | 13.2% | ||
| Q3 24 | 1.4% | 11.4% | ||
| Q2 24 | 0.8% | 12.1% |
净利率CRWDEMN
| Q1 26 | — | 5.3% | ||
| Q4 25 | -2.8% | 5.3% | ||
| Q3 25 | -6.6% | 2.1% | ||
| Q2 25 | -10.0% | 6.1% | ||
| Q1 25 | -8.7% | 7.9% | ||
| Q4 24 | -1.7% | 14.7% | ||
| Q3 24 | 4.9% | 7.3% | ||
| Q2 24 | 4.6% | 9.7% |
每股收益（稀释后）CRWDEMN
| Q1 26 | — | $0.93 | ||
| Q4 25 | $-0.14 | $0.93 | ||
| Q3 25 | $-0.31 | $0.40 | ||
| Q2 25 | $-0.44 | $1.20 | ||
| Q1 25 | $-0.37 | $1.57 | ||
| Q4 24 | $-0.07 | $2.81 | ||
| Q3 24 | $0.19 | $1.53 | ||
| Q2 24 | $0.17 | $1.94 |
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 | $566.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $6.0B |
| 总资产 | $10.0B | $14.9B |
| 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CRWDEMN
| Q1 26 | — | $566.0M | ||
| Q4 25 | $4.8B | $566.0M | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | $837.0M | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — |
股东权益CRWDEMN
| Q1 26 | — | $6.0B | ||
| Q4 25 | $4.0B | $6.0B | ||
| Q3 25 | $3.8B | $5.8B | ||
| Q2 25 | $3.5B | $5.8B | ||
| Q1 25 | $3.3B | $5.9B | ||
| Q4 24 | $3.1B | $5.8B | ||
| Q3 24 | $2.9B | $5.7B | ||
| Q2 24 | $2.5B | $5.6B |
总资产CRWDEMN
| Q1 26 | — | $14.9B | ||
| Q4 25 | $10.0B | $14.9B | ||
| Q3 25 | $9.3B | $15.0B | ||
| Q2 25 | $8.7B | $15.2B | ||
| Q1 25 | $8.7B | $15.0B | ||
| Q4 24 | $7.8B | $15.2B | ||
| Q3 24 | $7.2B | $15.1B | ||
| Q2 24 | $6.8B | $14.9B |
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CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $502.0M | ||
| Q3 25 | $332.8M | $402.0M | ||
| Q2 25 | $384.1M | $233.0M | ||
| Q1 25 | $345.7M | $-167.0M | ||
| Q4 24 | $326.1M | $540.0M | ||
| Q3 24 | $326.6M | $396.0M | ||
| Q2 24 | $383.2M | $367.0M |
自由现金流CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | $314.1M | $390.0M | ||
| Q3 25 | $302.3M | $265.0M | ||
| Q2 25 | $298.4M | $83.0M | ||
| Q1 25 | $258.5M | $-314.0M | ||
| Q4 24 | $247.4M | $361.0M | ||
| Q3 24 | $287.4M | $276.0M | ||
| Q2 24 | $333.5M | $252.0M |
自由现金流率CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 19.8% | ||
| Q3 25 | 25.9% | 12.0% | ||
| Q2 25 | 27.0% | 3.6% | ||
| Q1 25 | 24.4% | -13.7% | ||
| Q4 24 | 24.5% | 16.1% | ||
| Q3 24 | 29.8% | 11.2% | ||
| Q2 24 | 36.2% | 10.7% |
资本支出强度CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 5.7% | ||
| Q3 25 | 2.6% | 6.2% | ||
| Q2 25 | 7.8% | 6.6% | ||
| Q1 25 | 8.2% | 6.4% | ||
| Q4 24 | 7.8% | 8.0% | ||
| Q3 24 | 4.1% | 4.9% | ||
| Q2 24 | 5.4% | 4.9% |
现金转化率CRWDEMN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.78× | ||
| Q3 25 | — | 8.55× | ||
| Q2 25 | — | 1.66× | ||
| Q1 25 | — | -0.92× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | 6.95× | 2.20× | ||
| Q2 24 | 8.95× | 1.60× |
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% |
EMN
暂无分部数据
