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CrowdStrike（CRWD）与FMC CORP（FMC）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FMC CORP的1.1倍（$1.2B vs $1.1B），CrowdStrike净利率更高（-2.8% vs -158.8%，领先156.1%），CrowdStrike同比增速更快（22.2% vs -11.5%），FMC CORP自由现金流更多（$631.1M vs $314.1M），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。
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业，1883年创立之初以生产杀虫剂为主，后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车，目前在全球拥有7000名员工，业务布局广泛。
CRWD vs FMC — 直观对比
营收规模更大
CRWD
是对方的1.1倍
$1.1B
营收增速更快
CRWD
高出33.7%
-11.5%
净利率更高
CRWD
高出156.1%
-158.8%
自由现金流更多
FMC
多$317.0M
$314.1M
两年增速更快
CRWD
近两年复合增速
8.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $-34.0M | $-1.7B |
| 毛利率 | 75.1% | 39.8% |
| 营业利润率 | -5.6% | -130.8% |
| 净利率 | -2.8% | -158.8% |
| 营收同比 | 22.2% | -11.5% |
| 净利润同比 | -102.1% | -10457.1% |
| 每股收益（稀释后） | $-0.14 | $-13.77 |
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CRWDFMC
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $542.2M | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.1B | $791.4M | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $963.9M | $1.1B | ||
| Q2 24 | $921.0M | $1.0B | ||
| Q1 24 | $845.3M | $918.0M |
净利润CRWDFMC
| Q4 25 | $-34.0M | $-1.7B | ||
| Q3 25 | $-77.7M | $-569.3M | ||
| Q2 25 | $-110.2M | $66.7M | ||
| Q1 25 | $-92.3M | $-15.5M | ||
| Q4 24 | $-16.8M | $-16.3M | ||
| Q3 24 | $47.0M | $65.0M | ||
| Q2 24 | $42.8M | $295.1M | ||
| Q1 24 | $53.7M | $-2.7M |
毛利率CRWDFMC
| Q4 25 | 75.1% | 39.8% | ||
| Q3 25 | 73.5% | 23.8% | ||
| Q2 25 | 73.8% | 38.7% | ||
| Q1 25 | 74.1% | 40.0% | ||
| Q4 24 | 74.7% | 42.9% | ||
| Q3 24 | 75.4% | 36.3% | ||
| Q2 24 | 75.6% | 38.3% | ||
| Q1 24 | 75.3% | 37.0% |
营业利润率CRWDFMC
| Q4 25 | -5.6% | -130.8% | ||
| Q3 25 | -9.7% | -73.1% | ||
| Q2 25 | -11.3% | 12.0% | ||
| Q1 25 | -8.1% | 7.4% | ||
| Q4 24 | -5.5% | 19.2% | ||
| Q3 24 | 1.4% | 12.7% | ||
| Q2 24 | 0.8% | 6.0% | ||
| Q1 24 | 3.5% | 8.1% |
净利率CRWDFMC
| Q4 25 | -2.8% | -158.8% | ||
| Q3 25 | -6.6% | -105.0% | ||
| Q2 25 | -10.0% | 6.3% | ||
| Q1 25 | -8.7% | -2.0% | ||
| Q4 24 | -1.7% | -1.3% | ||
| Q3 24 | 4.9% | 6.1% | ||
| Q2 24 | 4.6% | 28.4% | ||
| Q1 24 | 6.4% | -0.3% |
每股收益（稀释后）CRWDFMC
| Q4 25 | $-0.14 | $-13.77 | ||
| Q3 25 | $-0.31 | $-4.52 | ||
| Q2 25 | $-0.44 | $0.53 | ||
| Q1 25 | $-0.37 | $-0.12 | ||
| Q4 24 | $-0.07 | $-0.13 | ||
| Q3 24 | $0.19 | $0.52 | ||
| Q2 24 | $0.17 | $2.35 | ||
| Q1 24 | $0.23 | $-0.02 |
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 | $584.5M |
| 总债务越低越好 | — | $3.4B |
| 股东权益账面价值 | $4.0B | $2.1B |
| 总资产 | $10.0B | $9.7B |
| 负债/权益比越低杠杆越低 | — | 1.62× |
8季度趋势，按日历期对齐
现金及短期投资CRWDFMC
| Q4 25 | $4.8B | $584.5M | ||
| Q3 25 | $5.0B | $497.7M | ||
| Q2 25 | $4.6B | $438.2M | ||
| Q1 25 | $4.3B | $315.3M | ||
| Q4 24 | $4.3B | $357.3M | ||
| Q3 24 | $4.0B | $416.7M | ||
| Q2 24 | $3.7B | $471.5M | ||
| Q1 24 | $3.5B | $417.8M |
总债务CRWDFMC
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $3.1B |
股东权益CRWDFMC
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.8B | $3.8B | ||
| Q2 25 | $3.5B | $4.4B | ||
| Q1 25 | $3.3B | $4.4B | ||
| Q4 24 | $3.1B | $4.5B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.5B | $4.6B | ||
| Q1 24 | $2.3B | $4.3B |
总资产CRWDFMC
| Q4 25 | $10.0B | $9.7B | ||
| Q3 25 | $9.3B | $12.1B | ||
| Q2 25 | $8.7B | $12.3B | ||
| Q1 25 | $8.7B | $11.8B | ||
| Q4 24 | $7.8B | $11.7B | ||
| Q3 24 | $7.2B | $12.2B | ||
| Q2 24 | $6.8B | $12.1B | ||
| Q1 24 | $6.6B | $12.0B |
负债/权益比CRWDFMC
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.72× |
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 | $657.1M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $631.1M |
| 自由现金流率自由现金流/营收 | 25.5% | 58.3% |
| 资本支出强度资本支出/营收 | 6.8% | 2.4% |
| 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 | $-102.5M |
8季度趋势，按日历期对齐
经营现金流CRWDFMC
| Q4 25 | $397.5M | $657.1M | ||
| Q3 25 | $332.8M | $-184.2M | ||
| Q2 25 | $384.1M | $65.9M | ||
| Q1 25 | $345.7M | $-545.0M | ||
| Q4 24 | $326.1M | $427.9M | ||
| Q3 24 | $326.6M | $159.5M | ||
| Q2 24 | $383.2M | $292.2M | ||
| Q1 24 | $347.0M | $-142.9M |
自由现金流CRWDFMC
| Q4 25 | $314.1M | $631.1M | ||
| Q3 25 | $302.3M | $-207.9M | ||
| Q2 25 | $298.4M | $50.9M | ||
| Q1 25 | $258.5M | $-576.6M | ||
| Q4 24 | $247.4M | $406.3M | ||
| Q3 24 | $287.4M | $143.8M | ||
| Q2 24 | $333.5M | $282.3M | ||
| Q1 24 | $294.4M | $-163.6M |
自由现金流率CRWDFMC
| Q4 25 | 25.5% | 58.3% | ||
| Q3 25 | 25.9% | -38.3% | ||
| Q2 25 | 27.0% | 4.8% | ||
| Q1 25 | 24.4% | -72.9% | ||
| Q4 24 | 24.5% | 33.2% | ||
| Q3 24 | 29.8% | 13.5% | ||
| Q2 24 | 36.2% | 27.2% | ||
| Q1 24 | 34.8% | -17.8% |
资本支出强度CRWDFMC
| Q4 25 | 6.8% | 2.4% | ||
| Q3 25 | 2.6% | 4.4% | ||
| Q2 25 | 7.8% | 1.4% | ||
| Q1 25 | 8.2% | 4.0% | ||
| Q4 24 | 7.8% | 1.8% | ||
| Q3 24 | 4.1% | 1.5% | ||
| Q2 24 | 5.4% | 1.0% | ||
| Q1 24 | 6.2% | 2.3% |
现金转化率CRWDFMC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | 2.45× | ||
| Q2 24 | 8.95× | 0.99× | ||
| 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
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
FMC
| Insecticides | $440.3M | 41% |
| Herbicides | $378.8M | 35% |
| Fungicides | $140.4M | 13% |
| Plant Health | $65.6M | 6% |
| Other | $45.0M | 4% |
