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CrowdStrike（CRWD）与简柏特（G）财务数据对比。点击上方公司名可切换其他公司
简柏特的季度营收约是CrowdStrike的1.1倍（$1.3B vs $1.2B），简柏特净利率更高（10.8% vs -2.8%，领先13.6%），CrowdStrike同比增速更快（22.2% vs 5.6%），CrowdStrike自由现金流更多（$314.1M vs $269.0M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 8.0%）
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。
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
CRWD vs G — 直观对比
营收规模更大
G
是对方的1.1倍
$1.2B
营收增速更快
CRWD
高出16.5%
5.6%
净利率更高
G
高出13.6%
-2.8%
自由现金流更多
CRWD
多$45.1M
$269.0M
两年增速更快
CRWD
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $-34.0M | $143.1M |
| 毛利率 | 75.1% | 36.6% |
| 营业利润率 | -5.6% | 14.8% |
| 净利率 | -2.8% | 10.8% |
| 营收同比 | 22.2% | 5.6% |
| 净利润同比 | -102.1% | 0.8% |
| 每股收益（稀释后） | $-0.14 | $0.82 |
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CRWDG
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $963.9M | $1.2B | ||
| Q2 24 | $921.0M | $1.2B | ||
| Q1 24 | $845.3M | $1.1B |
净利润CRWDG
| Q4 25 | $-34.0M | $143.1M | ||
| Q3 25 | $-77.7M | $145.8M | ||
| Q2 25 | $-110.2M | $132.7M | ||
| Q1 25 | $-92.3M | $130.9M | ||
| Q4 24 | $-16.8M | $141.9M | ||
| Q3 24 | $47.0M | $132.8M | ||
| Q2 24 | $42.8M | $122.0M | ||
| Q1 24 | $53.7M | $116.9M |
毛利率CRWDG
| Q4 25 | 75.1% | 36.6% | ||
| Q3 25 | 73.5% | 36.4% | ||
| Q2 25 | 73.8% | 35.9% | ||
| Q1 25 | 74.1% | 35.3% | ||
| Q4 24 | 74.7% | 35.7% | ||
| Q3 24 | 75.4% | 35.6% | ||
| Q2 24 | 75.6% | 35.4% | ||
| Q1 24 | 75.3% | 35.0% |
营业利润率CRWDG
| Q4 25 | -5.6% | 14.8% | ||
| Q3 25 | -9.7% | 14.8% | ||
| Q2 25 | -11.3% | 14.3% | ||
| Q1 25 | -8.1% | 15.1% | ||
| Q4 24 | -5.5% | 15.2% | ||
| Q3 24 | 1.4% | 15.0% | ||
| Q2 24 | 0.8% | 14.5% | ||
| Q1 24 | 3.5% | 14.1% |
净利率CRWDG
| Q4 25 | -2.8% | 10.8% | ||
| Q3 25 | -6.6% | 11.3% | ||
| Q2 25 | -10.0% | 10.6% | ||
| Q1 25 | -8.7% | 10.8% | ||
| Q4 24 | -1.7% | 11.4% | ||
| Q3 24 | 4.9% | 11.0% | ||
| Q2 24 | 4.6% | 10.4% | ||
| Q1 24 | 6.4% | 10.3% |
每股收益（稀释后）CRWDG
| Q4 25 | $-0.14 | $0.82 | ||
| Q3 25 | $-0.31 | $0.83 | ||
| Q2 25 | $-0.44 | $0.75 | ||
| Q1 25 | $-0.37 | $0.73 | ||
| Q4 24 | $-0.07 | $0.80 | ||
| Q3 24 | $0.19 | $0.74 | ||
| Q2 24 | $0.17 | $0.67 | ||
| Q1 24 | $0.23 | $0.64 |
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 | $1.2B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $4.0B | $2.5B |
| 总资产 | $10.0B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资CRWDG
| Q4 25 | $4.8B | $1.2B | ||
| Q3 25 | $5.0B | $740.8M | ||
| Q2 25 | $4.6B | $663.3M | ||
| Q1 25 | $4.3B | $561.6M | ||
| Q4 24 | $4.3B | $671.6M | ||
| Q3 24 | $4.0B | $1.0B | ||
| Q2 24 | $3.7B | $914.2M | ||
| Q1 24 | $3.5B | $478.4M |
总债务CRWDG
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.2B |
股东权益CRWDG
| Q4 25 | $4.0B | $2.5B | ||
| Q3 25 | $3.8B | $2.5B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $3.1B | $2.4B | ||
| Q3 24 | $2.9B | $2.4B | ||
| Q2 24 | $2.5B | $2.3B | ||
| Q1 24 | $2.3B | $2.3B |
总资产CRWDG
| Q4 25 | $10.0B | $5.8B | ||
| Q3 25 | $9.3B | $5.4B | ||
| Q2 25 | $8.7B | $5.3B | ||
| Q1 25 | $8.7B | $4.9B | ||
| Q4 24 | $7.8B | $5.0B | ||
| Q3 24 | $7.2B | $5.3B | ||
| Q2 24 | $6.8B | $5.2B | ||
| Q1 24 | $6.6B | $4.7B |
负债/权益比CRWDG
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.54× |
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 | $286.7M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $269.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 20.4% |
| 资本支出强度资本支出/营收 | 6.8% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 2.00× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $734.7M |
8季度趋势，按日历期对齐
经营现金流CRWDG
| Q4 25 | $397.5M | $286.7M | ||
| Q3 25 | $332.8M | $308.4M | ||
| Q2 25 | $384.1M | $177.4M | ||
| Q1 25 | $345.7M | $40.4M | ||
| Q4 24 | $326.1M | $203.2M | ||
| Q3 24 | $326.6M | $228.5M | ||
| Q2 24 | $383.2M | $209.3M | ||
| Q1 24 | $347.0M | $-25.6M |
自由现金流CRWDG
| Q4 25 | $314.1M | $269.0M | ||
| Q3 25 | $302.3M | $292.0M | ||
| Q2 25 | $298.4M | $155.1M | ||
| Q1 25 | $258.5M | $18.5M | ||
| Q4 24 | $247.4M | $183.5M | ||
| Q3 24 | $287.4M | $208.7M | ||
| Q2 24 | $333.5M | $190.0M | ||
| Q1 24 | $294.4M | $-49.6M |
自由现金流率CRWDG
| Q4 25 | 25.5% | 20.4% | ||
| Q3 25 | 25.9% | 22.6% | ||
| Q2 25 | 27.0% | 12.4% | ||
| Q1 25 | 24.4% | 1.5% | ||
| Q4 24 | 24.5% | 14.7% | ||
| Q3 24 | 29.8% | 17.2% | ||
| Q2 24 | 36.2% | 16.2% | ||
| Q1 24 | 34.8% | -4.4% |
资本支出强度CRWDG
| Q4 25 | 6.8% | 1.3% | ||
| Q3 25 | 2.6% | 1.3% | ||
| Q2 25 | 7.8% | 1.8% | ||
| Q1 25 | 8.2% | 1.8% | ||
| Q4 24 | 7.8% | 1.6% | ||
| Q3 24 | 4.1% | 1.6% | ||
| Q2 24 | 5.4% | 1.6% | ||
| Q1 24 | 6.2% | 2.1% |
现金转化率CRWDG
| Q4 25 | — | 2.00× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | 6.95× | 1.72× | ||
| Q2 24 | 8.95× | 1.72× | ||
| Q1 24 | 6.46× | -0.22× |
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% |
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
