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CrowdStrike（CRWD）与Gen Digital（GEN）财务数据对比。点击上方公司名可切换其他公司
Gen Digital的季度营收约是CrowdStrike的1.0倍（$1.2B vs $1.2B），Gen Digital净利率更高（15.5% vs -2.8%，领先18.2%），Gen Digital同比增速更快（28.5% vs 22.2%），过去两年CrowdStrike的营收复合增速更高（20.8% vs 13.2%）
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。
Gen Digital是一家跨国软件企业，双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格，是财富500强企业及标普500指数成分股，同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务，旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。
CRWD vs GEN — 直观对比
营收规模更大
GEN
是对方的1.0倍
$1.2B
营收增速更快
GEN
高出6.3%
22.2%
净利率更高
GEN
高出18.2%
-2.8%
两年增速更快
CRWD
近两年复合增速
13.2%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $-34.0M | $192.0M |
| 毛利率 | 75.1% | 78.4% |
| 营业利润率 | -5.6% | 34.9% |
| 净利率 | -2.8% | 15.5% |
| 营收同比 | 22.2% | 28.5% |
| 净利润同比 | -102.1% | 6.1% |
| 每股收益（稀释后） | $-0.14 | $0.31 |
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CRWDGEN
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $986.0M | ||
| Q3 24 | $963.9M | $974.0M | ||
| Q2 24 | $921.0M | $965.0M |
净利润CRWDGEN
| Q1 26 | — | $192.0M | ||
| Q4 25 | $-34.0M | $134.0M | ||
| Q3 25 | $-77.7M | $135.0M | ||
| Q2 25 | $-110.2M | — | ||
| Q1 25 | $-92.3M | $142.0M | ||
| Q4 24 | $-16.8M | $159.0M | ||
| Q3 24 | $47.0M | $161.0M | ||
| Q2 24 | $42.8M | $181.0M |
毛利率CRWDGEN
| Q1 26 | — | 78.4% | ||
| Q4 25 | 75.1% | 78.2% | ||
| Q3 25 | 73.5% | 78.8% | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | 80.3% | ||
| Q4 24 | 74.7% | 80.4% | ||
| Q3 24 | 75.4% | 80.1% | ||
| Q2 24 | 75.6% | 80.3% |
营业利润率CRWDGEN
| Q1 26 | — | 34.9% | ||
| Q4 25 | -5.6% | 35.9% | ||
| Q3 25 | -9.7% | 35.5% | ||
| Q2 25 | -11.3% | — | ||
| Q1 25 | -8.1% | 41.3% | ||
| Q4 24 | -5.5% | 37.9% | ||
| Q3 24 | 1.4% | 41.3% | ||
| Q2 24 | 0.8% | 43.2% |
净利率CRWDGEN
| Q1 26 | — | 15.5% | ||
| Q4 25 | -2.8% | 11.0% | ||
| Q3 25 | -6.6% | 10.7% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -8.7% | 14.1% | ||
| Q4 24 | -1.7% | 16.1% | ||
| Q3 24 | 4.9% | 16.5% | ||
| Q2 24 | 4.6% | 18.8% |
每股收益（稀释后）CRWDGEN
| Q1 26 | — | $0.31 | ||
| Q4 25 | $-0.14 | $0.21 | ||
| Q3 25 | $-0.31 | $0.22 | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.37 | $0.22 | ||
| Q4 24 | $-0.07 | $0.26 | ||
| Q3 24 | $0.19 | $0.26 | ||
| Q2 24 | $0.17 | $0.29 |
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 | — |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $4.0B | $2.3B |
| 总资产 | $10.0B | $15.8B |
| 负债/权益比越低杠杆越低 | — | 3.61× |
8季度趋势，按日历期对齐
现金及短期投资CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.3B | $1.0B | ||
| Q4 24 | $4.3B | $883.0M | ||
| Q3 24 | $4.0B | $737.0M | ||
| Q2 24 | $3.7B | $644.0M |
总债务CRWDGEN
| Q1 26 | — | $8.4B | ||
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $8.5B |
股东权益CRWDGEN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.0B | $2.5B | ||
| Q3 25 | $3.8B | $2.4B | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.3B | $2.3B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $2.9B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B |
总资产CRWDGEN
| Q1 26 | — | $15.8B | ||
| Q4 25 | $10.0B | $16.1B | ||
| Q3 25 | $9.3B | $16.4B | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.7B | $15.5B | ||
| Q4 24 | $7.8B | $15.4B | ||
| Q3 24 | $7.2B | $15.5B | ||
| Q2 24 | $6.8B | $15.4B |
负债/权益比CRWDGEN
| Q1 26 | — | 3.61× | ||
| Q4 25 | — | 3.54× | ||
| Q3 25 | — | 3.75× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.64× | ||
| Q4 24 | — | 3.94× | ||
| Q3 24 | — | 4.06× | ||
| Q2 24 | — | 4.33× |
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CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $541.0M | ||
| Q3 25 | $332.8M | $409.0M | ||
| Q2 25 | $384.1M | — | ||
| Q1 25 | $345.7M | $473.0M | ||
| Q4 24 | $326.1M | $326.0M | ||
| Q3 24 | $326.6M | $158.0M | ||
| Q2 24 | $383.2M | $264.0M |
自由现金流CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | $314.1M | $535.0M | ||
| Q3 25 | $302.3M | $405.0M | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | $470.0M | ||
| Q4 24 | $247.4M | $318.0M | ||
| Q3 24 | $287.4M | $156.0M | ||
| Q2 24 | $333.5M | $262.0M |
自由现金流率CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 43.9% | ||
| Q3 25 | 25.9% | 32.2% | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | 46.5% | ||
| Q4 24 | 24.5% | 32.3% | ||
| Q3 24 | 29.8% | 16.0% | ||
| Q2 24 | 36.2% | 27.2% |
资本支出强度CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 0.5% | ||
| Q3 25 | 2.6% | 0.3% | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | 0.3% | ||
| Q4 24 | 7.8% | 0.8% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 5.4% | 0.2% |
现金转化率CRWDGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.04× | ||
| Q3 25 | — | 3.03× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.33× | ||
| Q4 24 | — | 2.05× | ||
| Q3 24 | 6.95× | 0.98× | ||
| Q2 24 | 8.95× | 1.46× |
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% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
