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CrowdStrike（CRWD）与ICON PLC（ICLR）财务数据对比。点击上方公司名可切换其他公司
ICON PLC的季度营收约是CrowdStrike的1.7倍（$2.0B vs $1.2B），ICON PLC净利率更高（0.1% vs -2.8%，领先2.9%），CrowdStrike同比增速更快（22.2% vs 0.6%），ICON PLC自由现金流更多（$333.9M vs $314.1M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 0.6%）
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。
ICON plc是总部位于爱尔兰的跨国医疗智能与临床研究服务机构，专注为全球医药健康领域客户提供专业研究及情报支持，截至2025年2月，已在全球55个国家布局业务，员工规模约4.19万人。
CRWD vs ICLR — 直观对比
营收规模更大
ICLR
是对方的1.7倍
$1.2B
营收增速更快
CRWD
高出21.6%
0.6%
净利率更高
ICLR
高出2.9%
-2.8%
自由现金流更多
ICLR
多$19.8M
$314.1M
两年增速更快
CRWD
近两年复合增速
0.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.0B |
| 净利润 | $-34.0M | $2.4M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 4.2% |
| 净利率 | -2.8% | 0.1% |
| 营收同比 | 22.2% | 0.6% |
| 净利润同比 | -102.1% | -98.8% |
| 每股收益（稀释后） | $-0.14 | $0.03 |
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CRWDICLR
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $963.9M | $2.0B | ||
| Q2 24 | $921.0M | $2.1B | ||
| Q1 24 | $845.3M | $2.1B |
净利润CRWDICLR
| Q4 25 | $-34.0M | — | ||
| Q3 25 | $-77.7M | $2.4M | ||
| Q2 25 | $-110.2M | $183.0M | ||
| Q1 25 | $-92.3M | $154.2M | ||
| Q4 24 | $-16.8M | — | ||
| Q3 24 | $47.0M | $197.1M | ||
| Q2 24 | $42.8M | $146.9M | ||
| Q1 24 | $53.7M | $187.4M |
毛利率CRWDICLR
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | — | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.3% | — |
营业利润率CRWDICLR
| Q4 25 | -5.6% | — | ||
| Q3 25 | -9.7% | 4.2% | ||
| Q2 25 | -11.3% | 10.4% | ||
| Q1 25 | -8.1% | 11.0% | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | 1.4% | 14.1% | ||
| Q2 24 | 0.8% | 10.8% | ||
| Q1 24 | 3.5% | 13.7% |
净利率CRWDICLR
| Q4 25 | -2.8% | — | ||
| Q3 25 | -6.6% | 0.1% | ||
| Q2 25 | -10.0% | 9.1% | ||
| Q1 25 | -8.7% | 7.7% | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | 4.9% | 9.7% | ||
| Q2 24 | 4.6% | 6.9% | ||
| Q1 24 | 6.4% | 9.0% |
每股收益（稀释后）CRWDICLR
| Q4 25 | $-0.14 | — | ||
| Q3 25 | $-0.31 | $0.03 | ||
| Q2 25 | $-0.44 | $2.30 | ||
| Q1 25 | $-0.37 | $1.90 | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $0.19 | $2.36 | ||
| Q2 24 | $0.17 | $1.76 | ||
| Q1 24 | $0.23 | $2.25 |
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 | $468.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $9.3B |
| 总资产 | $10.0B | $16.5B |
| 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CRWDICLR
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | $468.9M | ||
| Q2 25 | $4.6B | $390.4M | ||
| Q1 25 | $4.3B | $526.7M | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | $695.5M | ||
| Q2 24 | $3.7B | $506.6M | ||
| Q1 24 | $3.5B | $396.1M |
股东权益CRWDICLR
| Q4 25 | $4.0B | — | ||
| Q3 25 | $3.8B | $9.3B | ||
| Q2 25 | $3.5B | $9.6B | ||
| Q1 25 | $3.3B | $9.5B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.9B | $9.8B | ||
| Q2 24 | $2.5B | $9.6B | ||
| Q1 24 | $2.3B | $9.4B |
总资产CRWDICLR
| Q4 25 | $10.0B | — | ||
| Q3 25 | $9.3B | $16.5B | ||
| Q2 25 | $8.7B | $16.6B | ||
| Q1 25 | $8.7B | $16.7B | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $7.2B | $17.2B | ||
| Q2 24 | $6.8B | $17.0B | ||
| Q1 24 | $6.6B | $17.0B |
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 | $387.6M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $333.9M |
| 自由现金流率自由现金流/营收 | 25.5% | 16.3% |
| 资本支出强度资本支出/营收 | 6.8% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 164.59× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.0B |
8季度趋势，按日历期对齐
经营现金流CRWDICLR
| Q4 25 | $397.5M | — | ||
| Q3 25 | $332.8M | $387.6M | ||
| Q2 25 | $384.1M | $146.2M | ||
| Q1 25 | $345.7M | $268.2M | ||
| Q4 24 | $326.1M | — | ||
| Q3 24 | $326.6M | $402.7M | ||
| Q2 24 | $383.2M | $218.6M | ||
| Q1 24 | $347.0M | $327.1M |
自由现金流CRWDICLR
| Q4 25 | $314.1M | — | ||
| Q3 25 | $302.3M | $333.9M | ||
| Q2 25 | $298.4M | $113.9M | ||
| Q1 25 | $258.5M | $239.3M | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $287.4M | $359.3M | ||
| Q2 24 | $333.5M | $182.3M | ||
| Q1 24 | $294.4M | $299.9M |
自由现金流率CRWDICLR
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.9% | 16.3% | ||
| Q2 25 | 27.0% | 5.6% | ||
| Q1 25 | 24.4% | 12.0% | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 29.8% | 17.7% | ||
| Q2 24 | 36.2% | 8.6% | ||
| Q1 24 | 34.8% | 14.3% |
资本支出强度CRWDICLR
| Q4 25 | 6.8% | — | ||
| Q3 25 | 2.6% | 2.6% | ||
| Q2 25 | 7.8% | 1.6% | ||
| Q1 25 | 8.2% | 1.4% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 4.1% | 2.1% | ||
| Q2 24 | 5.4% | 1.7% | ||
| Q1 24 | 6.2% | 1.3% |
现金转化率CRWDICLR
| Q4 25 | — | — | ||
| Q3 25 | — | 164.59× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | 2.04× | ||
| Q2 24 | 8.95× | 1.49× | ||
| Q1 24 | 6.46× | 1.74× |
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% |
ICLR
| Other Customers | $681.3M | 33% |
| Clients1125 | $549.4M | 27% |
| Clients15 | $503.3M | 25% |
| Clients610 | $308.8M | 15% |
