vs
CrowdStrike（CRWD）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是CrowdStrike的1.7倍（$2.1B vs $1.2B），英格索兰净利率更高（12.7% vs -2.8%，领先15.5%），CrowdStrike同比增速更快（22.2% vs 10.1%），英格索兰自由现金流更多（$461.5M vs $314.1M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 11.9%）
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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
CRWD vs IR — 直观对比
营收规模更大
IR
是对方的1.7倍
$1.2B
营收增速更快
CRWD
高出12.0%
10.1%
净利率更高
IR
高出15.5%
-2.8%
自由现金流更多
IR
多$147.4M
$314.1M
两年增速更快
CRWD
近两年复合增速
11.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $-34.0M | $266.1M |
| 毛利率 | 75.1% | 42.6% |
| 营业利润率 | -5.6% | 18.7% |
| 净利率 | -2.8% | 12.7% |
| 营收同比 | 22.2% | 10.1% |
| 净利润同比 | -102.1% | 15.8% |
| 每股收益（稀释后） | $-0.14 | $0.67 |
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CRWDIR
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $963.9M | $1.9B | ||
| Q2 24 | $921.0M | $1.8B | ||
| Q1 24 | $845.3M | $1.7B |
净利润CRWDIR
| Q4 25 | $-34.0M | $266.1M | ||
| Q3 25 | $-77.7M | $244.1M | ||
| Q2 25 | $-110.2M | $-115.3M | ||
| Q1 25 | $-92.3M | $186.5M | ||
| Q4 24 | $-16.8M | $229.8M | ||
| Q3 24 | $47.0M | $221.6M | ||
| Q2 24 | $42.8M | $185.0M | ||
| Q1 24 | $53.7M | $202.2M |
毛利率CRWDIR
| Q4 25 | 75.1% | 42.6% | ||
| Q3 25 | 73.5% | 43.7% | ||
| Q2 25 | 73.8% | 43.7% | ||
| Q1 25 | 74.1% | 44.6% | ||
| Q4 24 | 74.7% | 42.9% | ||
| Q3 24 | 75.4% | 43.8% | ||
| Q2 24 | 75.6% | 43.9% | ||
| Q1 24 | 75.3% | 44.7% |
营业利润率CRWDIR
| Q4 25 | -5.6% | 18.7% | ||
| Q3 25 | -9.7% | 19.2% | ||
| Q2 25 | -11.3% | 4.0% | ||
| Q1 25 | -8.1% | 17.6% | ||
| Q4 24 | -5.5% | 20.0% | ||
| Q3 24 | 1.4% | 19.1% | ||
| Q2 24 | 0.8% | 15.1% | ||
| Q1 24 | 3.5% | 17.6% |
净利率CRWDIR
| Q4 25 | -2.8% | 12.7% | ||
| Q3 25 | -6.6% | 12.5% | ||
| Q2 25 | -10.0% | -6.1% | ||
| Q1 25 | -8.7% | 10.9% | ||
| Q4 24 | -1.7% | 12.1% | ||
| Q3 24 | 4.9% | 11.9% | ||
| Q2 24 | 4.6% | 10.2% | ||
| Q1 24 | 6.4% | 12.1% |
每股收益（稀释后）CRWDIR
| Q4 25 | $-0.14 | $0.67 | ||
| Q3 25 | $-0.31 | $0.61 | ||
| Q2 25 | $-0.44 | $-0.29 | ||
| Q1 25 | $-0.37 | $0.46 | ||
| Q4 24 | $-0.07 | $0.57 | ||
| Q3 24 | $0.19 | $0.54 | ||
| Q2 24 | $0.17 | $0.45 | ||
| Q1 24 | $0.23 | $0.50 |
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 | — | $4.8B |
| 股东权益账面价值 | $4.0B | $10.1B |
| 总资产 | $10.0B | $18.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资CRWDIR
| Q4 25 | $4.8B | $1.2B | ||
| Q3 25 | $5.0B | $1.2B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.3B | $1.6B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $3.7B | $1.1B | ||
| Q1 24 | $3.5B | $1.5B |
总债务CRWDIR
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益CRWDIR
| Q4 25 | $4.0B | $10.1B | ||
| Q3 25 | $3.8B | $10.1B | ||
| Q2 25 | $3.5B | $10.1B | ||
| Q1 25 | $3.3B | $10.5B | ||
| Q4 24 | $3.1B | $10.2B | ||
| Q3 24 | $2.9B | $10.3B | ||
| Q2 24 | $2.5B | $10.0B | ||
| Q1 24 | $2.3B | $9.9B |
总资产CRWDIR
| Q4 25 | $10.0B | $18.3B | ||
| Q3 25 | $9.3B | $18.2B | ||
| Q2 25 | $8.7B | $18.1B | ||
| Q1 25 | $8.7B | $18.4B | ||
| Q4 24 | $7.8B | $18.0B | ||
| Q3 24 | $7.2B | $18.2B | ||
| Q2 24 | $6.8B | $17.8B | ||
| Q1 24 | $6.6B | $15.5B |
负债/权益比CRWDIR
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
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 | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $461.5M |
| 自由现金流率自由现金流/营收 | 25.5% | 22.1% |
| 资本支出强度资本支出/营收 | 6.8% | 1.8% |
| 现金转化率经营现金流/净利润 | — | 1.88× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.2B |
8季度趋势，按日历期对齐
经营现金流CRWDIR
| Q4 25 | $397.5M | $499.0M | ||
| Q3 25 | $332.8M | $354.6M | ||
| Q2 25 | $384.1M | $245.7M | ||
| Q1 25 | $345.7M | $256.4M | ||
| Q4 24 | $326.1M | $526.2M | ||
| Q3 24 | $326.6M | $404.0M | ||
| Q2 24 | $383.2M | $304.9M | ||
| Q1 24 | $347.0M | $161.6M |
自由现金流CRWDIR
| Q4 25 | $314.1M | $461.5M | ||
| Q3 25 | $302.3M | $325.5M | ||
| Q2 25 | $298.4M | $210.4M | ||
| Q1 25 | $258.5M | $222.7M | ||
| Q4 24 | $247.4M | $490.9M | ||
| Q3 24 | $287.4M | $374.3M | ||
| Q2 24 | $333.5M | $283.1M | ||
| Q1 24 | $294.4M | $99.3M |
自由现金流率CRWDIR
| Q4 25 | 25.5% | 22.1% | ||
| Q3 25 | 25.9% | 16.6% | ||
| Q2 25 | 27.0% | 11.1% | ||
| Q1 25 | 24.4% | 13.0% | ||
| Q4 24 | 24.5% | 25.9% | ||
| Q3 24 | 29.8% | 20.1% | ||
| Q2 24 | 36.2% | 15.7% | ||
| Q1 24 | 34.8% | 5.9% |
资本支出强度CRWDIR
| Q4 25 | 6.8% | 1.8% | ||
| Q3 25 | 2.6% | 1.5% | ||
| Q2 25 | 7.8% | 1.9% | ||
| Q1 25 | 8.2% | 2.0% | ||
| Q4 24 | 7.8% | 1.9% | ||
| Q3 24 | 4.1% | 1.6% | ||
| Q2 24 | 5.4% | 1.2% | ||
| Q1 24 | 6.2% | 3.7% |
现金转化率CRWDIR
| Q4 25 | — | 1.88× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | 6.95× | 1.82× | ||
| Q2 24 | 8.95× | 1.65× | ||
| Q1 24 | 6.46× | 0.80× |
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% |
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
