vs
CrowdStrike（CRWD）与Loews Corporation（L）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Loews Corporation的1.5倍（$1.2B vs $827.0M），Loews Corporation净利率更高（48.6% vs -2.8%，领先51.4%），CrowdStrike同比增速更快（22.2% vs 4.8%），Loews Corporation自由现金流更多（$426.0M vs $314.1M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 7.9%）
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。
Loews Corporation是一家总部位于美国的多元化综合企业集团，旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域，主要服务北美市场的商业、消费者及工业客户。
CRWD vs L — 直观对比
营收规模更大
CRWD
是对方的1.5倍
$827.0M
营收增速更快
CRWD
高出17.4%
4.8%
净利率更高
L
高出51.4%
-2.8%
自由现金流更多
L
多$111.9M
$314.1M
两年增速更快
CRWD
近两年复合增速
7.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $827.0M |
| 净利润 | $-34.0M | $402.0M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 65.4% |
| 净利率 | -2.8% | 48.6% |
| 营收同比 | 22.2% | 4.8% |
| 净利润同比 | -102.1% | 115.0% |
| 每股收益（稀释后） | $-0.14 | $1.93 |
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CRWDL
| Q4 25 | $1.2B | $827.0M | ||
| Q3 25 | $1.2B | $732.0M | ||
| Q2 25 | $1.1B | $769.0M | ||
| Q1 25 | $1.1B | $846.0M | ||
| Q4 24 | $1.0B | $789.0M | ||
| Q3 24 | $963.9M | $683.0M | ||
| Q2 24 | $921.0M | $711.0M | ||
| Q1 24 | $845.3M | $710.0M |
净利润CRWDL
| Q4 25 | $-34.0M | $402.0M | ||
| Q3 25 | $-77.7M | $504.0M | ||
| Q2 25 | $-110.2M | $391.0M | ||
| Q1 25 | $-92.3M | $370.0M | ||
| Q4 24 | $-16.8M | $187.0M | ||
| Q3 24 | $47.0M | $401.0M | ||
| Q2 24 | $42.8M | $369.0M | ||
| Q1 24 | $53.7M | $457.0M |
毛利率CRWDL
| 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CRWDL
| Q4 25 | -5.6% | 65.4% | ||
| Q3 25 | -9.7% | 94.1% | ||
| Q2 25 | -11.3% | 70.1% | ||
| Q1 25 | -8.1% | 60.8% | ||
| Q4 24 | -5.5% | 23.8% | ||
| Q3 24 | 1.4% | 80.5% | ||
| Q2 24 | 0.8% | 71.3% | ||
| Q1 24 | 3.5% | 88.6% |
净利率CRWDL
| Q4 25 | -2.8% | 48.6% | ||
| Q3 25 | -6.6% | 68.9% | ||
| Q2 25 | -10.0% | 50.8% | ||
| Q1 25 | -8.7% | 43.7% | ||
| Q4 24 | -1.7% | 23.7% | ||
| Q3 24 | 4.9% | 58.7% | ||
| Q2 24 | 4.6% | 51.9% | ||
| Q1 24 | 6.4% | 64.4% |
每股收益（稀释后）CRWDL
| Q4 25 | $-0.14 | $1.93 | ||
| Q3 25 | $-0.31 | $2.43 | ||
| Q2 25 | $-0.44 | $1.87 | ||
| Q1 25 | $-0.37 | $1.74 | ||
| Q4 24 | $-0.07 | $0.87 | ||
| Q3 24 | $0.19 | $1.82 | ||
| Q2 24 | $0.17 | $1.67 | ||
| Q1 24 | $0.23 | $2.05 |
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 | $6.0B |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $4.0B | $18.7B |
| 总资产 | $10.0B | $86.3B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资CRWDL
| Q4 25 | $4.8B | $6.0B | ||
| Q3 25 | $5.0B | $5.4B | ||
| Q2 25 | $4.6B | $4.5B | ||
| Q1 25 | $4.3B | $4.4B | ||
| Q4 24 | $4.3B | $4.6B | ||
| Q3 24 | $4.0B | $5.2B | ||
| Q2 24 | $3.7B | $4.9B | ||
| Q1 24 | $3.5B | $5.4B |
总债务CRWDL
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.8B | ||
| Q2 24 | — | $8.6B | ||
| Q1 24 | — | $8.4B |
股东权益CRWDL
| Q4 25 | $4.0B | $18.7B | ||
| Q3 25 | $3.8B | $18.3B | ||
| Q2 25 | $3.5B | $17.5B | ||
| Q1 25 | $3.3B | $17.2B | ||
| Q4 24 | $3.1B | $17.1B | ||
| Q3 24 | $2.9B | $17.4B | ||
| Q2 24 | $2.5B | $16.4B | ||
| Q1 24 | $2.3B | $16.2B |
总资产CRWDL
| Q4 25 | $10.0B | $86.3B | ||
| Q3 25 | $9.3B | $85.9B | ||
| Q2 25 | $8.7B | $84.7B | ||
| Q1 25 | $8.7B | $83.1B | ||
| Q4 24 | $7.8B | $81.9B | ||
| Q3 24 | $7.2B | $83.6B | ||
| Q2 24 | $6.8B | $81.1B | ||
| Q1 24 | $6.6B | $80.9B |
负债/权益比CRWDL
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.52× | ||
| Q1 24 | — | 0.52× |
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 | $617.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $426.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 51.5% |
| 资本支出强度资本支出/营收 | 6.8% | 23.1% |
| 现金转化率经营现金流/净利润 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $2.7B |
8季度趋势，按日历期对齐
经营现金流CRWDL
| Q4 25 | $397.5M | $617.0M | ||
| Q3 25 | $332.8M | $920.0M | ||
| Q2 25 | $384.1M | $1.0B | ||
| Q1 25 | $345.7M | $736.0M | ||
| Q4 24 | $326.1M | $941.0M | ||
| Q3 24 | $326.6M | $934.0M | ||
| Q2 24 | $383.2M | $952.0M | ||
| Q1 24 | $347.0M | $198.0M |
自由现金流CRWDL
| Q4 25 | $314.1M | $426.0M | ||
| Q3 25 | $302.3M | $764.0M | ||
| Q2 25 | $298.4M | $872.0M | ||
| Q1 25 | $258.5M | $638.0M | ||
| Q4 24 | $247.4M | $767.0M | ||
| Q3 24 | $287.4M | $794.0M | ||
| Q2 24 | $333.5M | $793.0M | ||
| Q1 24 | $294.4M | $39.0M |
自由现金流率CRWDL
| Q4 25 | 25.5% | 51.5% | ||
| Q3 25 | 25.9% | 104.4% | ||
| Q2 25 | 27.0% | 113.4% | ||
| Q1 25 | 24.4% | 75.4% | ||
| Q4 24 | 24.5% | 97.2% | ||
| Q3 24 | 29.8% | 116.3% | ||
| Q2 24 | 36.2% | 111.5% | ||
| Q1 24 | 34.8% | 5.5% |
资本支出强度CRWDL
| Q4 25 | 6.8% | 23.1% | ||
| Q3 25 | 2.6% | 21.3% | ||
| Q2 25 | 7.8% | 17.4% | ||
| Q1 25 | 8.2% | 11.6% | ||
| Q4 24 | 7.8% | 22.1% | ||
| Q3 24 | 4.1% | 20.5% | ||
| Q2 24 | 5.4% | 22.4% | ||
| Q1 24 | 6.2% | 22.4% |
现金转化率CRWDL
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | 1.83× | ||
| Q2 25 | — | 2.57× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 5.03× | ||
| Q3 24 | 6.95× | 2.33× | ||
| Q2 24 | 8.95× | 2.58× | ||
| Q1 24 | 6.46× | 0.43× |
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% |
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
