vs
CrowdStrike（CRWD）与OCEANEERING INTERNATIONAL INC（OII）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OCEANEERING INTERNATIONAL INC的1.8倍（$1.2B vs $692.4M），OCEANEERING INTERNATIONAL INC净利率更高（5.2% vs -2.8%，领先8.0%），CrowdStrike同比增速更快（22.2% vs 2.7%），CrowdStrike自由现金流更多（$314.1M vs $-76.5M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 1.8%）
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。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
CRWD vs OII — 直观对比
营收规模更大
CRWD
是对方的1.8倍
$692.4M
营收增速更快
CRWD
高出19.5%
2.7%
净利率更高
OII
高出8.0%
-2.8%
自由现金流更多
CRWD
多$390.7M
$-76.5M
两年增速更快
CRWD
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $692.4M |
| 净利润 | $-34.0M | $36.1M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | — |
| 净利率 | -2.8% | 5.2% |
| 营收同比 | 22.2% | 2.7% |
| 净利润同比 | -102.1% | -79.7% |
| 每股收益（稀释后） | $-0.14 | $0.36 |
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CRWDOII
| Q1 26 | — | $692.4M | ||
| Q4 25 | $1.2B | $668.6M | ||
| Q3 25 | $1.2B | $742.9M | ||
| Q2 25 | $1.1B | $698.2M | ||
| Q1 25 | $1.1B | $674.5M | ||
| Q4 24 | $1.0B | $713.5M | ||
| Q3 24 | $963.9M | $679.8M | ||
| Q2 24 | $921.0M | $668.8M |
净利润CRWDOII
| Q1 26 | — | $36.1M | ||
| Q4 25 | $-34.0M | $177.7M | ||
| Q3 25 | $-77.7M | $71.3M | ||
| Q2 25 | $-110.2M | $54.4M | ||
| Q1 25 | $-92.3M | $50.4M | ||
| Q4 24 | $-16.8M | $56.1M | ||
| Q3 24 | $47.0M | $41.2M | ||
| Q2 24 | $42.8M | $35.0M |
毛利率CRWDOII
| Q1 26 | — | — | ||
| Q4 25 | 75.1% | 19.8% | ||
| Q3 25 | 73.5% | 20.6% | ||
| Q2 25 | 73.8% | 21.3% | ||
| Q1 25 | 74.1% | 20.0% | ||
| Q4 24 | 74.7% | 19.9% | ||
| Q3 24 | 75.4% | 19.3% | ||
| Q2 24 | 75.6% | 18.0% |
营业利润率CRWDOII
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 9.8% | ||
| Q3 25 | -9.7% | 11.6% | ||
| Q2 25 | -11.3% | 11.3% | ||
| Q1 25 | -8.1% | 10.9% | ||
| Q4 24 | -5.5% | 10.9% | ||
| Q3 24 | 1.4% | 10.5% | ||
| Q2 24 | 0.8% | 9.0% |
净利率CRWDOII
| Q1 26 | — | 5.2% | ||
| Q4 25 | -2.8% | 26.6% | ||
| Q3 25 | -6.6% | 9.6% | ||
| Q2 25 | -10.0% | 7.8% | ||
| Q1 25 | -8.7% | 7.5% | ||
| Q4 24 | -1.7% | 7.9% | ||
| Q3 24 | 4.9% | 6.1% | ||
| Q2 24 | 4.6% | 5.2% |
每股收益（稀释后）CRWDOII
| Q1 26 | — | $0.36 | ||
| Q4 25 | $-0.14 | $1.75 | ||
| Q3 25 | $-0.31 | $0.71 | ||
| Q2 25 | $-0.44 | $0.54 | ||
| Q1 25 | $-0.37 | $0.49 | ||
| Q4 24 | $-0.07 | $0.55 | ||
| Q3 24 | $0.19 | $0.40 | ||
| Q2 24 | $0.17 | $0.34 |
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 | — | $488.8M |
| 股东权益账面价值 | $4.0B | $1.1B |
| 总资产 | $10.0B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资CRWDOII
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $695.9M | ||
| Q3 25 | $5.0B | $7.0M | ||
| Q2 25 | $4.6B | $7.0M | ||
| Q1 25 | $4.3B | $7.0M | ||
| Q4 24 | $4.3B | $504.5M | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — |
总债务CRWDOII
| Q1 26 | — | $488.8M | ||
| Q4 25 | — | $487.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWDOII
| Q1 26 | — | $1.1B | ||
| Q4 25 | $4.0B | $1.1B | ||
| Q3 25 | $3.8B | $907.7M | ||
| Q2 25 | $3.5B | $842.1M | ||
| Q1 25 | $3.3B | $773.1M | ||
| Q4 24 | $3.1B | $714.3M | ||
| Q3 24 | $2.9B | $698.0M | ||
| Q2 24 | $2.5B | $651.0M |
总资产CRWDOII
| Q1 26 | — | $2.6B | ||
| Q4 25 | $10.0B | $2.7B | ||
| Q3 25 | $9.3B | $2.5B | ||
| Q2 25 | $8.7B | $2.3B | ||
| Q1 25 | $8.7B | $2.3B | ||
| Q4 24 | $7.8B | $2.3B | ||
| Q3 24 | $7.2B | $2.4B | ||
| Q2 24 | $6.8B | $2.3B |
负债/权益比CRWDOII
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-76.5M |
| 自由现金流率自由现金流/营收 | 25.5% | -11.1% |
| 资本支出强度资本支出/营收 | 6.8% | 2.5% |
| 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 | $238.1M |
8季度趋势，按日历期对齐
经营现金流CRWDOII
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $221.1M | ||
| Q3 25 | $332.8M | $101.3M | ||
| Q2 25 | $384.1M | $77.2M | ||
| Q1 25 | $345.7M | $-80.7M | ||
| Q4 24 | $326.1M | $128.4M | ||
| Q3 24 | $326.6M | $91.9M | ||
| Q2 24 | $383.2M | $52.6M |
自由现金流CRWDOII
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $314.1M | $190.7M | ||
| Q3 25 | $302.3M | $77.0M | ||
| Q2 25 | $298.4M | $46.9M | ||
| Q1 25 | $258.5M | $-106.8M | ||
| Q4 24 | $247.4M | $94.5M | ||
| Q3 24 | $287.4M | $67.0M | ||
| Q2 24 | $333.5M | $29.8M |
自由现金流率CRWDOII
| Q1 26 | — | -11.1% | ||
| Q4 25 | 25.5% | 28.5% | ||
| Q3 25 | 25.9% | 10.4% | ||
| Q2 25 | 27.0% | 6.7% | ||
| Q1 25 | 24.4% | -15.8% | ||
| Q4 24 | 24.5% | 13.2% | ||
| Q3 24 | 29.8% | 9.9% | ||
| Q2 24 | 36.2% | 4.5% |
资本支出强度CRWDOII
| Q1 26 | — | 2.5% | ||
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 2.6% | 3.3% | ||
| Q2 25 | 7.8% | 4.3% | ||
| Q1 25 | 8.2% | 3.9% | ||
| Q4 24 | 7.8% | 4.7% | ||
| Q3 24 | 4.1% | 3.7% | ||
| Q2 24 | 5.4% | 3.4% |
现金转化率CRWDOII
| Q1 26 | — | — | ||
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 1.42× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | -1.60× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | 6.95× | 2.23× | ||
| Q2 24 | 8.95× | 1.50× |
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% |
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
