vs
CrowdStrike（CRWD）与Okta, Inc.（OKTA）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Okta, Inc.的1.7倍（$1.2B vs $742.0M），Okta, Inc.净利率更高（5.8% vs -2.8%，领先8.5%），CrowdStrike同比增速更快（22.2% vs 11.6%），CrowdStrike自由现金流更多（$314.1M vs $214.0M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 10.7%）
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。
Okta是总部位于美国旧金山的身份与访问管理服务商，成立于2009年，主打云软件产品，可助力企业管理和保障用户应用访问认证安全，同时支持开发者在应用、网站、网络服务及设备中嵌入身份管控功能，2017年上市时估值超60亿美元。
CRWD vs OKTA — 直观对比
营收规模更大
CRWD
是对方的1.7倍
$742.0M
营收增速更快
CRWD
高出10.6%
11.6%
净利率更高
OKTA
高出8.5%
-2.8%
自由现金流更多
CRWD
多$100.1M
$214.0M
两年增速更快
CRWD
近两年复合增速
10.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $742.0M |
| 净利润 | $-34.0M | $43.0M |
| 毛利率 | 75.1% | 77.1% |
| 营业利润率 | -5.6% | 3.1% |
| 净利率 | -2.8% | 5.8% |
| 营收同比 | 22.2% | 11.6% |
| 净利润同比 | -102.1% | 168.8% |
| 每股收益（稀释后） | $-0.14 | $0.24 |
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CRWDOKTA
| Q4 25 | $1.2B | $742.0M | ||
| Q3 25 | $1.2B | $728.0M | ||
| Q2 25 | $1.1B | $688.0M | ||
| Q1 25 | $1.1B | $682.0M | ||
| Q4 24 | $1.0B | $665.0M | ||
| Q3 24 | $963.9M | $646.0M | ||
| Q2 24 | $921.0M | $617.0M | ||
| Q1 24 | $845.3M | $605.0M |
净利润CRWDOKTA
| Q4 25 | $-34.0M | $43.0M | ||
| Q3 25 | $-77.7M | $67.0M | ||
| Q2 25 | $-110.2M | $62.0M | ||
| Q1 25 | $-92.3M | $23.0M | ||
| Q4 24 | $-16.8M | $16.0M | ||
| Q3 24 | $47.0M | $29.0M | ||
| Q2 24 | $42.8M | $-40.0M | ||
| Q1 24 | $53.7M | $-44.0M |
毛利率CRWDOKTA
| Q4 25 | 75.1% | 77.1% | ||
| Q3 25 | 73.5% | 76.9% | ||
| Q2 25 | 73.8% | 77.5% | ||
| Q1 25 | 74.1% | 76.8% | ||
| Q4 24 | 74.7% | 76.4% | ||
| Q3 24 | 75.4% | 76.0% | ||
| Q2 24 | 75.6% | 76.0% | ||
| Q1 24 | 75.3% | 76.0% |
营业利润率CRWDOKTA
| Q4 25 | -5.6% | 3.1% | ||
| Q3 25 | -9.7% | 5.6% | ||
| Q2 25 | -11.3% | 5.7% | ||
| Q1 25 | -8.1% | 1.2% | ||
| Q4 24 | -5.5% | -2.4% | ||
| Q3 24 | 1.4% | -2.9% | ||
| Q2 24 | 0.8% | -7.6% | ||
| Q1 24 | 3.5% | -13.7% |
净利率CRWDOKTA
| Q4 25 | -2.8% | 5.8% | ||
| Q3 25 | -6.6% | 9.2% | ||
| Q2 25 | -10.0% | 9.0% | ||
| Q1 25 | -8.7% | 3.4% | ||
| Q4 24 | -1.7% | 2.4% | ||
| Q3 24 | 4.9% | 4.5% | ||
| Q2 24 | 4.6% | -6.5% | ||
| Q1 24 | 6.4% | -7.3% |
每股收益（稀释后）CRWDOKTA
| Q4 25 | $-0.14 | $0.24 | ||
| Q3 25 | $-0.31 | $0.37 | ||
| Q2 25 | $-0.44 | $0.35 | ||
| Q1 25 | $-0.37 | $0.15 | ||
| Q4 24 | $-0.07 | $0.00 | ||
| Q3 24 | $0.19 | $0.15 | ||
| Q2 24 | $0.17 | $-0.24 | ||
| Q1 24 | $0.23 | $-0.26 |
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 | $2.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $6.9B |
| 总资产 | $10.0B | $9.2B |
| 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CRWDOKTA
| Q4 25 | $4.8B | $2.5B | ||
| Q3 25 | $5.0B | $2.9B | ||
| Q2 25 | $4.6B | $2.7B | ||
| Q1 25 | $4.3B | $2.5B | ||
| Q4 24 | $4.3B | $2.2B | ||
| Q3 24 | $4.0B | $2.4B | ||
| Q2 24 | $3.7B | $2.3B | ||
| Q1 24 | $3.5B | $2.2B |
股东权益CRWDOKTA
| Q4 25 | $4.0B | $6.9B | ||
| Q3 25 | $3.8B | $6.8B | ||
| Q2 25 | $3.5B | $6.6B | ||
| Q1 25 | $3.3B | $6.4B | ||
| Q4 24 | $3.1B | $6.3B | ||
| Q3 24 | $2.9B | $6.1B | ||
| Q2 24 | $2.5B | $6.0B | ||
| Q1 24 | $2.3B | $5.9B |
总资产CRWDOKTA
| Q4 25 | $10.0B | $9.2B | ||
| Q3 25 | $9.3B | $9.6B | ||
| Q2 25 | $8.7B | $9.4B | ||
| Q1 25 | $8.7B | $9.4B | ||
| Q4 24 | $7.8B | $9.0B | ||
| Q3 24 | $7.2B | $9.1B | ||
| Q2 24 | $6.8B | $9.0B | ||
| Q1 24 | $6.6B | $9.0B |
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 | $218.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $214.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 28.8% |
| 资本支出强度资本支出/营收 | 6.8% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 5.07× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $904.0M |
8季度趋势，按日历期对齐
经营现金流CRWDOKTA
| Q4 25 | $397.5M | $218.0M | ||
| Q3 25 | $332.8M | $167.0M | ||
| Q2 25 | $384.1M | $241.0M | ||
| Q1 25 | $345.7M | $286.0M | ||
| Q4 24 | $326.1M | $159.0M | ||
| Q3 24 | $326.6M | $86.0M | ||
| Q2 24 | $383.2M | $219.0M | ||
| Q1 24 | $347.0M | $174.0M |
自由现金流CRWDOKTA
| Q4 25 | $314.1M | $214.0M | ||
| Q3 25 | $302.3M | $165.0M | ||
| Q2 25 | $298.4M | $240.0M | ||
| Q1 25 | $258.5M | $285.0M | ||
| Q4 24 | $247.4M | $158.0M | ||
| Q3 24 | $287.4M | $81.0M | ||
| Q2 24 | $333.5M | $218.0M | ||
| Q1 24 | $294.4M | $171.0M |
自由现金流率CRWDOKTA
| Q4 25 | 25.5% | 28.8% | ||
| Q3 25 | 25.9% | 22.7% | ||
| Q2 25 | 27.0% | 34.9% | ||
| Q1 25 | 24.4% | 41.8% | ||
| Q4 24 | 24.5% | 23.8% | ||
| Q3 24 | 29.8% | 12.5% | ||
| Q2 24 | 36.2% | 35.3% | ||
| Q1 24 | 34.8% | 28.3% |
资本支出强度CRWDOKTA
| Q4 25 | 6.8% | 0.5% | ||
| Q3 25 | 2.6% | 0.3% | ||
| Q2 25 | 7.8% | 0.1% | ||
| Q1 25 | 8.2% | 0.1% | ||
| Q4 24 | 7.8% | 0.2% | ||
| Q3 24 | 4.1% | 0.8% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.2% | 0.5% |
现金转化率CRWDOKTA
| Q4 25 | — | 5.07× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | — | 3.89× | ||
| Q1 25 | — | 12.43× | ||
| Q4 24 | — | 9.94× | ||
| Q3 24 | 6.95× | 2.97× | ||
| Q2 24 | 8.95× | — | ||
| Q1 24 | 6.46× | — |
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% |
OKTA
| Subscription And Circulation | $724.0M | 98% |
| Technology Service | $18.0M | 2% |
