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CrowdStrike（CRWD）与Qnity Electronics, Inc.（Q）财务数据对比。点击上方公司名可切换其他公司
Qnity Electronics, Inc.的季度营收约是CrowdStrike的1.0倍（$1.3B vs $1.2B），Qnity Electronics, Inc.净利率更高（16.5% vs -2.8%，领先19.3%），CrowdStrike同比增速更快（22.2% vs 11.1%），Qnity Electronics, Inc.自由现金流更多（$568.0M vs $314.1M）
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。
CRWD vs Q — 直观对比
营收规模更大
Q
是对方的1.0倍
$1.2B
营收增速更快
CRWD
高出11.0%
11.1%
净利率更高
Q
高出19.3%
-2.8%
自由现金流更多
Q
多$253.9M
$314.1M
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $-34.0M | $211.0M |
| 毛利率 | 75.1% | 45.1% |
| 营业利润率 | -5.6% | 21.3% |
| 净利率 | -2.8% | 16.5% |
| 营收同比 | 22.2% | 11.1% |
| 净利润同比 | -102.1% | 6.0% |
| 每股收益（稀释后） | $-0.14 | $1.01 |
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CRWDQ
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $963.9M | $1.1B | ||
| Q2 24 | $921.0M | — | ||
| Q1 24 | $845.3M | — |
净利润CRWDQ
| Q4 25 | $-34.0M | — | ||
| Q3 25 | $-77.7M | $211.0M | ||
| Q2 25 | $-110.2M | — | ||
| Q1 25 | $-92.3M | — | ||
| Q4 24 | $-16.8M | — | ||
| Q3 24 | $47.0M | $199.0M | ||
| Q2 24 | $42.8M | — | ||
| Q1 24 | $53.7M | — |
毛利率CRWDQ
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | 45.1% | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | 47.0% | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.3% | — |
营业利润率CRWDQ
| Q4 25 | -5.6% | — | ||
| Q3 25 | -9.7% | 21.3% | ||
| Q2 25 | -11.3% | — | ||
| Q1 25 | -8.1% | — | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | 1.4% | 21.8% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 3.5% | — |
净利率CRWDQ
| Q4 25 | -2.8% | — | ||
| Q3 25 | -6.6% | 16.5% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -8.7% | — | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | 4.9% | 17.3% | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 6.4% | — |
每股收益（稀释后）CRWDQ
| Q4 25 | $-0.14 | — | ||
| Q3 25 | $-0.31 | $1.01 | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.37 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $0.19 | $0.95 | ||
| Q2 24 | $0.17 | — | ||
| Q1 24 | $0.23 | — |
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 | $128.0M |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $4.0B | $9.1B |
| 总资产 | $10.0B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资CRWDQ
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | $128.0M | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | — |
总债务CRWDQ
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CRWDQ
| Q4 25 | $4.0B | — | ||
| Q3 25 | $3.8B | $9.1B | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.9B | $11.1B | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.3B | — |
总资产CRWDQ
| Q4 25 | $10.0B | — | ||
| Q3 25 | $9.3B | $12.5B | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $6.8B | — | ||
| Q1 24 | $6.6B | — |
负债/权益比CRWDQ
| Q4 25 | — | — | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $782.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $568.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 44.5% |
| 资本支出强度资本支出/营收 | 6.8% | 16.8% |
| 现金转化率经营现金流/净利润 | — | 3.71× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流CRWDQ
| Q4 25 | $397.5M | — | ||
| Q3 25 | $332.8M | $782.0M | ||
| Q2 25 | $384.1M | — | ||
| Q1 25 | $345.7M | — | ||
| Q4 24 | $326.1M | — | ||
| Q3 24 | $326.6M | — | ||
| Q2 24 | $383.2M | — | ||
| Q1 24 | $347.0M | — |
自由现金流CRWDQ
| Q4 25 | $314.1M | — | ||
| Q3 25 | $302.3M | $568.0M | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | — | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $287.4M | — | ||
| Q2 24 | $333.5M | — | ||
| Q1 24 | $294.4M | — |
自由现金流率CRWDQ
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.9% | 44.5% | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 34.8% | — |
资本支出强度CRWDQ
| Q4 25 | 6.8% | — | ||
| Q3 25 | 2.6% | 16.8% | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.2% | — |
现金转化率CRWDQ
| Q4 25 | — | — | ||
| Q3 25 | — | 3.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | — | ||
| 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% |
Q
| Semiconductor Technologies | $693.0M | 54% |
| Interconnect Solutions | $583.0M | 46% |
