vs
CrowdStrike（CRWD）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是利氏兄弟拍卖行的1.0倍（$1.2B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs -2.8%，领先11.9%），CrowdStrike同比增速更快（22.2% vs 5.4%），CrowdStrike自由现金流更多（$314.1M vs $186.5M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 6.3%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
CRWD vs RBA — 直观对比
营收规模更大
CRWD
是对方的1.0倍
$1.2B
营收增速更快
CRWD
高出16.8%
5.4%
净利率更高
RBA
高出11.9%
-2.8%
自由现金流更多
CRWD
多$127.6M
$186.5M
两年增速更快
CRWD
近两年复合增速
6.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $-34.0M | $109.7M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 14.7% |
| 净利率 | -2.8% | 9.1% |
| 营收同比 | 22.2% | 5.4% |
| 净利润同比 | -102.1% | -7.4% |
| 每股收益（稀释后） | $-0.14 | $0.53 |
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CRWDRBA
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $963.9M | $981.8M | ||
| Q2 24 | $921.0M | $1.1B | ||
| Q1 24 | $845.3M | $1.1B |
净利润CRWDRBA
| Q4 25 | $-34.0M | $109.7M | ||
| Q3 25 | $-77.7M | $95.5M | ||
| Q2 25 | $-110.2M | $109.8M | ||
| Q1 25 | $-92.3M | $113.4M | ||
| Q4 24 | $-16.8M | $118.5M | ||
| Q3 24 | $47.0M | $76.1M | ||
| Q2 24 | $42.8M | $111.1M | ||
| Q1 24 | $53.7M | $107.4M |
毛利率CRWDRBA
| 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CRWDRBA
| Q4 25 | -5.6% | 14.7% | ||
| Q3 25 | -9.7% | 14.5% | ||
| Q2 25 | -11.3% | 15.9% | ||
| Q1 25 | -8.1% | 17.1% | ||
| Q4 24 | -5.5% | 18.1% | ||
| Q3 24 | 1.4% | 15.6% | ||
| Q2 24 | 0.8% | 18.4% | ||
| Q1 24 | 3.5% | 18.7% |
净利率CRWDRBA
| Q4 25 | -2.8% | 9.1% | ||
| Q3 25 | -6.6% | 8.7% | ||
| Q2 25 | -10.0% | 9.3% | ||
| Q1 25 | -8.7% | 10.2% | ||
| Q4 24 | -1.7% | 10.4% | ||
| Q3 24 | 4.9% | 7.8% | ||
| Q2 24 | 4.6% | 10.1% | ||
| Q1 24 | 6.4% | 10.1% |
每股收益（稀释后）CRWDRBA
| Q4 25 | $-0.14 | $0.53 | ||
| Q3 25 | $-0.31 | $0.43 | ||
| Q2 25 | $-0.44 | $0.53 | ||
| Q1 25 | $-0.37 | $0.55 | ||
| Q4 24 | $-0.07 | $0.58 | ||
| Q3 24 | $0.19 | $0.36 | ||
| Q2 24 | $0.17 | $0.54 | ||
| Q1 24 | $0.23 | $0.53 |
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 | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $4.0B | $5.6B |
| 总资产 | $10.0B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资CRWDRBA
| Q4 25 | $4.8B | $531.5M | ||
| Q3 25 | $5.0B | $674.7M | ||
| Q2 25 | $4.6B | $710.2M | ||
| Q1 25 | $4.3B | $578.1M | ||
| Q4 24 | $4.3B | $533.9M | ||
| Q3 24 | $4.0B | $650.7M | ||
| Q2 24 | $3.7B | $599.5M | ||
| Q1 24 | $3.5B | $462.8M |
总债务CRWDRBA
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
股东权益CRWDRBA
| Q4 25 | $4.0B | $5.6B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $3.5B | $5.5B | ||
| Q1 25 | $3.3B | $5.3B | ||
| Q4 24 | $3.1B | $5.2B | ||
| Q3 24 | $2.9B | $5.2B | ||
| Q2 24 | $2.5B | $5.2B | ||
| Q1 24 | $2.3B | $5.1B |
总资产CRWDRBA
| Q4 25 | $10.0B | $12.1B | ||
| Q3 25 | $9.3B | $12.2B | ||
| Q2 25 | $8.7B | $12.2B | ||
| Q1 25 | $8.7B | $11.9B | ||
| Q4 24 | $7.8B | $11.8B | ||
| Q3 24 | $7.2B | $11.9B | ||
| Q2 24 | $6.8B | $12.1B | ||
| Q1 24 | $6.6B | $12.0B |
负债/权益比CRWDRBA
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $186.5M |
| 自由现金流率自由现金流/营收 | 25.5% | 15.5% |
| 资本支出强度资本支出/营收 | 6.8% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $719.2M |
8季度趋势，按日历期对齐
经营现金流CRWDRBA
| Q4 25 | $397.5M | $255.2M | ||
| Q3 25 | $332.8M | $239.7M | ||
| Q2 25 | $384.1M | $326.5M | ||
| Q1 25 | $345.7M | $156.8M | ||
| Q4 24 | $326.1M | $184.5M | ||
| Q3 24 | $326.6M | $285.4M | ||
| Q2 24 | $383.2M | $337.3M | ||
| Q1 24 | $347.0M | $124.8M |
自由现金流CRWDRBA
| Q4 25 | $314.1M | $186.5M | ||
| Q3 25 | $302.3M | $188.5M | ||
| Q2 25 | $298.4M | $241.7M | ||
| Q1 25 | $258.5M | $102.5M | ||
| Q4 24 | $247.4M | $127.9M | ||
| Q3 24 | $287.4M | $248.5M | ||
| Q2 24 | $333.5M | $308.6M | ||
| Q1 24 | $294.4M | $79.6M |
自由现金流率CRWDRBA
| Q4 25 | 25.5% | 15.5% | ||
| Q3 25 | 25.9% | 17.3% | ||
| Q2 25 | 27.0% | 20.4% | ||
| Q1 25 | 24.4% | 9.2% | ||
| Q4 24 | 24.5% | 11.2% | ||
| Q3 24 | 29.8% | 25.3% | ||
| Q2 24 | 36.2% | 28.2% | ||
| Q1 24 | 34.8% | 7.5% |
资本支出强度CRWDRBA
| Q4 25 | 6.8% | 5.7% | ||
| Q3 25 | 2.6% | 4.7% | ||
| Q2 25 | 7.8% | 7.2% | ||
| Q1 25 | 8.2% | 4.9% | ||
| Q4 24 | 7.8% | 5.0% | ||
| Q3 24 | 4.1% | 3.8% | ||
| Q2 24 | 5.4% | 2.6% | ||
| Q1 24 | 6.2% | 4.2% |
现金转化率CRWDRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 6.95× | 3.75× | ||
| Q2 24 | 8.95× | 3.04× | ||
| Q1 24 | 6.46× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
