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CrowdStrike（CRWD）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是CrowdStrike的1.1倍（$1.3B vs $1.2B），CrowdStrike同比增速更快（22.2% vs -5.8%），CrowdStrike自由现金流更多（$314.1M vs $170.8M），过去两年CrowdStrike的营收复合增速更高（20.8% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
CRWD vs RHI — 直观对比
营收规模更大
RHI
是对方的1.1倍
$1.2B
营收增速更快
CRWD
高出28.0%
-5.8%
自由现金流更多
CRWD
多$143.4M
$170.8M
两年增速更快
CRWD
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $-34.0M | — |
| 毛利率 | 75.1% | 37.6% |
| 营业利润率 | -5.6% | 1.7% |
| 净利率 | -2.8% | — |
| 营收同比 | 22.2% | -5.8% |
| 净利润同比 | -102.1% | — |
| 每股收益（稀释后） | $-0.14 | $0.32 |
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CRWDRHI
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $963.9M | $1.5B | ||
| Q2 24 | $921.0M | $1.5B | ||
| Q1 24 | $845.3M | $1.5B |
净利润CRWDRHI
| Q4 25 | $-34.0M | — | ||
| Q3 25 | $-77.7M | $42.9M | ||
| Q2 25 | $-110.2M | $41.0M | ||
| Q1 25 | $-92.3M | $17.4M | ||
| Q4 24 | $-16.8M | — | ||
| Q3 24 | $47.0M | $65.5M | ||
| Q2 24 | $42.8M | $68.2M | ||
| Q1 24 | $53.7M | $63.7M |
毛利率CRWDRHI
| Q4 25 | 75.1% | 37.6% | ||
| Q3 25 | 73.5% | 37.2% | ||
| Q2 25 | 73.8% | 37.2% | ||
| Q1 25 | 74.1% | 36.9% | ||
| Q4 24 | 74.7% | 38.8% | ||
| Q3 24 | 75.4% | 39.0% | ||
| Q2 24 | 75.6% | 39.2% | ||
| Q1 24 | 75.3% | 38.1% |
营业利润率CRWDRHI
| Q4 25 | -5.6% | 1.7% | ||
| Q3 25 | -9.7% | 1.0% | ||
| Q2 25 | -11.3% | 0.1% | ||
| Q1 25 | -8.1% | 2.9% | ||
| Q4 24 | -5.5% | 4.7% | ||
| Q3 24 | 1.4% | 4.1% | ||
| Q2 24 | 0.8% | 5.1% | ||
| Q1 24 | 3.5% | 2.8% |
净利率CRWDRHI
| Q4 25 | -2.8% | — | ||
| Q3 25 | -6.6% | 3.2% | ||
| Q2 25 | -10.0% | 3.0% | ||
| Q1 25 | -8.7% | 1.3% | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | 4.9% | 4.5% | ||
| Q2 24 | 4.6% | 4.6% | ||
| Q1 24 | 6.4% | 4.3% |
每股收益（稀释后）CRWDRHI
| Q4 25 | $-0.14 | $0.32 | ||
| Q3 25 | $-0.31 | $0.43 | ||
| Q2 25 | $-0.44 | $0.41 | ||
| Q1 25 | $-0.37 | $0.17 | ||
| Q4 24 | $-0.07 | $0.53 | ||
| Q3 24 | $0.19 | $0.64 | ||
| Q2 24 | $0.17 | $0.66 | ||
| Q1 24 | $0.23 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $1.3B |
| 总资产 | $10.0B | $2.9B |
| 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CRWDRHI
| Q4 25 | $4.8B | $464.4M | ||
| Q3 25 | $5.0B | $365.3M | ||
| Q2 25 | $4.6B | $380.5M | ||
| Q1 25 | $4.3B | $342.5M | ||
| Q4 24 | $4.3B | $537.6M | ||
| Q3 24 | $4.0B | $570.5M | ||
| Q2 24 | $3.7B | $547.4M | ||
| Q1 24 | $3.5B | $540.9M |
股东权益CRWDRHI
| Q4 25 | $4.0B | $1.3B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.1B | $1.4B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.5B | $1.5B | ||
| Q1 24 | $2.3B | $1.5B |
总资产CRWDRHI
| Q4 25 | $10.0B | $2.9B | ||
| Q3 25 | $9.3B | $2.8B | ||
| Q2 25 | $8.7B | $2.8B | ||
| Q1 25 | $8.7B | $2.7B | ||
| Q4 24 | $7.8B | $2.9B | ||
| Q3 24 | $7.2B | $3.0B | ||
| Q2 24 | $6.8B | $2.9B | ||
| Q1 24 | $6.6B | $2.9B |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $170.8M |
| 自由现金流率自由现金流/营收 | 25.5% | 13.1% |
| 资本支出强度资本支出/营收 | 6.8% | 0.9% |
| 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 | $266.8M |
8季度趋势，按日历期对齐
经营现金流CRWDRHI
| Q4 25 | $397.5M | $182.5M | ||
| Q3 25 | $332.8M | $77.4M | ||
| Q2 25 | $384.1M | $119.4M | ||
| Q1 25 | $345.7M | $-59.3M | ||
| Q4 24 | $326.1M | $154.8M | ||
| Q3 24 | $326.6M | $129.6M | ||
| Q2 24 | $383.2M | $142.0M | ||
| Q1 24 | $347.0M | $-15.9M |
自由现金流CRWDRHI
| Q4 25 | $314.1M | $170.8M | ||
| Q3 25 | $302.3M | $63.6M | ||
| Q2 25 | $298.4M | $104.2M | ||
| Q1 25 | $258.5M | $-71.7M | ||
| Q4 24 | $247.4M | $140.5M | ||
| Q3 24 | $287.4M | $111.8M | ||
| Q2 24 | $333.5M | $129.6M | ||
| Q1 24 | $294.4M | $-27.7M |
自由现金流率CRWDRHI
| Q4 25 | 25.5% | 13.1% | ||
| Q3 25 | 25.9% | 4.7% | ||
| Q2 25 | 27.0% | 7.6% | ||
| Q1 25 | 24.4% | -5.3% | ||
| Q4 24 | 24.5% | 10.2% | ||
| Q3 24 | 29.8% | 7.6% | ||
| Q2 24 | 36.2% | 8.8% | ||
| Q1 24 | 34.8% | -1.9% |
资本支出强度CRWDRHI
| Q4 25 | 6.8% | 0.9% | ||
| Q3 25 | 2.6% | 1.0% | ||
| Q2 25 | 7.8% | 1.1% | ||
| Q1 25 | 8.2% | 0.9% | ||
| Q4 24 | 7.8% | 1.0% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 5.4% | 0.8% | ||
| Q1 24 | 6.2% | 0.8% |
现金转化率CRWDRHI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.91× | ||
| Q1 25 | — | -3.42× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | 1.98× | ||
| Q2 24 | 8.95× | 2.08× | ||
| Q1 24 | 6.46× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
