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CrowdStrike（CRWD）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.7倍（$1.2B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs -2.8%，领先12.8%），CrowdStrike同比增速更快（22.2% vs 13.9%），CrowdStrike自由现金流更多（$314.1M vs $58.5M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 18.2%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
CRWD vs RHP — 直观对比
营收规模更大
CRWD
是对方的1.7倍
$737.8M
营收增速更快
CRWD
高出8.3%
13.9%
净利率更高
RHP
高出12.8%
-2.8%
自由现金流更多
CRWD
多$255.6M
$58.5M
两年增速更快
CRWD
近两年复合增速
18.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $737.8M |
| 净利润 | $-34.0M | $74.5M |
| 毛利率 | 75.1% | 41.4% |
| 营业利润率 | -5.6% | 19.4% |
| 净利率 | -2.8% | 10.1% |
| 营收同比 | 22.2% | 13.9% |
| 净利润同比 | -102.1% | 3.0% |
| 每股收益（稀释后） | $-0.14 | $1.12 |
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CRWDRHP
| Q4 25 | $1.2B | $737.8M | ||
| Q3 25 | $1.2B | $592.5M | ||
| Q2 25 | $1.1B | $659.5M | ||
| Q1 25 | $1.1B | $587.3M | ||
| Q4 24 | $1.0B | $647.6M | ||
| Q3 24 | $963.9M | $550.0M | ||
| Q2 24 | $921.0M | $613.3M | ||
| Q1 24 | $845.3M | $528.3M |
净利润CRWDRHP
| Q4 25 | $-34.0M | $74.5M | ||
| Q3 25 | $-77.7M | $34.9M | ||
| Q2 25 | $-110.2M | $71.8M | ||
| Q1 25 | $-92.3M | $63.0M | ||
| Q4 24 | $-16.8M | $72.3M | ||
| Q3 24 | $47.0M | $59.0M | ||
| Q2 24 | $42.8M | $100.8M | ||
| Q1 24 | $53.7M | $42.8M |
毛利率CRWDRHP
| Q4 25 | 75.1% | 41.4% | ||
| Q3 25 | 73.5% | 40.9% | ||
| Q2 25 | 73.8% | 49.7% | ||
| Q1 25 | 74.1% | 44.4% | ||
| Q4 24 | 74.7% | 40.4% | ||
| Q3 24 | 75.4% | 43.1% | ||
| Q2 24 | 75.6% | 48.4% | ||
| Q1 24 | 75.3% | 41.5% |
营业利润率CRWDRHP
| Q4 25 | -5.6% | 19.4% | ||
| Q3 25 | -9.7% | 15.0% | ||
| Q2 25 | -11.3% | 21.1% | ||
| Q1 25 | -8.1% | 19.8% | ||
| Q4 24 | -5.5% | 18.6% | ||
| Q3 24 | 1.4% | 19.3% | ||
| Q2 24 | 0.8% | 27.4% | ||
| Q1 24 | 3.5% | 18.2% |
净利率CRWDRHP
| Q4 25 | -2.8% | 10.1% | ||
| Q3 25 | -6.6% | 5.9% | ||
| Q2 25 | -10.0% | 10.9% | ||
| Q1 25 | -8.7% | 10.7% | ||
| Q4 24 | -1.7% | 11.2% | ||
| Q3 24 | 4.9% | 10.7% | ||
| Q2 24 | 4.6% | 16.4% | ||
| Q1 24 | 6.4% | 8.1% |
每股收益（稀释后）CRWDRHP
| Q4 25 | $-0.14 | $1.12 | ||
| Q3 25 | $-0.31 | $0.53 | ||
| Q2 25 | $-0.44 | $1.12 | ||
| Q1 25 | $-0.37 | $1.00 | ||
| Q4 24 | $-0.07 | $1.12 | ||
| Q3 24 | $0.19 | $0.94 | ||
| Q2 24 | $0.17 | $1.65 | ||
| Q1 24 | $0.23 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $750.2M |
| 总资产 | $10.0B | $6.2B |
| 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CRWDRHP
| Q4 25 | $4.8B | $471.4M | ||
| Q3 25 | $5.0B | $483.3M | ||
| Q2 25 | $4.6B | $420.6M | ||
| Q1 25 | $4.3B | $413.9M | ||
| Q4 24 | $4.3B | $477.7M | ||
| Q3 24 | $4.0B | $534.9M | ||
| Q2 24 | $3.7B | $498.4M | ||
| Q1 24 | $3.5B | $465.3M |
股东权益CRWDRHP
| Q4 25 | $4.0B | $750.2M | ||
| Q3 25 | $3.8B | $758.5M | ||
| Q2 25 | $3.5B | $800.4M | ||
| Q1 25 | $3.3B | $531.5M | ||
| Q4 24 | $3.1B | $549.0M | ||
| Q3 24 | $2.9B | $551.9M | ||
| Q2 24 | $2.5B | $562.6M | ||
| Q1 24 | $2.3B | $529.9M |
总资产CRWDRHP
| Q4 25 | $10.0B | $6.2B | ||
| Q3 25 | $9.3B | $6.2B | ||
| Q2 25 | $8.7B | $6.1B | ||
| Q1 25 | $8.7B | $5.2B | ||
| Q4 24 | $7.8B | $5.2B | ||
| Q3 24 | $7.2B | $5.2B | ||
| Q2 24 | $6.8B | $5.1B | ||
| Q1 24 | $6.6B | $5.1B |
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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $58.5M |
| 自由现金流率自由现金流/营收 | 25.5% | 7.9% |
| 资本支出强度资本支出/营收 | 6.8% | 14.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $232.4M |
8季度趋势，按日历期对齐
经营现金流CRWDRHP
| Q4 25 | $397.5M | $164.7M | ||
| Q3 25 | $332.8M | $205.2M | ||
| Q2 25 | $384.1M | $122.5M | ||
| Q1 25 | $345.7M | $98.2M | ||
| Q4 24 | $326.1M | $166.6M | ||
| Q3 24 | $326.6M | $218.1M | ||
| Q2 24 | $383.2M | $184.3M | ||
| Q1 24 | $347.0M | $7.5M |
自由现金流CRWDRHP
| Q4 25 | $314.1M | $58.5M | ||
| Q3 25 | $302.3M | $135.4M | ||
| Q2 25 | $298.4M | $53.0M | ||
| Q1 25 | $258.5M | $-14.5M | ||
| Q4 24 | $247.4M | $76.0M | ||
| Q3 24 | $287.4M | $85.7M | ||
| Q2 24 | $333.5M | $78.8M | ||
| Q1 24 | $294.4M | $-72.0M |
自由现金流率CRWDRHP
| Q4 25 | 25.5% | 7.9% | ||
| Q3 25 | 25.9% | 22.9% | ||
| Q2 25 | 27.0% | 8.0% | ||
| Q1 25 | 24.4% | -2.5% | ||
| Q4 24 | 24.5% | 11.7% | ||
| Q3 24 | 29.8% | 15.6% | ||
| Q2 24 | 36.2% | 12.9% | ||
| Q1 24 | 34.8% | -13.6% |
资本支出强度CRWDRHP
| Q4 25 | 6.8% | 14.4% | ||
| Q3 25 | 2.6% | 11.8% | ||
| Q2 25 | 7.8% | 10.5% | ||
| Q1 25 | 8.2% | 19.2% | ||
| Q4 24 | 7.8% | 14.0% | ||
| Q3 24 | 4.1% | 24.1% | ||
| Q2 24 | 5.4% | 17.2% | ||
| Q1 24 | 6.2% | 15.0% |
现金转化率CRWDRHP
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 6.95× | 3.70× | ||
| Q2 24 | 8.95× | 1.83× | ||
| Q1 24 | 6.46× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
