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CrowdStrike（CRWD）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.5倍（$1.2B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -2.8%，领先16.0%），Rithm Capital Corp.同比增速更快（508.5% vs 22.2%），过去两年CrowdStrike的营收复合增速更高（20.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
CRWD vs RITM — 直观对比
营收规模更大
CRWD
是对方的1.5倍
$828.2M
营收增速更快
RITM
高出486.3%
22.2%
净利率更高
RITM
高出16.0%
-2.8%
两年增速更快
CRWD
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $828.2M |
| 净利润 | $-34.0M | $109.5M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 29.9% |
| 净利率 | -2.8% | 13.2% |
| 营收同比 | 22.2% | 508.5% |
| 净利润同比 | -102.1% | 27.7% |
| 每股收益（稀释后） | $-0.14 | $0.12 |
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CRWDRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $963.9M | $619.5M | ||
| Q2 24 | $921.0M | $1.2B |
净利润CRWDRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-34.0M | $85.0M | ||
| Q3 25 | $-77.7M | $221.5M | ||
| Q2 25 | $-110.2M | $311.7M | ||
| Q1 25 | $-92.3M | $78.8M | ||
| Q4 24 | $-16.8M | $290.2M | ||
| Q3 24 | $47.0M | $121.7M | ||
| Q2 24 | $42.8M | $235.6M |
毛利率CRWDRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率CRWDRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -5.6% | 13.8% | ||
| Q3 25 | -9.7% | 21.4% | ||
| Q2 25 | -11.3% | 25.2% | ||
| Q1 25 | -8.1% | 7.4% | ||
| Q4 24 | -5.5% | 23.8% | ||
| Q3 24 | 1.4% | 7.3% | ||
| Q2 24 | 0.8% | 23.6% |
净利率CRWDRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -2.8% | 5.7% | ||
| Q3 25 | -6.6% | 20.0% | ||
| Q2 25 | -10.0% | 25.6% | ||
| Q1 25 | -8.7% | 10.3% | ||
| Q4 24 | -1.7% | 14.0% | ||
| Q3 24 | 4.9% | 19.7% | ||
| Q2 24 | 4.6% | 19.2% |
每股收益（稀释后）CRWDRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.14 | $0.09 | ||
| Q3 25 | $-0.31 | $0.35 | ||
| Q2 25 | $-0.44 | $0.53 | ||
| Q1 25 | $-0.37 | $0.07 | ||
| Q4 24 | $-0.07 | $0.50 | ||
| Q3 24 | $0.19 | $0.20 | ||
| Q2 24 | $0.17 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $9.1B |
| 总资产 | $10.0B | $53.4B |
| 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CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $1.8B | ||
| Q3 25 | $5.0B | $1.6B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.3B | $1.5B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.7B | $1.2B |
总债务CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益CRWDRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.0B | $8.4B | ||
| Q3 25 | $3.8B | $8.5B | ||
| Q2 25 | $3.5B | $7.9B | ||
| Q1 25 | $3.3B | $7.8B | ||
| Q4 24 | $3.1B | $7.8B | ||
| Q3 24 | $2.9B | $7.7B | ||
| Q2 24 | $2.5B | $7.3B |
总资产CRWDRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $10.0B | $53.1B | ||
| Q3 25 | $9.3B | $47.2B | ||
| Q2 25 | $8.7B | $44.3B | ||
| Q1 25 | $8.7B | $45.3B | ||
| Q4 24 | $7.8B | $46.0B | ||
| Q3 24 | $7.2B | $42.3B | ||
| Q2 24 | $6.8B | $42.0B |
负债/权益比CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $314.1M | — |
| 自由现金流率自由现金流/营收 | 25.5% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $-114.6M | ||
| Q3 25 | $332.8M | $-2.0B | ||
| Q2 25 | $384.1M | $-557.1M | ||
| Q1 25 | $345.7M | $1.4B | ||
| Q4 24 | $326.1M | $-1.8B | ||
| Q3 24 | $326.6M | $768.1M | ||
| Q2 24 | $383.2M | $-55.7M |
自由现金流CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | $314.1M | — | ||
| Q3 25 | $302.3M | — | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | — | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $287.4M | — | ||
| Q2 24 | $333.5M | — |
自由现金流率CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 36.2% | — |
资本支出强度CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 5.4% | — |
现金转化率CRWDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 6.95× | 6.31× | ||
| Q2 24 | 8.95× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
