vs
CrowdStrike（CRWD）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是CrowdStrike的1.0倍（$1.3B vs $1.2B），CrowdStrike净利率更高（-2.8% vs -63.1%，领先60.3%），CrowdStrike同比增速更快（22.2% vs -25.8%），CrowdStrike自由现金流更多（$314.1M vs $-1.1B），过去两年CrowdStrike的营收复合增速更高（20.8% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
CRWD vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.0倍
$1.2B
营收增速更快
CRWD
高出48.0%
-25.8%
净利率更高
CRWD
高出60.3%
-63.1%
自由现金流更多
CRWD
多$1.5B
$-1.1B
两年增速更快
CRWD
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $-34.0M | $-811.0M |
| 毛利率 | 75.1% | 9.3% |
| 营业利润率 | -5.6% | -64.8% |
| 净利率 | -2.8% | -63.1% |
| 营收同比 | 22.2% | -25.8% |
| 净利润同比 | -102.1% | -9.0% |
| 每股收益（稀释后） | $-0.14 | $-0.66 |
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CRWDRIVN
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $963.9M | $874.0M | ||
| Q2 24 | $921.0M | $1.2B | ||
| Q1 24 | $845.3M | $1.2B |
净利润CRWDRIVN
| Q4 25 | $-34.0M | $-811.0M | ||
| Q3 25 | $-77.7M | $-1.2B | ||
| Q2 25 | $-110.2M | $-1.1B | ||
| Q1 25 | $-92.3M | $-545.0M | ||
| Q4 24 | $-16.8M | $-744.0M | ||
| Q3 24 | $47.0M | $-1.1B | ||
| Q2 24 | $42.8M | $-1.5B | ||
| Q1 24 | $53.7M | $-1.4B |
毛利率CRWDRIVN
| Q4 25 | 75.1% | 9.3% | ||
| Q3 25 | 73.5% | 1.5% | ||
| Q2 25 | 73.8% | -15.8% | ||
| Q1 25 | 74.1% | 16.6% | ||
| Q4 24 | 74.7% | 9.8% | ||
| Q3 24 | 75.4% | -44.9% | ||
| Q2 24 | 75.6% | -38.9% | ||
| Q1 24 | 75.3% | -43.8% |
营业利润率CRWDRIVN
| Q4 25 | -5.6% | -64.8% | ||
| Q3 25 | -9.7% | -63.1% | ||
| Q2 25 | -11.3% | -85.5% | ||
| Q1 25 | -8.1% | -52.8% | ||
| Q4 24 | -5.5% | -38.1% | ||
| Q3 24 | 1.4% | -133.8% | ||
| Q2 24 | 0.8% | -118.7% | ||
| Q1 24 | 3.5% | -123.3% |
净利率CRWDRIVN
| Q4 25 | -2.8% | -63.1% | ||
| Q3 25 | -6.6% | -75.3% | ||
| Q2 25 | -10.0% | -85.7% | ||
| Q1 25 | -8.7% | -44.0% | ||
| Q4 24 | -1.7% | -42.9% | ||
| Q3 24 | 4.9% | -125.9% | ||
| Q2 24 | 4.6% | -125.8% | ||
| Q1 24 | 6.4% | -120.1% |
每股收益（稀释后）CRWDRIVN
| Q4 25 | $-0.14 | $-0.66 | ||
| Q3 25 | $-0.31 | $-0.96 | ||
| Q2 25 | $-0.44 | $-0.97 | ||
| Q1 25 | $-0.37 | $-0.48 | ||
| Q4 24 | $-0.07 | $-0.67 | ||
| Q3 24 | $0.19 | $-1.08 | ||
| Q2 24 | $0.17 | $-1.46 | ||
| Q1 24 | $0.23 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $4.6B |
| 总资产 | $10.0B | $14.9B |
| 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CRWDRIVN
| Q4 25 | $4.8B | $6.1B | ||
| Q3 25 | $5.0B | $7.1B | ||
| Q2 25 | $4.6B | $7.5B | ||
| Q1 25 | $4.3B | $7.2B | ||
| Q4 24 | $4.3B | $7.7B | ||
| Q3 24 | $4.0B | $6.7B | ||
| Q2 24 | $3.7B | $7.9B | ||
| Q1 24 | $3.5B | $7.9B |
总债务CRWDRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益CRWDRIVN
| Q4 25 | $4.0B | $4.6B | ||
| Q3 25 | $3.8B | $5.1B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.3B | $6.2B | ||
| Q4 24 | $3.1B | $6.6B | ||
| Q3 24 | $2.9B | $5.9B | ||
| Q2 24 | $2.5B | $6.8B | ||
| Q1 24 | $2.3B | $8.1B |
总资产CRWDRIVN
| Q4 25 | $10.0B | $14.9B | ||
| Q3 25 | $9.3B | $15.2B | ||
| Q2 25 | $8.7B | $15.6B | ||
| Q1 25 | $8.7B | $15.5B | ||
| Q4 24 | $7.8B | $15.4B | ||
| Q3 24 | $7.2B | $14.3B | ||
| Q2 24 | $6.8B | $15.4B | ||
| Q1 24 | $6.6B | $15.7B |
负债/权益比CRWDRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $-1.1B |
| 自由现金流率自由现金流/营收 | 25.5% | -89.0% |
| 资本支出强度资本支出/营收 | 6.8% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流CRWDRIVN
| Q4 25 | $397.5M | $-681.0M | ||
| Q3 25 | $332.8M | $26.0M | ||
| Q2 25 | $384.1M | $64.0M | ||
| Q1 25 | $345.7M | $-188.0M | ||
| Q4 24 | $326.1M | $1.2B | ||
| Q3 24 | $326.6M | $-876.0M | ||
| Q2 24 | $383.2M | $-754.0M | ||
| Q1 24 | $347.0M | $-1.3B |
自由现金流CRWDRIVN
| Q4 25 | $314.1M | $-1.1B | ||
| Q3 25 | $302.3M | $-421.0M | ||
| Q2 25 | $298.4M | $-398.0M | ||
| Q1 25 | $258.5M | $-526.0M | ||
| Q4 24 | $247.4M | $856.0M | ||
| Q3 24 | $287.4M | $-1.2B | ||
| Q2 24 | $333.5M | $-1.0B | ||
| Q1 24 | $294.4M | $-1.5B |
自由现金流率CRWDRIVN
| Q4 25 | 25.5% | -89.0% | ||
| Q3 25 | 25.9% | -27.0% | ||
| Q2 25 | 27.0% | -30.5% | ||
| Q1 25 | 24.4% | -42.4% | ||
| Q4 24 | 24.5% | 49.4% | ||
| Q3 24 | 29.8% | -131.9% | ||
| Q2 24 | 36.2% | -89.6% | ||
| Q1 24 | 34.8% | -126.5% |
资本支出强度CRWDRIVN
| Q4 25 | 6.8% | 36.0% | ||
| Q3 25 | 2.6% | 28.7% | ||
| Q2 25 | 7.8% | 35.5% | ||
| Q1 25 | 8.2% | 27.3% | ||
| Q4 24 | 7.8% | 18.9% | ||
| Q3 24 | 4.1% | 31.7% | ||
| Q2 24 | 5.4% | 24.4% | ||
| Q1 24 | 6.2% | 21.1% |
现金转化率CRWDRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
