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CrowdStrike（CRWD）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是CrowdStrike的1.2倍（$1.4B vs $1.2B），瑞思迈净利率更高（27.6% vs -2.8%，领先30.3%），CrowdStrike同比增速更快（22.2% vs 11.0%），过去两年CrowdStrike的营收复合增速更高（20.8% vs 7.8%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
CRWD vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
CRWD
高出11.2%
11.0%
净利率更高
RMD
高出30.3%
-2.8%
两年增速更快
CRWD
近两年复合增速
7.8%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $-34.0M | $392.6M |
| 毛利率 | 75.1% | 61.8% |
| 营业利润率 | -5.6% | 34.6% |
| 净利率 | -2.8% | 27.6% |
| 营收同比 | 22.2% | 11.0% |
| 净利润同比 | -102.1% | 13.9% |
| 每股收益（稀释后） | $-0.14 | $2.68 |
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CRWDRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $963.9M | $1.2B |
净利润CRWDRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $-34.0M | $392.6M | ||
| Q3 25 | $-77.7M | $348.5M | ||
| Q2 25 | $-110.2M | $379.7M | ||
| Q1 25 | $-92.3M | $365.0M | ||
| Q4 24 | $-16.8M | $344.6M | ||
| Q3 24 | $47.0M | $311.4M |
毛利率CRWDRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 75.1% | 61.8% | ||
| Q3 25 | 73.5% | 61.5% | ||
| Q2 25 | 73.8% | 60.8% | ||
| Q1 25 | 74.1% | 59.3% | ||
| Q4 24 | 74.7% | 58.6% | ||
| Q3 24 | 75.4% | 58.6% |
营业利润率CRWDRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | -5.6% | 34.6% | ||
| Q3 25 | -9.7% | 33.4% | ||
| Q2 25 | -11.3% | 33.7% | ||
| Q1 25 | -8.1% | 33.0% | ||
| Q4 24 | -5.5% | 32.5% | ||
| Q3 24 | 1.4% | 31.6% |
净利率CRWDRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | -2.8% | 27.6% | ||
| Q3 25 | -6.6% | 26.1% | ||
| Q2 25 | -10.0% | 28.2% | ||
| Q1 25 | -8.7% | 28.3% | ||
| Q4 24 | -1.7% | 26.9% | ||
| Q3 24 | 4.9% | 25.4% |
每股收益（稀释后）CRWDRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $-0.14 | $2.68 | ||
| Q3 25 | $-0.31 | $2.37 | ||
| Q2 25 | $-0.44 | $2.58 | ||
| Q1 25 | $-0.37 | $2.48 | ||
| Q4 24 | $-0.07 | $2.34 | ||
| Q3 24 | $0.19 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $4.0B | $6.3B |
| 总资产 | $10.0B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资CRWDRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $4.8B | $1.4B | ||
| Q3 25 | $5.0B | $1.4B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.3B | $932.7M | ||
| Q4 24 | $4.3B | $521.9M | ||
| Q3 24 | $4.0B | $426.4M |
总债务CRWDRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益CRWDRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.0B | $6.3B | ||
| Q3 25 | $3.8B | $6.1B | ||
| Q2 25 | $3.5B | $6.0B | ||
| Q1 25 | $3.3B | $5.5B | ||
| Q4 24 | $3.1B | $5.3B | ||
| Q3 24 | $2.9B | $5.2B |
总资产CRWDRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $10.0B | $8.5B | ||
| Q3 25 | $9.3B | $8.3B | ||
| Q2 25 | $8.7B | $8.2B | ||
| Q1 25 | $8.7B | $7.6B | ||
| Q4 24 | $7.8B | $7.1B | ||
| Q3 24 | $7.2B | $7.2B |
负债/权益比CRWDRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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CRWDRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $339.7M | ||
| Q3 25 | $332.8M | $457.3M | ||
| Q2 25 | $384.1M | $538.8M | ||
| Q1 25 | $345.7M | $578.7M | ||
| Q4 24 | $326.1M | $308.6M | ||
| Q3 24 | $326.6M | $325.5M |
自由现金流CRWDRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $314.1M | $311.2M | ||
| Q3 25 | $302.3M | $414.4M | ||
| Q2 25 | $298.4M | $508.2M | ||
| Q1 25 | $258.5M | $557.9M | ||
| Q4 24 | $247.4M | $288.0M | ||
| Q3 24 | $287.4M | $307.7M |
自由现金流率CRWDRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 21.9% | ||
| Q3 25 | 25.9% | 31.0% | ||
| Q2 25 | 27.0% | 37.7% | ||
| Q1 25 | 24.4% | 43.2% | ||
| Q4 24 | 24.5% | 22.5% | ||
| Q3 24 | 29.8% | 25.1% |
资本支出强度CRWDRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 2.0% | ||
| Q3 25 | 2.6% | 3.2% | ||
| Q2 25 | 7.8% | 2.3% | ||
| Q1 25 | 8.2% | 1.6% | ||
| Q4 24 | 7.8% | 1.6% | ||
| Q3 24 | 4.1% | 1.5% |
现金转化率CRWDRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 6.95× | 1.05× |
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% |
RMD
暂无分部数据
