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CrowdStrike（CRWD）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是CrowdStrike的1.8倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -2.8%，领先26.3%），CrowdStrike同比增速更快（22.2% vs -36.8%），过去两年CrowdStrike的营收复合增速更高（20.8% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
CRWD vs RNR — 直观对比
营收规模更大
RNR
是对方的1.8倍
$1.2B
营收增速更快
CRWD
高出58.9%
-36.8%
净利率更高
RNR
高出26.3%
-2.8%
两年增速更快
CRWD
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $-34.0M | $515.8M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | — |
| 净利率 | -2.8% | 23.5% |
| 营收同比 | 22.2% | -36.8% |
| 净利润同比 | -102.1% | 72.6% |
| 每股收益（稀释后） | $-0.14 | $6.57 |
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CRWDRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $963.9M | $4.0B | ||
| Q2 24 | $921.0M | $2.8B |
净利润CRWDRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-34.0M | $760.5M | ||
| Q3 25 | $-77.7M | $916.5M | ||
| Q2 25 | $-110.2M | $835.4M | ||
| Q1 25 | $-92.3M | $170.0M | ||
| Q4 24 | $-16.8M | $-189.7M | ||
| Q3 24 | $47.0M | $1.2B | ||
| Q2 24 | $42.8M | $503.9M |
毛利率CRWDRNR
| 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CRWDRNR
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 42.5% | ||
| Q3 25 | -9.7% | 46.3% | ||
| Q2 25 | -11.3% | 41.8% | ||
| Q1 25 | -8.1% | -2.0% | ||
| Q4 24 | -5.5% | -3.6% | ||
| Q3 24 | 1.4% | 43.7% | ||
| Q2 24 | 0.8% | 25.0% |
净利率CRWDRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -2.8% | 25.6% | ||
| Q3 25 | -6.6% | 28.7% | ||
| Q2 25 | -10.0% | 26.1% | ||
| Q1 25 | -8.7% | 4.9% | ||
| Q4 24 | -1.7% | -8.3% | ||
| Q3 24 | 4.9% | 29.8% | ||
| Q2 24 | 4.6% | 17.8% |
每股收益（稀释后）CRWDRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.14 | $16.16 | ||
| Q3 25 | $-0.31 | $19.40 | ||
| Q2 25 | $-0.44 | $17.20 | ||
| Q1 25 | $-0.37 | $3.27 | ||
| Q4 24 | $-0.07 | $-3.76 | ||
| Q3 24 | $0.19 | $22.62 | ||
| Q2 24 | $0.17 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $4.3B |
| 总资产 | $10.0B | $53.7B |
| 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CRWDRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.8B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $4.6B | $1.4B | ||
| Q1 25 | $4.3B | $1.6B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.7B | $1.6B |
总债务CRWDRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益CRWDRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.0B | $11.6B | ||
| Q3 25 | $3.8B | $11.5B | ||
| Q2 25 | $3.5B | $10.8B | ||
| Q1 25 | $3.3B | $10.3B | ||
| Q4 24 | $3.1B | $10.6B | ||
| Q3 24 | $2.9B | $11.2B | ||
| Q2 24 | $2.5B | $10.2B |
总资产CRWDRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $10.0B | $53.8B | ||
| Q3 25 | $9.3B | $54.5B | ||
| Q2 25 | $8.7B | $54.7B | ||
| Q1 25 | $8.7B | $53.6B | ||
| Q4 24 | $7.8B | $50.7B | ||
| Q3 24 | $7.2B | $52.8B | ||
| Q2 24 | $6.8B | $51.6B |
负债/权益比CRWDRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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CRWDRNR
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $483.0M | ||
| Q3 25 | $332.8M | $1.6B | ||
| Q2 25 | $384.1M | $1.5B | ||
| Q1 25 | $345.7M | $157.8M | ||
| Q4 24 | $326.1M | $778.9M | ||
| Q3 24 | $326.6M | $1.5B | ||
| Q2 24 | $383.2M | $1.2B |
自由现金流CRWDRNR
| 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CRWDRNR
| 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CRWDRNR
| 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CRWDRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | 1.26× | ||
| Q2 24 | 8.95× | 2.41× |
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% |
RNR
暂无分部数据
