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CrowdStrike（CRWD）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是CrowdStrike的1.0倍（$1.2B vs $1.2B），ROKU, INC净利率更高（-2.2% vs -2.8%，领先0.6%），CrowdStrike同比增速更快（22.2% vs -18.3%），CrowdStrike自由现金流更多（$314.1M vs $298.4M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 13.6%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
CRWD vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.0倍
$1.2B
营收增速更快
CRWD
高出40.5%
-18.3%
净利率更高
ROKU
高出0.6%
-2.8%
自由现金流更多
CRWD
多$15.7M
$298.4M
两年增速更快
CRWD
近两年复合增速
13.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $-34.0M | $-27.4M |
| 毛利率 | 75.1% | 35.6% |
| 营业利润率 | -5.6% | 59.7% |
| 净利率 | -2.8% | -2.2% |
| 营收同比 | 22.2% | -18.3% |
| 净利润同比 | -102.1% | -361.0% |
| 每股收益（稀释后） | $-0.14 | $0.57 |
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CRWDROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $963.9M | $1.1B | ||
| Q2 24 | $921.0M | $968.2M |
净利润CRWDROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $-34.0M | $80.5M | ||
| Q3 25 | $-77.7M | $24.8M | ||
| Q2 25 | $-110.2M | $10.5M | ||
| Q1 25 | $-92.3M | $-27.4M | ||
| Q4 24 | $-16.8M | $-35.5M | ||
| Q3 24 | $47.0M | $-9.0M | ||
| Q2 24 | $42.8M | $-34.0M |
毛利率CRWDROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 75.1% | 43.5% | ||
| Q3 25 | 73.5% | 43.4% | ||
| Q2 25 | 73.8% | 44.8% | ||
| Q1 25 | 74.1% | 43.6% | ||
| Q4 24 | 74.7% | 42.7% | ||
| Q3 24 | 75.4% | 45.2% | ||
| Q2 24 | 75.6% | 43.9% |
营业利润率CRWDROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | -5.6% | 4.7% | ||
| Q3 25 | -9.7% | 0.8% | ||
| Q2 25 | -11.3% | -2.1% | ||
| Q1 25 | -8.1% | -5.7% | ||
| Q4 24 | -5.5% | -3.3% | ||
| Q3 24 | 1.4% | -3.4% | ||
| Q2 24 | 0.8% | -7.4% |
净利率CRWDROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | -2.8% | 5.8% | ||
| Q3 25 | -6.6% | 2.0% | ||
| Q2 25 | -10.0% | 0.9% | ||
| Q1 25 | -8.7% | -2.7% | ||
| Q4 24 | -1.7% | -3.0% | ||
| Q3 24 | 4.9% | -0.9% | ||
| Q2 24 | 4.6% | -3.5% |
每股收益（稀释后）CRWDROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $-0.14 | $0.55 | ||
| Q3 25 | $-0.31 | $0.16 | ||
| Q2 25 | $-0.44 | $0.07 | ||
| Q1 25 | $-0.37 | $-0.19 | ||
| Q4 24 | $-0.07 | $-0.24 | ||
| Q3 24 | $0.19 | $-0.06 | ||
| Q2 24 | $0.17 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $2.7B |
| 总资产 | $10.0B | $4.4B |
| 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CRWDROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $4.8B | $2.3B | ||
| Q3 25 | $5.0B | $2.3B | ||
| Q2 25 | $4.6B | $2.3B | ||
| Q1 25 | $4.3B | $2.3B | ||
| Q4 24 | $4.3B | $2.2B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.7B | $2.1B |
股东权益CRWDROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $4.0B | $2.7B | ||
| Q3 25 | $3.8B | $2.6B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $3.1B | $2.5B | ||
| Q3 24 | $2.9B | $2.5B | ||
| Q2 24 | $2.5B | $2.4B |
总资产CRWDROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $10.0B | $4.4B | ||
| Q3 25 | $9.3B | $4.4B | ||
| Q2 25 | $8.7B | $4.3B | ||
| Q1 25 | $8.7B | $4.2B | ||
| Q4 24 | $7.8B | $4.3B | ||
| Q3 24 | $7.2B | $4.3B | ||
| Q2 24 | $6.8B | $4.1B |
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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $298.4M |
| 自由现金流率自由现金流/营收 | 25.5% | 23.9% |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流CRWDROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $397.5M | $107.7M | ||
| Q3 25 | $332.8M | $127.6M | ||
| Q2 25 | $384.1M | $109.7M | ||
| Q1 25 | $345.7M | $138.7M | ||
| Q4 24 | $326.1M | $79.3M | ||
| Q3 24 | $326.6M | $68.7M | ||
| Q2 24 | $383.2M | $23.4M |
自由现金流CRWDROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $314.1M | $106.6M | ||
| Q3 25 | $302.3M | $126.5M | ||
| Q2 25 | $298.4M | $108.6M | ||
| Q1 25 | $258.5M | $136.8M | ||
| Q4 24 | $247.4M | $76.8M | ||
| Q3 24 | $287.4M | $67.6M | ||
| Q2 24 | $333.5M | $22.5M |
自由现金流率CRWDROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 25.5% | 7.6% | ||
| Q3 25 | 25.9% | 10.4% | ||
| Q2 25 | 27.0% | 9.8% | ||
| Q1 25 | 24.4% | 13.4% | ||
| Q4 24 | 24.5% | 6.4% | ||
| Q3 24 | 29.8% | 6.4% | ||
| Q2 24 | 36.2% | 2.3% |
资本支出强度CRWDROKU
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 0.1% | ||
| Q3 25 | 2.6% | 0.1% | ||
| Q2 25 | 7.8% | 0.1% | ||
| Q1 25 | 8.2% | 0.2% | ||
| Q4 24 | 7.8% | 0.2% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 5.4% | 0.1% |
现金转化率CRWDROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | — | ||
| Q2 24 | 8.95× | — |
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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
