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CrowdStrike（CRWD）与Rollins, Inc.（ROL）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Rollins, Inc.的1.4倍（$1.2B vs $906.4M），Rollins, Inc.净利率更高（11.9% vs -2.8%，领先14.7%），CrowdStrike同比增速更快（22.2% vs 10.2%），CrowdStrike自由现金流更多（$314.1M vs $111.2M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
CRWD vs ROL — 直观对比
营收规模更大
CRWD
是对方的1.4倍
$906.4M
营收增速更快
CRWD
高出12.0%
10.2%
净利率更高
ROL
高出14.7%
-2.8%
自由现金流更多
CRWD
多$202.9M
$111.2M
两年增速更快
CRWD
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $906.4M |
| 净利润 | $-34.0M | $107.8M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 16.1% |
| 净利率 | -2.8% | 11.9% |
| 营收同比 | 22.2% | 10.2% |
| 净利润同比 | -102.1% | 2.5% |
| 每股收益（稀释后） | $-0.14 | $0.22 |
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CRWDROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.2B | $912.9M | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.1B | $999.5M | ||
| Q1 25 | $1.1B | $822.5M | ||
| Q4 24 | $1.0B | $832.2M | ||
| Q3 24 | $963.9M | $916.3M | ||
| Q2 24 | $921.0M | $891.9M |
净利润CRWDROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $-34.0M | $116.4M | ||
| Q3 25 | $-77.7M | $163.5M | ||
| Q2 25 | $-110.2M | $141.5M | ||
| Q1 25 | $-92.3M | $105.2M | ||
| Q4 24 | $-16.8M | $105.7M | ||
| Q3 24 | $47.0M | $136.9M | ||
| Q2 24 | $42.8M | $129.4M |
毛利率CRWDROL
| 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CRWDROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | -5.6% | 17.5% | ||
| Q3 25 | -9.7% | 21.9% | ||
| Q2 25 | -11.3% | 19.8% | ||
| Q1 25 | -8.1% | 17.3% | ||
| Q4 24 | -5.5% | 18.1% | ||
| Q3 24 | 1.4% | 20.9% | ||
| Q2 24 | 0.8% | 20.4% |
净利率CRWDROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | -2.8% | 12.8% | ||
| Q3 25 | -6.6% | 15.9% | ||
| Q2 25 | -10.0% | 14.2% | ||
| Q1 25 | -8.7% | 12.8% | ||
| Q4 24 | -1.7% | 12.7% | ||
| Q3 24 | 4.9% | 14.9% | ||
| Q2 24 | 4.6% | 14.5% |
每股收益（稀释后）CRWDROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $-0.14 | $0.24 | ||
| Q3 25 | $-0.31 | $0.34 | ||
| Q2 25 | $-0.44 | $0.29 | ||
| Q1 25 | $-0.37 | $0.22 | ||
| Q4 24 | $-0.07 | $0.22 | ||
| Q3 24 | $0.19 | $0.28 | ||
| Q2 24 | $0.17 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $4.0B | $1.4B |
| 总资产 | $10.0B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资CRWDROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $4.8B | $100.0M | ||
| Q3 25 | $5.0B | $127.4M | ||
| Q2 25 | $4.6B | $123.0M | ||
| Q1 25 | $4.3B | $201.2M | ||
| Q4 24 | $4.3B | $89.6M | ||
| Q3 24 | $4.0B | $95.3M | ||
| Q2 24 | $3.7B | $106.7M |
总债务CRWDROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWDROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.0B | $1.4B | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $3.5B | $1.4B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $2.9B | $1.3B | ||
| Q2 24 | $2.5B | $1.2B |
总资产CRWDROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $10.0B | $3.1B | ||
| Q3 25 | $9.3B | $3.2B | ||
| Q2 25 | $8.7B | $3.2B | ||
| Q1 25 | $8.7B | $2.9B | ||
| Q4 24 | $7.8B | $2.8B | ||
| Q3 24 | $7.2B | $2.8B | ||
| Q2 24 | $6.8B | $2.8B |
负债/权益比CRWDROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $111.2M |
| 自由现金流率自由现金流/营收 | 25.5% | 12.3% |
| 资本支出强度资本支出/营收 | 6.8% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.10× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $621.1M |
8季度趋势，按日历期对齐
经营现金流CRWDROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $397.5M | $164.7M | ||
| Q3 25 | $332.8M | $191.3M | ||
| Q2 25 | $384.1M | $175.1M | ||
| Q1 25 | $345.7M | $146.9M | ||
| Q4 24 | $326.1M | $188.2M | ||
| Q3 24 | $326.6M | $146.9M | ||
| Q2 24 | $383.2M | $145.1M |
自由现金流CRWDROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $314.1M | $159.0M | ||
| Q3 25 | $302.3M | $182.8M | ||
| Q2 25 | $298.4M | $168.0M | ||
| Q1 25 | $258.5M | $140.1M | ||
| Q4 24 | $247.4M | $184.0M | ||
| Q3 24 | $287.4M | $139.4M | ||
| Q2 24 | $333.5M | $136.4M |
自由现金流率CRWDROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 25.5% | 17.4% | ||
| Q3 25 | 25.9% | 17.8% | ||
| Q2 25 | 27.0% | 16.8% | ||
| Q1 25 | 24.4% | 17.0% | ||
| Q4 24 | 24.5% | 22.1% | ||
| Q3 24 | 29.8% | 15.2% | ||
| Q2 24 | 36.2% | 15.3% |
资本支出强度CRWDROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 6.8% | 0.6% | ||
| Q3 25 | 2.6% | 0.8% | ||
| Q2 25 | 7.8% | 0.7% | ||
| Q1 25 | 8.2% | 0.8% | ||
| Q4 24 | 7.8% | 0.5% | ||
| Q3 24 | 4.1% | 0.8% | ||
| Q2 24 | 5.4% | 1.0% |
现金转化率CRWDROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 6.95× | 1.07× | ||
| Q2 24 | 8.95× | 1.12× |
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% |
ROL
暂无分部数据
