vs
CrowdStrike（CRWD）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是CrowdStrike的1.5倍（$1.9B vs $1.2B），RPM INTERNATIONAL INC净利率更高（8.4% vs -2.8%，领先11.2%），CrowdStrike同比增速更快（22.2% vs 3.5%），CrowdStrike自由现金流更多（$314.1M vs $296.4M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
CRWD vs RPM — 直观对比
营收规模更大
RPM
是对方的1.5倍
$1.2B
营收增速更快
CRWD
高出18.7%
3.5%
净利率更高
RPM
高出11.2%
-2.8%
自由现金流更多
CRWD
多$17.8M
$296.4M
两年增速更快
CRWD
近两年复合增速
12.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $-34.0M | $161.2M |
| 毛利率 | 75.1% | 40.8% |
| 营业利润率 | -5.6% | 11.0% |
| 净利率 | -2.8% | 8.4% |
| 营收同比 | 22.2% | 3.5% |
| 净利润同比 | -102.1% | -12.0% |
| 每股收益（稀释后） | $-0.14 | $1.26 |
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CRWDRPM
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $963.9M | $2.0B | ||
| Q2 24 | $921.0M | $2.0B | ||
| Q1 24 | $845.3M | $1.5B |
净利润CRWDRPM
| Q4 25 | $-34.0M | $161.2M | ||
| Q3 25 | $-77.7M | $227.6M | ||
| Q2 25 | $-110.2M | $225.8M | ||
| Q1 25 | $-92.3M | $52.0M | ||
| Q4 24 | $-16.8M | $183.2M | ||
| Q3 24 | $47.0M | $227.7M | ||
| Q2 24 | $42.8M | $180.6M | ||
| Q1 24 | $53.7M | $61.2M |
毛利率CRWDRPM
| Q4 25 | 75.1% | 40.8% | ||
| Q3 25 | 73.5% | 42.3% | ||
| Q2 25 | 73.8% | 42.4% | ||
| Q1 25 | 74.1% | 38.4% | ||
| Q4 24 | 74.7% | 41.4% | ||
| Q3 24 | 75.4% | 42.5% | ||
| Q2 24 | 75.6% | 41.4% | ||
| Q1 24 | 75.3% | 39.9% |
营业利润率CRWDRPM
| Q4 25 | -5.6% | 11.0% | ||
| Q3 25 | -9.7% | 14.1% | ||
| Q2 25 | -11.3% | 11.9% | ||
| Q1 25 | -8.1% | 2.8% | ||
| Q4 24 | -5.5% | 11.5% | ||
| Q3 24 | 1.4% | 14.8% | ||
| Q2 24 | 0.8% | 11.9% | ||
| Q1 24 | 3.5% | 5.5% |
净利率CRWDRPM
| Q4 25 | -2.8% | 8.4% | ||
| Q3 25 | -6.6% | 10.8% | ||
| Q2 25 | -10.0% | 10.8% | ||
| Q1 25 | -8.7% | 3.5% | ||
| Q4 24 | -1.7% | 9.9% | ||
| Q3 24 | 4.9% | 11.6% | ||
| Q2 24 | 4.6% | 9.0% | ||
| Q1 24 | 6.4% | 4.0% |
每股收益（稀释后）CRWDRPM
| Q4 25 | $-0.14 | $1.26 | ||
| Q3 25 | $-0.31 | $1.77 | ||
| Q2 25 | $-0.44 | $1.76 | ||
| Q1 25 | $-0.37 | $0.40 | ||
| Q4 24 | $-0.07 | $1.42 | ||
| Q3 24 | $0.19 | $1.77 | ||
| Q2 24 | $0.17 | $1.40 | ||
| Q1 24 | $0.23 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $4.0B | $3.1B |
| 总资产 | $10.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资CRWDRPM
| Q4 25 | $4.8B | $316.6M | ||
| Q3 25 | $5.0B | $297.1M | ||
| Q2 25 | $4.6B | $302.1M | ||
| Q1 25 | $4.3B | $241.9M | ||
| Q4 24 | $4.3B | $268.7M | ||
| Q3 24 | $4.0B | $231.6M | ||
| Q2 24 | $3.7B | $237.4M | ||
| Q1 24 | $3.5B | $248.9M |
总债务CRWDRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益CRWDRPM
| Q4 25 | $4.0B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $3.5B | $2.9B | ||
| Q1 25 | $3.3B | $2.7B | ||
| Q4 24 | $3.1B | $2.7B | ||
| Q3 24 | $2.9B | $2.6B | ||
| Q2 24 | $2.5B | $2.5B | ||
| Q1 24 | $2.3B | $2.3B |
总资产CRWDRPM
| Q4 25 | $10.0B | $7.9B | ||
| Q3 25 | $9.3B | $7.9B | ||
| Q2 25 | $8.7B | $7.8B | ||
| Q1 25 | $8.7B | $6.6B | ||
| Q4 24 | $7.8B | $6.7B | ||
| Q3 24 | $7.2B | $6.6B | ||
| Q2 24 | $6.8B | $6.6B | ||
| Q1 24 | $6.6B | $6.4B |
负债/权益比CRWDRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $296.4M |
| 自由现金流率自由现金流/营收 | 25.5% | 15.5% |
| 资本支出强度资本支出/营收 | 6.8% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $582.9M |
8季度趋势，按日历期对齐
经营现金流CRWDRPM
| Q4 25 | $397.5M | $345.7M | ||
| Q3 25 | $332.8M | $237.5M | ||
| Q2 25 | $384.1M | $149.2M | ||
| Q1 25 | $345.7M | $91.5M | ||
| Q4 24 | $326.1M | $279.4M | ||
| Q3 24 | $326.6M | $248.1M | ||
| Q2 24 | $383.2M | $181.2M | ||
| Q1 24 | $347.0M | $173.4M |
自由现金流CRWDRPM
| Q4 25 | $314.1M | $296.4M | ||
| Q3 25 | $302.3M | $175.0M | ||
| Q2 25 | $298.4M | $78.2M | ||
| Q1 25 | $258.5M | $33.3M | ||
| Q4 24 | $247.4M | $229.5M | ||
| Q3 24 | $287.4M | $197.3M | ||
| Q2 24 | $333.5M | $105.3M | ||
| Q1 24 | $294.4M | $124.6M |
自由现金流率CRWDRPM
| Q4 25 | 25.5% | 15.5% | ||
| Q3 25 | 25.9% | 8.3% | ||
| Q2 25 | 27.0% | 3.8% | ||
| Q1 25 | 24.4% | 2.3% | ||
| Q4 24 | 24.5% | 12.4% | ||
| Q3 24 | 29.8% | 10.0% | ||
| Q2 24 | 36.2% | 5.2% | ||
| Q1 24 | 34.8% | 8.2% |
资本支出强度CRWDRPM
| Q4 25 | 6.8% | 2.6% | ||
| Q3 25 | 2.6% | 3.0% | ||
| Q2 25 | 7.8% | 3.4% | ||
| Q1 25 | 8.2% | 3.9% | ||
| Q4 24 | 7.8% | 2.7% | ||
| Q3 24 | 4.1% | 2.6% | ||
| Q2 24 | 5.4% | 3.8% | ||
| Q1 24 | 6.2% | 3.2% |
现金转化率CRWDRPM
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 6.95× | 1.09× | ||
| Q2 24 | 8.95× | 1.00× | ||
| Q1 24 | 6.46× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
