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CrowdStrike（CRWD）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是CrowdStrike的1.4倍（$1.7B vs $1.2B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs -2.8%，领先6.4%），CrowdStrike同比增速更快（22.2% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $314.1M），过去两年CrowdStrike的营收复合增速更高（20.8% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
CRWD vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.4倍
$1.2B
营收增速更快
CRWD
高出31.2%
-9.0%
净利率更高
RUSHA
高出6.4%
-2.8%
自由现金流更多
RUSHA
多$97.4M
$314.1M
两年增速更快
CRWD
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.7B |
| 净利润 | $-34.0M | $61.7M |
| 毛利率 | 75.1% | 20.4% |
| 营业利润率 | -5.6% | 4.9% |
| 净利率 | -2.8% | 3.7% |
| 营收同比 | 22.2% | -9.0% |
| 净利润同比 | -102.1% | 1.8% |
| 每股收益（稀释后） | $-0.14 | $0.77 |
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CRWDRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $963.9M | $1.8B | ||
| Q2 24 | $921.0M | $1.9B |
净利润CRWDRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $-34.0M | $64.3M | ||
| Q3 25 | $-77.7M | $66.7M | ||
| Q2 25 | $-110.2M | $72.4M | ||
| Q1 25 | $-92.3M | $60.3M | ||
| Q4 24 | $-16.8M | $74.8M | ||
| Q3 24 | $47.0M | $79.1M | ||
| Q2 24 | $42.8M | $78.7M |
毛利率CRWDRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 75.1% | 20.8% | ||
| Q3 25 | 73.5% | 21.0% | ||
| Q2 25 | 73.8% | 20.7% | ||
| Q1 25 | 74.1% | 20.3% | ||
| Q4 24 | 74.7% | 19.3% | ||
| Q3 24 | 75.4% | 21.0% | ||
| Q2 24 | 75.6% | 20.2% |
营业利润率CRWDRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | -5.6% | 5.5% | ||
| Q3 25 | -9.7% | 5.6% | ||
| Q2 25 | -11.3% | 6.0% | ||
| Q1 25 | -8.1% | 5.2% | ||
| Q4 24 | -5.5% | 5.8% | ||
| Q3 24 | 1.4% | 6.7% | ||
| Q2 24 | 0.8% | 6.4% |
净利率CRWDRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | -2.8% | 3.8% | ||
| Q3 25 | -6.6% | 3.7% | ||
| Q2 25 | -10.0% | 3.9% | ||
| Q1 25 | -8.7% | 3.4% | ||
| Q4 24 | -1.7% | 3.9% | ||
| Q3 24 | 4.9% | 4.4% | ||
| Q2 24 | 4.6% | 4.1% |
每股收益（稀释后）CRWDRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $-0.14 | $0.81 | ||
| Q3 25 | $-0.31 | $0.83 | ||
| Q2 25 | $-0.44 | $0.90 | ||
| Q1 25 | $-0.37 | $0.73 | ||
| Q4 24 | $-0.07 | $-95.13 | ||
| Q3 24 | $0.19 | $0.97 | ||
| Q2 24 | $0.17 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $4.0B | $2.3B |
| 总资产 | $10.0B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资CRWDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $212.6M | ||
| Q3 25 | $5.0B | $242.0M | ||
| Q2 25 | $4.6B | $211.1M | ||
| Q1 25 | $4.3B | $228.7M | ||
| Q4 24 | $4.3B | $228.1M | ||
| Q3 24 | $4.0B | $185.1M | ||
| Q2 24 | $3.7B | $167.3M |
总债务CRWDRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWDRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $3.8B | $2.2B | ||
| Q2 25 | $3.5B | $2.2B | ||
| Q1 25 | $3.3B | $2.2B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $2.9B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B |
总资产CRWDRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $10.0B | $4.4B | ||
| Q3 25 | $9.3B | $4.6B | ||
| Q2 25 | $8.7B | $4.7B | ||
| Q1 25 | $8.7B | $4.7B | ||
| Q4 24 | $7.8B | $4.6B | ||
| Q3 24 | $7.2B | $4.6B | ||
| Q2 24 | $6.8B | $4.5B |
负债/权益比CRWDRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $411.6M |
| 自由现金流率自由现金流/营收 | 25.5% | 24.4% |
| 资本支出强度资本支出/营收 | 6.8% | 2.0% |
| 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 | $828.4M |
8季度趋势，按日历期对齐
经营现金流CRWDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $397.5M | $112.9M | ||
| Q3 25 | $332.8M | $367.8M | ||
| Q2 25 | $384.1M | $227.6M | ||
| Q1 25 | $345.7M | $153.5M | ||
| Q4 24 | $326.1M | $392.3M | ||
| Q3 24 | $326.6M | $111.7M | ||
| Q2 24 | $383.2M | $270.6M |
自由现金流CRWDRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $314.1M | $31.9M | ||
| Q3 25 | $302.3M | $271.2M | ||
| Q2 25 | $298.4M | $113.8M | ||
| Q1 25 | $258.5M | $45.1M | ||
| Q4 24 | $247.4M | $263.5M | ||
| Q3 24 | $287.4M | $-20.0M | ||
| Q2 24 | $333.5M | $177.2M |
自由现金流率CRWDRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 25.5% | 1.9% | ||
| Q3 25 | 25.9% | 15.2% | ||
| Q2 25 | 27.0% | 6.2% | ||
| Q1 25 | 24.4% | 2.6% | ||
| Q4 24 | 24.5% | 13.7% | ||
| Q3 24 | 29.8% | -1.1% | ||
| Q2 24 | 36.2% | 9.1% |
资本支出强度CRWDRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 6.8% | 4.8% | ||
| Q3 25 | 2.6% | 5.4% | ||
| Q2 25 | 7.8% | 6.2% | ||
| Q1 25 | 8.2% | 6.2% | ||
| Q4 24 | 7.8% | 6.7% | ||
| Q3 24 | 4.1% | 7.3% | ||
| Q2 24 | 5.4% | 4.8% |
现金转化率CRWDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 6.95× | 1.41× | ||
| Q2 24 | 8.95× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
