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CrowdStrike（CRWD）与Revvity（RVTY）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Revvity的1.6倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs -2.8%，领先15.5%），CrowdStrike同比增速更快（22.2% vs 5.9%），CrowdStrike自由现金流更多（$314.1M vs $161.8M），过去两年CrowdStrike的营收复合增速更高（20.8% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
CRWD vs RVTY — 直观对比
营收规模更大
CRWD
是对方的1.6倍
$772.1M
营收增速更快
CRWD
高出16.3%
5.9%
净利率更高
RVTY
高出15.5%
-2.8%
自由现金流更多
CRWD
多$152.4M
$161.8M
两年增速更快
CRWD
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $-34.0M | $98.4M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 14.5% |
| 净利率 | -2.8% | 12.7% |
| 营收同比 | 22.2% | 5.9% |
| 净利润同比 | -102.1% | 3.9% |
| 每股收益（稀释后） | $-0.14 | $0.86 |
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CRWDRVTY
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $1.2B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $1.1B | $664.8M | ||
| Q4 24 | $1.0B | $729.4M | ||
| Q3 24 | $963.9M | $684.0M | ||
| Q2 24 | $921.0M | $691.7M | ||
| Q1 24 | $845.3M | $649.9M |
净利润CRWDRVTY
| Q4 25 | $-34.0M | $98.4M | ||
| Q3 25 | $-77.7M | $46.7M | ||
| Q2 25 | $-110.2M | $53.9M | ||
| Q1 25 | $-92.3M | $42.2M | ||
| Q4 24 | $-16.8M | $94.6M | ||
| Q3 24 | $47.0M | $94.4M | ||
| Q2 24 | $42.8M | $55.4M | ||
| Q1 24 | $53.7M | $26.0M |
毛利率CRWDRVTY
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | 53.6% | ||
| Q2 25 | 73.8% | 54.5% | ||
| Q1 25 | 74.1% | 56.5% | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | 56.3% | ||
| Q2 24 | 75.6% | 55.7% | ||
| Q1 24 | 75.3% | 54.6% |
营业利润率CRWDRVTY
| Q4 25 | -5.6% | 14.5% | ||
| Q3 25 | -9.7% | 11.7% | ||
| Q2 25 | -11.3% | 12.6% | ||
| Q1 25 | -8.1% | 10.9% | ||
| Q4 24 | -5.5% | 16.3% | ||
| Q3 24 | 1.4% | 14.3% | ||
| Q2 24 | 0.8% | 12.4% | ||
| Q1 24 | 3.5% | 6.8% |
净利率CRWDRVTY
| Q4 25 | -2.8% | 12.7% | ||
| Q3 25 | -6.6% | 6.7% | ||
| Q2 25 | -10.0% | 7.5% | ||
| Q1 25 | -8.7% | 6.4% | ||
| Q4 24 | -1.7% | 13.0% | ||
| Q3 24 | 4.9% | 13.8% | ||
| Q2 24 | 4.6% | 8.0% | ||
| Q1 24 | 6.4% | 4.0% |
每股收益（稀释后）CRWDRVTY
| Q4 25 | $-0.14 | $0.86 | ||
| Q3 25 | $-0.31 | $0.40 | ||
| Q2 25 | $-0.44 | $0.46 | ||
| Q1 25 | $-0.37 | $0.35 | ||
| Q4 24 | $-0.07 | $0.77 | ||
| Q3 24 | $0.19 | $0.77 | ||
| Q2 24 | $0.17 | $0.45 | ||
| Q1 24 | $0.23 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $7.3B |
| 总资产 | $10.0B | $12.2B |
| 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CRWDRVTY
| Q4 25 | $4.8B | $919.9M | ||
| Q3 25 | $5.0B | $931.4M | ||
| Q2 25 | $4.6B | $991.8M | ||
| Q1 25 | $4.3B | $1.1B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.0B | $1.2B | ||
| Q2 24 | $3.7B | $2.0B | ||
| Q1 24 | $3.5B | $1.7B |
股东权益CRWDRVTY
| Q4 25 | $4.0B | $7.3B | ||
| Q3 25 | $3.8B | $7.4B | ||
| Q2 25 | $3.5B | $7.6B | ||
| Q1 25 | $3.3B | $7.6B | ||
| Q4 24 | $3.1B | $7.7B | ||
| Q3 24 | $2.9B | $7.9B | ||
| Q2 24 | $2.5B | $7.9B | ||
| Q1 24 | $2.3B | $7.8B |
总资产CRWDRVTY
| Q4 25 | $10.0B | $12.2B | ||
| Q3 25 | $9.3B | $12.1B | ||
| Q2 25 | $8.7B | $12.4B | ||
| Q1 25 | $8.7B | $12.4B | ||
| Q4 24 | $7.8B | $12.4B | ||
| Q3 24 | $7.2B | $12.8B | ||
| Q2 24 | $6.8B | $13.4B | ||
| Q1 24 | $6.6B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 25.5% | 21.0% |
| 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 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $509.4M |
8季度趋势，按日历期对齐
经营现金流CRWDRVTY
| Q4 25 | $397.5M | $182.0M | ||
| Q3 25 | $332.8M | $138.5M | ||
| Q2 25 | $384.1M | $134.3M | ||
| Q1 25 | $345.7M | $128.2M | ||
| Q4 24 | $326.1M | $174.2M | ||
| Q3 24 | $326.6M | $147.9M | ||
| Q2 24 | $383.2M | $158.6M | ||
| Q1 24 | $347.0M | $147.6M |
自由现金流CRWDRVTY
| Q4 25 | $314.1M | $161.8M | ||
| Q3 25 | $302.3M | $120.0M | ||
| Q2 25 | $298.4M | $115.5M | ||
| Q1 25 | $258.5M | $112.2M | ||
| Q4 24 | $247.4M | $149.8M | ||
| Q3 24 | $287.4M | $125.6M | ||
| Q2 24 | $333.5M | $136.6M | ||
| Q1 24 | $294.4M | $129.7M |
自由现金流率CRWDRVTY
| Q4 25 | 25.5% | 21.0% | ||
| Q3 25 | 25.9% | 17.2% | ||
| Q2 25 | 27.0% | 16.0% | ||
| Q1 25 | 24.4% | 16.9% | ||
| Q4 24 | 24.5% | 20.5% | ||
| Q3 24 | 29.8% | 18.4% | ||
| Q2 24 | 36.2% | 19.7% | ||
| Q1 24 | 34.8% | 20.0% |
资本支出强度CRWDRVTY
| Q4 25 | 6.8% | 2.6% | ||
| Q3 25 | 2.6% | 2.6% | ||
| Q2 25 | 7.8% | 2.6% | ||
| Q1 25 | 8.2% | 2.4% | ||
| Q4 24 | 7.8% | 3.4% | ||
| Q3 24 | 4.1% | 3.3% | ||
| Q2 24 | 5.4% | 3.2% | ||
| Q1 24 | 6.2% | 2.7% |
现金转化率CRWDRVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 6.95× | 1.57× | ||
| Q2 24 | 8.95× | 2.87× | ||
| Q1 24 | 6.46× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
