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CrowdStrike（CRWD）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是CrowdStrike的1.3倍（$1.6B vs $1.2B），Atlassian Corp净利率更高（-2.7% vs -2.8%，领先0.1%），Atlassian Corp同比增速更快（23.3% vs 22.2%），CrowdStrike自由现金流更多（$314.1M vs $168.5M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
CRWD vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.3倍
$1.2B
营收增速更快
TEAM
高出1.1%
22.2%
净利率更高
TEAM
高出0.1%
-2.8%
自由现金流更多
CRWD
多$145.6M
$168.5M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.6B |
| 净利润 | $-34.0M | $-42.6M |
| 毛利率 | 75.1% | 85.0% |
| 营业利润率 | -5.6% | -3.0% |
| 净利率 | -2.8% | -2.7% |
| 营收同比 | 22.2% | 23.3% |
| 净利润同比 | -102.1% | -11.6% |
| 每股收益（稀释后） | $-0.14 | $-0.16 |
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CRWDTEAM
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $963.9M | $1.2B | ||
| Q2 24 | $921.0M | — | ||
| Q1 24 | $845.3M | $1.2B |
净利润CRWDTEAM
| Q4 25 | $-34.0M | $-42.6M | ||
| Q3 25 | $-77.7M | $-51.9M | ||
| Q2 25 | $-110.2M | $-23.9M | ||
| Q1 25 | $-92.3M | $-70.8M | ||
| Q4 24 | $-16.8M | $-38.2M | ||
| Q3 24 | $47.0M | $-123.8M | ||
| Q2 24 | $42.8M | — | ||
| Q1 24 | $53.7M | $12.8M |
毛利率CRWDTEAM
| Q4 25 | 75.1% | 85.0% | ||
| Q3 25 | 73.5% | 82.0% | ||
| Q2 25 | 73.8% | 83.1% | ||
| Q1 25 | 74.1% | 83.8% | ||
| Q4 24 | 74.7% | 82.7% | ||
| Q3 24 | 75.4% | 81.7% | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.3% | 82.1% |
营业利润率CRWDTEAM
| Q4 25 | -5.6% | -3.0% | ||
| Q3 25 | -9.7% | -6.7% | ||
| Q2 25 | -11.3% | -2.1% | ||
| Q1 25 | -8.1% | -0.9% | ||
| Q4 24 | -5.5% | -4.5% | ||
| Q3 24 | 1.4% | -2.7% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 3.5% | 1.5% |
净利率CRWDTEAM
| Q4 25 | -2.8% | -2.7% | ||
| Q3 25 | -6.6% | -3.6% | ||
| Q2 25 | -10.0% | -1.7% | ||
| Q1 25 | -8.7% | -5.2% | ||
| Q4 24 | -1.7% | -3.0% | ||
| Q3 24 | 4.9% | -10.4% | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 6.4% | 1.1% |
每股收益（稀释后）CRWDTEAM
| Q4 25 | $-0.14 | $-0.16 | ||
| Q3 25 | $-0.31 | $-0.20 | ||
| Q2 25 | $-0.44 | $-0.08 | ||
| Q1 25 | $-0.37 | $-0.27 | ||
| Q4 24 | $-0.07 | $-0.15 | ||
| Q3 24 | $0.19 | $-0.48 | ||
| Q2 24 | $0.17 | — | ||
| Q1 24 | $0.23 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $1.6B |
| 总资产 | $10.0B | $6.2B |
| 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CRWDTEAM
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $5.0B | $2.8B | ||
| Q2 25 | $4.6B | $2.9B | ||
| Q1 25 | $4.3B | $3.0B | ||
| Q4 24 | $4.3B | $2.5B | ||
| Q3 24 | $4.0B | $2.2B | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | $2.1B |
股东权益CRWDTEAM
| Q4 25 | $4.0B | $1.6B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $2.9B | $1.0B | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.3B | $1.1B |
总资产CRWDTEAM
| Q4 25 | $10.0B | $6.2B | ||
| Q3 25 | $9.3B | $5.7B | ||
| Q2 25 | $8.7B | $6.0B | ||
| Q1 25 | $8.7B | $5.9B | ||
| Q4 24 | $7.8B | $5.4B | ||
| Q3 24 | $7.2B | $5.0B | ||
| Q2 24 | $6.8B | — | ||
| Q1 24 | $6.6B | $5.1B |
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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $168.5M |
| 自由现金流率自由现金流/营收 | 25.5% | 10.6% |
| 资本支出强度资本支出/营收 | 6.8% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流CRWDTEAM
| Q4 25 | $397.5M | $177.8M | ||
| Q3 25 | $332.8M | $128.7M | ||
| Q2 25 | $384.1M | $375.3M | ||
| Q1 25 | $345.7M | $652.7M | ||
| Q4 24 | $326.1M | $351.9M | ||
| Q3 24 | $326.6M | $80.5M | ||
| Q2 24 | $383.2M | — | ||
| Q1 24 | $347.0M | $565.4M |
自由现金流CRWDTEAM
| Q4 25 | $314.1M | $168.5M | ||
| Q3 25 | $302.3M | $114.6M | ||
| Q2 25 | $298.4M | $360.3M | ||
| Q1 25 | $258.5M | $638.3M | ||
| Q4 24 | $247.4M | $342.6M | ||
| Q3 24 | $287.4M | $74.3M | ||
| Q2 24 | $333.5M | — | ||
| Q1 24 | $294.4M | $554.9M |
自由现金流率CRWDTEAM
| Q4 25 | 25.5% | 10.6% | ||
| Q3 25 | 25.9% | 8.0% | ||
| Q2 25 | 27.0% | 26.0% | ||
| Q1 25 | 24.4% | 47.0% | ||
| Q4 24 | 24.5% | 26.6% | ||
| Q3 24 | 29.8% | 6.3% | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 34.8% | 46.7% |
资本支出强度CRWDTEAM
| Q4 25 | 6.8% | 0.6% | ||
| Q3 25 | 2.6% | 1.0% | ||
| Q2 25 | 7.8% | 1.1% | ||
| Q1 25 | 8.2% | 1.1% | ||
| Q4 24 | 7.8% | 0.7% | ||
| Q3 24 | 4.1% | 0.5% | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.2% | 0.9% |
现金转化率CRWDTEAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | — | ||
| Q2 24 | 8.95× | — | ||
| Q1 24 | 6.46× | 44.34× |
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% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
