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CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc.

NASDAQ•CRWD
CEO: Mr. George R. Kurtz
セクター: Technology
業種: Software - Infrastructure
上場日: 2019-06-12
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.
連絡先情報
206 East 9th Street, Suite 1400, Austin, TX, 78701, United States
888-512-8906
www.crowdstrike.com
時価総額
$108.31B
PER (TTM)
-343.7
41.4
配当利回り
--
52週高値
$566.90
52週安値
$298.00
52週レンジ
49%
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025

財務ダッシュボード

Q3 2026 データ

売上高

$1.23B+22.18%
直近4四半期の推移

EPS

-$0.14+104.38%
直近4四半期の推移

フリーCF

$314.15M+35.90%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Total revenue for nine months reached $3.51B, marking a 21% increase over prior year period.
Annual Recurring Revenue Annual Recurring Revenue (ARR) stood at $4.92B as of October 31, 2025, showing robust platform adoption.
Strong Operating Cash Flow Net cash provided by operating activities totaled $1.11B for the nine months ended October 31, 2025.
Subscription Gross Margin Subscription gross margin remained strong at 77% for the nine months, indicating stable core profitability.

リスク要因

July 19 Incident Impact Incident continues to adversely affect sales, customer relations, and reputation; significant legal costs are ongoing.
Operating Expenses Surge Total operating expenses grew 31% to $2.91B for nine months, driven by significant increases in R&D and S&M.
Goodwill Acquisition Increase Goodwill increased by $442.21M due to Pangea and Onum acquisitions, raising integration risk exposure.
Intense Market Competition Faces intense competition; failure to enhance products or maintain brand strength risks market share erosion.

見通し

Strategic Plan Implementation Strategic Plan announced in May 2025, resulting in 5% workforce reduction; $45.5M charges recorded YTD.
International Expansion Focus International revenue accounted for 30% of total revenue; future growth relies on managing associated geopolitical risks.
Investing in Growth Continues Expect continued significant investment in Sales/Marketing and R&D to drive customer base expansion and module adoption.
Liquidity Position Strong Expect existing cash ($4.80B) and Revolving Facility capacity to meet needs for at least next 12 months.

同業比較

売上高 (TTM)

Dell Technologies Inc.DELL
$103.97B
+10.7%
Accenture plcACN
$70.73B
+6.6%
Adobe Inc.ADBE
$23.77B
+10.5%

粗利益率 (最新四半期)

Adobe Inc.ADBE
88.9%
-0.1pp
Fortinet, Inc.FTNT
79.6%
-1.0pp
CrowdStrike Holdings, Inc.CRWD
75.6%
+0.8pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TXN$205.49B41.130.4%44.5%
KLAC$192.38B42.295.2%37.6%
ADI$165.06B73.06.6%18.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.3%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月3日
|
EPS:$1.10
|
売上高:$1.30B
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年10月31日|提出日: 2025年12月3日|
    売上高: $1.23B+22.2%
    |
    EPS: $-0.14+104.4%
    予想を下回る

  • Form 10-Q - Q2 2026

    会計期末: 2025年7月31日|提出日: 2025年8月28日|
    売上高: $1.17B+21.3%
    |
    EPS: $-0.31-263.2%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年4月30日|提出日: 2025年6月4日|
    売上高: $1.10B+19.8%
    |
    EPS: $-0.44-344.4%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年1月31日|提出日: 2025年3月10日|
    売上高: $3.95B+29.4%
    |
    EPS: $-0.08-121.3%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2024年10月31日|提出日: 2024年11月27日|
    売上高: $1.01B+28.5%
    |
    EPS: $-0.07-162.3%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年7月31日|提出日: 2024年8月29日|
    売上高: $963.87M+31.7%
    |
    EPS: $0.19+433.7%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年4月30日|提出日: 2024年6月5日|
    売上高: $921.04M+33.0%
    |
    EPS: $0.18+8471.4%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年1月31日|提出日: 2024年3月7日|
    売上高: $3.06B+36.3%
    |
    EPS: $0.37+147.4%
    予想を下回る