CrowdStrike CRWD
Public, NASDAQ, reports in USD. Founded 2011.
Theme: Cloud.
Security SaaS.
2025-08-01 — Was good until…
Financials millions, USD
| Period | Revenue | Growth % | Gross margin % | R&D % | Operating income | Operating margin % | Net income | EPS (diluted) | Rule of 40 | basis |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.8bn USD | 0.0 % | 74.7 % | 28.8 % | -293m USD | -6.1 % | -163m USD | -0.16 | -6.1 | |
| 2025 | 4.8bn USD | 57.5 % | 79.4 % | 22.4 % | -293m USD | -6.1 % | -163m USD | -0.65 | 51.4 | |
| 2024 | 3.1bn USD | -0.0 % | 75.2 % | 25.5 % | -19m USD | -0.6 % | 72m USD | 0.09 | -0.6 | |
| 2023 | 3.1bn USD | 36.4 % | 80.3 % | 25.1 % | -2.0m USD | -0.1 % | -183m USD | -0.20 | 36.3 | |
| 2022 | 2.2bn USD | – | – | – | – | – | – | – | – | |
| 2027-Q2 | 1.5bn USD | 25.8 % | 74.6 % | 30.2 % | -33m USD | -2.3 % | 5.3m USD | 0.01 | 23.6 | |
| 2027-Q1 | 1.4bn USD | – | 75.3 % | 29.5 % | -31m USD | -2.2 % | 28m USD | 0.03 | – | |
| 2026-Q4 | 1.3bn USD | – | 76.1 % | 27.3 % | 14m USD | 1.1 % | 59m USD | 0.04 | – | |
| 2026-Q3 | 1.2bn USD | – | 75.1 % | 28.2 % | -69m USD | -5.6 % | -34m USD | -0.04 | – | |
| 2026-Q2 | 1.2bn USD | – | 73.6 % | 29.3 % | -105m USD | -9.0 % | -70m USD | -0.08 | – |
Sources
- 2026: yfinance
- 2025: 2025_10-K_Summary_2026-07-10.xlsx
- 2024: yfinance
- 2023: 2025_10-K_Summary_2026-07-10.xlsx
- 2022: 2025_10-K_Summary_2026-07-10.xlsx
- 2027-Q2: yfinance
- 2027-Q1: yfinance
- 2026-Q4: yfinance
- 2026-Q3: yfinance
- 2026-Q2: yfinance
Latest quarter 2027-Q2, ended 2026-07-31, vs 2026-Q2
| 2027-Q2 | 2026-Q2 | change | |
|---|---|---|---|
| Revenue | 1.5bn USD | 1.2bn USD | +302m (+26 %) |
| Op. margin | -2.3 % | -9.0 % | +6.8 pts |
| FCF | 376m USD | 285m USD | +91m (+32 %) |
| Op. income | -33m USD | ||
| Net income | 5.3m USD | ||
| EPS (diluted) | 0.01 |
Cash flow millions, USD
| Period | Cash from operations | Capex | Free cash flow | FCF margin % | CFO / net income % | NOPAT | Unlevered FCF | Levered FCF | Net change in cash |
|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.6bn USD | 371m USD | 1.2bn USD | 25.8 % | – | – | – | – | 980m USD |
| 2025 | 1.4bn USD | 314m USD | 1.1bn USD | 22.2 % | – | – | – | 1.1bn USD | 952m USD |
| 2024 | 1.2bn USD | 237m USD | 929m USD | 30.4 % | 1615.7 % | -13m USD | -54m USD | 929m USD | 919m USD |
| 2023 | 941m USD | 266m USD | 675m USD | 22.1 % | – | – | – | 673m USD | 462m USD |
NOPAT = op. income × (1 − effective tax rate); UFCF = NOPAT + D&A + ΔNWC − capex; LFCF = FCF + net debt issued.
Quotes
| Price | 243.59 USD | 2026-09-15 | |
|---|---|---|---|
| Market cap | 249.4bn USD | 2026-09-15 | |
| 52w high | 239.37 USD | 2026-09-15 | |
| 52w low | 85.68 USD | 2026-09-15 | |
| Off 52w high % | 1.8 % | ||
| P/S | 51.8 | ||
| Lifetime CAGR | 10.5 % |
Notes
- 2025-08-01 opinion Was good until…