CrowdStrike demonstrates durable growth with revenue expanding 25.8% YoY in Q2 FY2027, supported by a capital-light model generating a 27.6% FCF margin. However, the investment case is complicated by a persistent negative GAAP operating margin of -2.3% and sig...
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Revenue growth has moderated to a still-strong 25.8% YoY, but operating income remains negative at -2.3% of revenue, indicating that SG&A expenses consuming 45.7% of sales are preventing operating leverage.
CrowdStrike is a global leader in cloud-native cybersecurity, offering advanced protection for endpoints, cloud workloads, identities, and data.
The company is a leader in cybersecurity consolidation, providing comprehensive solutions that integrate multiple security functions into a single platform.
CrowdStrike has demonstrated resilient financials and strong annual recurring revenue (ARR) growth potential, even amid challenges like the July 19 incident.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $0.31+6.3% vs $0.29 | $1.5B+2.1% vs $1.4B |
Q3 2026 Jun 3, 2026 | $0.28+3.7% vs $0.27 | $1.4B+1.7% vs $1.4B |
Q2 2026 Mar 3, 2026 | $0.28+2.8% vs $0.27 | $1.3B+0.6% vs $1.3B |
Q4 2025 Dec 2, 2025 | $0.24+2.2% vs $0.23 | $1.2B+1.6% vs $1.2B |
CrowdStrike (CRWD), the cloud-native endpoint and identity-security company, faced fresh pressure Tuesday as Palo Alto Networks pushed deeper into continuous AI
CrowdStrike maintains a strong market position with over 88,000 organizations using its AI-native Falcon cybersecurity platform. Palantir Technologies is seeing rapid expansion in its commercial segment while maintaining significant long-term contracts with the U.S. government.
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.
Benchmark CRWD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CrowdStrike Holdings, Inc. (CRWD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $250.06 | $254.63B | -1562.88 | 21.71% | -3.38% | -4.17% | — | |
| $23.85 | $8.03B | -17.41 | 21.89% | -30.95% | -23.16% | — | |
| $374.57 | $255.27B | 234.11 | 14.87% | 2.67% | 1.68% | — | |
| $174.26 | $127.67B | 71.71 | 14.17% | 28.17% | 187.95% | — | |
| $137.13 | $14B | 14.25 | 6.25% | 37.93% | 36.43% | — | |
| $8.62 | $5.05B | 95.78 | 4.33% | 10.32% | 8.1% | — |
CrowdStrike Holdings, Inc. (CRWD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CrowdStrike Holdings, Inc. (CRWD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Apr 21, 2026·SEC
Apr 6, 2026·SEC
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CrowdStrike Holdings, Inc. (CRWD) stock FAQ — growth, dividends, profitability & financials explained
CrowdStrike Holdings, Inc. (CRWD) reported $5.40B in revenue for fiscal year 2026. This represents a 10131% increase from $52.7M in 2017.
CrowdStrike Holdings, Inc. (CRWD) grew revenue by 21.7% over the past year. This is strong growth.
Yes, CrowdStrike Holdings, Inc. (CRWD) is profitable, generating $58.5M in net income for fiscal year 2026 (-3.4% net margin).
CrowdStrike Holdings, Inc. (CRWD) has a return on equity (ROE) of -4.2%. Negative ROE indicates the company is unprofitable.
CrowdStrike Holdings, Inc. (CRWD) generated $1.57B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
