CrowdStrike — 2026Q3 财报
公布于 2026-08-26
每股收益 $0.31，预期 $0.29 — 超预期
次一交易日 +20.5%（收盘 2026-08-26 → 2026-08-27）
来源
新闻稿 ↗综述
Revenue growth of 26% was steady rather than remarkable; the number that moved the story was net new ARR, which set a record and grew 51% year over year off a base growing 25%, and management immediately spent that strength on a higher full-year bar. Non-GAAP EPS of $0.31 and Q2-record operating and free cash flow back the quarter up with cash rather than bookings alone. The caveat the release does not headline is that GAAP operations still lost money, so the profitability improvement is real but narrow.
点评
引文为原始文件中的英文原话，未作翻译；其下一行是 TradingPilot 对它的解读。
来自财报
CrowdStrike's fiscal Q2 2027 was a reacceleration quarter: record net new ARR of $333 million growing 51% year over year let management raise the full-year net new ARR growth outlook by 630 basis points.
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“Total revenue was $1.47 billion, a 26% increase, compared to $1.17 billion in the second quarter of fiscal 2026.”
Total revenue grew 26% year over year to $1.47 billion, the top-line figure the release leads its financial highlights with.
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“Delivers record net new ARR of $333 million, accelerates growth to 51% year-over-year”
The quarter's real news is ARR reacceleration: net new ARR set a company record and grew 51% year over year, well above the 25% growth of the total ARR base.
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“Increases FY27 net new ARR growth guidance by 630 basis points to 34% year-over-year growth at the midpoint”
Management raised the full-year FY27 net new ARR growth outlook by 630 basis points, turning a single strong quarter into a higher full-year bar.
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“Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, was $0.31, compared to $0.23 in the second quarter of fiscal 2026.”
Non-GAAP diluted EPS was $0.31, up from $0.23 a year earlier.
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“Generates Q2 record cash flow from operations of $530 million and Q2 record free cash flow of $377 million”
Cash generation hit a Q2 record on both measures, which supports the growth claim with actual cash rather than bookings.
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截至 2026-08-26