Screener / SEC EDGAR /CIK 0001535527 /10-K filed Mar 5, 2026, compared with Mar 10, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
Nasdaq Technology · Software

CrowdStrike CRWD

Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence (“AI”) era and transformed the way cybersecurity is delivered and experienced by customers. 10-K, Item 1

Employees
10,698
Headquarters
Austin, TX
CEO
George Kurtz
Next results
around Dec 1, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2024

Revenue of $3.1B through the costs to a net profit of $72.2M · income statement of the 10-K

2% net margin
Revenue to Gross profit: $2.3BRevenue to Cost of revenue: $758.9MGross profit to Net profit: $72.2MGross profit to Costs, tax, other: $2.2B Revenue: $3.1B REVENUE $3.1B +36% Y/Y Gross profit: $2.3B · 75% margin GROSS PROFIT $2.3B 75% margin · +40% Y/Y Cost of revenue: $758.9M · 25% of revenue COST OF REVENUE $758.9M 25% of revenue Net profit: $72.2M · 2% margin NET PROFIT $72.2M 2% margin Costs, tax, other: $2.2B · 73% of revenue COSTS, TAX, OTHER $2.2B 73% of revenue
Gross profit $2.3B 75% margin · +40% Y/Y
Net profit $72.2M 2% margin
The full income statement, year by year

CRWD among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 21.7%, above 72% of 74 peers (their median 14.0%) REVENUE GROWTH 21.7% · above 72% Gross margin: 75.2%, above 81% of 67 peers (their median 56.4%) GROSS MARGIN 75.2% · above 81% Operating margin: -2.5%, above 0% of 70 peers (their median 23.8%) OPERATING MARGIN -2.5% · above 0% Net margin: 0.8%, above 4% of 74 peers (their median 19.2%) NET MARGIN 0.8% · above 4% FCF margin: 29.8%, above 69% of 70 peers (their median 22.3%) FCF MARGIN 29.8% · above 69%
CRWD Peer median Below the median

What changed

7 new risk paragraphs. 10-K filed Mar 5, 2026 against Mar 10, 2025.

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 10 checks found nothing to note

  • Receivables +20.7% vs revenue +21.7% (-1.0 pts)
  • Cash from operations $1.6B vs net income −$162.5M (FY ending Jan 31, 2026)
  • Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
7 more checks with nothing to note
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Revenue Recognition - Subscription Revenue
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

7 paragraphs in Risk Factors that were not in the 10-K filed Mar 10, 2025. Quoted as filed.

All 7 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Mar 10, 2025 10-K, ITEM 1A
    In June 2025, we announced that our board of directors authorized a program under which we are authorized to repurchase up to $1.0 billion of our outstanding shares of common stock (the “Share Repurchase Program”). Such repurchases may be made from time to time using a variety of methods, including open market purchases, privately…
  2. Item 1A · new paragraph · not in the 10-K filed Mar 10, 2025 10-K, ITEM 1A
    On July 4, 2025, tax reform legislation included in the One Big Beautiful Bill Act (the “OBBBA”) was enacted in the United States. The tax effects of the OBBBA have been accounted for in the second quarter of the fiscal year 2026. The OBBBA includes significant corporate tax reforms, including (i) the permanent reinstatement of…
  3. Item 1A · new paragraph · not in the 10-K filed Mar 10, 2025 10-K, ITEM 1A
    Governmental authorities, certain investors, and other stakeholders continue to focus on, set and revise, expectations relating to corporate responsibility matters, both in the United States and internationally. Such expectations are evolving and may be contradictory. Our actions, undertakings and decisions in connection with corporate…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$2.2B$3.1B$4.0B$4.8B
Net income−$183.2M$72.2M−$15.2M−$162.5M
Operating cash flow$941.0M$1.2B$1.4B$1.6B
Free cash flow$706.0M$989.7M$1.1B$1.3B

Revenue, FY2018 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$4.8B ▲ 21.7% in FY2026

FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

No new filings in the last 30 days · SEC EDGAR

All filings

Nothing new. The most recent filings:

About the company

CrowdStrike, Austin, TX · from the 10-K filed Mar 5, 2026

Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence (“AI”) era and transformed the way cybersecurity is delivered and experienced by customers. When we started CrowdStrike, cyberattackers had an asymmetric advantage over legacy cybersecurity products that could not keep pace with rapid changes in adversary tactics, a dynamic that has intensified as adversaries increasingly leverage automation, identity abuse, and AI to operate at machine speed.

Headquarters
Austin, TX
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
January 31
Last results
Aug 26, 2026
Incorporated in
DE

Employees, at the top of the page: "As of January 31, 2026, we had 10,698 full-time employees" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Mar 5, 2026 (open at SEC), compared with the 10-K filed Mar 10, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/CRWD/export.csv") into a cell.