CRWDCrowdStrike

Technology · Software · Nasdaq

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

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CRWD and 9 peers, year by year

The 9 Technology companies closest to CRWD in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
CRWD CrowdStrike	FY2026	$4.8B	+21.7%	74.7%	−6.1%	−3.4%	27.2%	−3.7%	0.17
Q Qnity Electronics	FY2025	$4.8B	+9.7%	-	-	14.6%	20.8%	9.8%	0.58
GEN Gen Digital	FY2026	$5.0B	+27.1%	78.5%	42.4%	19.5%	30.5%	37.3%	3.14
MCHP Microchip Technology	FY2026	$4.7B	+7.1%	57.7%	10.4%	4.9%	18.5%	3.6%	0.85
GDDY GoDaddy	FY2025	$5.0B	+8.3%	-	22.8%	17.7%	31.8%	n/m	17.57
FSLR First Solar	FY2025	$5.2B	+24.1%	40.6%	30.6%	29.3%	22.7%	16.0%	0.05
TER Teradyne	FY2025	$3.2B	+13.1%	58.2%	20.4%	17.4%	14.1%	19.8%	0.07
TWLO Twilio	FY2025	$5.1B	+13.7%	48.9%	3.1%	0.7%	-	0.4%	0.13
CIEN Ciena	FY2025	$4.8B	+18.8%	42.0%	4.1%	2.6%	13.9%	4.5%	0.56
CDNS Cadence Design Systems	FY2025	$5.3B	+14.1%	-	28.2%	20.9%	30.0%	20.3%	0.45

Revenuepeer median $5.0B

Sales growthpeer median +13.7%

Gross marginpeer median 53.3%

Operating marginpeer median 21.6%

Net marginpeer median 17.4%

FCF marginpeer median 21.8%

Return on equitypeer median 12.9%

Debt / equitypeer median 0.56

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2018 to FY2026

Revenue as reported in the 10-K.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	$118.8M	$249.8M	$481.4M	$874.4M	$2.2B	$3.1B	$4.0B	$4.8B
Q Dec	-	-	-	-	-	$4.0B	$4.3B	-
GEN Apr	$2.6B	$2.5B	$2.5B	$2.6B	$2.8B	$3.3B	$3.8B	$5.0B
MCHP Mar	$4.0B	$5.3B	$5.3B	$5.4B	$6.8B	$8.4B	$7.6B	$4.7B
GDDY Dec	$2.7B	$3.0B	$3.3B	$3.8B	$4.1B	$4.3B	$4.6B	-
FSLR Dec	$2.2B	$3.1B	$2.7B	$2.9B	$2.6B	$3.3B	$4.2B	-
TER Dec	$2.1B	$2.3B	$3.1B	$3.7B	$3.2B	$2.7B	$2.8B	-
TWLO Dec	$650.1M	$1.1B	$1.8B	$2.8B	$3.8B	$4.2B	$4.5B	-
CIEN Nov	$3.1B	$3.6B	$3.5B	$3.6B	$3.6B	$4.4B	$4.0B	-
CDNS Dec	$2.1B	$2.3B	$2.7B	$3.0B	$3.6B	$4.1B	$4.6B	-
Peer median	$2.4B	$2.7B	$2.9B	$3.3B	$3.6B	$4.1B	$4.3B	-

Sales growth, FY2018 to FY2026

Revenue against the fiscal year before.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	-	+110%	+92.7%	+81.6%	+54.4%	+36.3%	+29.4%	+21.7%
Q Dec	-	-	-	-	-	-	+7.4%	-
GEN Apr	+20.3%	−4.0%	+1.4%	+2.4%	+9.6%	+19.4%	+14.6%	+27.1%
MCHP Mar	+16.8%	+34.4%	−1.4%	+3.1%	+25.4%	+23.7%	−9.5%	+7.1%
GDDY Dec	+19.2%	+12.3%	+11.0%	+15.0%	+7.2%	+4.0%	+7.5%	-
FSLR Dec	−23.7%	+36.5%	−11.5%	+7.8%	−10.4%	+26.7%	+26.7%	-
TER Dec	−1.7%	+9.2%	+36.0%	+18.6%	−14.8%	−15.2%	+5.4%	-
TWLO Dec	+62.9%	+74.5%	+55.3%	+61.3%	+34.6%	+8.6%	+7.3%	-
CIEN Nov	+10.4%	+15.4%	−1.1%	+2.5%	+0.3%	+20.8%	−8.5%	-
CDNS Dec	+10.0%	+9.3%	+14.8%	+11.4%	+19.2%	+14.8%	+13.5%	-
Peer median	+13.6%	+13.9%	+6.2%	+9.6%	+8.4%	+17.1%	+7.4%	-

Gross margin, FY2018 to FY2026

Gross profit / revenue.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	54.1%	65.1%	70.6%	73.7%	73.2%	75.2%	75.0%	74.7%
Q Dec	-	-	-	-	-	-	-	-
GEN Apr	81.9%	81.5%	84.2%	85.8%	85.4%	82.2%	80.8%	78.5%
MCHP Mar	60.8%	54.8%	61.5%	62.1%	65.2%	67.5%	65.4%	57.7%
GDDY Dec	-	-	-	-	-	-	-	-
FSLR Dec	17.5%	17.9%	25.1%	25.0%	2.7%	39.2%	44.2%	-
TER Dec	58.1%	58.4%	57.2%	59.6%	59.2%	57.4%	58.5%	-
TWLO Dec	53.7%	53.7%	52.0%	48.9%	47.4%	49.2%	51.1%	-
CIEN Nov	42.5%	43.2%	46.8%	47.6%	43.0%	42.8%	42.8%	-
CDNS Dec	-	-	-	-	-	-	-	-
Peer median	55.9%	54.2%	54.6%	54.3%	53.3%	53.3%	54.8%	-

Operating margin, FY2018 to FY2026

Operating income / revenue.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	−110.7%	−54.8%	−30.3%	−10.6%	−8.5%	−0.6%	−2.9%	−6.1%
Q Dec	-	-	-	-	-	-	-	-
GEN Apr	−6.0%	6.4%	14.3%	35.1%	35.9%	36.4%	29.2%	42.4%
MCHP Mar	23.5%	13.4%	12.3%	18.4%	27.1%	36.9%	33.7%	10.4%
GDDY Dec	5.6%	6.8%	8.2%	10.0%	12.2%	12.9%	19.5%	-
FSLR Dec	1.8%	−5.3%	11.7%	20.1%	−1.0%	25.8%	33.2%	-
TER Dec	22.6%	24.1%	29.7%	32.4%	26.4%	18.7%	21.1%	-
TWLO Dec	−17.7%	−32.6%	−28.0%	−32.2%	−31.5%	−21.1%	−1.2%	-
CIEN Nov	7.4%	9.7%	13.8%	13.7%	6.1%	8.2%	4.1%	-
CDNS Dec	18.5%	21.1%	24.1%	26.1%	30.1%	30.6%	29.1%	-
Peer median	6.5%	8.2%	13.0%	19.2%	19.3%	22.3%	25.1%	-

Net margin, FY2018 to FY2026

Net income / revenue.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	−114.1%	−56.1%	−29.5%	−10.6%	−8.2%	2.4%	−0.4%	−3.4%
Q Dec	-	-	-	-	-	12.6%	16.0%	-
GEN Apr	44.5%	1.3%	156.1%	21.7%	29.9%	40.2%	16.0%	19.5%
MCHP Mar	6.4%	6.7%	10.8%	6.4%	18.8%	26.5%	25.0%	4.9%
GDDY Dec	2.9%	4.6%	−14.9%	6.4%	8.6%	32.3%	20.5%	-
FSLR Dec	6.4%	−3.8%	14.7%	16.0%	−1.7%	25.0%	30.7%	-
TER Dec	21.5%	20.4%	25.1%	27.4%	22.7%	16.8%	19.2%	-
TWLO Dec	−18.8%	−27.1%	−27.9%	−33.4%	−32.8%	−24.4%	−2.5%	-
CIEN Nov	−11.1%	7.1%	10.2%	13.8%	4.2%	5.8%	2.1%	-
CDNS Dec	16.2%	42.3%	22.0%	23.3%	23.8%	25.5%	22.7%	-
Peer median	6.4%	5.6%	12.8%	14.9%	13.7%	25.0%	19.2%	-

Free cash flow, FY2018 to FY2026

Cash from operations minus capital spending.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	−$81.7M	−$58.8M	$19.7M	$303.8M	$706.0M	$989.7M	$1.1B	$1.3B
Q Dec	-	-	-	-	-	$651.0M	$861.0M	-
GEN Apr	$808.0M	$1.3B	−$950.0M	$700.0M	$968.0M	$751.0M	$2.0B	$1.5B
MCHP Mar	$1.2B	$1.4B	$1.5B	$1.8B	$2.5B	$3.1B	$2.6B	$871.0M
GDDY Dec	$472.1M	$635.8M	$698.1M	$778.2M	$920.0M	$1.0B	$1.3B	-
FSLR Dec	−$1.1B	−$494.5M	−$379.5M	−$302.7M	−$30.2M	−$784.5M	−$308.1M	-
TER Dec	$362.5M	$444.1M	$684.0M	$965.9M	$414.7M	$425.6M	$474.1M	-
TWLO Dec	$2.9M	−$31.3M	$6.8M	−$104.2M	-	-	-	-
CIEN Nov	$161.6M	$350.6M	$411.0M	$462.1M	−$258.6M	$62.1M	$377.9M	-
CDNS Dec	$543.2M	$655.0M	$810.1M	$1.0B	$1.1B	$1.2B	$1.1B	-
Peer median	$417.3M	$540.0M	$547.5M	$739.1M	$920.0M	$701.0M	$989.5M	-

FCF margin, FY2018 to FY2026

Free cash flow / revenue.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	−68.8%	−23.5%	4.1%	34.7%	31.5%	32.4%	28.5%	27.2%
Q Dec	-	-	-	-	-	16.1%	19.9%	-
GEN Apr	31.6%	52.4%	−38.2%	27.4%	34.6%	22.6%	53.8%	30.5%
MCHP Mar	30.5%	27.0%	28.0%	33.5%	36.3%	37.1%	34.2%	18.5%
GDDY Dec	17.7%	21.3%	21.0%	20.4%	22.5%	23.6%	27.6%	-
FSLR Dec	−47.5%	−16.1%	−14.0%	−10.4%	−1.2%	−23.6%	−7.3%	-
TER Dec	17.3%	19.4%	21.9%	26.1%	13.1%	15.9%	16.8%	-
TWLO Dec	0.4%	−2.8%	0.4%	−3.7%	-	-	-	-
CIEN Nov	5.2%	9.8%	11.6%	12.8%	−7.1%	1.4%	9.4%	-
CDNS Dec	25.4%	28.0%	30.2%	34.7%	31.4%	30.5%	24.1%	-
Peer median	17.5%	20.3%	16.3%	23.2%	22.5%	19.4%	22.0%	-

Return on equity, FY2018 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	n/m	n/m	−19.1%	−10.6%	−12.5%	3.1%	−0.5%	−3.7%
Q Dec	-	-	-	-	-	4.5%	6.5%	-
GEN Apr	22.7%	0.5%	n/m	n/m	n/m	62.0%	28.4%	37.3%
MCHP Mar	7.8%	6.7%	10.2%	6.5%	21.8%	34.4%	28.6%	3.6%
GDDY Dec	9.7%	17.7%	n/m	n/m	n/m	n/m	135.4%	-
FSLR Dec	2.8%	−2.3%	7.2%	7.9%	−0.8%	12.4%	16.2%	-
TER Dec	29.7%	31.6%	35.5%	39.6%	29.2%	17.8%	19.2%	-
TWLO Dec	−27.8%	−7.2%	−5.8%	−8.6%	−11.9%	−10.4%	−1.4%	-
CIEN Nov	−17.9%	11.7%	14.4%	16.6%	5.6%	8.9%	3.0%	-
CDNS Dec	26.8%	47.0%	23.7%	25.4%	30.9%	30.6%	22.6%	-
Peer median	8.8%	9.2%	12.3%	12.2%	13.7%	15.1%	19.2%	-

Debt / equity, FY2018 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	-	-	0.00	0.85	0.51	0.32	0.23	0.17
Q Dec	-	-	-	-	-	-	0.00	-
GEN Apr	1.00	0.78	n/m	n/m	n/m	4.54	4.02	3.14
MCHP Mar	0.94	1.95	1.70	1.67	1.30	0.99	0.90	0.85
GDDY Dec	3.04	3.10	n/m	n/m	n/m	n/m	5.48	-
FSLR Dec	0.09	0.09	0.05	0.04	0.03	0.08	0.08	-
TER Dec	-	-	-	-	-	-	-	-
TWLO Dec	0.00	-	0.04	0.09	0.09	0.10	0.12	-
CIEN Nov	0.36	0.32	0.27	0.22	0.39	0.55	0.55	-
CDNS Dec	-	-	-	-	-	-	-	-
Peer median	0.65	0.78	0.16	0.16	0.24	0.55	0.55	-

EPS (diluted), FY2018 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2026
CRWD Jan	−$3.38	−$3.12	−$0.96	−$0.43	−$0.79	$0.30	−$0.06	−$0.65
Q Dec	-	-	-	-	-	$2.42	$3.31	-
GEN Apr	$1.70	$0.05	$6.05	$0.92	$1.41	$2.14	$0.95	$1.57
MCHP Mar	$0.52	$0.71	$1.11	$0.65	$2.27	$4.02	$3.48	$0.22
GDDY Dec	-	-	-	-	-	$9.08	$6.45	-
FSLR Dec	$1.36	−$1.09	$3.73	$4.38	−$0.41	$7.74	$12.02	-
TER Dec	$2.35	$2.60	$4.28	$5.53	$4.22	$2.73	$3.32	-
TWLO Dec	−$1.26	−$2.36	−$3.35	−$5.45	−$6.86	−$5.54	−$0.66	-
CIEN Nov	−$2.49	$1.61	$2.32	$3.19	$1.00	$1.71	$0.58	-
CDNS Dec	$1.23	$3.53	$2.11	$2.50	$3.09	$3.82	$3.85	-
Peer median	$1.23	$0.71	$2.32	$2.50	$1.41	$2.73	$3.32	-

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out CRWD and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

Work on CRWD in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/CRWD/export.csv") into a cell.