CrowdStrike Holdings, Inc. (CRWD)

From the record

CrowdStrike Holdings, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

CrowdStrike Holdings, Inc.'s 9 filed years say what it did: revenue went from $119 million in fiscal 2018 to $4.8 billion in fiscal 2026, up 58.8% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 1 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, CrowdStrike Holdings, Inc.'s diluted share count grew about 2.4% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2319 sales (2188 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, CrowdStrike Holdings, Inc. lost about 4 cents for every dollar of shareholders' money, and gross profitability: its products earned about 32 cents per dollar of everything the company owns. Leverage: it owed about 60 cents per dollar of assets, and net share issuance: its share count grew 2.4% over the year (the filed statements).

From the record

CrowdStrike Holdings, Inc.'s standing among 218 graded names in its industry family: revenue of $4.8 billion in fiscal 2026 ranks in the top 9% by size; a net margin of -3.4% ranks in the bottom 48%; revenue growth of 29% a year over the last 3 filed years ranks in the top 18% (its annual reports).

From the record

CrowdStrike Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Kurtz, George (PRESIDENT AND CEO, as filed), filing under that title since 2019-06-11, 7.4 years (top 21% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 7.4 years (top 21%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

CrowdStrike Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $5.3 billion against debt of $745 million leaves 41.2% of its assets as net cash, top 14% of its family; cash from operations less capital spending is 27.2% of revenue (top 19%); a gross margin of 74.7% (top 39%); research spending of 28.8% of revenue (top 27%) (its annual report).

From the record

CrowdStrike Holdings, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 29% a year over the last three filed years against 58.8% over all 9, slowing (bottom 7% of its family); the newest year grew 21.7% (top 28%); research spending grew 31.5% a year (top 9%); capital spending grew 8.7% a year (top 37%) (its annual reports). CrowdStrike Holdings, Inc. reported 2 product lines in fiscal 2026: Subscription and Circulation at $4.6 billion (95%), Professional Services at $247 million (5%); 2 of 2 grew against the year before (its annual report).

From the record

CrowdStrike Holdings, Inc.'s newest year against its own record: revenue of $4.8 billion in fiscal 2026 came in 8.3% below the $5.3 billion its prior three years' pace pointed to (bottom 19% of its family); net income of $163 million against a prior three-year average of $42 million (bottom 7%); a net margin of -3.4% against -2.1% before (bottom 25%) (its annual reports).