vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $185.2M, roughly 1.3× AMICUS THERAPEUTICS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 0.9%, a 3.5% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 20.3%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 5.1%).
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
CSW vs FOLD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $185.2M |
| Net Profit | $10.3M | $1.7M |
| Gross Margin | 39.7% | 85.7% |
| Operating Margin | 7.4% | 8.6% |
| Net Margin | 4.4% | 0.9% |
| Revenue YoY | 20.3% | 23.7% |
| Net Profit YoY | -61.9% | -88.5% |
| EPS (diluted) | $0.62 | $0.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $233.0M | $185.2M | ||
| Q3 25 | $277.0M | $169.1M | ||
| Q2 25 | $263.6M | $154.7M | ||
| Q1 25 | $230.5M | $125.2M | ||
| Q4 24 | $193.6M | $149.7M | ||
| Q3 24 | $227.9M | $141.5M | ||
| Q2 24 | $226.2M | $126.7M | ||
| Q1 24 | $210.9M | $110.4M |
| Q4 25 | $10.3M | $1.7M | ||
| Q3 25 | $40.7M | $17.3M | ||
| Q2 25 | $40.9M | $-24.4M | ||
| Q1 25 | $35.1M | $-21.7M | ||
| Q4 24 | $26.9M | $14.7M | ||
| Q3 24 | $36.1M | $-6.7M | ||
| Q2 24 | $38.6M | $-15.7M | ||
| Q1 24 | $31.8M | $-48.4M |
| Q4 25 | 39.7% | 85.7% | ||
| Q3 25 | 43.0% | 88.5% | ||
| Q2 25 | 43.8% | 90.2% | ||
| Q1 25 | 44.2% | 90.7% | ||
| Q4 24 | 41.4% | 90.1% | ||
| Q3 24 | 45.6% | 90.6% | ||
| Q2 24 | 47.5% | 91.1% | ||
| Q1 24 | 44.4% | 87.7% |
| Q4 25 | 7.4% | 8.6% | ||
| Q3 25 | 20.5% | 20.3% | ||
| Q2 25 | 20.8% | -6.1% | ||
| Q1 25 | 19.5% | -6.3% | ||
| Q4 24 | 15.3% | 10.7% | ||
| Q3 24 | 22.6% | 15.3% | ||
| Q2 24 | 24.3% | 11.8% | ||
| Q1 24 | 21.0% | -25.1% |
| Q4 25 | 4.4% | 0.9% | ||
| Q3 25 | 14.7% | 10.2% | ||
| Q2 25 | 15.5% | -15.8% | ||
| Q1 25 | 15.2% | -17.3% | ||
| Q4 24 | 13.9% | 9.8% | ||
| Q3 24 | 15.8% | -4.8% | ||
| Q2 24 | 17.1% | -12.4% | ||
| Q1 24 | 15.1% | -43.9% |
| Q4 25 | $0.62 | $0.00 | ||
| Q3 25 | $2.41 | $0.06 | ||
| Q2 25 | $2.43 | $-0.08 | ||
| Q1 25 | $2.05 | $-0.07 | ||
| Q4 24 | $1.60 | $0.05 | ||
| Q3 24 | $2.26 | $-0.02 | ||
| Q2 24 | $2.47 | $-0.05 | ||
| Q1 24 | $2.03 | $-0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $1.1B | $274.2M |
| Total Assets | $2.3B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $293.5M | ||
| Q3 25 | $31.5M | $263.8M | ||
| Q2 25 | $38.0M | $231.0M | ||
| Q1 25 | $225.8M | $250.6M | ||
| Q4 24 | $213.8M | $249.9M | ||
| Q3 24 | $273.2M | $249.8M | ||
| Q2 24 | $18.9M | $260.1M | ||
| Q1 24 | $22.2M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | $800.1M | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | $166.0M | $388.4M |
| Q4 25 | $1.1B | $274.2M | ||
| Q3 25 | $1.1B | $230.4M | ||
| Q2 25 | $1.1B | $204.3M | ||
| Q1 25 | $1.1B | $193.6M | ||
| Q4 24 | $1.0B | $194.0M | ||
| Q3 24 | $1.0B | $178.8M | ||
| Q2 24 | $650.2M | $132.5M | ||
| Q1 24 | $615.7M | $130.7M |
| Q4 25 | $2.3B | $949.9M | ||
| Q3 25 | $1.5B | $868.8M | ||
| Q2 25 | $1.5B | $815.3M | ||
| Q1 25 | $1.4B | $789.8M | ||
| Q4 24 | $1.4B | $785.0M | ||
| Q3 24 | $1.4B | $786.6M | ||
| Q2 24 | $1.1B | $749.5M | ||
| Q1 24 | $1.0B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 0.75× | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | 0.27× | 2.97× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $28.9M | $16.3M |
| Free Cash FlowOCF − Capex | $22.7M | $16.0M |
| FCF MarginFCF / Revenue | 9.8% | 8.6% |
| Capex IntensityCapex / Revenue | 2.6% | 0.2% |
| Cash ConversionOCF / Net Profit | 2.81× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $16.3M | ||
| Q3 25 | $61.8M | $35.7M | ||
| Q2 25 | $60.6M | $-26.5M | ||
| Q1 25 | $27.3M | $7.8M | ||
| Q4 24 | $11.6M | $-3.9M | ||
| Q3 24 | $66.8M | $-23.0M | ||
| Q2 24 | $62.7M | $22.7M | ||
| Q1 24 | $22.4M | $-29.7M |
| Q4 25 | $22.7M | $16.0M | ||
| Q3 25 | $58.7M | $35.3M | ||
| Q2 25 | $57.7M | $-28.9M | ||
| Q1 25 | $22.8M | $7.5M | ||
| Q4 24 | $8.5M | $-4.2M | ||
| Q3 24 | $61.3M | $-23.3M | ||
| Q2 24 | $59.6M | $21.6M | ||
| Q1 24 | $17.5M | $-31.5M |
| Q4 25 | 9.8% | 8.6% | ||
| Q3 25 | 21.2% | 20.9% | ||
| Q2 25 | 21.9% | -18.7% | ||
| Q1 25 | 9.9% | 6.0% | ||
| Q4 24 | 4.4% | -2.8% | ||
| Q3 24 | 26.9% | -16.5% | ||
| Q2 24 | 26.3% | 17.0% | ||
| Q1 24 | 8.3% | -28.5% |
| Q4 25 | 2.6% | 0.2% | ||
| Q3 25 | 1.1% | 0.2% | ||
| Q2 25 | 1.1% | 1.6% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.9% | ||
| Q1 24 | 2.3% | 1.6% |
| Q4 25 | 2.81× | 9.62× | ||
| Q3 25 | 1.52× | 2.06× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | -0.27× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
