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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $143.5M, roughly 1.3× FTAI Infrastructure Inc.). AMICUS THERAPEUTICS, INC. runs the higher net margin — 0.9% vs -68.1%, a 69.0% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 23.7%). AMICUS THERAPEUTICS, INC. produced more free cash flow last quarter ($16.0M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 29.5%).
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
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.
FIP vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $185.2M |
| Net Profit | $-97.7M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | -45.7% | 8.6% |
| Net Margin | -68.1% | 0.9% |
| Revenue YoY | 77.7% | 23.7% |
| Net Profit YoY | 21.6% | -88.5% |
| EPS (diluted) | $-1.04 | $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 | $143.5M | $185.2M | ||
| Q3 25 | $140.6M | $169.1M | ||
| Q2 25 | $122.3M | $154.7M | ||
| Q1 25 | $96.2M | $125.2M | ||
| Q4 24 | $80.8M | $149.7M | ||
| Q3 24 | $83.3M | $141.5M | ||
| Q2 24 | $84.9M | $126.7M | ||
| Q1 24 | $82.5M | $110.4M |
| Q4 25 | $-97.7M | $1.7M | ||
| Q3 25 | $-104.5M | $17.3M | ||
| Q2 25 | $-70.0M | $-24.4M | ||
| Q1 25 | $120.2M | $-21.7M | ||
| Q4 24 | $-124.7M | $14.7M | ||
| Q3 24 | $-43.0M | $-6.7M | ||
| Q2 24 | $-48.1M | $-15.7M | ||
| Q1 24 | $-50.3M | $-48.4M |
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% | ||
| Q1 24 | — | 87.7% |
| Q4 25 | -45.7% | 8.6% | ||
| Q3 25 | -70.8% | 20.3% | ||
| Q2 25 | -56.4% | -6.1% | ||
| Q1 25 | 81.8% | -6.3% | ||
| Q4 24 | -152.7% | 10.7% | ||
| Q3 24 | -51.7% | 15.3% | ||
| Q2 24 | -56.4% | 11.8% | ||
| Q1 24 | -58.8% | -25.1% |
| Q4 25 | -68.1% | 0.9% | ||
| Q3 25 | -74.4% | 10.2% | ||
| Q2 25 | -57.2% | -15.8% | ||
| Q1 25 | 125.0% | -17.3% | ||
| Q4 24 | -154.4% | 9.8% | ||
| Q3 24 | -51.6% | -4.8% | ||
| Q2 24 | -56.7% | -12.4% | ||
| Q1 24 | -60.9% | -43.9% |
| Q4 25 | $-1.04 | $0.00 | ||
| Q3 25 | $-1.38 | $0.06 | ||
| Q2 25 | $-0.73 | $-0.08 | ||
| Q1 25 | $0.89 | $-0.07 | ||
| Q4 24 | $-1.21 | $0.05 | ||
| Q3 24 | $-0.45 | $-0.02 | ||
| Q2 24 | $-0.52 | $-0.05 | ||
| Q1 24 | $-0.54 | $-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 | $57.4M | $293.5M |
| Total DebtLower is stronger | $3.8B | $392.7M |
| Stockholders' EquityBook value | $21.3M | $274.2M |
| Total Assets | $5.7B | $949.9M |
| Debt / EquityLower = less leverage | 176.99× | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.4M | $293.5M | ||
| Q3 25 | $34.7M | $263.8M | ||
| Q2 25 | $33.6M | $231.0M | ||
| Q1 25 | $26.3M | $250.6M | ||
| Q4 24 | $27.8M | $249.9M | ||
| Q3 24 | $20.3M | $249.8M | ||
| Q2 24 | $33.1M | $260.1M | ||
| Q1 24 | $23.0M | $239.6M |
| Q4 25 | $3.8B | $392.7M | ||
| Q3 25 | $3.7B | $392.0M | ||
| Q2 25 | $3.1B | $391.3M | ||
| Q1 25 | $2.8B | $390.7M | ||
| Q4 24 | $1.6B | $390.1M | ||
| Q3 24 | $1.5B | $389.5M | ||
| Q2 24 | $1.6B | $388.9M | ||
| Q1 24 | $1.3B | $388.4M |
| Q4 25 | $21.3M | $274.2M | ||
| Q3 25 | $181.1M | $230.4M | ||
| Q2 25 | $375.5M | $204.3M | ||
| Q1 25 | $476.2M | $193.6M | ||
| Q4 24 | $202.7M | $194.0M | ||
| Q3 24 | $370.8M | $178.8M | ||
| Q2 24 | $394.8M | $132.5M | ||
| Q1 24 | $402.5M | $130.7M |
| Q4 25 | $5.7B | $949.9M | ||
| Q3 25 | $5.5B | $868.8M | ||
| Q2 25 | $4.4B | $815.3M | ||
| Q1 25 | $4.1B | $789.8M | ||
| Q4 24 | $2.4B | $785.0M | ||
| Q3 24 | $2.4B | $786.6M | ||
| Q2 24 | $2.5B | $749.5M | ||
| Q1 24 | $2.3B | $721.8M |
| Q4 25 | 176.99× | 1.43× | ||
| Q3 25 | 20.59× | 1.70× | ||
| Q2 25 | 8.21× | 1.92× | ||
| Q1 25 | 5.79× | 2.02× | ||
| Q4 24 | 7.84× | 2.01× | ||
| Q3 24 | 4.14× | 2.18× | ||
| Q2 24 | 3.94× | 2.93× | ||
| Q1 24 | 3.34× | 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 | $-2.8M | $16.3M |
| Free Cash FlowOCF − Capex | $-68.6M | $16.0M |
| FCF MarginFCF / Revenue | -47.8% | 8.6% |
| Capex IntensityCapex / Revenue | 45.9% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $-398.5M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.8M | $16.3M | ||
| Q3 25 | $-24.4M | $35.7M | ||
| Q2 25 | $-5.2M | $-26.5M | ||
| Q1 25 | $-85.7M | $7.8M | ||
| Q4 24 | $-8.1M | $-3.9M | ||
| Q3 24 | $14.2M | $-23.0M | ||
| Q2 24 | $-17.6M | $22.7M | ||
| Q1 24 | $-3.9M | $-29.7M |
| Q4 25 | $-68.6M | $16.0M | ||
| Q3 25 | $-90.7M | $35.3M | ||
| Q2 25 | $-87.5M | $-28.9M | ||
| Q1 25 | $-151.7M | $7.5M | ||
| Q4 24 | $-34.3M | $-4.2M | ||
| Q3 24 | $-11.7M | $-23.3M | ||
| Q2 24 | $-32.1M | $21.6M | ||
| Q1 24 | $-16.7M | $-31.5M |
| Q4 25 | -47.8% | 8.6% | ||
| Q3 25 | -64.5% | 20.9% | ||
| Q2 25 | -71.6% | -18.7% | ||
| Q1 25 | -157.7% | 6.0% | ||
| Q4 24 | -42.4% | -2.8% | ||
| Q3 24 | -14.0% | -16.5% | ||
| Q2 24 | -37.9% | 17.0% | ||
| Q1 24 | -20.3% | -28.5% |
| Q4 25 | 45.9% | 0.2% | ||
| Q3 25 | 47.2% | 0.2% | ||
| Q2 25 | 67.3% | 1.6% | ||
| Q1 25 | 68.6% | 0.2% | ||
| Q4 24 | 32.5% | 0.2% | ||
| Q3 24 | 31.1% | 0.3% | ||
| Q2 24 | 17.2% | 0.9% | ||
| Q1 24 | 15.6% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
