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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and Terreno Realty Corp (TRNO). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $137.5M, roughly 1.3× Terreno Realty Corp). Terreno Realty Corp runs the higher net margin — 115.1% vs 0.9%, a 114.2% gap on every dollar of revenue. On growth, Terreno Realty Corp posted the faster year-over-year revenue change (32.6% vs 23.7%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 27.2%).
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.
Terreno Realty Corp is a publicly traded real estate investment trust that specializes in owning, operating, and acquiring high-quality industrial real estate assets. Its portfolio mainly includes distribution warehouses and logistics facilities located in high-demand coastal U.S. metropolitan markets, serving tenants across e-commerce, last-mile delivery, retail supply chain, and light manufacturing segments.
FOLD vs TRNO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $185.2M | $137.5M |
| Net Profit | $1.7M | $158.2M |
| Gross Margin | 85.7% | — |
| Operating Margin | 8.6% | — |
| Net Margin | 0.9% | 115.1% |
| Revenue YoY | 23.7% | 32.6% |
| Net Profit YoY | -88.5% | 107.9% |
| EPS (diluted) | $0.00 | $1.54 |
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 | $185.2M | $137.5M | ||
| Q3 25 | $169.1M | $116.2M | ||
| Q2 25 | $154.7M | $112.2M | ||
| Q1 25 | $125.2M | $110.4M | ||
| Q4 24 | $149.7M | $103.7M | ||
| Q3 24 | $141.5M | $99.6M | ||
| Q2 24 | $126.7M | $94.2M | ||
| Q1 24 | $110.4M | $85.0M |
| Q4 25 | $1.7M | $158.2M | ||
| Q3 25 | $17.3M | $103.4M | ||
| Q2 25 | $-24.4M | $93.3M | ||
| Q1 25 | $-21.7M | $48.1M | ||
| Q4 24 | $14.7M | $76.1M | ||
| Q3 24 | $-6.7M | $36.6M | ||
| Q2 24 | $-15.7M | $35.7M | ||
| Q1 24 | $-48.4M | $36.1M |
| 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 | 8.6% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | -6.1% | — | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 15.3% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -25.1% | — |
| Q4 25 | 0.9% | 115.1% | ||
| Q3 25 | 10.2% | 88.9% | ||
| Q2 25 | -15.8% | 83.1% | ||
| Q1 25 | -17.3% | 43.6% | ||
| Q4 24 | 9.8% | 73.4% | ||
| Q3 24 | -4.8% | 36.8% | ||
| Q2 24 | -12.4% | 37.9% | ||
| Q1 24 | -43.9% | 42.4% |
| Q4 25 | $0.00 | $1.54 | ||
| Q3 25 | $0.06 | $1.00 | ||
| Q2 25 | $-0.08 | $0.90 | ||
| Q1 25 | $-0.07 | $0.47 | ||
| Q4 24 | $0.05 | $0.78 | ||
| Q3 24 | $-0.02 | $0.37 | ||
| Q2 24 | $-0.05 | $0.37 | ||
| Q1 24 | $-0.16 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $293.5M | $25.0M |
| Total DebtLower is stronger | $392.7M | $943.3M |
| Stockholders' EquityBook value | $274.2M | $4.1B |
| Total Assets | $949.9M | $5.4B |
| Debt / EquityLower = less leverage | 1.43× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $25.0M | ||
| Q3 25 | $263.8M | $26.2M | ||
| Q2 25 | $231.0M | $128.4M | ||
| Q1 25 | $250.6M | $156.5M | ||
| Q4 24 | $249.9M | $18.1M | ||
| Q3 24 | $249.8M | $243.7M | ||
| Q2 24 | $260.1M | $182.0M | ||
| Q1 24 | $239.6M | $649.6M |
| Q4 25 | $392.7M | $943.3M | ||
| Q3 25 | $392.0M | $1.0B | ||
| Q2 25 | $391.3M | $742.4M | ||
| Q1 25 | $390.7M | $741.9M | ||
| Q4 24 | $390.1M | $823.4M | ||
| Q3 24 | $389.5M | $672.2M | ||
| Q2 24 | $388.9M | $772.0M | ||
| Q1 24 | $388.4M | $771.8M |
| Q4 25 | $274.2M | $4.1B | ||
| Q3 25 | $230.4M | $4.0B | ||
| Q2 25 | $204.3M | $3.9B | ||
| Q1 25 | $193.6M | $3.9B | ||
| Q4 24 | $194.0M | $3.7B | ||
| Q3 24 | $178.8M | $3.6B | ||
| Q2 24 | $132.5M | $3.4B | ||
| Q1 24 | $130.7M | $3.4B |
| Q4 25 | $949.9M | $5.4B | ||
| Q3 25 | $868.8M | $5.3B | ||
| Q2 25 | $815.3M | $5.0B | ||
| Q1 25 | $789.8M | $4.9B | ||
| Q4 24 | $785.0M | $4.8B | ||
| Q3 24 | $786.6M | $4.6B | ||
| Q2 24 | $749.5M | $4.5B | ||
| Q1 24 | $721.8M | $4.4B |
| Q4 25 | 1.43× | 0.23× | ||
| Q3 25 | 1.70× | 0.26× | ||
| Q2 25 | 1.92× | 0.19× | ||
| Q1 25 | 2.02× | 0.19× | ||
| Q4 24 | 2.01× | 0.22× | ||
| Q3 24 | 2.18× | 0.19× | ||
| Q2 24 | 2.93× | 0.22× | ||
| Q1 24 | 2.97× | 0.22× |
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 | $16.3M | $271.9M |
| Free Cash FlowOCF − Capex | $16.0M | — |
| FCF MarginFCF / Revenue | 8.6% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 9.62× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $271.9M | ||
| Q3 25 | $35.7M | $79.5M | ||
| Q2 25 | $-26.5M | $60.6M | ||
| Q1 25 | $7.8M | $61.4M | ||
| Q4 24 | $-3.9M | $232.7M | ||
| Q3 24 | $-23.0M | $70.0M | ||
| Q2 24 | $22.7M | $64.3M | ||
| Q1 24 | $-29.7M | $47.0M |
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $-31.5M | — |
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — | ||
| Q1 24 | -28.5% | — |
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.6% | — |
| Q4 25 | 9.62× | 1.72× | ||
| Q3 25 | 2.06× | 0.77× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | -0.27× | 3.06× | ||
| Q3 24 | — | 1.91× | ||
| Q2 24 | — | 1.80× | ||
| Q1 24 | — | 1.30× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
TRNO
| Disposal Group Disposed Of By Sale Not Discontinued Operations | $109.5M | 80% |
| Other | $23.8M | 17% |
| At Market Equity Offering Program500Million | $4.1M | 3% |