vs
安霸（AMBA）与AMICUS THERAPEUTICS, INC.（FOLD）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是安霸的1.7倍（$185.2M vs $108.5M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -13.9%，领先14.8%），安霸同比增速更快（31.2% vs 23.7%），安霸自由现金流更多（$31.4M vs $16.0M），过去两年安霸的营收复合增速更高（45.0% vs 29.5%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
AMBA vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出7.5%
23.7%
净利率更高
FOLD
高出14.8%
-13.9%
自由现金流更多
AMBA
多$15.5M
$16.0M
两年增速更快
AMBA
近两年复合增速
29.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $185.2M |
| 净利润 | $-15.1M | $1.7M |
| 毛利率 | 59.6% | 85.7% |
| 营业利润率 | -15.0% | 8.6% |
| 净利率 | -13.9% | 0.9% |
| 营收同比 | 31.2% | 23.7% |
| 净利润同比 | 37.2% | -88.5% |
| 每股收益（稀释后） | $-0.35 | $0.00 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMBAFOLD
| Q4 25 | $108.5M | $185.2M | ||
| Q3 25 | $95.5M | $169.1M | ||
| Q2 25 | $85.9M | $154.7M | ||
| Q1 25 | $84.0M | $125.2M | ||
| Q4 24 | $82.7M | $149.7M | ||
| Q3 24 | $63.7M | $141.5M | ||
| Q2 24 | $54.5M | $126.7M | ||
| Q1 24 | $51.6M | $110.4M |
净利润AMBAFOLD
| Q4 25 | $-15.1M | $1.7M | ||
| Q3 25 | $-20.0M | $17.3M | ||
| Q2 25 | $-24.3M | $-24.4M | ||
| Q1 25 | $-20.2M | $-21.7M | ||
| Q4 24 | $-24.1M | $14.7M | ||
| Q3 24 | $-34.9M | $-6.7M | ||
| Q2 24 | $-37.9M | $-15.7M | ||
| Q1 24 | $-60.6M | $-48.4M |
毛利率AMBAFOLD
| Q4 25 | 59.6% | 85.7% | ||
| Q3 25 | 58.9% | 88.5% | ||
| Q2 25 | 60.0% | 90.2% | ||
| Q1 25 | 60.0% | 90.7% | ||
| Q4 24 | 60.6% | 90.1% | ||
| Q3 24 | 60.8% | 90.6% | ||
| Q2 24 | 60.9% | 91.1% | ||
| Q1 24 | 59.8% | 87.7% |
营业利润率AMBAFOLD
| Q4 25 | -15.0% | 8.6% | ||
| Q3 25 | -23.0% | 20.3% | ||
| Q2 25 | -30.1% | -6.1% | ||
| Q1 25 | -30.2% | -6.3% | ||
| Q4 24 | -30.9% | 10.7% | ||
| Q3 24 | -56.9% | 15.3% | ||
| Q2 24 | -72.4% | 11.8% | ||
| Q1 24 | -80.8% | -25.1% |
净利率AMBAFOLD
| Q4 25 | -13.9% | 0.9% | ||
| Q3 25 | -20.9% | 10.2% | ||
| Q2 25 | -28.3% | -15.8% | ||
| Q1 25 | -24.1% | -17.3% | ||
| Q4 24 | -29.1% | 9.8% | ||
| Q3 24 | -54.8% | -4.8% | ||
| Q2 24 | -69.6% | -12.4% | ||
| Q1 24 | -117.4% | -43.9% |
每股收益（稀释后）AMBAFOLD
| Q4 25 | $-0.35 | $0.00 | ||
| Q3 25 | $-0.47 | $0.06 | ||
| Q2 25 | $-0.58 | $-0.08 | ||
| Q1 25 | $-0.48 | $-0.07 | ||
| Q4 24 | $-0.58 | $0.05 | ||
| Q3 24 | $-0.85 | $-0.02 | ||
| Q2 24 | $-0.93 | $-0.05 | ||
| Q1 24 | $-1.51 | $-0.16 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $174.1M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $590.1M | $274.2M |
| 总资产 | $751.9M | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资AMBAFOLD
| Q4 25 | $174.1M | $293.5M | ||
| Q3 25 | $142.7M | $263.8M | ||
| Q2 25 | $141.3M | $231.0M | ||
| Q1 25 | $144.6M | $250.6M | ||
| Q4 24 | $127.1M | $249.9M | ||
| Q3 24 | $153.9M | $249.8M | ||
| Q2 24 | $131.8M | $260.1M | ||
| Q1 24 | $144.9M | $239.6M |
总债务AMBAFOLD
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
股东权益AMBAFOLD
| Q4 25 | $590.1M | $274.2M | ||
| Q3 25 | $576.5M | $230.4M | ||
| Q2 25 | $572.7M | $204.3M | ||
| Q1 25 | $561.4M | $193.6M | ||
| Q4 24 | $554.3M | $194.0M | ||
| Q3 24 | $547.6M | $178.8M | ||
| Q2 24 | $555.4M | $132.5M | ||
| Q1 24 | $559.9M | $130.7M |
总资产AMBAFOLD
| Q4 25 | $751.9M | $949.9M | ||
| Q3 25 | $706.4M | $868.8M | ||
| Q2 25 | $701.9M | $815.3M | ||
| Q1 25 | $689.0M | $789.8M | ||
| Q4 24 | $670.8M | $785.0M | ||
| Q3 24 | $650.3M | $786.6M | ||
| Q2 24 | $638.7M | $749.5M | ||
| Q1 24 | $657.7M | $721.8M |
负债/权益比AMBAFOLD
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $16.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 8.6% |
| 资本支出强度资本支出/营收 | 2.7% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 9.62× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $29.8M |
8季度趋势，按日历期对齐
经营现金流AMBAFOLD
| Q4 25 | $34.3M | $16.3M | ||
| Q3 25 | $5.5M | $35.7M | ||
| Q2 25 | $14.8M | $-26.5M | ||
| Q1 25 | $25.4M | $7.8M | ||
| Q4 24 | $6.6M | $-3.9M | ||
| Q3 24 | $16.7M | $-23.0M | ||
| Q2 24 | $-15.0M | $22.7M | ||
| Q1 24 | $-4.0M | $-29.7M |
自由现金流AMBAFOLD
| Q4 25 | $31.4M | $16.0M | ||
| Q3 25 | $1.4M | $35.3M | ||
| Q2 25 | $10.2M | $-28.9M | ||
| Q1 25 | $21.2M | $7.5M | ||
| Q4 24 | $4.1M | $-4.2M | ||
| Q3 24 | $14.2M | $-23.3M | ||
| Q2 24 | $-16.1M | $21.6M | ||
| Q1 24 | $-6.0M | $-31.5M |
自由现金流率AMBAFOLD
| Q4 25 | 29.0% | 8.6% | ||
| Q3 25 | 1.4% | 20.9% | ||
| Q2 25 | 11.9% | -18.7% | ||
| Q1 25 | 25.3% | 6.0% | ||
| Q4 24 | 5.0% | -2.8% | ||
| Q3 24 | 22.2% | -16.5% | ||
| Q2 24 | -29.5% | 17.0% | ||
| Q1 24 | -11.6% | -28.5% |
资本支出强度AMBAFOLD
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.9% | ||
| Q1 24 | 3.7% | 1.6% |
现金转化率AMBAFOLD
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
