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Amphastar Pharmaceuticals, Inc.（AMPH）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Amphastar Pharmaceuticals, Inc.的1.0倍（$185.2M vs $183.1M），Amphastar Pharmaceuticals, Inc.净利率更高（13.3% vs 0.9%，领先12.4%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -1.8%），Amphastar Pharmaceuticals, Inc.自由现金流更多（$24.6M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 3.2%）
安福斯制药是一家上市的美国特种制药企业，公司成立于2004年5月，核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售，聚焦特色医药领域深耕发展。
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。
AMPH vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.0倍
$183.1M
营收增速更快
FOLD
高出25.5%
-1.8%
净利率更高
AMPH
高出12.4%
0.9%
自由现金流更多
AMPH
多$8.6M
$16.0M
两年增速更快
FOLD
近两年复合增速
3.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $185.2M |
| 净利润 | $24.4M | $1.7M |
| 毛利率 | 46.8% | 85.7% |
| 营业利润率 | 19.4% | 8.6% |
| 净利率 | 13.3% | 0.9% |
| 营收同比 | -1.8% | 23.7% |
| 净利润同比 | -35.7% | -88.5% |
| 每股收益（稀释后） | $0.51 | $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AMPHFOLD
| Q4 25 | $183.1M | $185.2M | ||
| Q3 25 | $191.8M | $169.1M | ||
| Q2 25 | $174.4M | $154.7M | ||
| Q1 25 | $170.5M | $125.2M | ||
| Q4 24 | $186.5M | $149.7M | ||
| Q3 24 | $191.2M | $141.5M | ||
| Q2 24 | $182.4M | $126.7M | ||
| Q1 24 | $171.8M | $110.4M |
净利润AMPHFOLD
| Q4 25 | $24.4M | $1.7M | ||
| Q3 25 | $17.4M | $17.3M | ||
| Q2 25 | $31.0M | $-24.4M | ||
| Q1 25 | $25.3M | $-21.7M | ||
| Q4 24 | $38.0M | $14.7M | ||
| Q3 24 | $40.4M | $-6.7M | ||
| Q2 24 | $37.9M | $-15.7M | ||
| Q1 24 | $43.2M | $-48.4M |
毛利率AMPHFOLD
| Q4 25 | 46.8% | 85.7% | ||
| Q3 25 | 51.4% | 88.5% | ||
| Q2 25 | 49.6% | 90.2% | ||
| Q1 25 | 50.0% | 90.7% | ||
| Q4 24 | 46.5% | 90.1% | ||
| Q3 24 | 53.3% | 90.6% | ||
| Q2 24 | 52.2% | 91.1% | ||
| Q1 24 | 52.4% | 87.7% |
营业利润率AMPHFOLD
| Q4 25 | 19.4% | 8.6% | ||
| Q3 25 | 13.2% | 20.3% | ||
| Q2 25 | 24.2% | -6.1% | ||
| Q1 25 | 21.9% | -6.3% | ||
| Q4 24 | 24.2% | 10.7% | ||
| Q3 24 | 29.8% | 15.3% | ||
| Q2 24 | 30.3% | 11.8% | ||
| Q1 24 | 27.9% | -25.1% |
净利率AMPHFOLD
| Q4 25 | 13.3% | 0.9% | ||
| Q3 25 | 9.0% | 10.2% | ||
| Q2 25 | 17.8% | -15.8% | ||
| Q1 25 | 14.8% | -17.3% | ||
| Q4 24 | 20.4% | 9.8% | ||
| Q3 24 | 21.1% | -4.8% | ||
| Q2 24 | 20.8% | -12.4% | ||
| Q1 24 | 25.1% | -43.9% |
每股收益（稀释后）AMPHFOLD
| Q4 25 | $0.51 | $0.00 | ||
| Q3 25 | $0.37 | $0.06 | ||
| Q2 25 | $0.64 | $-0.08 | ||
| Q1 25 | $0.51 | $-0.07 | ||
| Q4 24 | $0.74 | $0.05 | ||
| Q3 24 | $0.78 | $-0.02 | ||
| Q2 24 | $0.73 | $-0.05 | ||
| Q1 24 | $0.81 | $-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 | $282.8M | $293.5M |
| 总债务越低越好 | $608.7M | $392.7M |
| 股东权益账面价值 | $788.8M | $274.2M |
| 总资产 | $1.6B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.77× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资AMPHFOLD
| Q4 25 | $282.8M | $293.5M | ||
| Q3 25 | $276.2M | $263.8M | ||
| Q2 25 | $231.8M | $231.0M | ||
| Q1 25 | $236.9M | $250.6M | ||
| Q4 24 | $221.6M | $249.9M | ||
| Q3 24 | $250.5M | $249.8M | ||
| Q2 24 | $217.8M | $260.1M | ||
| Q1 24 | $289.6M | $239.6M |
总债务AMPHFOLD
| Q4 25 | $608.7M | $392.7M | ||
| Q3 25 | $608.6M | $392.0M | ||
| Q2 25 | $607.7M | $391.3M | ||
| Q1 25 | $603.9M | $390.7M | ||
| Q4 24 | $601.6M | $390.1M | ||
| Q3 24 | $596.4M | $389.5M | ||
| Q2 24 | $586.9M | $388.9M | ||
| Q1 24 | $594.0M | $388.4M |
股东权益AMPHFOLD
| Q4 25 | $788.8M | $274.2M | ||
| Q3 25 | $776.7M | $230.4M | ||
| Q2 25 | $757.5M | $204.3M | ||
| Q1 25 | $751.3M | $193.6M | ||
| Q4 24 | $732.3M | $194.0M | ||
| Q3 24 | $727.7M | $178.8M | ||
| Q2 24 | $713.3M | $132.5M | ||
| Q1 24 | $672.4M | $130.7M |
总资产AMPHFOLD
| Q4 25 | $1.6B | $949.9M | ||
| Q3 25 | $1.7B | $868.8M | ||
| Q2 25 | $1.6B | $815.3M | ||
| Q1 25 | $1.6B | $789.8M | ||
| Q4 24 | $1.6B | $785.0M | ||
| Q3 24 | $1.5B | $786.6M | ||
| Q2 24 | $1.5B | $749.5M | ||
| Q1 24 | $1.6B | $721.8M |
负债/权益比AMPHFOLD
| Q4 25 | 0.77× | 1.43× | ||
| Q3 25 | 0.78× | 1.70× | ||
| Q2 25 | 0.80× | 1.92× | ||
| Q1 25 | 0.80× | 2.02× | ||
| Q4 24 | 0.82× | 2.01× | ||
| Q3 24 | 0.82× | 2.18× | ||
| Q2 24 | 0.82× | 2.93× | ||
| Q1 24 | 0.88× | 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 | $32.9M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $16.0M |
| 自由现金流率自由现金流/营收 | 13.4% | 8.6% |
| 资本支出强度资本支出/营收 | 4.5% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.35× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $29.8M |
8季度趋势，按日历期对齐
经营现金流AMPHFOLD
| Q4 25 | $32.9M | $16.3M | ||
| Q3 25 | $52.6M | $35.7M | ||
| Q2 25 | $35.6M | $-26.5M | ||
| Q1 25 | $35.1M | $7.8M | ||
| Q4 24 | $29.0M | $-3.9M | ||
| Q3 24 | $60.0M | $-23.0M | ||
| Q2 24 | $69.1M | $22.7M | ||
| Q1 24 | $55.3M | $-29.7M |
自由现金流AMPHFOLD
| Q4 25 | $24.6M | $16.0M | ||
| Q3 25 | $47.2M | $35.3M | ||
| Q2 25 | $25.0M | $-28.9M | ||
| Q1 25 | $24.4M | $7.5M | ||
| Q4 24 | $16.6M | $-4.2M | ||
| Q3 24 | $46.2M | $-23.3M | ||
| Q2 24 | $63.1M | $21.6M | ||
| Q1 24 | $46.5M | $-31.5M |
自由现金流率AMPHFOLD
| Q4 25 | 13.4% | 8.6% | ||
| Q3 25 | 24.6% | 20.9% | ||
| Q2 25 | 14.3% | -18.7% | ||
| Q1 25 | 14.3% | 6.0% | ||
| Q4 24 | 8.9% | -2.8% | ||
| Q3 24 | 24.1% | -16.5% | ||
| Q2 24 | 34.6% | 17.0% | ||
| Q1 24 | 27.1% | -28.5% |
资本支出强度AMPHFOLD
| Q4 25 | 4.5% | 0.2% | ||
| Q3 25 | 2.8% | 0.2% | ||
| Q2 25 | 6.1% | 1.6% | ||
| Q1 25 | 6.3% | 0.2% | ||
| Q4 24 | 6.7% | 0.2% | ||
| Q3 24 | 7.2% | 0.3% | ||
| Q2 24 | 3.3% | 0.9% | ||
| Q1 24 | 5.1% | 1.6% |
现金转化率AMPHFOLD
| Q4 25 | 1.35× | 9.62× | ||
| Q3 25 | 3.03× | 2.06× | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.76× | -0.27× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.82× | — | ||
| Q1 24 | 1.28× | — |
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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
