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Amplitude, Inc.（AMPL）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Amplitude, Inc.的2.0倍（$185.2M vs $93.5M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 17.0%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-13.2M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 12.9%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
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。
AMPL vs FOLD — 直观对比
营收规模更大
FOLD
是对方的2.0倍
$93.5M
营收增速更快
FOLD
高出6.7%
17.0%
自由现金流更多
FOLD
多$29.2M
$-13.2M
两年增速更快
FOLD
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $185.2M |
| 净利润 | — | $1.7M |
| 毛利率 | 73.0% | 85.7% |
| 营业利润率 | 1.1% | 8.6% |
| 净利率 | — | 0.9% |
| 营收同比 | 17.0% | 23.7% |
| 净利润同比 | — | -88.5% |
| 每股收益（稀释后） | $-0.17 | $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AMPLFOLD
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $185.2M | ||
| Q3 25 | $88.6M | $169.1M | ||
| Q2 25 | $83.3M | $154.7M | ||
| Q1 25 | $80.0M | $125.2M | ||
| Q4 24 | $78.1M | $149.7M | ||
| Q3 24 | $75.2M | $141.5M | ||
| Q2 24 | $73.3M | $126.7M |
净利润AMPLFOLD
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $1.7M | ||
| Q3 25 | $-24.0M | $17.3M | ||
| Q2 25 | $-24.7M | $-24.4M | ||
| Q1 25 | $-22.2M | $-21.7M | ||
| Q4 24 | $-32.6M | $14.7M | ||
| Q3 24 | $-16.9M | $-6.7M | ||
| Q2 24 | $-23.4M | $-15.7M |
毛利率AMPLFOLD
| Q1 26 | 73.0% | — | ||
| Q4 25 | 74.6% | 85.7% | ||
| Q3 25 | 73.9% | 88.5% | ||
| Q2 25 | 72.6% | 90.2% | ||
| Q1 25 | 74.7% | 90.7% | ||
| Q4 24 | 74.7% | 90.1% | ||
| Q3 24 | 75.1% | 90.6% | ||
| Q2 24 | 73.4% | 91.1% |
营业利润率AMPLFOLD
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 8.6% | ||
| Q3 25 | -26.0% | 20.3% | ||
| Q2 25 | -29.0% | -6.1% | ||
| Q1 25 | -26.8% | -6.3% | ||
| Q4 24 | -41.2% | 10.7% | ||
| Q3 24 | -21.4% | 15.3% | ||
| Q2 24 | -31.7% | 11.8% |
净利率AMPLFOLD
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 0.9% | ||
| Q3 25 | -27.1% | 10.2% | ||
| Q2 25 | -29.6% | -15.8% | ||
| Q1 25 | -27.8% | -17.3% | ||
| Q4 24 | -41.7% | 9.8% | ||
| Q3 24 | -22.4% | -4.8% | ||
| Q2 24 | -31.9% | -12.4% |
每股收益（稀释后）AMPLFOLD
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $0.00 | ||
| Q3 25 | $-0.18 | $0.06 | ||
| Q2 25 | $-0.19 | $-0.08 | ||
| Q1 25 | $-0.17 | $-0.07 | ||
| Q4 24 | $-0.25 | $0.05 | ||
| Q3 24 | $-0.14 | $-0.02 | ||
| Q2 24 | $-0.19 | $-0.05 |
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 | $86.6M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | — | $274.2M |
| 总资产 | $401.7M | $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AMPLFOLD
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $293.5M | ||
| Q3 25 | $189.2M | $263.8M | ||
| Q2 25 | $208.1M | $231.0M | ||
| Q1 25 | $209.0M | $250.6M | ||
| Q4 24 | $241.1M | $249.9M | ||
| Q3 24 | $319.9M | $249.8M | ||
| Q2 24 | $318.3M | $260.1M |
总债务AMPLFOLD
| Q1 26 | — | — | ||
| 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 |
股东权益AMPLFOLD
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $274.2M | ||
| Q3 25 | $262.2M | $230.4M | ||
| Q2 25 | $279.5M | $204.3M | ||
| Q1 25 | $289.5M | $193.6M | ||
| Q4 24 | $296.6M | $194.0M | ||
| Q3 24 | $290.0M | $178.8M | ||
| Q2 24 | $287.3M | $132.5M |
总资产AMPLFOLD
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $949.9M | ||
| Q3 25 | $438.1M | $868.8M | ||
| Q2 25 | $456.6M | $815.3M | ||
| Q1 25 | $445.8M | $789.8M | ||
| Q4 24 | $445.9M | $785.0M | ||
| Q3 24 | $445.6M | $786.6M | ||
| Q2 24 | $445.4M | $749.5M |
负债/权益比AMPLFOLD
| Q1 26 | — | — | ||
| 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× |
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 | $-11.6M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $16.0M |
| 自由现金流率自由现金流/营收 | -14.1% | 8.6% |
| 资本支出强度资本支出/营收 | — | 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 | $23.5M | $29.8M |
8季度趋势，按日历期对齐
经营现金流AMPLFOLD
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $16.3M | ||
| Q3 25 | $5.0M | $35.7M | ||
| Q2 25 | $20.1M | $-26.5M | ||
| Q1 25 | $-8.0M | $7.8M | ||
| Q4 24 | $3.2M | $-3.9M | ||
| Q3 24 | $6.2M | $-23.0M | ||
| Q2 24 | $9.2M | $22.7M |
自由现金流AMPLFOLD
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $16.0M | ||
| Q3 25 | $4.5M | $35.3M | ||
| Q2 25 | $19.5M | $-28.9M | ||
| Q1 25 | $-8.5M | $7.5M | ||
| Q4 24 | $2.4M | $-4.2M | ||
| Q3 24 | $6.2M | $-23.3M | ||
| Q2 24 | $8.6M | $21.6M |
自由现金流率AMPLFOLD
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 8.6% | ||
| Q3 25 | 5.1% | 20.9% | ||
| Q2 25 | 23.4% | -18.7% | ||
| Q1 25 | -10.6% | 6.0% | ||
| Q4 24 | 3.1% | -2.8% | ||
| Q3 24 | 8.2% | -16.5% | ||
| Q2 24 | 11.8% | 17.0% |
资本支出强度AMPLFOLD
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.2% | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.6% | 1.6% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.8% | 0.9% |
现金转化率AMPLFOLD
| Q1 26 | — | — | ||
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 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
AMPL
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
