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Artisan Partners Asset Management Inc.（APAM）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
Artisan Partners Asset Management Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.8倍（$335.5M vs $185.2M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 0.9%，领先34.3%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 12.7%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
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。
APAM vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $185.2M |
| 净利润 | $118.1M | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | 39.2% | 8.6% |
| 净利率 | 35.2% | 0.9% |
| 营收同比 | 12.9% | 23.7% |
| 净利润同比 | 34.9% | -88.5% |
| 每股收益（稀释后） | $1.36 | $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
| Q4 25 | $335.5M | $185.2M | ||
| Q3 25 | $301.3M | $169.1M | ||
| Q2 25 | $282.7M | $154.7M | ||
| Q1 25 | $277.1M | $125.2M | ||
| Q4 24 | $297.1M | $149.7M | ||
| Q3 24 | $279.6M | $141.5M | ||
| Q2 24 | $270.8M | $126.7M | ||
| Q1 24 | $264.4M | $110.4M |
| Q4 25 | $118.1M | $1.7M | ||
| Q3 25 | $66.8M | $17.3M | ||
| Q2 25 | $67.6M | $-24.4M | ||
| Q1 25 | $61.1M | $-21.7M | ||
| Q4 24 | $87.5M | $14.7M | ||
| Q3 24 | $73.0M | $-6.7M | ||
| Q2 24 | $57.6M | $-15.7M | ||
| Q1 24 | $59.5M | $-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 | 39.2% | 8.6% | ||
| Q3 25 | 33.8% | 20.3% | ||
| Q2 25 | 28.2% | -6.1% | ||
| Q1 25 | 31.2% | -6.3% | ||
| Q4 24 | 36.7% | 10.7% | ||
| Q3 24 | 33.3% | 15.3% | ||
| Q2 24 | 32.0% | 11.8% | ||
| Q1 24 | 29.4% | -25.1% |
| Q4 25 | 35.2% | 0.9% | ||
| Q3 25 | 22.2% | 10.2% | ||
| Q2 25 | 23.9% | -15.8% | ||
| Q1 25 | 22.1% | -17.3% | ||
| Q4 24 | 29.5% | 9.8% | ||
| Q3 24 | 26.1% | -4.8% | ||
| Q2 24 | 21.3% | -12.4% | ||
| Q1 24 | 22.5% | -43.9% |
| Q4 25 | $1.36 | $0.00 | ||
| Q3 25 | $0.93 | $0.06 | ||
| Q2 25 | $0.94 | $-0.08 | ||
| Q1 25 | $0.82 | $-0.07 | ||
| Q4 24 | $0.99 | $0.05 | ||
| Q3 24 | $1.03 | $-0.02 | ||
| Q2 24 | $0.80 | $-0.05 | ||
| Q1 24 | $0.84 | $-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 | — | $293.5M |
| 总债务越低越好 | $190.0M | $392.7M |
| 股东权益账面价值 | $438.8M | $274.2M |
| 总资产 | $1.6B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.43× | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | — | $293.5M | ||
| Q3 25 | — | $263.8M | ||
| Q2 25 | — | $231.0M | ||
| Q1 25 | — | $250.6M | ||
| Q4 24 | — | $249.9M | ||
| Q3 24 | — | $249.8M | ||
| Q2 24 | — | $260.1M | ||
| Q1 24 | — | $239.6M |
| Q4 25 | $190.0M | $392.7M | ||
| Q3 25 | $190.0M | $392.0M | ||
| Q2 25 | $200.0M | $391.3M | ||
| Q1 25 | $200.0M | $390.7M | ||
| Q4 24 | $200.0M | $390.1M | ||
| Q3 24 | $200.0M | $389.5M | ||
| Q2 24 | $200.0M | $388.9M | ||
| Q1 24 | $200.0M | $388.4M |
| Q4 25 | $438.8M | $274.2M | ||
| Q3 25 | $402.1M | $230.4M | ||
| Q2 25 | $381.8M | $204.3M | ||
| Q1 25 | $356.5M | $193.6M | ||
| Q4 24 | $388.9M | $194.0M | ||
| Q3 24 | $372.1M | $178.8M | ||
| Q2 24 | $341.2M | $132.5M | ||
| Q1 24 | $320.3M | $130.7M |
| Q4 25 | $1.6B | $949.9M | ||
| Q3 25 | $1.6B | $868.8M | ||
| Q2 25 | $1.4B | $815.3M | ||
| Q1 25 | $1.4B | $789.8M | ||
| Q4 24 | $1.6B | $785.0M | ||
| Q3 24 | $1.6B | $786.6M | ||
| Q2 24 | $1.5B | $749.5M | ||
| Q1 24 | $1.5B | $721.8M |
| Q4 25 | 0.43× | 1.43× | ||
| Q3 25 | 0.47× | 1.70× | ||
| Q2 25 | 0.52× | 1.92× | ||
| Q1 25 | 0.56× | 2.02× | ||
| Q4 24 | 0.51× | 2.01× | ||
| Q3 24 | 0.54× | 2.18× | ||
| Q2 24 | 0.59× | 2.93× | ||
| Q1 24 | 0.62× | 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 | $172.0M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $16.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 8.6% |
| 资本支出强度资本支出/营收 | 0.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $16.3M | ||
| Q3 25 | $40.4M | $35.7M | ||
| Q2 25 | $50.9M | $-26.5M | ||
| Q1 25 | $157.9M | $7.8M | ||
| Q4 24 | $372.8M | $-3.9M | ||
| Q3 24 | $112.8M | $-23.0M | ||
| Q2 24 | $75.9M | $22.7M | ||
| Q1 24 | $147.0M | $-29.7M |
| Q4 25 | $171.6M | $16.0M | ||
| Q3 25 | $40.4M | $35.3M | ||
| Q2 25 | $50.9M | $-28.9M | ||
| Q1 25 | $157.7M | $7.5M | ||
| Q4 24 | $371.3M | $-4.2M | ||
| Q3 24 | $112.4M | $-23.3M | ||
| Q2 24 | $75.2M | $21.6M | ||
| Q1 24 | $146.9M | $-31.5M |
| Q4 25 | 51.2% | 8.6% | ||
| Q3 25 | 13.4% | 20.9% | ||
| Q2 25 | 18.0% | -18.7% | ||
| Q1 25 | 56.9% | 6.0% | ||
| Q4 24 | 125.0% | -2.8% | ||
| Q3 24 | 40.2% | -16.5% | ||
| Q2 24 | 27.8% | 17.0% | ||
| Q1 24 | 55.6% | -28.5% |
| Q4 25 | 0.1% | 0.2% | ||
| Q3 25 | 0.0% | 0.2% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.0% | 1.6% |
| Q4 25 | 1.46× | 9.62× | ||
| Q3 25 | 0.60× | 2.06× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | -0.27× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | — |
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
APAM
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
