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Apple Hospitality REIT, Inc.（APLE）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
Apple Hospitality REIT, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.8倍（$326.4M vs $185.2M），Apple Hospitality REIT, Inc.净利率更高（9.1% vs 0.9%，领先8.2%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -2.0%），Apple Hospitality REIT, Inc.自由现金流更多（$282.0M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -0.5%）
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
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。
APLE vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $185.2M |
| 净利润 | $29.6M | $1.7M |
| 毛利率 | 37.2% | 85.7% |
| 营业利润率 | 15.2% | 8.6% |
| 净利率 | 9.1% | 0.9% |
| 营收同比 | -2.0% | 23.7% |
| 净利润同比 | -0.7% | -88.5% |
| 每股收益（稀释后） | $0.13 | $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 | $326.4M | $185.2M | ||
| Q3 25 | $373.9M | $169.1M | ||
| Q2 25 | $384.4M | $154.7M | ||
| Q1 25 | $327.7M | $125.2M | ||
| Q4 24 | $333.0M | $149.7M | ||
| Q3 24 | $378.8M | $141.5M | ||
| Q2 24 | $390.1M | $126.7M | ||
| Q1 24 | $329.5M | $110.4M |
| Q4 25 | $29.6M | $1.7M | ||
| Q3 25 | $50.9M | $17.3M | ||
| Q2 25 | $63.6M | $-24.4M | ||
| Q1 25 | $31.2M | $-21.7M | ||
| Q4 24 | $29.8M | $14.7M | ||
| Q3 24 | $56.3M | $-6.7M | ||
| Q2 24 | $73.9M | $-15.7M | ||
| Q1 24 | $54.0M | $-48.4M |
| Q4 25 | 37.2% | 85.7% | ||
| Q3 25 | 40.6% | 88.5% | ||
| Q2 25 | 42.6% | 90.2% | ||
| Q1 25 | 39.0% | 90.7% | ||
| Q4 24 | 38.6% | 90.1% | ||
| Q3 24 | 41.9% | 90.6% | ||
| Q2 24 | 44.6% | 91.1% | ||
| Q1 24 | 40.1% | 87.7% |
| Q4 25 | 15.2% | 8.6% | ||
| Q3 25 | 19.4% | 20.3% | ||
| Q2 25 | 22.1% | -6.1% | ||
| Q1 25 | 15.5% | -6.3% | ||
| Q4 24 | 15.0% | 10.7% | ||
| Q3 24 | 20.5% | 15.3% | ||
| Q2 24 | 24.0% | 11.8% | ||
| Q1 24 | 21.7% | -25.1% |
| Q4 25 | 9.1% | 0.9% | ||
| Q3 25 | 13.6% | 10.2% | ||
| Q2 25 | 16.6% | -15.8% | ||
| Q1 25 | 9.5% | -17.3% | ||
| Q4 24 | 9.0% | 9.8% | ||
| Q3 24 | 14.9% | -4.8% | ||
| Q2 24 | 19.0% | -12.4% | ||
| Q1 24 | 16.4% | -43.9% |
| Q4 25 | $0.13 | $0.00 | ||
| Q3 25 | $0.21 | $0.06 | ||
| Q2 25 | $0.27 | $-0.08 | ||
| Q1 25 | $0.13 | $-0.07 | ||
| Q4 24 | $0.13 | $0.05 | ||
| Q3 24 | $0.23 | $-0.02 | ||
| Q2 24 | $0.31 | $-0.05 | ||
| Q1 24 | $0.22 | $-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 | $8.5M | $293.5M |
| 总债务越低越好 | $1.5B | $392.7M |
| 股东权益账面价值 | $3.1B | $274.2M |
| 总资产 | $4.9B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.49× | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $8.5M | $293.5M | ||
| Q3 25 | $50.3M | $263.8M | ||
| Q2 25 | $7.9M | $231.0M | ||
| Q1 25 | $14.9M | $250.6M | ||
| Q4 24 | $10.3M | $249.9M | ||
| Q3 24 | $6.1M | $249.8M | ||
| Q2 24 | $7.2M | $260.1M | ||
| Q1 24 | $4.9M | $239.6M |
| Q4 25 | $1.5B | $392.7M | ||
| Q3 25 | $1.5B | $392.0M | ||
| Q2 25 | $1.5B | $391.3M | ||
| Q1 25 | $1.5B | $390.7M | ||
| Q4 24 | $1.5B | $390.1M | ||
| Q3 24 | $1.5B | $389.5M | ||
| Q2 24 | $1.5B | $388.9M | ||
| Q1 24 | $1.5B | $388.4M |
| Q4 25 | $3.1B | $274.2M | ||
| Q3 25 | $3.2B | $230.4M | ||
| Q2 25 | $3.2B | $204.3M | ||
| Q1 25 | $3.2B | $193.6M | ||
| Q4 24 | $3.3B | $194.0M | ||
| Q3 24 | $3.3B | $178.8M | ||
| Q2 24 | $3.3B | $132.5M | ||
| Q1 24 | $3.3B | $130.7M |
| Q4 25 | $4.9B | $949.9M | ||
| Q3 25 | $4.9B | $868.8M | ||
| Q2 25 | $4.9B | $815.3M | ||
| Q1 25 | $4.9B | $789.8M | ||
| Q4 24 | $5.0B | $785.0M | ||
| Q3 24 | $5.0B | $786.6M | ||
| Q2 24 | $5.1B | $749.5M | ||
| Q1 24 | $5.0B | $721.8M |
| Q4 25 | 0.49× | 1.43× | ||
| Q3 25 | 0.47× | 1.70× | ||
| Q2 25 | 0.48× | 1.92× | ||
| Q1 25 | 0.48× | 2.02× | ||
| Q4 24 | 0.45× | 2.01× | ||
| Q3 24 | 0.46× | 2.18× | ||
| Q2 24 | 0.46× | 2.93× | ||
| Q1 24 | 0.45× | 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 | $370.2M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $16.0M |
| 自由现金流率自由现金流/营收 | 86.4% | 8.6% |
| 资本支出强度资本支出/营收 | 27.0% | 0.2% |
| 现金转化率经营现金流/净利润 | 12.50× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $516.8M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $370.2M | $16.3M | ||
| Q3 25 | $126.4M | $35.7M | ||
| Q2 25 | $108.8M | $-26.5M | ||
| Q1 25 | $49.1M | $7.8M | ||
| Q4 24 | $405.4M | $-3.9M | ||
| Q3 24 | $128.2M | $-23.0M | ||
| Q2 24 | $127.3M | $22.7M | ||
| Q1 24 | $54.7M | $-29.7M |
| Q4 25 | $282.0M | $16.0M | ||
| Q3 25 | $109.0M | $35.3M | ||
| Q2 25 | $96.2M | $-28.9M | ||
| Q1 25 | $29.5M | $7.5M | ||
| Q4 24 | $327.1M | $-4.2M | ||
| Q3 24 | $113.1M | $-23.3M | ||
| Q2 24 | $115.0M | $21.6M | ||
| Q1 24 | $34.4M | $-31.5M |
| Q4 25 | 86.4% | 8.6% | ||
| Q3 25 | 29.2% | 20.9% | ||
| Q2 25 | 25.0% | -18.7% | ||
| Q1 25 | 9.0% | 6.0% | ||
| Q4 24 | 98.2% | -2.8% | ||
| Q3 24 | 29.9% | -16.5% | ||
| Q2 24 | 29.5% | 17.0% | ||
| Q1 24 | 10.4% | -28.5% |
| Q4 25 | 27.0% | 0.2% | ||
| Q3 25 | 4.7% | 0.2% | ||
| Q2 25 | 3.3% | 1.6% | ||
| Q1 25 | 6.0% | 0.2% | ||
| Q4 24 | 23.5% | 0.2% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 3.2% | 0.9% | ||
| Q1 24 | 6.2% | 1.6% |
| Q4 25 | 12.50× | 9.62× | ||
| Q3 25 | 2.49× | 2.06× | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | -0.27× | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 1.72× | — | ||
| Q1 24 | 1.01× | — |
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
APLE
| Occupancy | $293.0M | 90% |
| Hotel Other | $17.2M | 5% |
| Food And Beverage | $16.3M | 5% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
