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AdvanSix Inc.（ASIX）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
AdvanSix Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.9倍（$359.9M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -0.8%，领先1.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 9.4%），AdvanSix Inc.自由现金流更多（$36.1M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $185.2M |
| 净利润 | $-2.8M | $1.7M |
| 毛利率 | 7.6% | 85.7% |
| 营业利润率 | -0.7% | 8.6% |
| 净利率 | -0.8% | 0.9% |
| 营收同比 | 9.4% | 23.7% |
| 净利润同比 | -892.9% | -88.5% |
| 每股收益（稀释后） | $-0.11 | $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 | $359.9M | $185.2M | ||
| Q3 25 | $374.5M | $169.1M | ||
| Q2 25 | $410.0M | $154.7M | ||
| Q1 25 | $377.8M | $125.2M | ||
| Q4 24 | $329.1M | $149.7M | ||
| Q3 24 | $398.2M | $141.5M | ||
| Q2 24 | $453.5M | $126.7M | ||
| Q1 24 | $336.8M | $110.4M |
| Q4 25 | $-2.8M | $1.7M | ||
| Q3 25 | $-2.6M | $17.3M | ||
| Q2 25 | $31.4M | $-24.4M | ||
| Q1 25 | $23.3M | $-21.7M | ||
| Q4 24 | $352.0K | $14.7M | ||
| Q3 24 | $22.3M | $-6.7M | ||
| Q2 24 | $38.9M | $-15.7M | ||
| Q1 24 | $-17.4M | $-48.4M |
| Q4 25 | 7.6% | 85.7% | ||
| Q3 25 | 6.8% | 88.5% | ||
| Q2 25 | 14.3% | 90.2% | ||
| Q1 25 | 14.2% | 90.7% | ||
| Q4 24 | 3.4% | 90.1% | ||
| Q3 24 | 14.4% | 90.6% | ||
| Q2 24 | 17.9% | 91.1% | ||
| Q1 24 | 0.9% | 87.7% |
| Q4 25 | -0.7% | 8.6% | ||
| Q3 25 | -0.9% | 20.3% | ||
| Q2 25 | 7.7% | -6.1% | ||
| Q1 25 | 7.7% | -6.3% | ||
| Q4 24 | -3.9% | 10.7% | ||
| Q3 24 | 7.5% | 15.3% | ||
| Q2 24 | 11.5% | 11.8% | ||
| Q1 24 | -7.0% | -25.1% |
| Q4 25 | -0.8% | 0.9% | ||
| Q3 25 | -0.7% | 10.2% | ||
| Q2 25 | 7.7% | -15.8% | ||
| Q1 25 | 6.2% | -17.3% | ||
| Q4 24 | 0.1% | 9.8% | ||
| Q3 24 | 5.6% | -4.8% | ||
| Q2 24 | 8.6% | -12.4% | ||
| Q1 24 | -5.2% | -43.9% |
| Q4 25 | $-0.11 | $0.00 | ||
| Q3 25 | $-0.10 | $0.06 | ||
| Q2 25 | $1.15 | $-0.08 | ||
| Q1 25 | $0.86 | $-0.07 | ||
| Q4 24 | $0.02 | $0.05 | ||
| Q3 24 | $0.82 | $-0.02 | ||
| Q2 24 | $1.43 | $-0.05 | ||
| Q1 24 | $-0.65 | $-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 | $19.8M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $815.2M | $274.2M |
| 总资产 | $1.7B | $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
| Q4 25 | $19.8M | $293.5M | ||
| Q3 25 | $23.7M | $263.8M | ||
| Q2 25 | $18.4M | $231.0M | ||
| Q1 25 | $8.3M | $250.6M | ||
| Q4 24 | $19.6M | $249.9M | ||
| Q3 24 | $17.3M | $249.8M | ||
| Q2 24 | $12.1M | $260.1M | ||
| Q1 24 | $20.6M | $239.6M |
| 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 |
| Q4 25 | $815.2M | $274.2M | ||
| Q3 25 | $818.2M | $230.4M | ||
| Q2 25 | $823.7M | $204.3M | ||
| Q1 25 | $794.4M | $193.6M | ||
| Q4 24 | $774.6M | $194.0M | ||
| Q3 24 | $766.4M | $178.8M | ||
| Q2 24 | $746.6M | $132.5M | ||
| Q1 24 | $713.2M | $130.7M |
| Q4 25 | $1.7B | $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 | $1.5B | $721.8M |
| 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 | $63.7M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $16.0M |
| 自由现金流率自由现金流/营收 | 10.0% | 8.6% |
| 资本支出强度资本支出/营收 | 7.7% | 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 | $6.4M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $63.7M | $16.3M | ||
| Q3 25 | $26.6M | $35.7M | ||
| Q2 25 | $21.1M | $-26.5M | ||
| Q1 25 | $11.4M | $7.8M | ||
| Q4 24 | $64.2M | $-3.9M | ||
| Q3 24 | $57.3M | $-23.0M | ||
| Q2 24 | $50.2M | $22.7M | ||
| Q1 24 | $-36.2M | $-29.7M |
| Q4 25 | $36.1M | $16.0M | ||
| Q3 25 | $66.0K | $35.3M | ||
| Q2 25 | $-7.2M | $-28.9M | ||
| Q1 25 | $-22.6M | $7.5M | ||
| Q4 24 | $29.8M | $-4.2M | ||
| Q3 24 | $26.8M | $-23.3M | ||
| Q2 24 | $16.7M | $21.6M | ||
| Q1 24 | $-71.6M | $-31.5M |
| Q4 25 | 10.0% | 8.6% | ||
| Q3 25 | 0.0% | 20.9% | ||
| Q2 25 | -1.7% | -18.7% | ||
| Q1 25 | -6.0% | 6.0% | ||
| Q4 24 | 9.1% | -2.8% | ||
| Q3 24 | 6.7% | -16.5% | ||
| Q2 24 | 3.7% | 17.0% | ||
| Q1 24 | -21.3% | -28.5% |
| Q4 25 | 7.7% | 0.2% | ||
| Q3 25 | 7.1% | 0.2% | ||
| Q2 25 | 6.9% | 1.6% | ||
| Q1 25 | 9.0% | 0.2% | ||
| Q4 24 | 10.4% | 0.2% | ||
| Q3 24 | 7.7% | 0.3% | ||
| Q2 24 | 7.4% | 0.9% | ||
| Q1 24 | 10.5% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | -0.27× | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — | ||
| 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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
