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Axsome Therapeutics, Inc.（AXSM）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
Axsome Therapeutics, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$196.0M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -14.6%，领先15.5%），Axsome Therapeutics, Inc.同比增速更快（65.0% vs 23.7%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-18.7M），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（61.7% vs 29.5%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
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。
AXSM vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $196.0M | $185.2M |
| 净利润 | $-28.6M | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | -13.8% | 8.6% |
| 净利率 | -14.6% | 0.9% |
| 营收同比 | 65.0% | 23.7% |
| 净利润同比 | 61.9% | -88.5% |
| 每股收益（稀释后） | $-0.55 | $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 | $196.0M | $185.2M | ||
| Q3 25 | $171.0M | $169.1M | ||
| Q2 25 | $150.0M | $154.7M | ||
| Q1 25 | $121.5M | $125.2M | ||
| Q4 24 | $118.8M | $149.7M | ||
| Q3 24 | $104.8M | $141.5M | ||
| Q2 24 | $87.2M | $126.7M | ||
| Q1 24 | $75.0M | $110.4M |
| Q4 25 | $-28.6M | $1.7M | ||
| Q3 25 | $-47.2M | $17.3M | ||
| Q2 25 | $-48.0M | $-24.4M | ||
| Q1 25 | $-59.4M | $-21.7M | ||
| Q4 24 | $-74.9M | $14.7M | ||
| Q3 24 | $-64.6M | $-6.7M | ||
| Q2 24 | $-79.3M | $-15.7M | ||
| Q1 24 | $-68.4M | $-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 | -13.8% | 8.6% | ||
| Q3 25 | -27.0% | 20.3% | ||
| Q2 25 | -24.5% | -6.1% | ||
| Q1 25 | -46.9% | -6.3% | ||
| Q4 24 | -61.1% | 10.7% | ||
| Q3 24 | -59.8% | 15.3% | ||
| Q2 24 | -89.5% | 11.8% | ||
| Q1 24 | -89.7% | -25.1% |
| Q4 25 | -14.6% | 0.9% | ||
| Q3 25 | -27.6% | 10.2% | ||
| Q2 25 | -32.0% | -15.8% | ||
| Q1 25 | -48.9% | -17.3% | ||
| Q4 24 | -63.1% | 9.8% | ||
| Q3 24 | -61.7% | -4.8% | ||
| Q2 24 | -91.0% | -12.4% | ||
| Q1 24 | -91.1% | -43.9% |
| Q4 25 | $-0.55 | $0.00 | ||
| Q3 25 | $-0.94 | $0.06 | ||
| Q2 25 | $-0.97 | $-0.08 | ||
| Q1 25 | $-1.22 | $-0.07 | ||
| Q4 24 | $-1.54 | $0.05 | ||
| Q3 24 | $-1.34 | $-0.02 | ||
| Q2 24 | $-1.67 | $-0.05 | ||
| Q1 24 | $-1.44 | $-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 | $322.9M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $88.3M | $274.2M |
| 总资产 | $689.8M | $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 | $322.9M | $293.5M | ||
| Q3 25 | $325.3M | $263.8M | ||
| Q2 25 | $303.0M | $231.0M | ||
| Q1 25 | $300.9M | $250.6M | ||
| Q4 24 | $315.4M | $249.9M | ||
| Q3 24 | $327.3M | $249.8M | ||
| Q2 24 | $315.7M | $260.1M | ||
| Q1 24 | $331.4M | $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 | $88.3M | $274.2M | ||
| Q3 25 | $73.7M | $230.4M | ||
| Q2 25 | $73.1M | $204.3M | ||
| Q1 25 | $53.2M | $193.6M | ||
| Q4 24 | $57.0M | $194.0M | ||
| Q3 24 | $92.9M | $178.8M | ||
| Q2 24 | $102.9M | $132.5M | ||
| Q1 24 | $144.0M | $130.7M |
| Q4 25 | $689.8M | $949.9M | ||
| Q3 25 | $669.3M | $868.8M | ||
| Q2 25 | $639.8M | $815.3M | ||
| Q1 25 | $596.7M | $789.8M | ||
| Q4 24 | $568.5M | $785.0M | ||
| Q3 24 | $561.5M | $786.6M | ||
| Q2 24 | $548.2M | $749.5M | ||
| Q1 24 | $545.7M | $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 | $-18.7M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-18.7M | $16.0M |
| 自由现金流率自由现金流/营收 | -9.6% | 8.6% |
| 资本支出强度资本支出/营收 | 0.0% | 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 | $-93.9M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-18.7M | $16.3M | ||
| Q3 25 | $1.0M | $35.7M | ||
| Q2 25 | $-32.4M | $-26.5M | ||
| Q1 25 | $-43.4M | $7.8M | ||
| Q4 24 | $-26.2M | $-3.9M | ||
| Q3 24 | $-18.6M | $-23.0M | ||
| Q2 24 | $-30.1M | $22.7M | ||
| Q1 24 | $-53.5M | $-29.7M |
| Q4 25 | $-18.7M | $16.0M | ||
| Q3 25 | $988.0K | $35.3M | ||
| Q2 25 | $-32.4M | $-28.9M | ||
| Q1 25 | $-43.7M | $7.5M | ||
| Q4 24 | $-26.2M | $-4.2M | ||
| Q3 24 | $-18.7M | $-23.3M | ||
| Q2 24 | $-30.2M | $21.6M | ||
| Q1 24 | $-53.6M | $-31.5M |
| Q4 25 | -9.6% | 8.6% | ||
| Q3 25 | 0.6% | 20.9% | ||
| Q2 25 | -21.6% | -18.7% | ||
| Q1 25 | -36.0% | 6.0% | ||
| Q4 24 | -22.1% | -2.8% | ||
| Q3 24 | -17.9% | -16.5% | ||
| Q2 24 | -34.6% | 17.0% | ||
| Q1 24 | -71.4% | -28.5% |
| Q4 25 | 0.0% | 0.2% | ||
| Q3 25 | 0.0% | 0.2% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.1% | 0.9% | ||
| Q1 24 | 0.1% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
AXSM
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
