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Concrete Pumping Holdings, Inc.（BBCP）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Concrete Pumping Holdings, Inc.的1.9倍（$185.2M vs $98.9M），Concrete Pumping Holdings, Inc.净利率更高（5.4% vs 0.9%，领先4.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -3.2%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $1.9M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 4.8%）
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
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。
BBCP vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $185.2M |
| 净利润 | $5.3M | $1.7M |
| 毛利率 | 43.8% | 85.7% |
| 营业利润率 | 17.0% | 8.6% |
| 净利率 | 5.4% | 0.9% |
| 营收同比 | -3.2% | 23.7% |
| 净利润同比 | -43.6% | -88.5% |
| 每股收益（稀释后） | $0.09 | $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 | $98.9M | $185.2M | ||
| Q3 25 | $94.2M | $169.1M | ||
| Q2 25 | $85.2M | $154.7M | ||
| Q1 25 | $78.0M | $125.2M | ||
| Q4 24 | $102.1M | $149.7M | ||
| Q3 24 | $100.6M | $141.5M | ||
| Q2 24 | $98.7M | $126.7M | ||
| Q1 24 | $90.0M | $110.4M |
| Q4 25 | $5.3M | $1.7M | ||
| Q3 25 | $3.7M | $17.3M | ||
| Q2 25 | $-4.0K | $-24.4M | ||
| Q1 25 | $-2.6M | $-21.7M | ||
| Q4 24 | $9.4M | $14.7M | ||
| Q3 24 | $7.6M | $-6.7M | ||
| Q2 24 | $3.0M | $-15.7M | ||
| Q1 24 | $-3.8M | $-48.4M |
| Q4 25 | 43.8% | 85.7% | ||
| Q3 25 | 42.9% | 88.5% | ||
| Q2 25 | 42.5% | 90.2% | ||
| Q1 25 | 40.0% | 90.7% | ||
| Q4 24 | 45.3% | 90.1% | ||
| Q3 24 | 44.3% | 90.6% | ||
| Q2 24 | 42.3% | 91.1% | ||
| Q1 24 | 37.0% | 87.7% |
| Q4 25 | 17.0% | 8.6% | ||
| Q3 25 | 13.7% | 20.3% | ||
| Q2 25 | 9.7% | -6.1% | ||
| Q1 25 | 4.5% | -6.3% | ||
| Q4 24 | 18.8% | 10.7% | ||
| Q3 24 | 16.5% | 15.3% | ||
| Q2 24 | 12.2% | 11.8% | ||
| Q1 24 | 1.6% | -25.1% |
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 3.9% | 10.2% | ||
| Q2 25 | -0.0% | -15.8% | ||
| Q1 25 | -3.4% | -17.3% | ||
| Q4 24 | 9.2% | 9.8% | ||
| Q3 24 | 7.5% | -4.8% | ||
| Q2 24 | 3.1% | -12.4% | ||
| Q1 24 | -4.3% | -43.9% |
| Q4 25 | $0.09 | $0.00 | ||
| Q3 25 | $0.07 | $0.06 | ||
| Q2 25 | $-0.01 | $-0.08 | ||
| Q1 25 | $-0.06 | $-0.07 | ||
| Q4 24 | $0.16 | $0.05 | ||
| Q3 24 | $0.13 | $-0.02 | ||
| Q2 24 | $0.05 | $-0.05 | ||
| Q1 24 | $-0.08 | $-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 | $44.4M | $293.5M |
| 总债务越低越好 | $417.9M | $392.7M |
| 股东权益账面价值 | $264.8M | $274.2M |
| 总资产 | $879.5M | $949.9M |
| 负债/权益比越低杠杆越低 | 1.58× | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $44.4M | $293.5M | ||
| Q3 25 | $41.0M | $263.8M | ||
| Q2 25 | $37.8M | $231.0M | ||
| Q1 25 | $85.1M | $250.6M | ||
| Q4 24 | $43.0M | $249.9M | ||
| Q3 24 | $26.3M | $249.8M | ||
| Q2 24 | $18.0M | $260.1M | ||
| Q1 24 | $14.7M | $239.6M |
| Q4 25 | $417.9M | $392.7M | ||
| Q3 25 | $417.6M | $392.0M | ||
| Q2 25 | $417.3M | $391.3M | ||
| Q1 25 | $417.1M | $390.7M | ||
| Q4 24 | $373.3M | $390.1M | ||
| Q3 24 | $372.9M | $389.5M | ||
| Q2 24 | $372.6M | $388.9M | ||
| Q1 24 | $372.2M | $388.4M |
| Q4 25 | $264.8M | $274.2M | ||
| Q3 25 | $261.3M | $230.4M | ||
| Q2 25 | $261.8M | $204.3M | ||
| Q1 25 | $260.7M | $193.6M | ||
| Q4 24 | $321.7M | $194.0M | ||
| Q3 24 | $314.7M | $178.8M | ||
| Q2 24 | $308.3M | $132.5M | ||
| Q1 24 | $307.9M | $130.7M |
| Q4 25 | $879.5M | $949.9M | ||
| Q3 25 | $886.0M | $868.8M | ||
| Q2 25 | $878.8M | $815.3M | ||
| Q1 25 | $912.9M | $789.8M | ||
| Q4 24 | $898.0M | $785.0M | ||
| Q3 24 | $890.8M | $786.6M | ||
| Q2 24 | $894.7M | $749.5M | ||
| Q1 24 | $894.8M | $721.8M |
| Q4 25 | 1.58× | 1.43× | ||
| Q3 25 | 1.60× | 1.70× | ||
| Q2 25 | 1.59× | 1.92× | ||
| Q1 25 | 1.60× | 2.02× | ||
| Q4 24 | 1.16× | 2.01× | ||
| Q3 24 | 1.19× | 2.18× | ||
| Q2 24 | 1.21× | 2.93× | ||
| Q1 24 | 1.21× | 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 | $14.5M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $16.0M |
| 自由现金流率自由现金流/营收 | 1.9% | 8.6% |
| 资本支出强度资本支出/营收 | 12.7% | 0.2% |
| 现金转化率经营现金流/净利润 | 2.72× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $17.5M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $14.5M | $16.3M | ||
| Q3 25 | $19.1M | $35.7M | ||
| Q2 25 | $24.7M | $-26.5M | ||
| Q1 25 | $6.0M | $7.8M | ||
| Q4 24 | $22.4M | $-3.9M | ||
| Q3 24 | $35.0M | $-23.0M | ||
| Q2 24 | $9.1M | $22.7M | ||
| Q1 24 | $20.3M | $-29.7M |
| Q4 25 | $1.9M | $16.0M | ||
| Q3 25 | $4.3M | $35.3M | ||
| Q2 25 | $11.1M | $-28.9M | ||
| Q1 25 | $191.0K | $7.5M | ||
| Q4 24 | $16.1M | $-4.2M | ||
| Q3 24 | $26.4M | $-23.3M | ||
| Q2 24 | $-1.9M | $21.6M | ||
| Q1 24 | $2.5M | $-31.5M |
| Q4 25 | 1.9% | 8.6% | ||
| Q3 25 | 4.6% | 20.9% | ||
| Q2 25 | 13.0% | -18.7% | ||
| Q1 25 | 0.2% | 6.0% | ||
| Q4 24 | 15.8% | -2.8% | ||
| Q3 24 | 26.2% | -16.5% | ||
| Q2 24 | -1.9% | 17.0% | ||
| Q1 24 | 2.8% | -28.5% |
| Q4 25 | 12.7% | 0.2% | ||
| Q3 25 | 15.7% | 0.2% | ||
| Q2 25 | 16.0% | 1.6% | ||
| Q1 25 | 7.5% | 0.2% | ||
| Q4 24 | 6.2% | 0.2% | ||
| Q3 24 | 8.6% | 0.3% | ||
| Q2 24 | 11.2% | 0.9% | ||
| Q1 24 | 19.7% | 1.6% |
| Q4 25 | 2.72× | 9.62× | ||
| Q3 25 | 5.16× | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.38× | -0.27× | ||
| Q3 24 | 4.63× | — | ||
| Q2 24 | 3.00× | — | ||
| 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
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
