vs
COPT DEFENSE PROPERTIES（CDP）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
COPT DEFENSE PROPERTIES的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$197.4M vs $185.2M），COPT DEFENSE PROPERTIES净利率更高（20.0% vs 0.9%，领先19.0%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 7.6%），COPT DEFENSE PROPERTIES自由现金流更多（$288.9M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 1.1%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
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。
CDP vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $185.2M |
| 净利润 | $39.4M | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | 19.9% | 8.6% |
| 净利率 | 20.0% | 0.9% |
| 营收同比 | 7.6% | 23.7% |
| 净利润同比 | 8.0% | -88.5% |
| 每股收益（稀释后） | $0.32 | $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 | $197.4M | $185.2M | ||
| Q3 25 | $188.8M | $169.1M | ||
| Q2 25 | $189.9M | $154.7M | ||
| Q1 25 | $187.9M | $125.2M | ||
| Q4 24 | $183.4M | $149.7M | ||
| Q3 24 | $189.2M | $141.5M | ||
| Q2 24 | $187.3M | $126.7M | ||
| Q1 24 | $193.3M | $110.4M |
| Q4 25 | $39.4M | $1.7M | ||
| Q3 25 | $43.7M | $17.3M | ||
| Q2 25 | $40.2M | $-24.4M | ||
| Q1 25 | $36.2M | $-21.7M | ||
| Q4 24 | $36.5M | $14.7M | ||
| Q3 24 | $37.4M | $-6.7M | ||
| Q2 24 | $36.4M | $-15.7M | ||
| Q1 24 | $33.7M | $-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 | 19.9% | 8.6% | ||
| Q3 25 | 22.5% | 20.3% | ||
| Q2 25 | 21.0% | -6.1% | ||
| Q1 25 | 19.1% | -6.3% | ||
| Q4 24 | 19.7% | 10.7% | ||
| Q3 24 | 19.8% | 15.3% | ||
| Q2 24 | 19.4% | 11.8% | ||
| Q1 24 | 17.5% | -25.1% |
| Q4 25 | 20.0% | 0.9% | ||
| Q3 25 | 23.2% | 10.2% | ||
| Q2 25 | 21.1% | -15.8% | ||
| Q1 25 | 19.3% | -17.3% | ||
| Q4 24 | 19.9% | 9.8% | ||
| Q3 24 | 19.8% | -4.8% | ||
| Q2 24 | 19.4% | -12.4% | ||
| Q1 24 | 17.4% | -43.9% |
| Q4 25 | $0.32 | $0.00 | ||
| Q3 25 | $0.37 | $0.06 | ||
| Q2 25 | $0.34 | $-0.08 | ||
| Q1 25 | $0.31 | $-0.07 | ||
| Q4 24 | $0.31 | $0.05 | ||
| Q3 24 | $0.32 | $-0.02 | ||
| Q2 24 | $0.31 | $-0.05 | ||
| Q1 24 | $0.29 | $-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 | $275.0M | $293.5M |
| 总债务越低越好 | $2.8B | $392.7M |
| 股东权益账面价值 | $1.5B | $274.2M |
| 总资产 | $4.7B | $949.9M |
| 负债/权益比越低杠杆越低 | 1.83× | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $275.0M | $293.5M | ||
| Q3 25 | $23.7M | $263.8M | ||
| Q2 25 | $21.3M | $231.0M | ||
| Q1 25 | $24.3M | $250.6M | ||
| Q4 24 | $38.3M | $249.9M | ||
| Q3 24 | $34.5M | $249.8M | ||
| Q2 24 | $100.4M | $260.1M | ||
| Q1 24 | $123.1M | $239.6M |
| Q4 25 | $2.8B | $392.7M | ||
| Q3 25 | $2.4B | $392.0M | ||
| Q2 25 | $2.4B | $391.3M | ||
| Q1 25 | $2.4B | $390.7M | ||
| Q4 24 | $2.4B | $390.1M | ||
| Q3 24 | $2.4B | $389.5M | ||
| Q2 24 | $2.4B | $388.9M | ||
| Q1 24 | $2.4B | $388.4M |
| Q4 25 | $1.5B | $274.2M | ||
| Q3 25 | $1.5B | $230.4M | ||
| Q2 25 | $1.5B | $204.3M | ||
| Q1 25 | $1.5B | $193.6M | ||
| Q4 24 | $1.5B | $194.0M | ||
| Q3 24 | $1.5B | $178.8M | ||
| Q2 24 | $1.5B | $132.5M | ||
| Q1 24 | $1.5B | $130.7M |
| Q4 25 | $4.7B | $949.9M | ||
| Q3 25 | $4.4B | $868.8M | ||
| Q2 25 | $4.3B | $815.3M | ||
| Q1 25 | $4.3B | $789.8M | ||
| Q4 24 | $4.3B | $785.0M | ||
| Q3 24 | $4.2B | $786.6M | ||
| Q2 24 | $4.2B | $749.5M | ||
| Q1 24 | $4.2B | $721.8M |
| Q4 25 | 1.83× | 1.43× | ||
| Q3 25 | 1.62× | 1.70× | ||
| Q2 25 | 1.63× | 1.92× | ||
| Q1 25 | 1.62× | 2.02× | ||
| Q4 24 | 1.60× | 2.01× | ||
| Q3 24 | 1.61× | 2.18× | ||
| Q2 24 | 1.61× | 2.93× | ||
| Q1 24 | 1.63× | 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 | $309.9M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $288.9M | $16.0M |
| 自由现金流率自由现金流/营收 | 146.4% | 8.6% |
| 资本支出强度资本支出/营收 | 10.7% | 0.2% |
| 现金转化率经营现金流/净利润 | 7.87× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $501.5M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $309.9M | $16.3M | ||
| Q3 25 | $68.6M | $35.7M | ||
| Q2 25 | $87.9M | $-26.5M | ||
| Q1 25 | $72.1M | $7.8M | ||
| Q4 24 | $331.0M | $-3.9M | ||
| Q3 24 | $65.1M | $-23.0M | ||
| Q2 24 | $93.8M | $22.7M | ||
| Q1 24 | $71.0M | $-29.7M |
| Q4 25 | $288.9M | $16.0M | ||
| Q3 25 | $62.9M | $35.3M | ||
| Q2 25 | $84.5M | $-28.9M | ||
| Q1 25 | $65.1M | $7.5M | ||
| Q4 24 | $299.6M | $-4.2M | ||
| Q3 24 | $61.0M | $-23.3M | ||
| Q2 24 | $88.4M | $21.6M | ||
| Q1 24 | $57.9M | $-31.5M |
| Q4 25 | 146.4% | 8.6% | ||
| Q3 25 | 33.3% | 20.9% | ||
| Q2 25 | 44.5% | -18.7% | ||
| Q1 25 | 34.7% | 6.0% | ||
| Q4 24 | 163.3% | -2.8% | ||
| Q3 24 | 32.3% | -16.5% | ||
| Q2 24 | 47.2% | 17.0% | ||
| Q1 24 | 30.0% | -28.5% |
| Q4 25 | 10.7% | 0.2% | ||
| Q3 25 | 3.0% | 0.2% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 17.1% | 0.2% | ||
| Q3 24 | 2.1% | 0.3% | ||
| Q2 24 | 2.9% | 0.9% | ||
| Q1 24 | 6.8% | 1.6% |
| Q4 25 | 7.87× | 9.62× | ||
| Q3 25 | 1.57× | 2.06× | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 9.08× | -0.27× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 2.58× | — | ||
| Q1 24 | 2.11× | — |
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
CDP
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
