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Clearwater Paper Corp（CLW）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
Clearwater Paper Corp的季度营收约是AMICUS THERAPEUTICS, INC.的1.9倍（$360.3M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -3.6%，领先4.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -4.7%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 2.3%）
净水纸业公司是美国的一家纸浆与纸板制造商，总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立，专注于纸浆及纸板产品的研发生产与销售，是北美地区该领域颇具影响力的生产企业。
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。
CLW vs FOLD — 直观对比
营收规模更大
CLW
是对方的1.9倍
$185.2M
营收增速更快
FOLD
高出28.5%
-4.7%
净利率更高
FOLD
高出4.5%
-3.6%
两年增速更快
FOLD
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $360.3M | $185.2M |
| 净利润 | $-12.8M | $1.7M |
| 毛利率 | -0.2% | 85.7% |
| 营业利润率 | — | 8.6% |
| 净利率 | -3.6% | 0.9% |
| 营收同比 | -4.7% | 23.7% |
| 净利润同比 | -103.2% | -88.5% |
| 每股收益（稀释后） | — | $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
营收CLWFOLD
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $185.2M | ||
| Q3 25 | $399.0M | $169.1M | ||
| Q2 25 | $391.8M | $154.7M | ||
| Q1 25 | $378.2M | $125.2M | ||
| Q4 24 | $387.1M | $149.7M | ||
| Q3 24 | $393.3M | $141.5M | ||
| Q2 24 | $344.4M | $126.7M |
净利润CLWFOLD
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $1.7M | ||
| Q3 25 | $-53.3M | $17.3M | ||
| Q2 25 | $2.7M | $-24.4M | ||
| Q1 25 | $-6.3M | $-21.7M | ||
| Q4 24 | $199.1M | $14.7M | ||
| Q3 24 | $5.8M | $-6.7M | ||
| Q2 24 | $-25.8M | $-15.7M |
毛利率CLWFOLD
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 85.7% | ||
| Q3 25 | 4.7% | 88.5% | ||
| Q2 25 | 11.0% | 90.2% | ||
| Q1 25 | 9.7% | 90.7% | ||
| Q4 24 | 3.8% | 90.1% | ||
| Q3 24 | 7.7% | 90.6% | ||
| Q2 24 | -0.6% | 91.1% |
营业利润率CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 8.6% | ||
| Q3 25 | -13.9% | 20.3% | ||
| Q2 25 | 2.5% | -6.1% | ||
| Q1 25 | -1.1% | -6.3% | ||
| Q4 24 | -4.0% | 10.7% | ||
| Q3 24 | -0.3% | 15.3% | ||
| Q2 24 | -13.6% | 11.8% |
净利率CLWFOLD
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 0.9% | ||
| Q3 25 | -13.4% | 10.2% | ||
| Q2 25 | 0.7% | -15.8% | ||
| Q1 25 | -1.7% | -17.3% | ||
| Q4 24 | 51.4% | 9.8% | ||
| Q3 24 | 1.5% | -4.8% | ||
| Q2 24 | -7.5% | -12.4% |
每股收益（稀释后）CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $0.00 | ||
| Q3 25 | $-3.30 | $0.06 | ||
| Q2 25 | $0.17 | $-0.08 | ||
| Q1 25 | $-0.38 | $-0.07 | ||
| Q4 24 | $11.87 | $0.05 | ||
| Q3 24 | $0.35 | $-0.02 | ||
| Q2 24 | $-1.55 | $-0.05 |
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 | $36.5M | $293.5M |
| 总债务越低越好 | $361.1M | $392.7M |
| 股东权益账面价值 | $813.8M | $274.2M |
| 总资产 | $1.6B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.44× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资CLWFOLD
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $293.5M | ||
| Q3 25 | $34.4M | $263.8M | ||
| Q2 25 | $46.7M | $231.0M | ||
| Q1 25 | $44.0M | $250.6M | ||
| Q4 24 | $79.6M | $249.9M | ||
| Q3 24 | $35.5M | $249.8M | ||
| Q2 24 | $39.6M | $260.1M |
总债务CLWFOLD
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $392.7M | ||
| Q3 25 | $337.0M | $392.0M | ||
| Q2 25 | $330.1M | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | $283.4M | $390.1M | ||
| Q3 24 | $1.2B | $389.5M | ||
| Q2 24 | $1.1B | $388.9M |
股东权益CLWFOLD
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $274.2M | ||
| Q3 25 | $783.0M | $230.4M | ||
| Q2 25 | $836.8M | $204.3M | ||
| Q1 25 | $836.6M | $193.6M | ||
| Q4 24 | $854.6M | $194.0M | ||
| Q3 24 | $664.6M | $178.8M | ||
| Q2 24 | $658.6M | $132.5M |
总资产CLWFOLD
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $949.9M | ||
| Q3 25 | $1.6B | $868.8M | ||
| Q2 25 | $1.6B | $815.3M | ||
| Q1 25 | $1.6B | $789.8M | ||
| Q4 24 | $1.7B | $785.0M | ||
| Q3 24 | $2.5B | $786.6M | ||
| Q2 24 | $2.5B | $749.5M |
负债/权益比CLWFOLD
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 1.43× | ||
| Q3 25 | 0.43× | 1.70× | ||
| Q2 25 | 0.39× | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | 0.33× | 2.01× | ||
| Q3 24 | 1.73× | 2.18× | ||
| Q2 24 | 1.74× | 2.93× |
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 | — | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $16.3M | ||
| Q3 25 | $34.0M | $35.7M | ||
| Q2 25 | $-28.2M | $-26.5M | ||
| Q1 25 | $1.5M | $7.8M | ||
| Q4 24 | $-35.1M | $-3.9M | ||
| Q3 24 | $16.2M | $-23.0M | ||
| Q2 24 | $21.1M | $22.7M |
自由现金流CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $16.0M | ||
| Q3 25 | $15.7M | $35.3M | ||
| Q2 25 | $-51.1M | $-28.9M | ||
| Q1 25 | $-31.2M | $7.5M | ||
| Q4 24 | $-68.1M | $-4.2M | ||
| Q3 24 | $-30.8M | $-23.3M | ||
| Q2 24 | $3.0M | $21.6M |
自由现金流率CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 8.6% | ||
| Q3 25 | 3.9% | 20.9% | ||
| Q2 25 | -13.0% | -18.7% | ||
| Q1 25 | -8.2% | 6.0% | ||
| Q4 24 | -17.6% | -2.8% | ||
| Q3 24 | -7.8% | -16.5% | ||
| Q2 24 | 0.9% | 17.0% |
资本支出强度CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 0.2% | ||
| Q3 25 | 4.6% | 0.2% | ||
| Q2 25 | 5.8% | 1.6% | ||
| Q1 25 | 8.6% | 0.2% | ||
| Q4 24 | 8.5% | 0.2% | ||
| Q3 24 | 12.0% | 0.3% | ||
| Q2 24 | 5.3% | 0.9% |
现金转化率CLWFOLD
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | -10.44× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | -0.27× | ||
| Q3 24 | 2.79× | — | ||
| Q2 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
CLW
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
