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CSW INDUSTRIALS, INC.（CSW）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
CSW INDUSTRIALS, INC.的季度营收约是AMICUS THERAPEUTICS, INC.的1.3倍（$233.0M vs $185.2M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 0.9%，领先3.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 20.3%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 5.1%）
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。
CSW vs FOLD — 直观对比
营收规模更大
CSW
是对方的1.3倍
$185.2M
营收增速更快
FOLD
高出3.4%
20.3%
净利率更高
CSW
高出3.5%
0.9%
自由现金流更多
CSW
多$6.8M
$16.0M
两年增速更快
FOLD
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $185.2M |
| 净利润 | $10.3M | $1.7M |
| 毛利率 | 39.7% | 85.7% |
| 营业利润率 | 7.4% | 8.6% |
| 净利率 | 4.4% | 0.9% |
| 营收同比 | 20.3% | 23.7% |
| 净利润同比 | -61.9% | -88.5% |
| 每股收益（稀释后） | $0.62 | $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CSWFOLD
| Q4 25 | $233.0M | $185.2M | ||
| Q3 25 | $277.0M | $169.1M | ||
| Q2 25 | $263.6M | $154.7M | ||
| Q1 25 | $230.5M | $125.2M | ||
| Q4 24 | $193.6M | $149.7M | ||
| Q3 24 | $227.9M | $141.5M | ||
| Q2 24 | $226.2M | $126.7M | ||
| Q1 24 | $210.9M | $110.4M |
净利润CSWFOLD
| Q4 25 | $10.3M | $1.7M | ||
| Q3 25 | $40.7M | $17.3M | ||
| Q2 25 | $40.9M | $-24.4M | ||
| Q1 25 | $35.1M | $-21.7M | ||
| Q4 24 | $26.9M | $14.7M | ||
| Q3 24 | $36.1M | $-6.7M | ||
| Q2 24 | $38.6M | $-15.7M | ||
| Q1 24 | $31.8M | $-48.4M |
毛利率CSWFOLD
| Q4 25 | 39.7% | 85.7% | ||
| Q3 25 | 43.0% | 88.5% | ||
| Q2 25 | 43.8% | 90.2% | ||
| Q1 25 | 44.2% | 90.7% | ||
| Q4 24 | 41.4% | 90.1% | ||
| Q3 24 | 45.6% | 90.6% | ||
| Q2 24 | 47.5% | 91.1% | ||
| Q1 24 | 44.4% | 87.7% |
营业利润率CSWFOLD
| Q4 25 | 7.4% | 8.6% | ||
| Q3 25 | 20.5% | 20.3% | ||
| Q2 25 | 20.8% | -6.1% | ||
| Q1 25 | 19.5% | -6.3% | ||
| Q4 24 | 15.3% | 10.7% | ||
| Q3 24 | 22.6% | 15.3% | ||
| Q2 24 | 24.3% | 11.8% | ||
| Q1 24 | 21.0% | -25.1% |
净利率CSWFOLD
| Q4 25 | 4.4% | 0.9% | ||
| Q3 25 | 14.7% | 10.2% | ||
| Q2 25 | 15.5% | -15.8% | ||
| Q1 25 | 15.2% | -17.3% | ||
| Q4 24 | 13.9% | 9.8% | ||
| Q3 24 | 15.8% | -4.8% | ||
| Q2 24 | 17.1% | -12.4% | ||
| Q1 24 | 15.1% | -43.9% |
每股收益（稀释后）CSWFOLD
| Q4 25 | $0.62 | $0.00 | ||
| Q3 25 | $2.41 | $0.06 | ||
| Q2 25 | $2.43 | $-0.08 | ||
| Q1 25 | $2.05 | $-0.07 | ||
| Q4 24 | $1.60 | $0.05 | ||
| Q3 24 | $2.26 | $-0.02 | ||
| Q2 24 | $2.47 | $-0.05 | ||
| Q1 24 | $2.03 | $-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 | $40.2M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $1.1B | $274.2M |
| 总资产 | $2.3B | $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
现金及短期投资CSWFOLD
| Q4 25 | $40.2M | $293.5M | ||
| Q3 25 | $31.5M | $263.8M | ||
| Q2 25 | $38.0M | $231.0M | ||
| Q1 25 | $225.8M | $250.6M | ||
| Q4 24 | $213.8M | $249.9M | ||
| Q3 24 | $273.2M | $249.8M | ||
| Q2 24 | $18.9M | $260.1M | ||
| Q1 24 | $22.2M | $239.6M |
总债务CSWFOLD
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | $800.1M | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | $166.0M | $388.4M |
股东权益CSWFOLD
| Q4 25 | $1.1B | $274.2M | ||
| Q3 25 | $1.1B | $230.4M | ||
| Q2 25 | $1.1B | $204.3M | ||
| Q1 25 | $1.1B | $193.6M | ||
| Q4 24 | $1.0B | $194.0M | ||
| Q3 24 | $1.0B | $178.8M | ||
| Q2 24 | $650.2M | $132.5M | ||
| Q1 24 | $615.7M | $130.7M |
总资产CSWFOLD
| Q4 25 | $2.3B | $949.9M | ||
| Q3 25 | $1.5B | $868.8M | ||
| Q2 25 | $1.5B | $815.3M | ||
| Q1 25 | $1.4B | $789.8M | ||
| Q4 24 | $1.4B | $785.0M | ||
| Q3 24 | $1.4B | $786.6M | ||
| Q2 24 | $1.1B | $749.5M | ||
| Q1 24 | $1.0B | $721.8M |
负债/权益比CSWFOLD
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 0.75× | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | 0.27× | 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 | $28.9M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $16.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 8.6% |
| 资本支出强度资本支出/营收 | 2.6% | 0.2% |
| 现金转化率经营现金流/净利润 | 2.81× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $29.8M |
8季度趋势，按日历期对齐
经营现金流CSWFOLD
| Q4 25 | $28.9M | $16.3M | ||
| Q3 25 | $61.8M | $35.7M | ||
| Q2 25 | $60.6M | $-26.5M | ||
| Q1 25 | $27.3M | $7.8M | ||
| Q4 24 | $11.6M | $-3.9M | ||
| Q3 24 | $66.8M | $-23.0M | ||
| Q2 24 | $62.7M | $22.7M | ||
| Q1 24 | $22.4M | $-29.7M |
自由现金流CSWFOLD
| Q4 25 | $22.7M | $16.0M | ||
| Q3 25 | $58.7M | $35.3M | ||
| Q2 25 | $57.7M | $-28.9M | ||
| Q1 25 | $22.8M | $7.5M | ||
| Q4 24 | $8.5M | $-4.2M | ||
| Q3 24 | $61.3M | $-23.3M | ||
| Q2 24 | $59.6M | $21.6M | ||
| Q1 24 | $17.5M | $-31.5M |
自由现金流率CSWFOLD
| Q4 25 | 9.8% | 8.6% | ||
| Q3 25 | 21.2% | 20.9% | ||
| Q2 25 | 21.9% | -18.7% | ||
| Q1 25 | 9.9% | 6.0% | ||
| Q4 24 | 4.4% | -2.8% | ||
| Q3 24 | 26.9% | -16.5% | ||
| Q2 24 | 26.3% | 17.0% | ||
| Q1 24 | 8.3% | -28.5% |
资本支出强度CSWFOLD
| Q4 25 | 2.6% | 0.2% | ||
| Q3 25 | 1.1% | 0.2% | ||
| Q2 25 | 1.1% | 1.6% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.9% | ||
| Q1 24 | 2.3% | 1.6% |
现金转化率CSWFOLD
| Q4 25 | 2.81× | 9.62× | ||
| Q3 25 | 1.52× | 2.06× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | -0.27× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
