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Ecovyst Inc.（ECVT）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
Ecovyst Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$199.4M vs $185.2M），Ecovyst Inc.同比增速更快（34.0% vs 23.7%），Ecovyst Inc.自由现金流更多（$22.9M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 18.7%）
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
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。
ECVT vs FOLD — 直观对比
营收规模更大
ECVT
是对方的1.1倍
$185.2M
营收增速更快
ECVT
高出10.3%
23.7%
自由现金流更多
ECVT
多$7.0M
$16.0M
两年增速更快
FOLD
近两年复合增速
18.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $185.2M |
| 净利润 | — | $1.7M |
| 毛利率 | 23.4% | 85.7% |
| 营业利润率 | 10.9% | 8.6% |
| 净利率 | — | 0.9% |
| 营收同比 | 34.0% | 23.7% |
| 净利润同比 | — | -88.5% |
| 每股收益（稀释后） | $0.06 | $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ECVTFOLD
| Q4 25 | $199.4M | $185.2M | ||
| Q3 25 | $204.9M | $169.1M | ||
| Q2 25 | $176.1M | $154.7M | ||
| Q1 25 | $143.1M | $125.2M | ||
| Q4 24 | $148.9M | $149.7M | ||
| Q3 24 | $153.9M | $141.5M | ||
| Q2 24 | $154.0M | $126.7M | ||
| Q1 24 | $141.6M | $110.4M |
净利润ECVTFOLD
| Q4 25 | — | $1.7M | ||
| Q3 25 | $-79.3M | $17.3M | ||
| Q2 25 | $6.0M | $-24.4M | ||
| Q1 25 | $-3.6M | $-21.7M | ||
| Q4 24 | — | $14.7M | ||
| Q3 24 | $14.3M | $-6.7M | ||
| Q2 24 | $8.3M | $-15.7M | ||
| Q1 24 | $1.2M | $-48.4M |
毛利率ECVTFOLD
| Q4 25 | 23.4% | 85.7% | ||
| Q3 25 | 25.4% | 88.5% | ||
| Q2 25 | 22.8% | 90.2% | ||
| Q1 25 | 13.3% | 90.7% | ||
| Q4 24 | 28.9% | 90.1% | ||
| Q3 24 | 29.3% | 90.6% | ||
| Q2 24 | 27.3% | 91.1% | ||
| Q1 24 | 23.5% | 87.7% |
营业利润率ECVTFOLD
| Q4 25 | 10.9% | 8.6% | ||
| Q3 25 | 13.8% | 20.3% | ||
| Q2 25 | 9.0% | -6.1% | ||
| Q1 25 | -0.7% | -6.3% | ||
| Q4 24 | 15.1% | 10.7% | ||
| Q3 24 | 17.9% | 15.3% | ||
| Q2 24 | 14.1% | 11.8% | ||
| Q1 24 | 9.5% | -25.1% |
净利率ECVTFOLD
| Q4 25 | — | 0.9% | ||
| Q3 25 | -38.7% | 10.2% | ||
| Q2 25 | 3.4% | -15.8% | ||
| Q1 25 | -2.5% | -17.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 9.3% | -4.8% | ||
| Q2 24 | 5.4% | -12.4% | ||
| Q1 24 | 0.9% | -43.9% |
每股收益（稀释后）ECVTFOLD
| Q4 25 | $0.06 | $0.00 | ||
| Q3 25 | $-0.69 | $0.06 | ||
| Q2 25 | $0.05 | $-0.08 | ||
| Q1 25 | $-0.03 | $-0.07 | ||
| Q4 24 | $-0.26 | $0.05 | ||
| Q3 24 | $0.12 | $-0.02 | ||
| Q2 24 | $0.07 | $-0.05 | ||
| Q1 24 | $0.01 | $-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 | $197.2M | $293.5M |
| 总债务越低越好 | $392.6M | $392.7M |
| 股东权益账面价值 | $603.4M | $274.2M |
| 总资产 | $1.3B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.65× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资ECVTFOLD
| Q4 25 | $197.2M | $293.5M | ||
| Q3 25 | $82.0M | $263.8M | ||
| Q2 25 | $69.6M | $231.0M | ||
| Q1 25 | $127.5M | $250.6M | ||
| Q4 24 | $131.4M | $249.9M | ||
| Q3 24 | $123.5M | $249.8M | ||
| Q2 24 | $83.3M | $260.1M | ||
| Q1 24 | $103.1M | $239.6M |
总债务ECVTFOLD
| Q4 25 | $392.6M | $392.7M | ||
| Q3 25 | $854.8M | $392.0M | ||
| Q2 25 | $856.6M | $391.3M | ||
| Q1 25 | $859.0M | $390.7M | ||
| Q4 24 | $860.8M | $390.1M | ||
| Q3 24 | $862.7M | $389.5M | ||
| Q2 24 | $862.4M | $388.9M | ||
| Q1 24 | $866.2M | $388.4M |
股东权益ECVTFOLD
| Q4 25 | $603.4M | $274.2M | ||
| Q3 25 | $607.9M | $230.4M | ||
| Q2 25 | $692.4M | $204.3M | ||
| Q1 25 | $698.7M | $193.6M | ||
| Q4 24 | $700.5M | $194.0M | ||
| Q3 24 | $729.4M | $178.8M | ||
| Q2 24 | $717.3M | $132.5M | ||
| Q1 24 | $711.4M | $130.7M |
总资产ECVTFOLD
| Q4 25 | $1.3B | $949.9M | ||
| Q3 25 | $1.7B | $868.8M | ||
| Q2 25 | $1.8B | $815.3M | ||
| Q1 25 | $1.8B | $789.8M | ||
| Q4 24 | $1.8B | $785.0M | ||
| Q3 24 | $1.8B | $786.6M | ||
| Q2 24 | $1.8B | $749.5M | ||
| Q1 24 | $1.8B | $721.8M |
负债/权益比ECVTFOLD
| Q4 25 | 0.65× | 1.43× | ||
| Q3 25 | 1.41× | 1.70× | ||
| Q2 25 | 1.24× | 1.92× | ||
| Q1 25 | 1.23× | 2.02× | ||
| Q4 24 | 1.23× | 2.01× | ||
| Q3 24 | 1.18× | 2.18× | ||
| Q2 24 | 1.20× | 2.93× | ||
| Q1 24 | 1.22× | 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 | $41.8M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $16.0M |
| 自由现金流率自由现金流/营收 | 11.5% | 8.6% |
| 资本支出强度资本支出/营收 | 9.4% | 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 | $69.9M | $29.8M |
8季度趋势，按日历期对齐
经营现金流ECVTFOLD
| Q4 25 | $41.8M | $16.3M | ||
| Q3 25 | $55.3M | $35.7M | ||
| Q2 25 | $33.0M | $-26.5M | ||
| Q1 25 | $10.3M | $7.8M | ||
| Q4 24 | $43.5M | $-3.9M | ||
| Q3 24 | $59.9M | $-23.0M | ||
| Q2 24 | $10.0M | $22.7M | ||
| Q1 24 | $36.5M | $-29.7M |
自由现金流ECVTFOLD
| Q4 25 | $22.9M | $16.0M | ||
| Q3 25 | $53.2M | $35.3M | ||
| Q2 25 | $7.8M | $-28.9M | ||
| Q1 25 | $-14.0M | $7.5M | ||
| Q4 24 | $30.9M | $-4.2M | ||
| Q3 24 | $53.6M | $-23.3M | ||
| Q2 24 | $-9.3M | $21.6M | ||
| Q1 24 | $19.1M | $-31.5M |
自由现金流率ECVTFOLD
| Q4 25 | 11.5% | 8.6% | ||
| Q3 25 | 26.0% | 20.9% | ||
| Q2 25 | 4.4% | -18.7% | ||
| Q1 25 | -9.8% | 6.0% | ||
| Q4 24 | 20.7% | -2.8% | ||
| Q3 24 | 34.9% | -16.5% | ||
| Q2 24 | -6.1% | 17.0% | ||
| Q1 24 | 13.5% | -28.5% |
资本支出强度ECVTFOLD
| Q4 25 | 9.4% | 0.2% | ||
| Q3 25 | 1.0% | 0.2% | ||
| Q2 25 | 14.4% | 1.6% | ||
| Q1 25 | 16.9% | 0.2% | ||
| Q4 24 | 8.5% | 0.2% | ||
| Q3 24 | 4.1% | 0.3% | ||
| Q2 24 | 12.5% | 0.9% | ||
| Q1 24 | 12.3% | 1.6% |
现金转化率ECVTFOLD
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | 5.52× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | 4.21× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 29.90× | — |
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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
