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8X8 INC（EGHT）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8X8 INC的1.0倍（$185.2M vs $185.1M），8X8 INC净利率更高（2.8% vs 0.9%，领先1.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 3.4%），8X8 INC自由现金流更多（$19.1M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 1.6%）
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
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。
EGHT vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.0倍
$185.1M
营收增速更快
FOLD
高出20.3%
3.4%
净利率更高
EGHT
高出1.8%
0.9%
自由现金流更多
EGHT
多$3.2M
$16.0M
两年增速更快
FOLD
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $185.2M |
| 净利润 | $5.1M | $1.7M |
| 毛利率 | 63.9% | 85.7% |
| 营业利润率 | 5.2% | 8.6% |
| 净利率 | 2.8% | 0.9% |
| 营收同比 | 3.4% | 23.7% |
| 净利润同比 | 68.4% | -88.5% |
| 每股收益（稀释后） | $0.04 | $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EGHTFOLD
| Q4 25 | $185.1M | $185.2M | ||
| Q3 25 | $184.1M | $169.1M | ||
| Q2 25 | $181.4M | $154.7M | ||
| Q1 25 | $177.0M | $125.2M | ||
| Q4 24 | $178.9M | $149.7M | ||
| Q3 24 | $181.0M | $141.5M | ||
| Q2 24 | $178.1M | $126.7M | ||
| Q1 24 | $179.4M | $110.4M |
净利润EGHTFOLD
| Q4 25 | $5.1M | $1.7M | ||
| Q3 25 | $767.0K | $17.3M | ||
| Q2 25 | $-4.3M | $-24.4M | ||
| Q1 25 | $-5.4M | $-21.7M | ||
| Q4 24 | $3.0M | $14.7M | ||
| Q3 24 | $-14.5M | $-6.7M | ||
| Q2 24 | $-10.3M | $-15.7M | ||
| Q1 24 | $-23.6M | $-48.4M |
毛利率EGHTFOLD
| Q4 25 | 63.9% | 85.7% | ||
| Q3 25 | 64.8% | 88.5% | ||
| Q2 25 | 66.4% | 90.2% | ||
| Q1 25 | 67.8% | 90.7% | ||
| Q4 24 | 67.7% | 90.1% | ||
| Q3 24 | 68.1% | 90.6% | ||
| Q2 24 | 67.9% | 91.1% | ||
| Q1 24 | 68.2% | 87.7% |
营业利润率EGHTFOLD
| Q4 25 | 5.2% | 8.6% | ||
| Q3 25 | 2.9% | 20.3% | ||
| Q2 25 | 0.3% | -6.1% | ||
| Q1 25 | 0.2% | -6.3% | ||
| Q4 24 | 5.0% | 10.7% | ||
| Q3 24 | 4.0% | 15.3% | ||
| Q2 24 | -0.8% | 11.8% | ||
| Q1 24 | -7.9% | -25.1% |
净利率EGHTFOLD
| Q4 25 | 2.8% | 0.9% | ||
| Q3 25 | 0.4% | 10.2% | ||
| Q2 25 | -2.4% | -15.8% | ||
| Q1 25 | -3.1% | -17.3% | ||
| Q4 24 | 1.7% | 9.8% | ||
| Q3 24 | -8.0% | -4.8% | ||
| Q2 24 | -5.8% | -12.4% | ||
| Q1 24 | -13.1% | -43.9% |
每股收益（稀释后）EGHTFOLD
| Q4 25 | $0.04 | $0.00 | ||
| Q3 25 | $0.01 | $0.06 | ||
| Q2 25 | $-0.03 | $-0.08 | ||
| Q1 25 | $-0.04 | $-0.07 | ||
| Q4 24 | $0.02 | $0.05 | ||
| Q3 24 | $-0.11 | $-0.02 | ||
| Q2 24 | $-0.08 | $-0.05 | ||
| Q1 24 | $-0.20 | $-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 | $86.9M | $293.5M |
| 总债务越低越好 | $321.2M | $392.7M |
| 股东权益账面价值 | $142.9M | $274.2M |
| 总资产 | $661.5M | $949.9M |
| 负债/权益比越低杠杆越低 | 2.25× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资EGHTFOLD
| Q4 25 | $86.9M | $293.5M | ||
| Q3 25 | $75.9M | $263.8M | ||
| Q2 25 | $81.3M | $231.0M | ||
| Q1 25 | $88.0M | $250.6M | ||
| Q4 24 | $104.2M | $249.9M | ||
| Q3 24 | $117.4M | $249.8M | ||
| Q2 24 | $130.8M | $260.1M | ||
| Q1 24 | $117.3M | $239.6M |
总债务EGHTFOLD
| Q4 25 | $321.2M | $392.7M | ||
| Q3 25 | $325.8M | $392.0M | ||
| Q2 25 | $335.4M | $391.3M | ||
| Q1 25 | $350.0M | $390.7M | ||
| Q4 24 | $364.5M | $390.1M | ||
| Q3 24 | $396.9M | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | $409.7M | $388.4M |
股东权益EGHTFOLD
| Q4 25 | $142.9M | $274.2M | ||
| Q3 25 | $133.2M | $230.4M | ||
| Q2 25 | $128.2M | $204.3M | ||
| Q1 25 | $122.2M | $193.6M | ||
| Q4 24 | $113.0M | $194.0M | ||
| Q3 24 | $109.8M | $178.8M | ||
| Q2 24 | $104.6M | $132.5M | ||
| Q1 24 | $102.0M | $130.7M |
总资产EGHTFOLD
| Q4 25 | $661.5M | $949.9M | ||
| Q3 25 | $670.8M | $868.8M | ||
| Q2 25 | $684.3M | $815.3M | ||
| Q1 25 | $683.2M | $789.8M | ||
| Q4 24 | $698.2M | $785.0M | ||
| Q3 24 | $740.1M | $786.6M | ||
| Q2 24 | $755.7M | $749.5M | ||
| Q1 24 | $756.0M | $721.8M |
负债/权益比EGHTFOLD
| Q4 25 | 2.25× | 1.43× | ||
| Q3 25 | 2.45× | 1.70× | ||
| Q2 25 | 2.62× | 1.92× | ||
| Q1 25 | 2.86× | 2.02× | ||
| Q4 24 | 3.23× | 2.01× | ||
| Q3 24 | 3.61× | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | 4.02× | 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 | $20.7M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $16.0M |
| 自由现金流率自由现金流/营收 | 10.3% | 8.6% |
| 资本支出强度资本支出/营收 | 0.9% | 0.2% |
| 现金转化率经营现金流/净利润 | 4.07× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $43.8M | $29.8M |
8季度趋势，按日历期对齐
经营现金流EGHTFOLD
| Q4 25 | $20.7M | $16.3M | ||
| Q3 25 | $8.8M | $35.7M | ||
| Q2 25 | $11.9M | $-26.5M | ||
| Q1 25 | $5.9M | $7.8M | ||
| Q4 24 | $27.2M | $-3.9M | ||
| Q3 24 | $12.3M | $-23.0M | ||
| Q2 24 | $18.1M | $22.7M | ||
| Q1 24 | $12.7M | $-29.7M |
自由现金流EGHTFOLD
| Q4 25 | $19.1M | $16.0M | ||
| Q3 25 | $7.7M | $35.3M | ||
| Q2 25 | $11.5M | $-28.9M | ||
| Q1 25 | $5.5M | $7.5M | ||
| Q4 24 | $26.8M | $-4.2M | ||
| Q3 24 | $11.1M | $-23.3M | ||
| Q2 24 | $17.8M | $21.6M | ||
| Q1 24 | $12.3M | $-31.5M |
自由现金流率EGHTFOLD
| Q4 25 | 10.3% | 8.6% | ||
| Q3 25 | 4.2% | 20.9% | ||
| Q2 25 | 6.3% | -18.7% | ||
| Q1 25 | 3.1% | 6.0% | ||
| Q4 24 | 15.0% | -2.8% | ||
| Q3 24 | 6.1% | -16.5% | ||
| Q2 24 | 10.0% | 17.0% | ||
| Q1 24 | 6.9% | -28.5% |
资本支出强度EGHTFOLD
| Q4 25 | 0.9% | 0.2% | ||
| Q3 25 | 0.6% | 0.2% | ||
| Q2 25 | 0.2% | 1.6% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.3% | 0.2% | ||
| Q3 24 | 0.7% | 0.3% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.2% | 1.6% |
现金转化率EGHTFOLD
| Q4 25 | 4.07× | 9.62× | ||
| Q3 25 | 11.52× | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
