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AMICUS THERAPEUTICS, INC.（FOLD）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.5倍（$273.0M vs $185.2M），Forestar Group Inc.净利率更高（5.6% vs 0.9%，领先4.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 9.0%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-157.1M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
FOLD vs FOR — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $273.0M |
| 净利润 | $1.7M | $15.4M |
| 毛利率 | 85.7% | 20.1% |
| 营业利润率 | 8.6% | 7.6% |
| 净利率 | 0.9% | 5.6% |
| 营收同比 | 23.7% | 9.0% |
| 净利润同比 | -88.5% | -6.7% |
| 每股收益（稀释后） | $0.00 | $0.30 |
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 | $185.2M | $273.0M | ||
| Q3 25 | $169.1M | $670.5M | ||
| Q2 25 | $154.7M | $390.5M | ||
| Q1 25 | $125.2M | $351.0M | ||
| Q4 24 | $149.7M | $250.4M | ||
| Q3 24 | $141.5M | $551.3M | ||
| Q2 24 | $126.7M | $318.4M | ||
| Q1 24 | $110.4M | $333.8M |
| Q4 25 | $1.7M | $15.4M | ||
| Q3 25 | $17.3M | $86.9M | ||
| Q2 25 | $-24.4M | $32.9M | ||
| Q1 25 | $-21.7M | $31.6M | ||
| Q4 24 | $14.7M | $16.5M | ||
| Q3 24 | $-6.7M | $81.5M | ||
| Q2 24 | $-15.7M | $38.7M | ||
| Q1 24 | $-48.4M | $45.0M |
| Q4 25 | 85.7% | 20.1% | ||
| Q3 25 | 88.5% | 22.3% | ||
| Q2 25 | 90.2% | 20.4% | ||
| Q1 25 | 90.7% | 22.6% | ||
| Q4 24 | 90.1% | 22.0% | ||
| Q3 24 | 90.6% | 23.9% | ||
| Q2 24 | 91.1% | 22.5% | ||
| Q1 24 | 87.7% | 24.9% |
| Q4 25 | 8.6% | 7.6% | ||
| Q3 25 | 20.3% | 16.9% | ||
| Q2 25 | -6.1% | 11.2% | ||
| Q1 25 | -6.3% | 11.6% | ||
| Q4 24 | 10.7% | 8.7% | ||
| Q3 24 | 15.3% | 19.7% | ||
| Q2 24 | 11.8% | 16.2% | ||
| Q1 24 | -25.1% | 17.6% |
| Q4 25 | 0.9% | 5.6% | ||
| Q3 25 | 10.2% | 13.0% | ||
| Q2 25 | -15.8% | 8.4% | ||
| Q1 25 | -17.3% | 9.0% | ||
| Q4 24 | 9.8% | 6.6% | ||
| Q3 24 | -4.8% | 14.8% | ||
| Q2 24 | -12.4% | 12.2% | ||
| Q1 24 | -43.9% | 13.5% |
| Q4 25 | $0.00 | $0.30 | ||
| Q3 25 | $0.06 | $1.70 | ||
| Q2 25 | $-0.08 | $0.65 | ||
| Q1 25 | $-0.07 | $0.62 | ||
| Q4 24 | $0.05 | $0.32 | ||
| Q3 24 | $-0.02 | $1.59 | ||
| Q2 24 | $-0.05 | $0.76 | ||
| Q1 24 | $-0.16 | $0.89 |
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 | $293.5M | $211.7M |
| 总债务越低越好 | $392.7M | $793.2M |
| 股东权益账面价值 | $274.2M | $1.8B |
| 总资产 | $949.9M | $3.2B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.44× |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $211.7M | ||
| Q3 25 | $263.8M | $379.2M | ||
| Q2 25 | $231.0M | $189.2M | ||
| Q1 25 | $250.6M | $174.3M | ||
| Q4 24 | $249.9M | $132.0M | ||
| Q3 24 | $249.8M | $481.2M | ||
| Q2 24 | $260.1M | $359.2M | ||
| Q1 24 | $239.6M | $416.2M |
| Q4 25 | $392.7M | $793.2M | ||
| Q3 25 | $392.0M | $802.7M | ||
| Q2 25 | $391.3M | $872.8M | ||
| Q1 25 | $390.7M | $872.5M | ||
| Q4 24 | $390.1M | $806.8M | ||
| Q3 24 | $389.5M | $706.4M | ||
| Q2 24 | $388.9M | $706.1M | ||
| Q1 24 | $388.4M | $705.7M |
| Q4 25 | $274.2M | $1.8B | ||
| Q3 25 | $230.4M | $1.8B | ||
| Q2 25 | $204.3M | $1.7B | ||
| Q1 25 | $193.6M | $1.6B | ||
| Q4 24 | $194.0M | $1.6B | ||
| Q3 24 | $178.8M | $1.6B | ||
| Q2 24 | $132.5M | $1.5B | ||
| Q1 24 | $130.7M | $1.5B |
| Q4 25 | $949.9M | $3.2B | ||
| Q3 25 | $868.8M | $3.1B | ||
| Q2 25 | $815.3M | $3.1B | ||
| Q1 25 | $789.8M | $3.0B | ||
| Q4 24 | $785.0M | $3.0B | ||
| Q3 24 | $786.6M | $2.8B | ||
| Q2 24 | $749.5M | $2.7B | ||
| Q1 24 | $721.8M | $2.6B |
| Q4 25 | 1.43× | 0.44× | ||
| Q3 25 | 1.70× | 0.45× | ||
| Q2 25 | 1.92× | 0.52× | ||
| Q1 25 | 2.02× | 0.53× | ||
| Q4 24 | 2.01× | 0.50× | ||
| Q3 24 | 2.18× | 0.44× | ||
| Q2 24 | 2.93× | 0.47× | ||
| Q1 24 | 2.97× | 0.48× |
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 | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-157.1M |
| 自由现金流率自由现金流/营收 | 8.6% | -57.5% |
| 资本支出强度资本支出/营收 | 0.2% | 0.0% |
| 现金转化率经营现金流/净利润 | 9.62× | -10.19× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $93.0M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $-157.0M | ||
| Q3 25 | $35.7M | $256.3M | ||
| Q2 25 | $-26.5M | $15.8M | ||
| Q1 25 | $7.8M | $-19.8M | ||
| Q4 24 | $-3.9M | $-450.0M | ||
| Q3 24 | $-23.0M | $119.2M | ||
| Q2 24 | $22.7M | $-61.7M | ||
| Q1 24 | $-29.7M | $-59.2M |
| Q4 25 | $16.0M | $-157.1M | ||
| Q3 25 | $35.3M | $255.6M | ||
| Q2 25 | $-28.9M | $15.0M | ||
| Q1 25 | $7.5M | $-20.5M | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | $118.4M | ||
| Q2 24 | $21.6M | $-62.3M | ||
| Q1 24 | $-31.5M | $-59.8M |
| Q4 25 | 8.6% | -57.5% | ||
| Q3 25 | 20.9% | 38.1% | ||
| Q2 25 | -18.7% | 3.8% | ||
| Q1 25 | 6.0% | -5.8% | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | 21.5% | ||
| Q2 24 | 17.0% | -19.6% | ||
| Q1 24 | -28.5% | -17.9% |
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.2% | 0.1% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.0% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.6% | 0.2% |
| Q4 25 | 9.62× | -10.19× | ||
| Q3 25 | 2.06× | 2.95× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | -0.27× | -27.27× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | -1.59× | ||
| Q1 24 | — | -1.32× |
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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
