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AMICUS THERAPEUTICS, INC.（FOLD）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是AMICUS THERAPEUTICS, INC.的1.5倍（$270.2M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -14.8%，领先15.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -21.1%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-22.5M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -11.4%）
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。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
FOLD vs FOSL — 直观对比
营收规模更大
FOSL
是对方的1.5倍
$185.2M
营收增速更快
FOLD
高出44.8%
-21.1%
净利率更高
FOLD
高出15.7%
-14.8%
自由现金流更多
FOLD
多$38.5M
$-22.5M
两年增速更快
FOLD
近两年复合增速
-11.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $270.2M |
| 净利润 | $1.7M | $-40.0M |
| 毛利率 | 85.7% | 49.0% |
| 营业利润率 | 8.6% | -8.0% |
| 净利率 | 0.9% | -14.8% |
| 营收同比 | 23.7% | -21.1% |
| 净利润同比 | -88.5% | -257.8% |
| 每股收益（稀释后） | $0.00 | $-0.76 |
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FOLDFOSL
| Q4 25 | $185.2M | $270.2M | ||
| Q3 25 | $169.1M | $220.4M | ||
| Q2 25 | $154.7M | $233.3M | ||
| Q1 25 | $125.2M | — | ||
| Q4 24 | $149.7M | $342.3M | ||
| Q3 24 | $141.5M | $287.8M | ||
| Q2 24 | $126.7M | $260.0M | ||
| Q1 24 | $110.4M | $254.9M |
净利润FOLDFOSL
| Q4 25 | $1.7M | $-40.0M | ||
| Q3 25 | $17.3M | $-2.1M | ||
| Q2 25 | $-24.4M | $-17.9M | ||
| Q1 25 | $-21.7M | — | ||
| Q4 24 | $14.7M | $-11.2M | ||
| Q3 24 | $-6.7M | $-31.9M | ||
| Q2 24 | $-15.7M | $-38.8M | ||
| Q1 24 | $-48.4M | $-24.3M |
毛利率FOLDFOSL
| Q4 25 | 85.7% | 49.0% | ||
| Q3 25 | 88.5% | 57.5% | ||
| Q2 25 | 90.2% | 61.3% | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | 53.9% | ||
| Q3 24 | 90.6% | 49.4% | ||
| Q2 24 | 91.1% | 52.6% | ||
| Q1 24 | 87.7% | 52.4% |
营业利润率FOLDFOSL
| Q4 25 | 8.6% | -8.0% | ||
| Q3 25 | 20.3% | 3.9% | ||
| Q2 25 | -6.1% | -2.9% | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | 10.7% | -4.8% | ||
| Q3 24 | 15.3% | -8.5% | ||
| Q2 24 | 11.8% | -13.1% | ||
| Q1 24 | -25.1% | -11.5% |
净利率FOLDFOSL
| Q4 25 | 0.9% | -14.8% | ||
| Q3 25 | 10.2% | -1.0% | ||
| Q2 25 | -15.8% | -7.7% | ||
| Q1 25 | -17.3% | — | ||
| Q4 24 | 9.8% | -3.3% | ||
| Q3 24 | -4.8% | -11.1% | ||
| Q2 24 | -12.4% | -14.9% | ||
| Q1 24 | -43.9% | -9.5% |
每股收益（稀释后）FOLDFOSL
| Q4 25 | $0.00 | $-0.76 | ||
| Q3 25 | $0.06 | $-0.04 | ||
| Q2 25 | $-0.08 | $-0.33 | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | $-0.15 | ||
| Q3 24 | $-0.02 | $-0.60 | ||
| Q2 24 | $-0.05 | $-0.73 | ||
| Q1 24 | $-0.16 | $-0.46 |
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 | $79.2M |
| 总债务越低越好 | $392.7M | $169.1M |
| 股东权益账面价值 | $274.2M | $112.6M |
| 总资产 | $949.9M | $701.0M |
| 负债/权益比越低杠杆越低 | 1.43× | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资FOLDFOSL
| Q4 25 | $293.5M | $79.2M | ||
| Q3 25 | $263.8M | $109.9M | ||
| Q2 25 | $231.0M | $78.3M | ||
| Q1 25 | $250.6M | — | ||
| Q4 24 | $249.9M | $123.6M | ||
| Q3 24 | $249.8M | $106.3M | ||
| Q2 24 | $260.1M | $104.9M | ||
| Q1 24 | $239.6M | $112.9M |
总债务FOLDFOSL
| Q4 25 | $392.7M | $169.1M | ||
| Q3 25 | $392.0M | $165.6M | ||
| Q2 25 | $391.3M | $167.2M | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $162.7M | ||
| Q3 24 | $389.5M | $173.4M | ||
| Q2 24 | $388.9M | $156.5M | ||
| Q1 24 | $388.4M | $202.9M |
股东权益FOLDFOSL
| Q4 25 | $274.2M | $112.6M | ||
| Q3 25 | $230.4M | $150.3M | ||
| Q2 25 | $204.3M | $140.6M | ||
| Q1 25 | $193.6M | — | ||
| Q4 24 | $194.0M | $148.7M | ||
| Q3 24 | $178.8M | $164.4M | ||
| Q2 24 | $132.5M | $189.6M | ||
| Q1 24 | $130.7M | $229.1M |
总资产FOLDFOSL
| Q4 25 | $949.9M | $701.0M | ||
| Q3 25 | $868.8M | $704.5M | ||
| Q2 25 | $815.3M | $686.0M | ||
| Q1 25 | $789.8M | — | ||
| Q4 24 | $785.0M | $763.6M | ||
| Q3 24 | $786.6M | $812.4M | ||
| Q2 24 | $749.5M | $785.7M | ||
| Q1 24 | $721.8M | $891.0M |
负债/权益比FOLDFOSL
| Q4 25 | 1.43× | 1.50× | ||
| Q3 25 | 1.70× | 1.10× | ||
| Q2 25 | 1.92× | 1.19× | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 1.09× | ||
| Q3 24 | 2.18× | 1.06× | ||
| Q2 24 | 2.93× | 0.83× | ||
| Q1 24 | 2.97× | 0.89× |
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 | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-22.5M |
| 自由现金流率自由现金流/营收 | 8.6% | -8.3% |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 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 | $-46.0M |
8季度趋势，按日历期对齐
经营现金流FOLDFOSL
| Q4 25 | $16.3M | $-22.2M | ||
| Q3 25 | $35.7M | $9.4M | ||
| Q2 25 | $-26.5M | $-60.4M | ||
| Q1 25 | $7.8M | — | ||
| Q4 24 | $-3.9M | $30.5M | ||
| Q3 24 | $-23.0M | $-22.8M | ||
| Q2 24 | $22.7M | $38.4M | ||
| Q1 24 | $-29.7M | $622.0K |
自由现金流FOLDFOSL
| Q4 25 | $16.0M | $-22.5M | ||
| Q3 25 | $35.3M | $8.6M | ||
| Q2 25 | $-28.9M | $-60.6M | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | $28.5M | ||
| Q3 24 | $-23.3M | $-24.1M | ||
| Q2 24 | $21.6M | $36.6M | ||
| Q1 24 | $-31.5M | $-1.1M |
自由现金流率FOLDFOSL
| Q4 25 | 8.6% | -8.3% | ||
| Q3 25 | 20.9% | 3.9% | ||
| Q2 25 | -18.7% | -26.0% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | 8.3% | ||
| Q3 24 | -16.5% | -8.4% | ||
| Q2 24 | 17.0% | 14.1% | ||
| Q1 24 | -28.5% | -0.4% |
资本支出强度FOLDFOSL
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.2% | 0.4% | ||
| Q2 25 | 1.6% | 0.1% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.3% | 0.4% | ||
| Q2 24 | 0.9% | 0.7% | ||
| Q1 24 | 1.6% | 0.7% |
现金转化率FOLDFOSL
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
