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AMICUS THERAPEUTICS, INC.（FOLD）与FOSTER L B CO（FSTR）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FOSTER L B CO的1.2倍（$185.2M vs $160.4M），FOSTER L B CO净利率更高（1.5% vs 0.9%，领先0.6%），FOSTER L B CO同比增速更快（25.1% vs 23.7%），FOSTER L B CO自由现金流更多（$19.8M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 13.6%）
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。
Foster L B Co.是一家总部位于美国的专业工业制造企业，主要生产销售工程通道产品、建筑组件及铁路基础设施用品，服务覆盖北美及部分全球地区的商业建筑、交通和工业领域客户。
FOLD vs FSTR — 直观对比
营收规模更大
FOLD
是对方的1.2倍
$160.4M
营收增速更快
FSTR
高出1.4%
23.7%
净利率更高
FSTR
高出0.6%
0.9%
自由现金流更多
FSTR
多$3.9M
$16.0M
两年增速更快
FOLD
近两年复合增速
13.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $160.4M |
| 净利润 | $1.7M | $2.4M |
| 毛利率 | 85.7% | 19.7% |
| 营业利润率 | 8.6% | 4.9% |
| 净利率 | 0.9% | 1.5% |
| 营收同比 | 23.7% | 25.1% |
| 净利润同比 | -88.5% | 1098.3% |
| 每股收益（稀释后） | $0.00 | $0.22 |
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FOLDFSTR
| Q4 25 | $185.2M | $160.4M | ||
| Q3 25 | $169.1M | $138.3M | ||
| Q2 25 | $154.7M | $143.6M | ||
| Q1 25 | $125.2M | $97.8M | ||
| Q4 24 | $149.7M | $128.2M | ||
| Q3 24 | $141.5M | $137.5M | ||
| Q2 24 | $126.7M | $140.8M | ||
| Q1 24 | $110.4M | $124.3M |
净利润FOLDFSTR
| Q4 25 | $1.7M | $2.4M | ||
| Q3 25 | $17.3M | $4.4M | ||
| Q2 25 | $-24.4M | $2.9M | ||
| Q1 25 | $-21.7M | $-2.1M | ||
| Q4 24 | $14.7M | $-242.0K | ||
| Q3 24 | $-6.7M | $35.9M | ||
| Q2 24 | $-15.7M | $2.8M | ||
| Q1 24 | $-48.4M | $4.4M |
毛利率FOLDFSTR
| Q4 25 | 85.7% | 19.7% | ||
| Q3 25 | 88.5% | 22.5% | ||
| Q2 25 | 90.2% | 21.5% | ||
| Q1 25 | 90.7% | 20.6% | ||
| Q4 24 | 90.1% | 22.3% | ||
| Q3 24 | 90.6% | 23.8% | ||
| Q2 24 | 91.1% | 21.7% | ||
| Q1 24 | 87.7% | 21.1% |
营业利润率FOLDFSTR
| Q4 25 | 8.6% | 4.9% | ||
| Q3 25 | 20.3% | 6.0% | ||
| Q2 25 | -6.1% | 5.3% | ||
| Q1 25 | -6.3% | -2.0% | ||
| Q4 24 | 10.7% | 2.4% | ||
| Q3 24 | 15.3% | 5.3% | ||
| Q2 24 | 11.8% | 3.2% | ||
| Q1 24 | -25.1% | 4.5% |
净利率FOLDFSTR
| Q4 25 | 0.9% | 1.5% | ||
| Q3 25 | 10.2% | 3.1% | ||
| Q2 25 | -15.8% | 2.0% | ||
| Q1 25 | -17.3% | -2.2% | ||
| Q4 24 | 9.8% | -0.2% | ||
| Q3 24 | -4.8% | 26.1% | ||
| Q2 24 | -12.4% | 2.0% | ||
| Q1 24 | -43.9% | 3.6% |
每股收益（稀释后）FOLDFSTR
| Q4 25 | $0.00 | $0.22 | ||
| Q3 25 | $0.06 | $0.40 | ||
| Q2 25 | $-0.08 | $0.27 | ||
| Q1 25 | $-0.07 | $-0.20 | ||
| Q4 24 | $0.05 | $-0.04 | ||
| Q3 24 | $-0.02 | $3.27 | ||
| Q2 24 | $-0.05 | $0.26 | ||
| Q1 24 | $-0.16 | $0.40 |
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 | $4.3M |
| 总债务越低越好 | $392.7M | $42.6M |
| 股东权益账面价值 | $274.2M | $175.3M |
| 总资产 | $949.9M | $330.4M |
| 负债/权益比越低杠杆越低 | 1.43× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资FOLDFSTR
| Q4 25 | $293.5M | $4.3M | ||
| Q3 25 | $263.8M | $3.4M | ||
| Q2 25 | $231.0M | $4.2M | ||
| Q1 25 | $250.6M | $2.6M | ||
| Q4 24 | $249.9M | $2.5M | ||
| Q3 24 | $249.8M | $3.1M | ||
| Q2 24 | $260.1M | $4.0M | ||
| Q1 24 | $239.6M | $3.1M |
总债务FOLDFSTR
| Q4 25 | $392.7M | $42.6M | ||
| Q3 25 | $392.0M | $58.6M | ||
| Q2 25 | $391.3M | $81.4M | ||
| Q1 25 | $390.7M | $82.3M | ||
| Q4 24 | $390.1M | $46.8M | ||
| Q3 24 | $389.5M | $68.4M | ||
| Q2 24 | $388.9M | $87.0M | ||
| Q1 24 | $388.4M | $77.9M |
股东权益FOLDFSTR
| Q4 25 | $274.2M | $175.3M | ||
| Q3 25 | $230.4M | $174.8M | ||
| Q2 25 | $204.3M | $174.4M | ||
| Q1 25 | $193.6M | $170.8M | ||
| Q4 24 | $194.0M | $178.3M | ||
| Q3 24 | $178.8M | $181.9M | ||
| Q2 24 | $132.5M | $147.1M | ||
| Q1 24 | $130.7M | $144.6M |
总资产FOLDFSTR
| Q4 25 | $949.9M | $330.4M | ||
| Q3 25 | $868.8M | $333.9M | ||
| Q2 25 | $815.3M | $349.9M | ||
| Q1 25 | $789.8M | $342.8M | ||
| Q4 24 | $785.0M | $334.6M | ||
| Q3 24 | $786.6M | $344.5M | ||
| Q2 24 | $749.5M | $333.3M | ||
| Q1 24 | $721.8M | $326.4M |
负债/权益比FOLDFSTR
| Q4 25 | 1.43× | 0.24× | ||
| Q3 25 | 1.70× | 0.33× | ||
| Q2 25 | 1.92× | 0.47× | ||
| Q1 25 | 2.02× | 0.48× | ||
| Q4 24 | 2.01× | 0.26× | ||
| Q3 24 | 2.18× | 0.38× | ||
| Q2 24 | 2.93× | 0.59× | ||
| Q1 24 | 2.97× | 0.54× |
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 | $19.8M |
| 自由现金流率自由现金流/营收 | 8.6% | 12.3% |
| 资本支出强度资本支出/营收 | 0.2% | 1.5% |
| 现金转化率经营现金流/净利润 | 9.62× | 9.18× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $25.2M |
8季度趋势，按日历期对齐
经营现金流FOLDFSTR
| Q4 25 | $16.3M | $22.2M | ||
| Q3 25 | $35.7M | $29.2M | ||
| Q2 25 | $-26.5M | $10.4M | ||
| Q1 25 | $7.8M | $-26.1M | ||
| Q4 24 | $-3.9M | $24.3M | ||
| Q3 24 | $-23.0M | $24.7M | ||
| Q2 24 | $22.7M | $-5.0M | ||
| Q1 24 | $-29.7M | $-21.4M |
自由现金流FOLDFSTR
| Q4 25 | $16.0M | $19.8M | ||
| Q3 25 | $35.3M | $26.4M | ||
| Q2 25 | $-28.9M | $7.7M | ||
| Q1 25 | $7.5M | $-28.7M | ||
| Q4 24 | $-4.2M | $22.3M | ||
| Q3 24 | $-23.3M | $21.7M | ||
| Q2 24 | $21.6M | $-7.0M | ||
| Q1 24 | $-31.5M | $-24.2M |
自由现金流率FOLDFSTR
| Q4 25 | 8.6% | 12.3% | ||
| Q3 25 | 20.9% | 19.1% | ||
| Q2 25 | -18.7% | 5.4% | ||
| Q1 25 | 6.0% | -29.4% | ||
| Q4 24 | -2.8% | 17.4% | ||
| Q3 24 | -16.5% | 15.8% | ||
| Q2 24 | 17.0% | -5.0% | ||
| Q1 24 | -28.5% | -19.4% |
资本支出强度FOLDFSTR
| Q4 25 | 0.2% | 1.5% | ||
| Q3 25 | 0.2% | 2.0% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 0.2% | 2.6% | ||
| Q4 24 | 0.2% | 1.5% | ||
| Q3 24 | 0.3% | 2.2% | ||
| Q2 24 | 0.9% | 1.5% | ||
| Q1 24 | 1.6% | 2.2% |
现金转化率FOLDFSTR
| Q4 25 | 9.62× | 9.18× | ||
| Q3 25 | 2.06× | 6.70× | ||
| Q2 25 | — | 3.61× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | -1.74× | ||
| Q1 24 | — | -4.83× |
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% |
FSTR
| Rail Technologies And Services Segment | $98.0M | 61% |
| Over Time Output Method | $26.3M | 16% |
| Services | $19.4M | 12% |
| Rail Technologies Products | $10.0M | 6% |
| Over Time Input Method | $8.3M | 5% |
