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AMICUS THERAPEUTICS, INC.（FOLD）与FIRSTSUN CAPITAL BANCORP（FSUN）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FIRSTSUN CAPITAL BANCORP的1.7倍（$185.2M vs $110.0M），FIRSTSUN CAPITAL BANCORP净利率更高（19.6% vs 0.9%，领先18.7%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 6.9%）
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。
FirstSun Capital Bancorp是一家总部位于美国的金融控股公司，提供商业及个人贷款、存款产品、财富管理、财资解决方案等全面的银行金融服务，主要面向美国区域市场的个人消费者、中小企业及企业客户。
FOLD vs FSUN — 直观对比
营收规模更大
FOLD
是对方的1.7倍
$110.0M
净利率更高
FSUN
高出18.7%
0.9%
两年增速更快
FOLD
近两年复合增速
6.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $110.0M |
| 净利润 | $1.7M | $21.6M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | 19.6% |
| 营收同比 | 23.7% | — |
| 净利润同比 | -88.5% | -8.4% |
| 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FOLDFSUN
| Q1 26 | — | $110.0M | ||
| Q4 25 | $185.2M | $110.2M | ||
| Q3 25 | $169.1M | $107.3M | ||
| Q2 25 | $154.7M | $105.6M | ||
| Q1 25 | $125.2M | $96.2M | ||
| Q4 24 | $149.7M | $98.7M | ||
| Q3 24 | $141.5M | $98.2M | ||
| Q2 24 | $126.7M | $96.2M |
净利润FOLDFSUN
| Q1 26 | — | $21.6M | ||
| Q4 25 | $1.7M | $24.8M | ||
| Q3 25 | $17.3M | $23.2M | ||
| Q2 25 | $-24.4M | $26.4M | ||
| Q1 25 | $-21.7M | $23.6M | ||
| Q4 24 | $14.7M | $16.4M | ||
| Q3 24 | $-6.7M | $22.4M | ||
| Q2 24 | $-15.7M | $24.6M |
毛利率FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | — | ||
| Q2 25 | 90.2% | — | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 91.1% | — |
营业利润率FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 29.0% | ||
| Q3 25 | 20.3% | 26.4% | ||
| Q2 25 | -6.1% | 31.2% | ||
| Q1 25 | -6.3% | 30.9% | ||
| Q4 24 | 10.7% | 20.4% | ||
| Q3 24 | 15.3% | 29.1% | ||
| Q2 24 | 11.8% | 32.3% |
净利率FOLDFSUN
| Q1 26 | — | 19.6% | ||
| Q4 25 | 0.9% | 22.5% | ||
| Q3 25 | 10.2% | 21.6% | ||
| Q2 25 | -15.8% | 25.0% | ||
| Q1 25 | -17.3% | 24.5% | ||
| Q4 24 | 9.8% | 16.6% | ||
| Q3 24 | -4.8% | 22.8% | ||
| Q2 24 | -12.4% | 25.5% |
每股收益（稀释后）FOLDFSUN
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.00 | $0.89 | ||
| Q3 25 | $0.06 | $0.82 | ||
| Q2 25 | $-0.08 | $0.93 | ||
| Q1 25 | $-0.07 | $0.83 | ||
| Q4 24 | $0.05 | $0.57 | ||
| Q3 24 | $-0.02 | $0.79 | ||
| Q2 24 | $-0.05 | $0.88 |
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 | $413.7M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $1.2B |
| 总资产 | $949.9M | $8.6B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资FOLDFSUN
| Q1 26 | — | $413.7M | ||
| Q4 25 | $293.5M | $652.6M | ||
| Q3 25 | $263.8M | $659.9M | ||
| Q2 25 | $231.0M | $785.1M | ||
| Q1 25 | $250.6M | $621.4M | ||
| Q4 24 | $249.9M | $615.9M | ||
| Q3 24 | $249.8M | $573.7M | ||
| Q2 24 | $260.1M | $535.8M |
总债务FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | — | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — |
股东权益FOLDFSUN
| Q1 26 | — | $1.2B | ||
| Q4 25 | $274.2M | $1.2B | ||
| Q3 25 | $230.4M | $1.1B | ||
| Q2 25 | $204.3M | $1.1B | ||
| Q1 25 | $193.6M | $1.1B | ||
| Q4 24 | $194.0M | $1.0B | ||
| Q3 24 | $178.8M | $1.0B | ||
| Q2 24 | $132.5M | $996.6M |
总资产FOLDFSUN
| Q1 26 | — | $8.6B | ||
| Q4 25 | $949.9M | $8.5B | ||
| Q3 25 | $868.8M | $8.5B | ||
| Q2 25 | $815.3M | $8.4B | ||
| Q1 25 | $789.8M | $8.2B | ||
| Q4 24 | $785.0M | $8.1B | ||
| Q3 24 | $786.6M | $8.1B | ||
| Q2 24 | $749.5M | $8.0B |
负债/权益比FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.93× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 8.6% | — |
| 资本支出强度资本支出/营收 | 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 | $29.8M | — |
8季度趋势，按日历期对齐
经营现金流FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $111.5M | ||
| Q3 25 | $35.7M | $49.4M | ||
| Q2 25 | $-26.5M | $15.0M | ||
| Q1 25 | $7.8M | $26.4M | ||
| Q4 24 | $-3.9M | $101.1M | ||
| Q3 24 | $-23.0M | $48.1M | ||
| Q2 24 | $22.7M | $20.9M |
自由现金流FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $104.0M | ||
| Q3 25 | $35.3M | $47.6M | ||
| Q2 25 | $-28.9M | $13.0M | ||
| Q1 25 | $7.5M | $24.3M | ||
| Q4 24 | $-4.2M | $95.7M | ||
| Q3 24 | $-23.3M | $47.1M | ||
| Q2 24 | $21.6M | $19.9M |
自由现金流率FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 94.3% | ||
| Q3 25 | 20.9% | 44.4% | ||
| Q2 25 | -18.7% | 12.3% | ||
| Q1 25 | 6.0% | 25.3% | ||
| Q4 24 | -2.8% | 97.0% | ||
| Q3 24 | -16.5% | 47.9% | ||
| Q2 24 | 17.0% | 20.6% |
资本支出强度FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 6.8% | ||
| Q3 25 | 0.2% | 1.6% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 0.2% | 5.5% | ||
| Q3 24 | 0.3% | 1.1% | ||
| Q2 24 | 0.9% | 1.1% |
现金转化率FOLDFSUN
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | 4.49× | ||
| Q3 25 | 2.06× | 2.13× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | -0.27× | 6.18× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | — | 0.85× |
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% |
FSUN
| Net Interest Income | $82.8M | 75% |
| Noninterest Income | $27.2M | 25% |
