vs
AMICUS THERAPEUTICS, INC.（FOLD）与null（GPRO）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$201.7M vs $185.2M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.4%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $15.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 13.9%）
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。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
FOLD vs GPRO — 直观对比
营收规模更大
GPRO
是对方的1.1倍
$185.2M
营收增速更快
FOLD
高出23.3%
0.4%
自由现金流更多
FOLD
多$996.0K
$15.0M
两年增速更快
FOLD
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $201.7M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | 31.8% |
| 营业利润率 | 8.6% | -4.1% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 0.4% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $-0.06 |
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FOLDGPRO
| Q4 25 | $185.2M | $201.7M | ||
| Q3 25 | $169.1M | $162.9M | ||
| Q2 25 | $154.7M | $152.6M | ||
| Q1 25 | $125.2M | $134.3M | ||
| Q4 24 | $149.7M | $200.9M | ||
| Q3 24 | $141.5M | $258.9M | ||
| Q2 24 | $126.7M | $186.2M | ||
| Q1 24 | $110.4M | $155.5M |
净利润FOLDGPRO
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-21.3M | ||
| Q2 25 | $-24.4M | $-16.4M | ||
| Q1 25 | $-21.7M | $-46.7M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $-8.2M | ||
| Q2 24 | $-15.7M | $-47.8M | ||
| Q1 24 | $-48.4M | $-339.1M |
毛利率FOLDGPRO
| Q4 25 | 85.7% | 31.8% | ||
| Q3 25 | 88.5% | 35.1% | ||
| Q2 25 | 90.2% | 35.8% | ||
| Q1 25 | 90.7% | 32.1% | ||
| Q4 24 | 90.1% | 34.7% | ||
| Q3 24 | 90.6% | 35.5% | ||
| Q2 24 | 91.1% | 30.5% | ||
| Q1 24 | 87.7% | 34.1% |
营业利润率FOLDGPRO
| Q4 25 | 8.6% | -4.1% | ||
| Q3 25 | 20.3% | -9.8% | ||
| Q2 25 | -6.1% | -9.2% | ||
| Q1 25 | -6.3% | -33.7% | ||
| Q4 24 | 10.7% | -19.5% | ||
| Q3 24 | 15.3% | -3.1% | ||
| Q2 24 | 11.8% | -25.0% | ||
| Q1 24 | -25.1% | -26.6% |
净利率FOLDGPRO
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -13.0% | ||
| Q2 25 | -15.8% | -10.8% | ||
| Q1 25 | -17.3% | -34.8% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | -3.2% | ||
| Q2 24 | -12.4% | -25.7% | ||
| Q1 24 | -43.9% | -218.1% |
每股收益（稀释后）FOLDGPRO
| Q4 25 | $0.00 | $-0.06 | ||
| Q3 25 | $0.06 | $-0.13 | ||
| Q2 25 | $-0.08 | $-0.10 | ||
| Q1 25 | $-0.07 | $-0.30 | ||
| Q4 24 | $0.05 | $-0.22 | ||
| Q3 24 | $-0.02 | $-0.05 | ||
| Q2 24 | $-0.05 | $-0.31 | ||
| Q1 24 | $-0.16 | $-2.24 |
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 | $49.7M |
| 总债务越低越好 | $392.7M | $44.3M |
| 股东权益账面价值 | $274.2M | $76.5M |
| 总资产 | $949.9M | $428.0M |
| 负债/权益比越低杠杆越低 | 1.43× | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资FOLDGPRO
| Q4 25 | $293.5M | $49.7M | ||
| Q3 25 | $263.8M | $152.8M | ||
| Q2 25 | $231.0M | $58.6M | ||
| Q1 25 | $250.6M | $69.6M | ||
| Q4 24 | $249.9M | $102.8M | ||
| Q3 24 | $249.8M | $130.2M | ||
| Q2 24 | $260.1M | $133.0M | ||
| Q1 24 | $239.6M | $133.7M |
总债务FOLDGPRO
| Q4 25 | $392.7M | $44.3M | ||
| Q3 25 | $392.0M | $43.9M | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $0 | ||
| Q3 24 | $389.5M | $93.1M | ||
| Q2 24 | $388.9M | $92.9M | ||
| Q1 24 | $388.4M | $92.7M |
股东权益FOLDGPRO
| Q4 25 | $274.2M | $76.5M | ||
| Q3 25 | $230.4M | $80.5M | ||
| Q2 25 | $204.3M | $97.9M | ||
| Q1 25 | $193.6M | $110.0M | ||
| Q4 24 | $194.0M | $151.7M | ||
| Q3 24 | $178.8M | $183.9M | ||
| Q2 24 | $132.5M | $184.7M | ||
| Q1 24 | $130.7M | $224.9M |
总资产FOLDGPRO
| Q4 25 | $949.9M | $428.0M | ||
| Q3 25 | $868.8M | $538.6M | ||
| Q2 25 | $815.3M | $439.0M | ||
| Q1 25 | $789.8M | $462.5M | ||
| Q4 24 | $785.0M | $543.7M | ||
| Q3 24 | $786.6M | $661.6M | ||
| Q2 24 | $749.5M | $556.8M | ||
| Q1 24 | $721.8M | $575.8M |
负债/权益比FOLDGPRO
| Q4 25 | 1.43× | 0.58× | ||
| Q3 25 | 1.70× | 0.55× | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 0.00× | ||
| Q3 24 | 2.18× | 0.51× | ||
| Q2 24 | 2.93× | 0.50× | ||
| Q1 24 | 2.97× | 0.41× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $15.0M |
| 自由现金流率自由现金流/营收 | 8.6% | 7.4% |
| 资本支出强度资本支出/营收 | 0.2% | 0.3% |
| 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 | $-24.0M |
8季度趋势，按日历期对齐
经营现金流FOLDGPRO
| Q4 25 | $16.3M | $15.6M | ||
| Q3 25 | $35.7M | $12.2M | ||
| Q2 25 | $-26.5M | $8.8M | ||
| Q1 25 | $7.8M | $-57.2M | ||
| Q4 24 | $-3.9M | $-25.1M | ||
| Q3 24 | $-23.0M | $-2.2M | ||
| Q2 24 | $22.7M | $605.0K | ||
| Q1 24 | $-29.7M | $-98.4M |
自由现金流FOLDGPRO
| Q4 25 | $16.0M | $15.0M | ||
| Q3 25 | $35.3M | $11.2M | ||
| Q2 25 | $-28.9M | $8.3M | ||
| Q1 25 | $7.5M | $-58.5M | ||
| Q4 24 | $-4.2M | $-25.5M | ||
| Q3 24 | $-23.3M | $-4.2M | ||
| Q2 24 | $21.6M | $-111.0K | ||
| Q1 24 | $-31.5M | $-99.4M |
自由现金流率FOLDGPRO
| Q4 25 | 8.6% | 7.4% | ||
| Q3 25 | 20.9% | 6.9% | ||
| Q2 25 | -18.7% | 5.4% | ||
| Q1 25 | 6.0% | -43.5% | ||
| Q4 24 | -2.8% | -12.7% | ||
| Q3 24 | -16.5% | -1.6% | ||
| Q2 24 | 17.0% | -0.1% | ||
| Q1 24 | -28.5% | -63.9% |
资本支出强度FOLDGPRO
| Q4 25 | 0.2% | 0.3% | ||
| Q3 25 | 0.2% | 0.6% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.3% | 0.8% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | 1.6% | 0.6% |
现金转化率FOLDGPRO
| 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% |
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
