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AMICUS THERAPEUTICS, INC.（FOLD）与JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.5倍（$185.2M vs $127.6M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -18.1%，领先19.0%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 5.7%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -2.9%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
FOLD vs JBGS — 直观对比
营收规模更大
FOLD
是对方的1.5倍
$127.6M
营收增速更快
FOLD
高出18.0%
5.7%
净利率更高
FOLD
高出19.0%
-18.1%
两年增速更快
FOLD
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $127.6M |
| 净利润 | $1.7M | $-23.0M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | -18.1% |
| 营收同比 | 23.7% | 5.7% |
| 净利润同比 | -88.5% | 57.1% |
| 每股收益（稀释后） | $0.00 | $-0.32 |
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FOLDJBGS
| Q1 26 | — | $127.6M | ||
| Q4 25 | $185.2M | $127.6M | ||
| Q3 25 | $169.1M | $123.9M | ||
| Q2 25 | $154.7M | $126.5M | ||
| Q1 25 | $125.2M | $120.7M | ||
| Q4 24 | $149.7M | $130.8M | ||
| Q3 24 | $141.5M | $136.0M | ||
| Q2 24 | $126.7M | $135.3M |
净利润FOLDJBGS
| Q1 26 | — | $-23.0M | ||
| Q4 25 | $1.7M | $-45.5M | ||
| Q3 25 | $17.3M | $-28.6M | ||
| Q2 25 | $-24.4M | $-19.2M | ||
| Q1 25 | $-21.7M | $-45.7M | ||
| Q4 24 | $14.7M | $-59.9M | ||
| Q3 24 | $-6.7M | $-27.0M | ||
| Q2 24 | $-15.7M | $-24.4M |
毛利率FOLDJBGS
| 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FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | -47.5% | ||
| Q3 25 | 20.3% | -27.5% | ||
| Q2 25 | -6.1% | -18.4% | ||
| Q1 25 | -6.3% | -44.7% | ||
| Q4 24 | 10.7% | -53.6% | ||
| Q3 24 | 15.3% | -22.4% | ||
| Q2 24 | 11.8% | -24.3% |
净利率FOLDJBGS
| Q1 26 | — | -18.1% | ||
| Q4 25 | 0.9% | -35.7% | ||
| Q3 25 | 10.2% | -23.1% | ||
| Q2 25 | -15.8% | -15.2% | ||
| Q1 25 | -17.3% | -37.9% | ||
| Q4 24 | 9.8% | -45.8% | ||
| Q3 24 | -4.8% | -19.8% | ||
| Q2 24 | -12.4% | -18.0% |
每股收益（稀释后）FOLDJBGS
| Q1 26 | — | $-0.32 | ||
| Q4 25 | $0.00 | $-0.76 | ||
| Q3 25 | $0.06 | $-0.48 | ||
| Q2 25 | $-0.08 | $-0.29 | ||
| Q1 25 | $-0.07 | $-0.56 | ||
| Q4 24 | $0.05 | $-0.70 | ||
| Q3 24 | $-0.02 | $-0.32 | ||
| Q2 24 | $-0.05 | $-0.27 |
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 | — |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | — |
| 总资产 | $949.9M | $4.3B |
| 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FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | $293.5M | $75.3M | ||
| Q3 25 | $263.8M | $64.4M | ||
| Q2 25 | $231.0M | $61.4M | ||
| Q1 25 | $250.6M | $81.3M | ||
| Q4 24 | $249.9M | $145.8M | ||
| Q3 24 | $249.8M | $137.0M | ||
| Q2 24 | $260.1M | $163.5M |
总债务FOLDJBGS
| 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FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | $274.2M | $1.2B | ||
| Q3 25 | $230.4M | $1.2B | ||
| Q2 25 | $204.3M | $1.3B | ||
| Q1 25 | $193.6M | $1.6B | ||
| Q4 24 | $194.0M | $1.8B | ||
| Q3 24 | $178.8M | $1.9B | ||
| Q2 24 | $132.5M | $2.0B |
总资产FOLDJBGS
| Q1 26 | — | $4.3B | ||
| Q4 25 | $949.9M | $4.4B | ||
| Q3 25 | $868.8M | $4.4B | ||
| Q2 25 | $815.3M | $4.5B | ||
| Q1 25 | $789.8M | $4.7B | ||
| Q4 24 | $785.0M | $5.0B | ||
| Q3 24 | $786.6M | $5.2B | ||
| Q2 24 | $749.5M | $5.3B |
负债/权益比FOLDJBGS
| 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FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $73.3M | ||
| Q3 25 | $35.7M | $8.9M | ||
| Q2 25 | $-26.5M | $18.8M | ||
| Q1 25 | $7.8M | $12.9M | ||
| Q4 24 | $-3.9M | $129.4M | ||
| Q3 24 | $-23.0M | $26.4M | ||
| Q2 24 | $22.7M | $23.8M |
自由现金流FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — |
自由现金流率FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — |
资本支出强度FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — |
现金转化率FOLDJBGS
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
