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AMICUS THERAPEUTICS, INC.（FOLD）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是AMICUS THERAPEUTICS, INC.的1.9倍（$343.8M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs 0.3%，领先0.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
FOLD vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $343.8M |
| 净利润 | $1.7M | $883.0K |
| 毛利率 | 85.7% | 27.9% |
| 营业利润率 | 8.6% | 0.2% |
| 净利率 | 0.9% | 0.3% |
| 营收同比 | 23.7% | -5.2% |
| 净利润同比 | -88.5% | -82.8% |
| 每股收益（稀释后） | $0.00 | $0.05 |
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
| Q4 25 | $185.2M | $343.8M | ||
| Q3 25 | $169.1M | $410.2M | ||
| Q2 25 | $154.7M | $454.3M | ||
| Q1 25 | $125.2M | $356.1M | ||
| Q4 24 | $149.7M | $362.6M | ||
| Q3 24 | $141.5M | $426.8M | ||
| Q2 24 | $126.7M | $440.0M | ||
| Q1 24 | $110.4M | $359.7M |
| Q4 25 | $1.7M | $883.0K | ||
| Q3 25 | $17.3M | $11.4M | ||
| Q2 25 | $-24.4M | $44.2M | ||
| Q1 25 | $-21.7M | $4.8M | ||
| Q4 24 | $14.7M | $5.1M | ||
| Q3 24 | $-6.7M | $29.6M | ||
| Q2 24 | $-15.7M | $36.3M | ||
| Q1 24 | $-48.4M | $13.3M |
| Q4 25 | 85.7% | 27.9% | ||
| Q3 25 | 88.5% | 31.7% | ||
| Q2 25 | 90.2% | 33.0% | ||
| Q1 25 | 90.7% | 26.9% | ||
| Q4 24 | 90.1% | 25.9% | ||
| Q3 24 | 90.6% | 31.8% | ||
| Q2 24 | 91.1% | 33.6% | ||
| Q1 24 | 87.7% | 30.1% |
| Q4 25 | 8.6% | 0.2% | ||
| Q3 25 | 20.3% | 2.8% | ||
| Q2 25 | -6.1% | 13.3% | ||
| Q1 25 | -6.3% | 1.7% | ||
| Q4 24 | 10.7% | 1.7% | ||
| Q3 24 | 15.3% | 9.3% | ||
| Q2 24 | 11.8% | 11.4% | ||
| Q1 24 | -25.1% | 5.0% |
| Q4 25 | 0.9% | 0.3% | ||
| Q3 25 | 10.2% | 2.8% | ||
| Q2 25 | -15.8% | 9.7% | ||
| Q1 25 | -17.3% | 1.4% | ||
| Q4 24 | 9.8% | 1.4% | ||
| Q3 24 | -4.8% | 6.9% | ||
| Q2 24 | -12.4% | 8.3% | ||
| Q1 24 | -43.9% | 3.7% |
| Q4 25 | $0.00 | $0.05 | ||
| Q3 25 | $0.06 | $0.59 | ||
| Q2 25 | $-0.08 | $2.26 | ||
| Q1 25 | $-0.07 | $0.25 | ||
| Q4 24 | $0.05 | $0.26 | ||
| Q3 24 | $-0.02 | $1.52 | ||
| Q2 24 | $-0.05 | $1.87 | ||
| Q1 24 | $-0.16 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $912.9M |
| 总资产 | $949.9M | $1.3B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $66.8M | ||
| Q3 25 | $263.8M | $105.9M | ||
| Q2 25 | $231.0M | $77.4M | ||
| Q1 25 | $250.6M | $48.5M | ||
| Q4 24 | $249.9M | $73.6M | ||
| Q3 24 | $249.8M | $73.4M | ||
| Q2 24 | $260.1M | $64.0M | ||
| Q1 24 | $239.6M | $43.6M |
| 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 | — | ||
| Q1 24 | $388.4M | — |
| Q4 25 | $274.2M | $912.9M | ||
| Q3 25 | $230.4M | $966.7M | ||
| Q2 25 | $204.3M | $969.9M | ||
| Q1 25 | $193.6M | $935.0M | ||
| Q4 24 | $194.0M | $946.8M | ||
| Q3 24 | $178.8M | $957.0M | ||
| Q2 24 | $132.5M | $937.9M | ||
| Q1 24 | $130.7M | $915.7M |
| Q4 25 | $949.9M | $1.3B | ||
| Q3 25 | $868.8M | $1.4B | ||
| Q2 25 | $815.3M | $1.4B | ||
| Q1 25 | $789.8M | $1.4B | ||
| Q4 24 | $785.0M | $1.3B | ||
| Q3 24 | $786.6M | $1.4B | ||
| Q2 24 | $749.5M | $1.4B | ||
| Q1 24 | $721.8M | $1.3B |
| 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× | — | ||
| Q1 24 | 2.97× | — |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $17.0M |
| 自由现金流率自由现金流/营收 | 8.6% | 4.9% |
| 资本支出强度资本支出/营收 | 0.2% | 5.5% |
| 现金转化率经营现金流/净利润 | 9.62× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $36.0M | ||
| Q3 25 | $35.7M | $66.4M | ||
| Q2 25 | $-26.5M | $51.2M | ||
| Q1 25 | $7.8M | $12.3M | ||
| Q4 24 | $-3.9M | $35.2M | ||
| Q3 24 | $-23.0M | $46.3M | ||
| Q2 24 | $22.7M | $65.0M | ||
| Q1 24 | $-29.7M | $12.7M |
| Q4 25 | $16.0M | $17.0M | ||
| Q3 25 | $35.3M | $44.8M | ||
| Q2 25 | $-28.9M | $28.5M | ||
| Q1 25 | $7.5M | $-7.2M | ||
| Q4 24 | $-4.2M | $16.1M | ||
| Q3 24 | $-23.3M | $29.1M | ||
| Q2 24 | $21.6M | $45.3M | ||
| Q1 24 | $-31.5M | $-4.0M |
| Q4 25 | 8.6% | 4.9% | ||
| Q3 25 | 20.9% | 10.9% | ||
| Q2 25 | -18.7% | 6.3% | ||
| Q1 25 | 6.0% | -2.0% | ||
| Q4 24 | -2.8% | 4.4% | ||
| Q3 24 | -16.5% | 6.8% | ||
| Q2 24 | 17.0% | 10.3% | ||
| Q1 24 | -28.5% | -1.1% |
| Q4 25 | 0.2% | 5.5% | ||
| Q3 25 | 0.2% | 5.3% | ||
| Q2 25 | 1.6% | 5.0% | ||
| Q1 25 | 0.2% | 5.5% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | 0.3% | 4.0% | ||
| Q2 24 | 0.9% | 4.5% | ||
| Q1 24 | 1.6% | 4.6% |
| Q4 25 | 9.62× | 40.73× | ||
| Q3 25 | 2.06× | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | -0.27× | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | — | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
