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AMICUS THERAPEUTICS, INC.（FOLD）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是AMICUS THERAPEUTICS, INC.的1.6倍（$294.6M vs $185.2M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -25.9%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
FOLD vs KOS — 直观对比
营收规模更大
KOS
是对方的1.6倍
$185.2M
营收增速更快
FOLD
高出49.6%
-25.9%
两年增速更快
FOLD
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $294.6M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | -125.7% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | -25.9% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $-0.80 |
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FOLDKOS
| Q4 25 | $185.2M | $294.6M | ||
| Q3 25 | $169.1M | $311.0M | ||
| Q2 25 | $154.7M | $392.6M | ||
| Q1 25 | $125.2M | $290.1M | ||
| Q4 24 | $149.7M | $397.6M | ||
| Q3 24 | $141.5M | $407.8M | ||
| Q2 24 | $126.7M | $447.8M | ||
| Q1 24 | $110.4M | $422.3M |
净利润FOLDKOS
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-124.3M | ||
| Q2 25 | $-24.4M | $-87.7M | ||
| Q1 25 | $-21.7M | $-110.6M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $45.0M | ||
| Q2 24 | $-15.7M | $59.8M | ||
| Q1 24 | $-48.4M | $91.7M |
毛利率FOLDKOS
| 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% | — | ||
| Q1 24 | 87.7% | — |
营业利润率FOLDKOS
| Q4 25 | 8.6% | -125.7% | ||
| Q3 25 | 20.3% | -34.2% | ||
| Q2 25 | -6.1% | -16.2% | ||
| Q1 25 | -6.3% | -32.4% | ||
| Q4 24 | 10.7% | -8.5% | ||
| Q3 24 | 15.3% | 26.1% | ||
| Q2 24 | 11.8% | 30.2% | ||
| Q1 24 | -25.1% | 33.6% |
净利率FOLDKOS
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -40.0% | ||
| Q2 25 | -15.8% | -22.3% | ||
| Q1 25 | -17.3% | -38.1% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 11.0% | ||
| Q2 24 | -12.4% | 13.3% | ||
| Q1 24 | -43.9% | 21.7% |
每股收益（稀释后）FOLDKOS
| Q4 25 | $0.00 | $-0.80 | ||
| Q3 25 | $0.06 | $-0.26 | ||
| Q2 25 | $-0.08 | $-0.18 | ||
| Q1 25 | $-0.07 | $-0.23 | ||
| Q4 24 | $0.05 | $0.00 | ||
| Q3 24 | $-0.02 | $0.09 | ||
| Q2 24 | $-0.05 | $0.12 | ||
| Q1 24 | $-0.16 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | $392.7M | $3.1B |
| 股东权益账面价值 | $274.2M | $528.6M |
| 总资产 | $949.9M | $4.7B |
| 负债/权益比越低杠杆越低 | 1.43× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资FOLDKOS
| Q4 25 | $293.5M | $91.5M | ||
| Q3 25 | $263.8M | $64.0M | ||
| Q2 25 | $231.0M | $51.7M | ||
| Q1 25 | $250.6M | $49.8M | ||
| Q4 24 | $249.9M | $85.0M | ||
| Q3 24 | $249.8M | $51.6M | ||
| Q2 24 | $260.1M | $173.8M | ||
| Q1 24 | $239.6M | $254.3M |
总债务FOLDKOS
| Q4 25 | $392.7M | $3.1B | ||
| Q3 25 | $392.0M | $3.0B | ||
| Q2 25 | $391.3M | $2.9B | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $2.7B | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDKOS
| Q4 25 | $274.2M | $528.6M | ||
| Q3 25 | $230.4M | $898.8M | ||
| Q2 25 | $204.3M | $1.0B | ||
| Q1 25 | $193.6M | $1.1B | ||
| Q4 24 | $194.0M | $1.2B | ||
| Q3 24 | $178.8M | $1.2B | ||
| Q2 24 | $132.5M | $1.1B | ||
| Q1 24 | $130.7M | $1.1B |
总资产FOLDKOS
| Q4 25 | $949.9M | $4.7B | ||
| Q3 25 | $868.8M | $5.1B | ||
| Q2 25 | $815.3M | $5.2B | ||
| Q1 25 | $789.8M | $5.3B | ||
| Q4 24 | $785.0M | $5.3B | ||
| Q3 24 | $786.6M | $5.5B | ||
| Q2 24 | $749.5M | $5.4B | ||
| Q1 24 | $721.8M | $5.4B |
负债/权益比FOLDKOS
| Q4 25 | 1.43× | 5.78× | ||
| Q3 25 | 1.70× | 3.31× | ||
| Q2 25 | 1.92× | 2.80× | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 2.29× | ||
| 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 | $35.3M |
| 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FOLDKOS
| Q4 25 | $16.3M | $35.3M | ||
| Q3 25 | $35.7M | $-27.6M | ||
| Q2 25 | $-26.5M | $127.2M | ||
| Q1 25 | $7.8M | $-888.0K | ||
| Q4 24 | $-3.9M | $175.7M | ||
| Q3 24 | $-23.0M | $6.3M | ||
| Q2 24 | $22.7M | $223.7M | ||
| Q1 24 | $-29.7M | $272.6M |
自由现金流FOLDKOS
| 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 | — | ||
| Q1 24 | $-31.5M | — |
自由现金流率FOLDKOS
| 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% | — | ||
| Q1 24 | -28.5% | — |
资本支出强度FOLDKOS
| 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% | — | ||
| Q1 24 | 1.6% | — |
现金转化率FOLDKOS
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 3.74× | ||
| Q1 24 | — | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
