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AMICUS THERAPEUTICS, INC.（FOLD）与Liberty Broadband Corp（LBRDA）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍（$261.0M vs $185.2M），Liberty Broadband Corp净利率更高（146.7% vs 0.9%，领先145.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 6.1%），Liberty Broadband Corp自由现金流更多（$37.0M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 4.3%）
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
FOLD vs LBRDA — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $261.0M |
| 净利润 | $1.7M | $383.0M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 15.7% |
| 净利率 | 0.9% | 146.7% |
| 营收同比 | 23.7% | 6.1% |
| 净利润同比 | -88.5% | 96.4% |
| 每股收益（稀释后） | $0.00 | $2.68 |
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 | — | ||
| Q3 25 | $169.1M | — | ||
| Q2 25 | $154.7M | $261.0M | ||
| Q1 25 | $125.2M | $266.0M | ||
| Q4 24 | $149.7M | $263.0M | ||
| Q3 24 | $141.5M | $262.0M | ||
| Q2 24 | $126.7M | $246.0M | ||
| Q1 24 | $110.4M | $245.0M |
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | — | ||
| Q2 25 | $-24.4M | $383.0M | ||
| Q1 25 | $-21.7M | $268.0M | ||
| Q4 24 | $14.7M | $291.0M | ||
| Q3 24 | $-6.7M | $142.0M | ||
| Q2 24 | $-15.7M | $195.0M | ||
| Q1 24 | $-48.4M | $241.0M |
| 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% | — |
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | -6.1% | 15.7% | ||
| Q1 25 | -6.3% | 16.2% | ||
| Q4 24 | 10.7% | 4.9% | ||
| Q3 24 | 15.3% | 11.5% | ||
| Q2 24 | 11.8% | 8.5% | ||
| Q1 24 | -25.1% | 11.4% |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | -15.8% | 146.7% | ||
| Q1 25 | -17.3% | 100.8% | ||
| Q4 24 | 9.8% | 110.6% | ||
| Q3 24 | -4.8% | 54.2% | ||
| Q2 24 | -12.4% | 79.3% | ||
| Q1 24 | -43.9% | 98.4% |
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.08 | $2.68 | ||
| Q1 25 | $-0.07 | $1.87 | ||
| Q4 24 | $0.05 | $2.04 | ||
| Q3 24 | $-0.02 | $0.99 | ||
| Q2 24 | $-0.05 | $1.36 | ||
| Q1 24 | $-0.16 | $1.69 |
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 | $180.0M |
| 总债务越低越好 | $392.7M | $3.1B |
| 股东权益账面价值 | $274.2M | $10.4B |
| 总资产 | $949.9M | $16.6B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | — | ||
| Q3 25 | $263.8M | — | ||
| Q2 25 | $231.0M | $180.0M | ||
| Q1 25 | $250.6M | $226.0M | ||
| Q4 24 | $249.9M | $163.0M | ||
| Q3 24 | $249.8M | $168.0M | ||
| Q2 24 | $260.1M | $73.0M | ||
| Q1 24 | $239.6M | $108.0M |
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | $3.1B | ||
| Q1 25 | $390.7M | $3.8B | ||
| Q4 24 | $390.1M | $3.8B | ||
| Q3 24 | $389.5M | $3.7B | ||
| Q2 24 | $388.9M | $3.6B | ||
| Q1 24 | $388.4M | $3.6B |
| Q4 25 | $274.2M | — | ||
| Q3 25 | $230.4M | — | ||
| Q2 25 | $204.3M | $10.4B | ||
| Q1 25 | $193.6M | $10.1B | ||
| Q4 24 | $194.0M | $9.8B | ||
| Q3 24 | $178.8M | $9.5B | ||
| Q2 24 | $132.5M | $9.3B | ||
| Q1 24 | $130.7M | $9.1B |
| Q4 25 | $949.9M | — | ||
| Q3 25 | $868.8M | — | ||
| Q2 25 | $815.3M | $16.6B | ||
| Q1 25 | $789.8M | $17.0B | ||
| Q4 24 | $785.0M | $16.7B | ||
| Q3 24 | $786.6M | $16.3B | ||
| Q2 24 | $749.5M | $16.0B | ||
| Q1 24 | $721.8M | $15.7B |
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | 0.30× | ||
| Q1 25 | 2.02× | 0.38× | ||
| Q4 24 | 2.01× | 0.38× | ||
| Q3 24 | 2.18× | 0.39× | ||
| Q2 24 | 2.93× | 0.39× | ||
| Q1 24 | 2.97× | 0.40× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $37.0M |
| 自由现金流率自由现金流/营收 | 8.6% | 14.2% |
| 资本支出强度资本支出/营收 | 0.2% | 20.7% |
| 现金转化率经营现金流/净利润 | 9.62× | 0.24× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $-49.0M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | — | ||
| Q3 25 | $35.7M | — | ||
| Q2 25 | $-26.5M | $91.0M | ||
| Q1 25 | $7.8M | $78.0M | ||
| Q4 24 | $-3.9M | $1.0M | ||
| Q3 24 | $-23.0M | $24.0M | ||
| Q2 24 | $22.7M | $27.0M | ||
| Q1 24 | $-29.7M | $52.0M |
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | $37.0M | ||
| Q1 25 | $7.5M | $13.0M | ||
| Q4 24 | $-4.2M | $-63.0M | ||
| Q3 24 | $-23.3M | $-36.0M | ||
| Q2 24 | $21.6M | $-35.0M | ||
| Q1 24 | $-31.5M | $-9.0M |
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | 14.2% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | -2.8% | -24.0% | ||
| Q3 24 | -16.5% | -13.7% | ||
| Q2 24 | 17.0% | -14.2% | ||
| Q1 24 | -28.5% | -3.7% |
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | 20.7% | ||
| Q1 25 | 0.2% | 24.4% | ||
| Q4 24 | 0.2% | 24.3% | ||
| Q3 24 | 0.3% | 22.9% | ||
| Q2 24 | 0.9% | 25.2% | ||
| Q1 24 | 1.6% | 24.9% |
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | -0.27× | 0.00× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.22× |
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% |
LBRDA
暂无分部数据
