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AMICUS THERAPEUTICS, INC.（FOLD）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是AMICUS THERAPEUTICS, INC.的1.7倍（$317.5M vs $185.2M），LANDS' END, INC.净利率更高（1.6% vs 0.9%，领先0.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.1%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-22.4M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
FOLD vs LE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $317.5M |
| 净利润 | $1.7M | $5.2M |
| 毛利率 | 85.7% | 51.8% |
| 营业利润率 | 8.6% | 5.3% |
| 净利率 | 0.9% | 1.6% |
| 营收同比 | 23.7% | 0.1% |
| 净利润同比 | -88.5% | 198.3% |
| 每股收益（稀释后） | $0.00 | $0.17 |
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 | $317.5M | ||
| Q3 25 | $169.1M | — | ||
| Q2 25 | $154.7M | $261.2M | ||
| Q1 25 | $125.2M | — | ||
| Q4 24 | $149.7M | $318.6M | ||
| Q3 24 | $141.5M | $317.2M | ||
| Q2 24 | $126.7M | $285.5M | ||
| Q1 24 | $110.4M | $514.9M |
| Q4 25 | $1.7M | $5.2M | ||
| Q3 25 | $17.3M | — | ||
| Q2 25 | $-24.4M | $-8.3M | ||
| Q1 25 | $-21.7M | — | ||
| Q4 24 | $14.7M | $-593.0K | ||
| Q3 24 | $-6.7M | $-5.3M | ||
| Q2 24 | $-15.7M | $-6.4M | ||
| Q1 24 | $-48.4M | $-8.6M |
| Q4 25 | 85.7% | 51.8% | ||
| Q3 25 | 88.5% | — | ||
| Q2 25 | 90.2% | 50.8% | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | 50.6% | ||
| Q3 24 | 90.6% | 47.9% | ||
| Q2 24 | 91.1% | 48.7% | ||
| Q1 24 | 87.7% | 38.0% |
| Q4 25 | 8.6% | 5.3% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | -6.1% | -0.9% | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | 10.7% | 2.9% | ||
| Q3 24 | 15.3% | 0.8% | ||
| Q2 24 | 11.8% | 0.8% | ||
| Q1 24 | -25.1% | 1.6% |
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | -15.8% | -3.2% | ||
| Q1 25 | -17.3% | — | ||
| Q4 24 | 9.8% | -0.2% | ||
| Q3 24 | -4.8% | -1.7% | ||
| Q2 24 | -12.4% | -2.3% | ||
| Q1 24 | -43.9% | -1.7% |
| Q4 25 | $0.00 | $0.17 | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.08 | $-0.27 | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | $-0.02 | ||
| Q3 24 | $-0.02 | $-0.17 | ||
| Q2 24 | $-0.05 | $-0.20 | ||
| Q1 24 | $-0.16 | $-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 | $36.3M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $231.0M |
| 总资产 | $949.9M | $852.7M |
| 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 | $36.3M | ||
| Q3 25 | $263.8M | — | ||
| Q2 25 | $231.0M | $18.1M | ||
| Q1 25 | $250.6M | — | ||
| Q4 24 | $249.9M | $30.4M | ||
| Q3 24 | $249.8M | $25.6M | ||
| Q2 24 | $260.1M | $27.4M | ||
| Q1 24 | $239.6M | $25.3M |
| 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 | $231.0M | ||
| Q3 25 | $230.4M | — | ||
| Q2 25 | $204.3M | $230.1M | ||
| Q1 25 | $193.6M | — | ||
| Q4 24 | $194.0M | $223.6M | ||
| Q3 24 | $178.8M | $226.5M | ||
| Q2 24 | $132.5M | $234.6M | ||
| Q1 24 | $130.7M | $241.6M |
| Q4 25 | $949.9M | $852.7M | ||
| Q3 25 | $868.8M | — | ||
| Q2 25 | $815.3M | $760.5M | ||
| Q1 25 | $789.8M | — | ||
| Q4 24 | $785.0M | $843.6M | ||
| Q3 24 | $786.6M | $802.5M | ||
| Q2 24 | $749.5M | $800.1M | ||
| Q1 24 | $721.8M | $811.5M |
| 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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-22.4M |
| 自由现金流率自由现金流/营收 | 8.6% | -7.1% |
| 资本支出强度资本支出/营收 | 0.2% | 2.1% |
| 现金转化率经营现金流/净利润 | 9.62× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $-15.7M | ||
| Q3 25 | $35.7M | — | ||
| Q2 25 | $-26.5M | $-22.5M | ||
| Q1 25 | $7.8M | — | ||
| Q4 24 | $-3.9M | $-17.1M | ||
| Q3 24 | $-23.0M | $30.7M | ||
| Q2 24 | $22.7M | $-25.8M | ||
| Q1 24 | $-29.7M | $93.9M |
| Q4 25 | $16.0M | $-22.4M | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | $-30.7M | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | $-27.8M | ||
| Q3 24 | $-23.3M | $26.0M | ||
| Q2 24 | $21.6M | $-32.6M | ||
| Q1 24 | $-31.5M | $87.5M |
| Q4 25 | 8.6% | -7.1% | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | -11.8% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | -8.7% | ||
| Q3 24 | -16.5% | 8.2% | ||
| Q2 24 | 17.0% | -11.4% | ||
| Q1 24 | -28.5% | 17.0% |
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | 3.2% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | 3.3% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 0.9% | 2.4% | ||
| Q1 24 | 1.6% | 1.2% |
| Q4 25 | 9.62× | -3.03× | ||
| 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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
