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AMICUS THERAPEUTICS, INC.（FOLD）与MACOM Technology Solutions Holdings, Inc.（MTSI）财务数据对比。点击上方公司名可切换其他公司
MACOM Technology Solutions Holdings, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.6倍（$289.0M vs $185.2M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 0.9%，领先15.1%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 22.5%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 23.2%）
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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
FOLD vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $289.0M |
| 净利润 | $1.7M | $46.3M |
| 毛利率 | 85.7% | 56.9% |
| 营业利润率 | 8.6% | 17.6% |
| 净利率 | 0.9% | 16.0% |
| 营收同比 | 23.7% | 22.5% |
| 净利润同比 | -88.5% | 46.3% |
| 每股收益（稀释后） | $0.00 | $0.60 |
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
| Q2 26 | — | $289.0M | ||
| Q1 26 | — | $271.6M | ||
| Q4 25 | $185.2M | $261.2M | ||
| Q3 25 | $169.1M | $252.1M | ||
| Q2 25 | $154.7M | $235.9M | ||
| Q1 25 | $125.2M | $218.1M | ||
| Q4 24 | $149.7M | — | ||
| Q3 24 | $141.5M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $1.7M | $45.1M | ||
| Q3 25 | $17.3M | $36.5M | ||
| Q2 25 | $-24.4M | $31.7M | ||
| Q1 25 | $-21.7M | $-167.5M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 85.7% | 54.5% | ||
| Q3 25 | 88.5% | 55.3% | ||
| Q2 25 | 90.2% | 55.2% | ||
| Q1 25 | 90.7% | 53.7% | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 8.6% | 15.2% | ||
| Q3 25 | 20.3% | 14.9% | ||
| Q2 25 | -6.1% | 14.8% | ||
| Q1 25 | -6.3% | 8.0% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 15.3% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 0.9% | 17.3% | ||
| Q3 25 | 10.2% | 14.5% | ||
| Q2 25 | -15.8% | 13.4% | ||
| Q1 25 | -17.3% | -76.8% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.00 | $0.67 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $-0.08 | $0.42 | ||
| Q1 25 | $-0.07 | $-2.30 | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.02 | $0.40 |
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 | $664.9M |
| 总债务越低越好 | $392.7M | $0 |
| 股东权益账面价值 | $274.2M | — |
| 总资产 | $949.9M | $2.0B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $293.5M | $786.0M | ||
| Q3 25 | $263.8M | $735.2M | ||
| Q2 25 | $231.0M | $681.5M | ||
| Q1 25 | $250.6M | $656.5M | ||
| Q4 24 | $249.9M | — | ||
| Q3 24 | $249.8M | $581.9M |
| Q2 26 | — | $0 | ||
| 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 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $274.2M | $1.3B | ||
| Q3 25 | $230.4M | $1.3B | ||
| Q2 25 | $204.3M | $1.2B | ||
| Q1 25 | $193.6M | $1.2B | ||
| Q4 24 | $194.0M | — | ||
| Q3 24 | $178.8M | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $949.9M | $2.1B | ||
| Q3 25 | $868.8M | $2.0B | ||
| Q2 25 | $815.3M | $1.9B | ||
| Q1 25 | $789.8M | $1.8B | ||
| Q4 24 | $785.0M | — | ||
| Q3 24 | $786.6M | $1.8B |
| Q2 26 | — | — | ||
| 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× | — |
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 | $121.6M |
| 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× | 2.62× |
| 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
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $16.3M | $69.6M | ||
| Q3 25 | $35.7M | $60.4M | ||
| Q2 25 | $-26.5M | $38.7M | ||
| Q1 25 | $7.8M | $66.7M | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $-23.0M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $16.0M | $49.4M | ||
| Q3 25 | $35.3M | $51.6M | ||
| Q2 25 | $-28.9M | $30.5M | ||
| Q1 25 | $7.5M | $61.3M | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 8.6% | 18.9% | ||
| Q3 25 | 20.9% | 20.5% | ||
| Q2 25 | -18.7% | 12.9% | ||
| Q1 25 | 6.0% | 28.1% | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.2% | 7.7% | ||
| Q3 25 | 0.2% | 3.5% | ||
| Q2 25 | 1.6% | 3.5% | ||
| Q1 25 | 0.2% | 2.4% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 9.62× | 1.54× | ||
| Q3 25 | 2.06× | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 2.12× |
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% |
MTSI
暂无分部数据
