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AMICUS THERAPEUTICS, INC.（FOLD）与合众银行（OSBC）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是合众银行的2.0倍（$185.2M vs $93.8M），合众银行净利率更高（27.3% vs 0.9%，领先26.4%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 15.1%）
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。
合众银行是一家总部位于美国明尼阿波利斯、在特拉华州注册的美国跨国银行机构。截至2025年，它是美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的金融机构，主营银行、投资、抵押等金融服务。
FOLD vs OSBC — 直观对比
营收规模更大
FOLD
是对方的2.0倍
$93.8M
净利率更高
OSBC
高出26.4%
0.9%
两年增速更快
FOLD
近两年复合增速
15.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $93.8M |
| 净利润 | $1.7M | $25.6M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | 27.3% |
| 营收同比 | 23.7% | — |
| 净利润同比 | -88.5% | 159.2% |
| 每股收益（稀释后） | $0.00 | $0.48 |
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FOLDOSBC
| Q1 26 | — | $93.8M | ||
| Q4 25 | $185.2M | $95.2M | ||
| Q3 25 | $169.1M | $95.9M | ||
| Q2 25 | $154.7M | $75.1M | ||
| Q1 25 | $125.2M | $73.1M | ||
| Q4 24 | $149.7M | $73.2M | ||
| Q3 24 | $141.5M | $71.2M | ||
| Q2 24 | $126.7M | $70.8M |
净利润FOLDOSBC
| Q1 26 | — | $25.6M | ||
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $9.9M | ||
| Q2 25 | $-24.4M | $21.8M | ||
| Q1 25 | $-21.7M | $19.8M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $23.0M | ||
| Q2 24 | $-15.7M | $21.9M |
毛利率FOLDOSBC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 41.2% | ||
| Q3 25 | 20.3% | 13.6% | ||
| Q2 25 | -6.1% | 38.9% | ||
| Q1 25 | -6.3% | 35.8% | ||
| Q4 24 | 10.7% | 34.7% | ||
| Q3 24 | 15.3% | 41.9% | ||
| Q2 24 | 11.8% | 41.2% |
净利率FOLDOSBC
| Q1 26 | — | 27.3% | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 10.3% | ||
| Q2 25 | -15.8% | 29.0% | ||
| Q1 25 | -17.3% | 27.1% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 32.3% | ||
| Q2 24 | -12.4% | 30.9% |
每股收益（稀释后）FOLDOSBC
| Q1 26 | — | $0.48 | ||
| Q4 25 | $0.00 | $0.53 | ||
| Q3 25 | $0.06 | $0.18 | ||
| Q2 25 | $-0.08 | $0.48 | ||
| Q1 25 | $-0.07 | $0.43 | ||
| Q4 24 | $0.05 | $0.42 | ||
| Q3 24 | $-0.02 | $0.50 | ||
| Q2 24 | $-0.05 | $0.48 |
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 | $115.7M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $893.3M |
| 总资产 | $949.9M | $6.8B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资FOLDOSBC
| Q1 26 | — | $115.7M | ||
| Q4 25 | $293.5M | $124.0M | ||
| Q3 25 | $263.8M | $116.5M | ||
| Q2 25 | $231.0M | $141.8M | ||
| Q1 25 | $250.6M | $256.1M | ||
| Q4 24 | $249.9M | $99.3M | ||
| Q3 24 | $249.8M | $115.8M | ||
| Q2 24 | $260.1M | $120.9M |
总债务FOLDOSBC
| 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 24 | $388.9M | — |
股东权益FOLDOSBC
| Q1 26 | — | $893.3M | ||
| Q4 25 | $274.2M | $896.8M | ||
| Q3 25 | $230.4M | $866.7M | ||
| Q2 25 | $204.3M | $718.6M | ||
| Q1 25 | $193.6M | $694.5M | ||
| Q4 24 | $194.0M | $671.0M | ||
| Q3 24 | $178.8M | $661.4M | ||
| Q2 24 | $132.5M | $619.3M |
总资产FOLDOSBC
| Q1 26 | — | $6.8B | ||
| Q4 25 | $949.9M | $6.9B | ||
| Q3 25 | $868.8M | $7.0B | ||
| Q2 25 | $815.3M | $5.7B | ||
| Q1 25 | $789.8M | $5.7B | ||
| Q4 24 | $785.0M | $5.6B | ||
| Q3 24 | $786.6M | $5.7B | ||
| Q2 24 | $749.5M | $5.7B |
负债/权益比FOLDOSBC
| 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× | — | ||
| Q2 24 | 2.93× | — |
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 | — |
| 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FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $122.3M | ||
| Q3 25 | $35.7M | $35.9M | ||
| Q2 25 | $-26.5M | $24.2M | ||
| Q1 25 | $7.8M | $17.8M | ||
| Q4 24 | $-3.9M | $131.5M | ||
| Q3 24 | $-23.0M | $48.5M | ||
| Q2 24 | $22.7M | $11.6M |
自由现金流FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $117.8M | ||
| Q3 25 | $35.3M | $34.7M | ||
| Q2 25 | $-28.9M | $23.5M | ||
| Q1 25 | $7.5M | $16.2M | ||
| Q4 24 | $-4.2M | $120.7M | ||
| Q3 24 | $-23.3M | $46.2M | ||
| Q2 24 | $21.6M | $8.7M |
自由现金流率FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 123.7% | ||
| Q3 25 | 20.9% | 36.2% | ||
| Q2 25 | -18.7% | 31.2% | ||
| Q1 25 | 6.0% | 22.2% | ||
| Q4 24 | -2.8% | 165.0% | ||
| Q3 24 | -16.5% | 64.9% | ||
| Q2 24 | 17.0% | 12.3% |
资本支出强度FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.7% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 0.2% | 2.2% | ||
| Q4 24 | 0.2% | 14.7% | ||
| Q3 24 | 0.3% | 3.3% | ||
| Q2 24 | 0.9% | 4.2% |
现金转化率FOLDOSBC
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 3.64× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.53× |
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% |
OSBC
| Net Interest Income | $81.1M | 87% |
| Noninterest Income | $12.6M | 13% |
