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AMICUS THERAPEUTICS, INC.（FOLD）与ONESPAWORLD HOLDINGS Ltd（OSW）财务数据对比。点击上方公司名可切换其他公司
ONESPAWORLD HOLDINGS Ltd的季度营收约是AMICUS THERAPEUTICS, INC.的1.3倍（$242.1M vs $185.2M），ONESPAWORLD HOLDINGS Ltd净利率更高（5.0% vs 0.9%，领先4.1%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 11.5%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $14.9M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 7.1%）
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。
FOLD vs OSW — 直观对比
营收规模更大
OSW
是对方的1.3倍
$185.2M
营收增速更快
FOLD
高出12.2%
11.5%
净利率更高
OSW
高出4.1%
0.9%
自由现金流更多
FOLD
多$1.0M
$14.9M
两年增速更快
FOLD
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $242.1M |
| 净利润 | $1.7M | $12.1M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 6.8% |
| 净利率 | 0.9% | 5.0% |
| 营收同比 | 23.7% | 11.5% |
| 净利润同比 | -88.5% | -16.2% |
| 每股收益（稀释后） | $0.00 | $0.12 |
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FOLDOSW
| Q4 25 | $185.2M | $242.1M | ||
| Q3 25 | $169.1M | $258.5M | ||
| Q2 25 | $154.7M | $240.7M | ||
| Q1 25 | $125.2M | $219.6M | ||
| Q4 24 | $149.7M | $217.2M | ||
| Q3 24 | $141.5M | $241.7M | ||
| Q2 24 | $126.7M | $224.9M | ||
| Q1 24 | $110.4M | $211.2M |
净利润FOLDOSW
| Q4 25 | $1.7M | $12.1M | ||
| Q3 25 | $17.3M | $24.3M | ||
| Q2 25 | $-24.4M | $19.9M | ||
| Q1 25 | $-21.7M | $15.3M | ||
| Q4 24 | $14.7M | $14.4M | ||
| Q3 24 | $-6.7M | $21.6M | ||
| Q2 24 | $-15.7M | $15.8M | ||
| Q1 24 | $-48.4M | $21.2M |
毛利率FOLDOSW
| 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FOLDOSW
| Q4 25 | 8.6% | 6.8% | ||
| Q3 25 | 20.3% | 10.2% | ||
| Q2 25 | -6.1% | 9.2% | ||
| Q1 25 | -6.3% | 7.7% | ||
| Q4 24 | 10.7% | 7.9% | ||
| Q3 24 | 15.3% | 10.3% | ||
| Q2 24 | 11.8% | 8.4% | ||
| Q1 24 | -25.1% | 8.0% |
净利率FOLDOSW
| Q4 25 | 0.9% | 5.0% | ||
| Q3 25 | 10.2% | 9.4% | ||
| Q2 25 | -15.8% | 8.3% | ||
| Q1 25 | -17.3% | 7.0% | ||
| Q4 24 | 9.8% | 6.6% | ||
| Q3 24 | -4.8% | 8.9% | ||
| Q2 24 | -12.4% | 7.0% | ||
| Q1 24 | -43.9% | 10.0% |
每股收益（稀释后）FOLDOSW
| Q4 25 | $0.00 | $0.12 | ||
| Q3 25 | $0.06 | $0.23 | ||
| Q2 25 | $-0.08 | $0.19 | ||
| Q1 25 | $-0.07 | $0.15 | ||
| Q4 24 | $0.05 | $0.13 | ||
| Q3 24 | $-0.02 | $0.20 | ||
| Q2 24 | $-0.05 | $0.15 | ||
| Q1 24 | $-0.16 | $0.21 |
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 | $16.3M |
| 总债务越低越好 | $392.7M | $84.0M |
| 股东权益账面价值 | $274.2M | $542.6M |
| 总资产 | $949.9M | $707.1M |
| 负债/权益比越低杠杆越低 | 1.43× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资FOLDOSW
| Q4 25 | $293.5M | $16.3M | ||
| Q3 25 | $263.8M | $29.6M | ||
| Q2 25 | $231.0M | $35.0M | ||
| Q1 25 | $250.6M | $22.6M | ||
| Q4 24 | $249.9M | $57.4M | ||
| Q3 24 | $249.8M | $48.8M | ||
| Q2 24 | $260.1M | $62.5M | ||
| Q1 24 | $239.6M | $65.4M |
总债务FOLDOSW
| Q4 25 | $392.7M | $84.0M | ||
| Q3 25 | $392.0M | $85.2M | ||
| Q2 25 | $391.3M | $96.2M | ||
| Q1 25 | $390.7M | $97.4M | ||
| Q4 24 | $390.1M | $98.6M | ||
| Q3 24 | $389.5M | $98.7M | ||
| Q2 24 | $388.9M | $123.8M | ||
| Q1 24 | $388.4M | $138.6M |
股东权益FOLDOSW
| Q4 25 | $274.2M | $542.6M | ||
| Q3 25 | $230.4M | $552.8M | ||
| Q2 25 | $204.3M | $548.3M | ||
| Q1 25 | $193.6M | $530.6M | ||
| Q4 24 | $194.0M | $554.5M | ||
| Q3 24 | $178.8M | $540.1M | ||
| Q2 24 | $132.5M | $532.7M | ||
| Q1 24 | $130.7M | $515.5M |
总资产FOLDOSW
| Q4 25 | $949.9M | $707.1M | ||
| Q3 25 | $868.8M | $732.6M | ||
| Q2 25 | $815.3M | $731.8M | ||
| Q1 25 | $789.8M | $708.7M | ||
| Q4 24 | $785.0M | $746.4M | ||
| Q3 24 | $786.6M | $734.0M | ||
| Q2 24 | $749.5M | $756.8M | ||
| Q1 24 | $721.8M | $763.6M |
负债/权益比FOLDOSW
| Q4 25 | 1.43× | 0.15× | ||
| Q3 25 | 1.70× | 0.15× | ||
| Q2 25 | 1.92× | 0.18× | ||
| Q1 25 | 2.02× | 0.18× | ||
| Q4 24 | 2.01× | 0.18× | ||
| Q3 24 | 2.18× | 0.18× | ||
| Q2 24 | 2.93× | 0.23× | ||
| Q1 24 | 2.97× | 0.27× |
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 | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $14.9M |
| 自由现金流率自由现金流/营收 | 8.6% | 6.2% |
| 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× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $68.4M |
8季度趋势，按日历期对齐
经营现金流FOLDOSW
| Q4 25 | $16.3M | $20.0M | ||
| Q3 25 | $35.7M | $33.2M | ||
| Q2 25 | $-26.5M | $20.3M | ||
| Q1 25 | $7.8M | $10.1M | ||
| Q4 24 | $-3.9M | $16.6M | ||
| Q3 24 | $-23.0M | $28.6M | ||
| Q2 24 | $22.7M | $18.7M | ||
| Q1 24 | $-29.7M | $15.0M |
自由现金流FOLDOSW
| Q4 25 | $16.0M | $14.9M | ||
| Q3 25 | $35.3M | $27.6M | ||
| Q2 25 | $-28.9M | $17.6M | ||
| Q1 25 | $7.5M | $8.4M | ||
| Q4 24 | $-4.2M | $13.2M | ||
| Q3 24 | $-23.3M | $27.5M | ||
| Q2 24 | $21.6M | $17.6M | ||
| Q1 24 | $-31.5M | $13.7M |
自由现金流率FOLDOSW
| Q4 25 | 8.6% | 6.2% | ||
| Q3 25 | 20.9% | 10.7% | ||
| Q2 25 | -18.7% | 7.3% | ||
| Q1 25 | 6.0% | 3.8% | ||
| Q4 24 | -2.8% | 6.1% | ||
| Q3 24 | -16.5% | 11.4% | ||
| Q2 24 | 17.0% | 7.8% | ||
| Q1 24 | -28.5% | 6.5% |
资本支出强度FOLDOSW
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | 0.2% | 2.2% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 0.2% | 0.8% | ||
| Q4 24 | 0.2% | 1.5% | ||
| Q3 24 | 0.3% | 0.5% | ||
| Q2 24 | 0.9% | 0.5% | ||
| Q1 24 | 1.6% | 0.6% |
现金转化率FOLDOSW
| Q4 25 | 9.62× | 1.65× | ||
| Q3 25 | 2.06× | 1.36× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | -0.27× | 1.15× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | 0.71× |
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% |
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
