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AMICUS THERAPEUTICS, INC.（FOLD）与Ranpak Holdings Corp.（PACK）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Ranpak Holdings Corp.的2.0倍（$185.2M vs $93.7M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 2.3%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 13.7%）
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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
FOLD vs PACK — 直观对比
营收规模更大
FOLD
是对方的2.0倍
$93.7M
营收增速更快
FOLD
高出21.4%
2.3%
两年增速更快
FOLD
近两年复合增速
13.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $93.7M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | 39.0% |
| 营业利润率 | 8.6% | -1.0% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 2.3% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $-0.11 |
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FOLDPACK
| Q4 25 | $185.2M | $93.7M | ||
| Q3 25 | $169.1M | $83.6M | ||
| Q2 25 | $154.7M | $77.8M | ||
| Q1 25 | $125.2M | $77.6M | ||
| Q4 24 | $149.7M | $91.6M | ||
| Q3 24 | $141.5M | $78.6M | ||
| Q2 24 | $126.7M | $72.8M | ||
| Q1 24 | $110.4M | $72.5M |
净利润FOLDPACK
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-10.4M | ||
| Q2 25 | $-24.4M | $-7.5M | ||
| Q1 25 | $-21.7M | $-10.9M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $-8.1M | ||
| Q2 24 | $-15.7M | $5.5M | ||
| Q1 24 | $-48.4M | $-8.1M |
毛利率FOLDPACK
| Q4 25 | 85.7% | 39.0% | ||
| Q3 25 | 88.5% | 41.1% | ||
| Q2 25 | 90.2% | 37.1% | ||
| Q1 25 | 90.7% | 39.8% | ||
| Q4 24 | 90.1% | 45.2% | ||
| Q3 24 | 90.6% | 43.8% | ||
| Q2 24 | 91.1% | 43.5% | ||
| Q1 24 | 87.7% | 44.6% |
营业利润率FOLDPACK
| Q4 25 | 8.6% | -1.0% | ||
| Q3 25 | 20.3% | -6.8% | ||
| Q2 25 | -6.1% | -12.5% | ||
| Q1 25 | -6.3% | -10.3% | ||
| Q4 24 | 10.7% | 1.5% | ||
| Q3 24 | 15.3% | -5.3% | ||
| Q2 24 | 11.8% | -7.1% | ||
| Q1 24 | -25.1% | -6.6% |
净利率FOLDPACK
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -12.4% | ||
| Q2 25 | -15.8% | -9.6% | ||
| Q1 25 | -17.3% | -14.0% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | -10.3% | ||
| Q2 24 | -12.4% | 7.6% | ||
| Q1 24 | -43.9% | -11.2% |
每股收益（稀释后）FOLDPACK
| Q4 25 | $0.00 | $-0.11 | ||
| Q3 25 | $0.06 | $-0.12 | ||
| Q2 25 | $-0.08 | $-0.09 | ||
| Q1 25 | $-0.07 | $-0.13 | ||
| Q4 24 | $0.05 | $-0.13 | ||
| Q3 24 | $-0.02 | $-0.10 | ||
| Q2 24 | $-0.05 | $0.07 | ||
| Q1 24 | $-0.16 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | $392.7M | $401.9M |
| 股东权益账面价值 | $274.2M | $534.9M |
| 总资产 | $949.9M | $1.1B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资FOLDPACK
| Q4 25 | $293.5M | $63.0M | ||
| Q3 25 | $263.8M | $49.9M | ||
| Q2 25 | $231.0M | $49.2M | ||
| Q1 25 | $250.6M | $65.5M | ||
| Q4 24 | $249.9M | $76.1M | ||
| Q3 24 | $249.8M | $69.5M | ||
| Q2 24 | $260.1M | $65.1M | ||
| Q1 24 | $239.6M | $55.1M |
总债务FOLDPACK
| Q4 25 | $392.7M | $401.9M | ||
| Q3 25 | $392.0M | $403.1M | ||
| Q2 25 | $391.3M | $403.1M | ||
| Q1 25 | $390.7M | $405.2M | ||
| Q4 24 | $390.1M | $406.4M | ||
| Q3 24 | $389.5M | $403.2M | ||
| Q2 24 | $388.9M | $396.1M | ||
| Q1 24 | $388.4M | $396.7M |
股东权益FOLDPACK
| Q4 25 | $274.2M | $534.9M | ||
| Q3 25 | $230.4M | $537.8M | ||
| Q2 25 | $204.3M | $539.0M | ||
| Q1 25 | $193.6M | $544.1M | ||
| Q4 24 | $194.0M | $548.1M | ||
| Q3 24 | $178.8M | $564.3M | ||
| Q2 24 | $132.5M | $566.2M | ||
| Q1 24 | $130.7M | $560.0M |
总资产FOLDPACK
| Q4 25 | $949.9M | $1.1B | ||
| Q3 25 | $868.8M | $1.1B | ||
| Q2 25 | $815.3M | $1.1B | ||
| Q1 25 | $789.8M | $1.1B | ||
| Q4 24 | $785.0M | $1.1B | ||
| Q3 24 | $786.6M | $1.1B | ||
| Q2 24 | $749.5M | $1.1B | ||
| Q1 24 | $721.8M | $1.1B |
负债/权益比FOLDPACK
| Q4 25 | 1.43× | 0.75× | ||
| Q3 25 | 1.70× | 0.75× | ||
| Q2 25 | 1.92× | 0.75× | ||
| Q1 25 | 2.02× | 0.74× | ||
| Q4 24 | 2.01× | 0.74× | ||
| Q3 24 | 2.18× | 0.71× | ||
| Q2 24 | 2.93× | 0.70× | ||
| Q1 24 | 2.97× | 0.71× |
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 | $19.5M |
| 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FOLDPACK
| Q4 25 | $16.3M | $19.5M | ||
| Q3 25 | $35.7M | $8.5M | ||
| Q2 25 | $-26.5M | $-3.6M | ||
| Q1 25 | $7.8M | $-1.3M | ||
| Q4 24 | $-3.9M | $6.5M | ||
| Q3 24 | $-23.0M | $10.1M | ||
| Q2 24 | $22.7M | $19.6M | ||
| Q1 24 | $-29.7M | $5.2M |
自由现金流FOLDPACK
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $-31.5M | — |
自由现金流率FOLDPACK
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — | ||
| Q1 24 | -28.5% | — |
资本支出强度FOLDPACK
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.6% | — |
现金转化率FOLDPACK
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.56× | ||
| 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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
