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AMICUS THERAPEUTICS, INC.（FOLD）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.5倍（$185.2M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 0.9%，领先128.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
FOLD vs PD — 直观对比
营收规模更大
FOLD
是对方的1.5倍
$124.5M
营收增速更快
FOLD
高出19.0%
4.7%
净利率更高
PD
高出128.8%
0.9%
自由现金流更多
PD
多$8.1M
$16.0M
两年增速更快
FOLD
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $124.5M |
| 净利润 | $1.7M | $161.6M |
| 毛利率 | 85.7% | 85.3% |
| 营业利润率 | 8.6% | 6.5% |
| 净利率 | 0.9% | 129.7% |
| 营收同比 | 23.7% | 4.7% |
| 净利润同比 | -88.5% | 2827.7% |
| 每股收益（稀释后） | $0.00 | $1.69 |
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FOLDPD
| Q4 25 | $185.2M | $124.5M | ||
| Q3 25 | $169.1M | $123.4M | ||
| Q2 25 | $154.7M | $119.8M | ||
| Q1 25 | $125.2M | $121.4M | ||
| Q4 24 | $149.7M | $118.9M | ||
| Q3 24 | $141.5M | $115.9M | ||
| Q2 24 | $126.7M | $111.2M | ||
| Q1 24 | $110.4M | $111.1M |
净利润FOLDPD
| Q4 25 | $1.7M | $161.6M | ||
| Q3 25 | $17.3M | $9.6M | ||
| Q2 25 | $-24.4M | $-7.2M | ||
| Q1 25 | $-21.7M | $-8.8M | ||
| Q4 24 | $14.7M | $-5.9M | ||
| Q3 24 | $-6.7M | $-10.9M | ||
| Q2 24 | $-15.7M | $-17.1M | ||
| Q1 24 | $-48.4M | $-28.2M |
毛利率FOLDPD
| Q4 25 | 85.7% | 85.3% | ||
| Q3 25 | 88.5% | 84.6% | ||
| Q2 25 | 90.2% | 84.0% | ||
| Q1 25 | 90.7% | 83.6% | ||
| Q4 24 | 90.1% | 83.0% | ||
| Q3 24 | 90.6% | 82.7% | ||
| Q2 24 | 91.1% | 82.6% | ||
| Q1 24 | 87.7% | 81.7% |
营业利润率FOLDPD
| Q4 25 | 8.6% | 6.5% | ||
| Q3 25 | 20.3% | 2.9% | ||
| Q2 25 | -6.1% | -8.6% | ||
| Q1 25 | -6.3% | -9.6% | ||
| Q4 24 | 10.7% | -8.7% | ||
| Q3 24 | 15.3% | -13.8% | ||
| Q2 24 | 11.8% | -19.5% | ||
| Q1 24 | -25.1% | -30.1% |
净利率FOLDPD
| Q4 25 | 0.9% | 129.7% | ||
| Q3 25 | 10.2% | 7.8% | ||
| Q2 25 | -15.8% | -6.0% | ||
| Q1 25 | -17.3% | -7.2% | ||
| Q4 24 | 9.8% | -5.0% | ||
| Q3 24 | -4.8% | -9.4% | ||
| Q2 24 | -12.4% | -15.4% | ||
| Q1 24 | -43.9% | -25.3% |
每股收益（稀释后）FOLDPD
| Q4 25 | $0.00 | $1.69 | ||
| Q3 25 | $0.06 | $0.10 | ||
| Q2 25 | $-0.08 | $-0.07 | ||
| Q1 25 | $-0.07 | $-0.12 | ||
| Q4 24 | $0.05 | $-0.07 | ||
| Q3 24 | $-0.02 | $-0.14 | ||
| Q2 24 | $-0.05 | $-0.26 | ||
| Q1 24 | $-0.16 | $-0.34 |
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 | $547.8M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $320.5M |
| 总资产 | $949.9M | $1.0B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资FOLDPD
| Q4 25 | $293.5M | $547.8M | ||
| Q3 25 | $263.8M | $567.9M | ||
| Q2 25 | $231.0M | $597.1M | ||
| Q1 25 | $250.6M | $570.8M | ||
| Q4 24 | $249.9M | $542.2M | ||
| Q3 24 | $249.8M | $599.3M | ||
| Q2 24 | $260.1M | $592.8M | ||
| Q1 24 | $239.6M | $571.2M |
总债务FOLDPD
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | $484.5M | ||
| Q4 24 | $390.1M | — | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | $489.5M |
股东权益FOLDPD
| Q4 25 | $274.2M | $320.5M | ||
| Q3 25 | $230.4M | $180.7M | ||
| Q2 25 | $204.3M | $145.7M | ||
| Q1 25 | $193.6M | $129.8M | ||
| Q4 24 | $194.0M | $111.6M | ||
| Q3 24 | $178.8M | $164.7M | ||
| Q2 24 | $132.5M | $174.0M | ||
| Q1 24 | $130.7M | $171.6M |
总资产FOLDPD
| Q4 25 | $949.9M | $1.0B | ||
| Q3 25 | $868.8M | $891.5M | ||
| Q2 25 | $815.3M | $926.8M | ||
| Q1 25 | $789.8M | $927.3M | ||
| Q4 24 | $785.0M | $866.8M | ||
| Q3 24 | $786.6M | $916.0M | ||
| Q2 24 | $749.5M | $924.0M | ||
| Q1 24 | $721.8M | $925.3M |
负债/权益比FOLDPD
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | 3.73× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.93× | — | ||
| Q1 24 | 2.97× | 2.85× |
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 | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $24.1M |
| 自由现金流率自由现金流/营收 | 8.6% | 19.3% |
| 资本支出强度资本支出/营收 | 0.2% | 0.6% |
| 现金转化率经营现金流/净利润 | 9.62× | 0.15× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $117.6M |
8季度趋势，按日历期对齐
经营现金流FOLDPD
| Q4 25 | $16.3M | $24.8M | ||
| Q3 25 | $35.7M | $34.0M | ||
| Q2 25 | $-26.5M | $30.7M | ||
| Q1 25 | $7.8M | $31.4M | ||
| Q4 24 | $-3.9M | $22.1M | ||
| Q3 24 | $-23.0M | $35.8M | ||
| Q2 24 | $22.7M | $28.6M | ||
| Q1 24 | $-29.7M | $22.2M |
自由现金流FOLDPD
| Q4 25 | $16.0M | $24.1M | ||
| Q3 25 | $35.3M | $33.1M | ||
| Q2 25 | $-28.9M | $30.2M | ||
| Q1 25 | $7.5M | $30.3M | ||
| Q4 24 | $-4.2M | $21.5M | ||
| Q3 24 | $-23.3M | $35.1M | ||
| Q2 24 | $21.6M | $28.2M | ||
| Q1 24 | $-31.5M | $21.2M |
自由现金流率FOLDPD
| Q4 25 | 8.6% | 19.3% | ||
| Q3 25 | 20.9% | 26.8% | ||
| Q2 25 | -18.7% | 25.2% | ||
| Q1 25 | 6.0% | 24.9% | ||
| Q4 24 | -2.8% | 18.1% | ||
| Q3 24 | -16.5% | 30.3% | ||
| Q2 24 | 17.0% | 25.4% | ||
| Q1 24 | -28.5% | 19.1% |
资本支出强度FOLDPD
| Q4 25 | 0.2% | 0.6% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 1.6% | 0.4% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | 0.2% | 0.5% | ||
| Q3 24 | 0.3% | 0.5% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | 1.6% | 0.9% |
现金转化率FOLDPD
| Q4 25 | 9.62× | 0.15× | ||
| Q3 25 | 2.06× | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
