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AMICUS THERAPEUTICS, INC.（FOLD）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$210.4M vs $185.2M），福尼克斯净利率更高（10.9% vs 0.9%，领先10.0%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
FOLD vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.1倍
$185.2M
营收增速更快
FOLD
高出29.2%
-5.5%
净利率更高
PLAB
高出10.0%
0.9%
自由现金流更多
PLAB
多$9.3M
$16.0M
两年增速更快
FOLD
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $210.4M |
| 净利润 | $1.7M | $22.9M |
| 毛利率 | 85.7% | 33.7% |
| 营业利润率 | 8.6% | 22.9% |
| 净利率 | 0.9% | 10.9% |
| 营收同比 | 23.7% | -5.5% |
| 净利润同比 | -88.5% | -32.4% |
| 每股收益（稀释后） | $0.00 | $0.39 |
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FOLDPLAB
| Q4 25 | $185.2M | — | ||
| Q3 25 | $169.1M | $210.4M | ||
| Q2 25 | $154.7M | $211.0M | ||
| Q1 25 | $125.2M | $212.1M | ||
| Q4 24 | $149.7M | $222.6M | ||
| Q3 24 | $141.5M | $211.0M | ||
| Q2 24 | $126.7M | $217.0M | ||
| Q1 24 | $110.4M | $216.3M |
净利润FOLDPLAB
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $22.9M | ||
| Q2 25 | $-24.4M | $8.9M | ||
| Q1 25 | $-21.7M | $42.9M | ||
| Q4 24 | $14.7M | $33.9M | ||
| Q3 24 | $-6.7M | $34.4M | ||
| Q2 24 | $-15.7M | $36.3M | ||
| Q1 24 | $-48.4M | $26.2M |
毛利率FOLDPLAB
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | 33.7% | ||
| Q2 25 | 90.2% | 36.9% | ||
| Q1 25 | 90.7% | 35.6% | ||
| Q4 24 | 90.1% | 37.0% | ||
| Q3 24 | 90.6% | 35.6% | ||
| Q2 24 | 91.1% | 36.5% | ||
| Q1 24 | 87.7% | 36.6% |
营业利润率FOLDPLAB
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.3% | 22.9% | ||
| Q2 25 | -6.1% | 26.4% | ||
| Q1 25 | -6.3% | 24.6% | ||
| Q4 24 | 10.7% | 25.1% | ||
| Q3 24 | 15.3% | 24.7% | ||
| Q2 24 | 11.8% | 25.8% | ||
| Q1 24 | -25.1% | 26.6% |
净利率FOLDPLAB
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 10.9% | ||
| Q2 25 | -15.8% | 4.2% | ||
| Q1 25 | -17.3% | 20.2% | ||
| Q4 24 | 9.8% | 15.2% | ||
| Q3 24 | -4.8% | 16.3% | ||
| Q2 24 | -12.4% | 16.7% | ||
| Q1 24 | -43.9% | 12.1% |
每股收益（稀释后）FOLDPLAB
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | $0.39 | ||
| Q2 25 | $-0.08 | $0.15 | ||
| Q1 25 | $-0.07 | $0.68 | ||
| Q4 24 | $0.05 | $0.54 | ||
| Q3 24 | $-0.02 | $0.55 | ||
| Q2 24 | $-0.05 | $0.58 | ||
| Q1 24 | $-0.16 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $392.7M | $16.0K |
| 股东权益账面价值 | $274.2M | $1.1B |
| 总资产 | $949.9M | $1.8B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资FOLDPLAB
| Q4 25 | $293.5M | — | ||
| Q3 25 | $263.8M | $575.8M | ||
| Q2 25 | $231.0M | $558.4M | ||
| Q1 25 | $250.6M | $642.2M | ||
| Q4 24 | $249.9M | $640.7M | ||
| Q3 24 | $249.8M | $606.4M | ||
| Q2 24 | $260.1M | $559.9M | ||
| Q1 24 | $239.6M | $521.5M |
总债务FOLDPLAB
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | $16.0K | ||
| Q2 25 | $391.3M | $19.0K | ||
| Q1 25 | $390.7M | $21.0K | ||
| Q4 24 | $390.1M | $25.0K | ||
| Q3 24 | $389.5M | $28.0K | ||
| Q2 24 | $388.9M | $2.5M | ||
| Q1 24 | $388.4M | $2.7M |
股东权益FOLDPLAB
| Q4 25 | $274.2M | — | ||
| Q3 25 | $230.4M | $1.1B | ||
| Q2 25 | $204.3M | $1.1B | ||
| Q1 25 | $193.6M | $1.1B | ||
| Q4 24 | $194.0M | $1.1B | ||
| Q3 24 | $178.8M | $1.1B | ||
| Q2 24 | $132.5M | $1.0B | ||
| Q1 24 | $130.7M | $1.0B |
总资产FOLDPLAB
| Q4 25 | $949.9M | — | ||
| Q3 25 | $868.8M | $1.8B | ||
| Q2 25 | $815.3M | $1.7B | ||
| Q1 25 | $789.8M | $1.7B | ||
| Q4 24 | $785.0M | $1.7B | ||
| Q3 24 | $786.6M | $1.6B | ||
| Q2 24 | $749.5M | $1.6B | ||
| Q1 24 | $721.8M | $1.6B |
负债/权益比FOLDPLAB
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | 0.00× | ||
| Q2 25 | 1.92× | 0.00× | ||
| Q1 25 | 2.02× | 0.00× | ||
| Q4 24 | 2.01× | 0.00× | ||
| Q3 24 | 2.18× | 0.00× | ||
| Q2 24 | 2.93× | 0.00× | ||
| Q1 24 | 2.97× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $25.2M |
| 自由现金流率自由现金流/营收 | 8.6% | 12.0% |
| 资本支出强度资本支出/营收 | 0.2% | 11.8% |
| 现金转化率经营现金流/净利润 | 9.62× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $64.5M |
8季度趋势，按日历期对齐
经营现金流FOLDPLAB
| Q4 25 | $16.3M | — | ||
| Q3 25 | $35.7M | $50.1M | ||
| Q2 25 | $-26.5M | $31.5M | ||
| Q1 25 | $7.8M | $78.5M | ||
| Q4 24 | $-3.9M | $68.4M | ||
| Q3 24 | $-23.0M | $75.1M | ||
| Q2 24 | $22.7M | $76.5M | ||
| Q1 24 | $-29.7M | $41.5M |
自由现金流FOLDPLAB
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | $25.2M | ||
| Q2 25 | $-28.9M | $-29.1M | ||
| Q1 25 | $7.5M | $43.3M | ||
| Q4 24 | $-4.2M | $25.2M | ||
| Q3 24 | $-23.3M | $50.7M | ||
| Q2 24 | $21.6M | $56.5M | ||
| Q1 24 | $-31.5M | $-1.8M |
自由现金流率FOLDPLAB
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | 12.0% | ||
| Q2 25 | -18.7% | -13.8% | ||
| Q1 25 | 6.0% | 20.4% | ||
| Q4 24 | -2.8% | 11.3% | ||
| Q3 24 | -16.5% | 24.0% | ||
| Q2 24 | 17.0% | 26.0% | ||
| Q1 24 | -28.5% | -0.8% |
资本支出强度FOLDPLAB
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | 11.8% | ||
| Q2 25 | 1.6% | 28.7% | ||
| Q1 25 | 0.2% | 16.6% | ||
| Q4 24 | 0.2% | 19.4% | ||
| Q3 24 | 0.3% | 11.6% | ||
| Q2 24 | 0.9% | 9.2% | ||
| Q1 24 | 1.6% | 20.0% |
现金转化率FOLDPLAB
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | -0.27× | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
