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AMICUS THERAPEUTICS, INC.（FOLD）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍（$253.4M vs $185.2M），Palomar Holdings, Inc.同比增速更快（62.7% vs 23.7%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $16.0M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 29.5%）
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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
FOLD vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.4倍
$185.2M
营收增速更快
PLMR
高出38.9%
23.7%
自由现金流更多
PLMR
多$393.0M
$16.0M
两年增速更快
PLMR
近两年复合增速
29.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $253.4M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 28.7% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 62.7% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $2.05 |
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FOLDPLMR
| Q4 25 | $185.2M | $253.4M | ||
| Q3 25 | $169.1M | $244.7M | ||
| Q2 25 | $154.7M | $203.3M | ||
| Q1 25 | $125.2M | $174.6M | ||
| Q4 24 | $149.7M | $155.8M | ||
| Q3 24 | $141.5M | $148.5M | ||
| Q2 24 | $126.7M | $131.1M | ||
| Q1 24 | $110.4M | $118.5M |
净利润FOLDPLMR
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $51.5M | ||
| Q2 25 | $-24.4M | $46.5M | ||
| Q1 25 | $-21.7M | $42.9M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $30.5M | ||
| Q2 24 | $-15.7M | $25.7M | ||
| Q1 24 | $-48.4M | $26.4M |
毛利率FOLDPLMR
| 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FOLDPLMR
| Q4 25 | 8.6% | 28.7% | ||
| Q3 25 | 20.3% | 27.4% | ||
| Q2 25 | -6.1% | 29.5% | ||
| Q1 25 | -6.3% | 30.8% | ||
| Q4 24 | 10.7% | 28.9% | ||
| Q3 24 | 15.3% | 25.9% | ||
| Q2 24 | 11.8% | 25.5% | ||
| Q1 24 | -25.1% | 29.0% |
净利率FOLDPLMR
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 21.0% | ||
| Q2 25 | -15.8% | 22.9% | ||
| Q1 25 | -17.3% | 24.6% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 20.5% | ||
| Q2 24 | -12.4% | 19.6% | ||
| Q1 24 | -43.9% | 22.3% |
每股收益（稀释后）FOLDPLMR
| Q4 25 | $0.00 | $2.05 | ||
| Q3 25 | $0.06 | $1.87 | ||
| Q2 25 | $-0.08 | $1.68 | ||
| Q1 25 | $-0.07 | $1.57 | ||
| Q4 24 | $0.05 | $1.29 | ||
| Q3 24 | $-0.02 | $1.15 | ||
| Q2 24 | $-0.05 | $1.00 | ||
| Q1 24 | $-0.16 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $942.7M |
| 总资产 | $949.9M | $3.1B |
| 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FOLDPLMR
| Q4 25 | $293.5M | $106.9M | ||
| Q3 25 | $263.8M | $111.7M | ||
| Q2 25 | $231.0M | $81.3M | ||
| Q1 25 | $250.6M | $119.3M | ||
| Q4 24 | $249.9M | $80.4M | ||
| Q3 24 | $249.8M | $86.5M | ||
| Q2 24 | $260.1M | $47.8M | ||
| Q1 24 | $239.6M | $61.4M |
总债务FOLDPLMR
| 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 | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDPLMR
| Q4 25 | $274.2M | $942.7M | ||
| Q3 25 | $230.4M | $878.1M | ||
| Q2 25 | $204.3M | $847.2M | ||
| Q1 25 | $193.6M | $790.4M | ||
| Q4 24 | $194.0M | $729.0M | ||
| Q3 24 | $178.8M | $703.3M | ||
| Q2 24 | $132.5M | $532.6M | ||
| Q1 24 | $130.7M | $501.7M |
总资产FOLDPLMR
| Q4 25 | $949.9M | $3.1B | ||
| Q3 25 | $868.8M | $2.9B | ||
| Q2 25 | $815.3M | $2.8B | ||
| Q1 25 | $789.8M | $2.4B | ||
| Q4 24 | $785.0M | $2.3B | ||
| Q3 24 | $786.6M | $2.3B | ||
| Q2 24 | $749.5M | $2.0B | ||
| Q1 24 | $721.8M | $1.9B |
负债/权益比FOLDPLMR
| 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× | — | ||
| Q1 24 | 2.97× | — |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $409.0M |
| 自由现金流率自由现金流/营收 | 8.6% | 161.4% |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流FOLDPLMR
| Q4 25 | $16.3M | $409.1M | ||
| Q3 25 | $35.7M | $83.6M | ||
| Q2 25 | $-26.5M | $120.9M | ||
| Q1 25 | $7.8M | $87.2M | ||
| Q4 24 | $-3.9M | $261.2M | ||
| Q3 24 | $-23.0M | $100.3M | ||
| Q2 24 | $22.7M | $55.1M | ||
| Q1 24 | $-29.7M | $33.1M |
自由现金流FOLDPLMR
| Q4 25 | $16.0M | $409.0M | ||
| Q3 25 | $35.3M | $83.6M | ||
| Q2 25 | $-28.9M | $120.8M | ||
| Q1 25 | $7.5M | $87.1M | ||
| Q4 24 | $-4.2M | $260.9M | ||
| Q3 24 | $-23.3M | $100.1M | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $-31.5M | — |
自由现金流率FOLDPLMR
| Q4 25 | 8.6% | 161.4% | ||
| Q3 25 | 20.9% | 34.2% | ||
| Q2 25 | -18.7% | 59.4% | ||
| Q1 25 | 6.0% | 49.9% | ||
| Q4 24 | -2.8% | 167.5% | ||
| Q3 24 | -16.5% | 67.4% | ||
| Q2 24 | 17.0% | — | ||
| Q1 24 | -28.5% | — |
资本支出强度FOLDPLMR
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 0.2% | 0.0% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.9% | 0.0% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率FOLDPLMR
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 1.26× |
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% |
PLMR
暂无分部数据
