vs
AMICUS THERAPEUTICS, INC.（FOLD）与PROGRESS SOFTWARE CORP（PRGS）财务数据对比。点击上方公司名可切换其他公司
PROGRESS SOFTWARE CORP的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍（$252.7M vs $185.2M），PROGRESS SOFTWARE CORP净利率更高（10.2% vs 0.9%，领先9.3%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 17.5%），PROGRESS SOFTWARE CORP自由现金流更多（$59.9M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 17.0%）
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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
FOLD vs PRGS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $252.7M |
| 净利润 | $1.7M | $25.7M |
| 毛利率 | 85.7% | 81.6% |
| 营业利润率 | 8.6% | 15.2% |
| 净利率 | 0.9% | 10.2% |
| 营收同比 | 23.7% | 17.5% |
| 净利润同比 | -88.5% | 2144.6% |
| 每股收益（稀释后） | $0.00 | $0.59 |
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
| Q4 25 | $185.2M | $252.7M | ||
| Q3 25 | $169.1M | $249.8M | ||
| Q2 25 | $154.7M | $237.4M | ||
| Q1 25 | $125.2M | $238.0M | ||
| Q4 24 | $149.7M | $215.0M | ||
| Q3 24 | $141.5M | $178.7M | ||
| Q2 24 | $126.7M | $175.1M | ||
| Q1 24 | $110.4M | $184.7M |
| Q4 25 | $1.7M | $25.7M | ||
| Q3 25 | $17.3M | $19.4M | ||
| Q2 25 | $-24.4M | $17.0M | ||
| Q1 25 | $-21.7M | $10.9M | ||
| Q4 24 | $14.7M | $1.1M | ||
| Q3 24 | $-6.7M | $28.5M | ||
| Q2 24 | $-15.7M | $16.2M | ||
| Q1 24 | $-48.4M | $22.6M |
| Q4 25 | 85.7% | 81.6% | ||
| Q3 25 | 88.5% | 81.0% | ||
| Q2 25 | 90.2% | 80.1% | ||
| Q1 25 | 90.7% | 80.6% | ||
| Q4 24 | 90.1% | 83.0% | ||
| Q3 24 | 90.6% | 83.7% | ||
| Q2 24 | 91.1% | 81.7% | ||
| Q1 24 | 87.7% | 82.2% |
| Q4 25 | 8.6% | 15.2% | ||
| Q3 25 | 20.3% | 17.6% | ||
| Q2 25 | -6.1% | 16.3% | ||
| Q1 25 | -6.3% | 13.6% | ||
| Q4 24 | 10.7% | 10.0% | ||
| Q3 24 | 15.3% | 22.6% | ||
| Q2 24 | 11.8% | 15.5% | ||
| Q1 24 | -25.1% | 19.0% |
| Q4 25 | 0.9% | 10.2% | ||
| Q3 25 | 10.2% | 7.8% | ||
| Q2 25 | -15.8% | 7.2% | ||
| Q1 25 | -17.3% | 4.6% | ||
| Q4 24 | 9.8% | 0.5% | ||
| Q3 24 | -4.8% | 15.9% | ||
| Q2 24 | -12.4% | 9.2% | ||
| Q1 24 | -43.9% | 12.3% |
| Q4 25 | $0.00 | $0.59 | ||
| Q3 25 | $0.06 | $0.44 | ||
| Q2 25 | $-0.08 | $0.39 | ||
| Q1 25 | $-0.07 | $0.24 | ||
| Q4 24 | $0.05 | $0.01 | ||
| Q3 24 | $-0.02 | $0.65 | ||
| Q2 24 | $-0.05 | $0.37 | ||
| Q1 24 | $-0.16 | $0.51 |
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 | $94.8M |
| 总债务越低越好 | $392.7M | $1.4B |
| 股东权益账面价值 | $274.2M | $478.3M |
| 总资产 | $949.9M | $2.5B |
| 负债/权益比越低杠杆越低 | 1.43× | 2.93× |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $94.8M | ||
| Q3 25 | $263.8M | $99.0M | ||
| Q2 25 | $231.0M | $102.0M | ||
| Q1 25 | $250.6M | $124.2M | ||
| Q4 24 | $249.9M | $118.1M | ||
| Q3 24 | $249.8M | $232.7M | ||
| Q2 24 | $260.1M | $190.4M | ||
| Q1 24 | $239.6M | $133.2M |
| Q4 25 | $392.7M | $1.4B | ||
| Q3 25 | $392.0M | $1.4B | ||
| Q2 25 | $391.3M | $1.5B | ||
| Q1 25 | $390.7M | $1.5B | ||
| Q4 24 | $390.1M | $1.5B | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
| Q4 25 | $274.2M | $478.3M | ||
| Q3 25 | $230.4M | $477.7M | ||
| Q2 25 | $204.3M | $452.7M | ||
| Q1 25 | $193.6M | $431.8M | ||
| Q4 24 | $194.0M | $438.8M | ||
| Q3 24 | $178.8M | $425.6M | ||
| Q2 24 | $132.5M | $401.7M | ||
| Q1 24 | $130.7M | $461.7M |
| Q4 25 | $949.9M | $2.5B | ||
| Q3 25 | $868.8M | $2.4B | ||
| Q2 25 | $815.3M | $2.4B | ||
| Q1 25 | $789.8M | $2.5B | ||
| Q4 24 | $785.0M | $2.5B | ||
| Q3 24 | $786.6M | $1.6B | ||
| Q2 24 | $749.5M | $1.6B | ||
| Q1 24 | $721.8M | $1.5B |
| Q4 25 | 1.43× | 2.93× | ||
| Q3 25 | 1.70× | 2.97× | ||
| Q2 25 | 1.92× | 3.22× | ||
| Q1 25 | 2.02× | 3.50× | ||
| Q4 24 | 2.01× | 3.48× | ||
| 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 | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $59.9M |
| 自由现金流率自由现金流/营收 | 8.6% | 23.7% |
| 资本支出强度资本支出/营收 | 0.2% | 1.1% |
| 现金转化率经营现金流/净利润 | 9.62× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $229.5M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $62.8M | ||
| Q3 25 | $35.7M | $73.4M | ||
| Q2 25 | $-26.5M | $30.0M | ||
| Q1 25 | $7.8M | $68.9M | ||
| Q4 24 | $-3.9M | $19.7M | ||
| Q3 24 | $-23.0M | $57.7M | ||
| Q2 24 | $22.7M | $63.7M | ||
| Q1 24 | $-29.7M | $70.5M |
| Q4 25 | $16.0M | $59.9M | ||
| Q3 25 | $35.3M | $72.4M | ||
| Q2 25 | $-28.9M | $29.5M | ||
| Q1 25 | $7.5M | $67.7M | ||
| Q4 24 | $-4.2M | $16.8M | ||
| Q3 24 | $-23.3M | $56.6M | ||
| Q2 24 | $21.6M | $62.7M | ||
| Q1 24 | $-31.5M | $70.2M |
| Q4 25 | 8.6% | 23.7% | ||
| Q3 25 | 20.9% | 29.0% | ||
| Q2 25 | -18.7% | 12.4% | ||
| Q1 25 | 6.0% | 28.4% | ||
| Q4 24 | -2.8% | 7.8% | ||
| Q3 24 | -16.5% | 31.7% | ||
| Q2 24 | 17.0% | 35.8% | ||
| Q1 24 | -28.5% | 38.0% |
| Q4 25 | 0.2% | 1.1% | ||
| Q3 25 | 0.2% | 0.4% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.2% | 0.5% | ||
| Q4 24 | 0.2% | 1.3% | ||
| Q3 24 | 0.3% | 0.6% | ||
| Q2 24 | 0.9% | 0.5% | ||
| Q1 24 | 1.6% | 0.2% |
| Q4 25 | 9.62× | 2.44× | ||
| Q3 25 | 2.06× | 3.78× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 6.30× | ||
| Q4 24 | -0.27× | 17.13× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 3.93× | ||
| Q1 24 | — | 3.11× |
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% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
