vs
AMICUS THERAPEUTICS, INC.(FOLD)与Proto Labs Inc(PRLB)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Proto Labs Inc的1.3倍($185.2M vs $139.3M),Proto Labs Inc净利率更高(5.8% vs 0.9%,领先4.9%),AMICUS THERAPEUTICS, INC.同比增速更快(23.7% vs 10.4%),过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高(29.5% vs 5.3%)
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。
Proto Labs是一家提供快速制造服务的企业,可通过3D打印、CNC加工、钣金加工以及注塑成型工艺,为客户生产用于原型制作和量产的定制零部件,产品广泛应用于医疗设备、航空航天、电子、家电、汽车、消费品等多个领域,公司总部位于美国明尼苏达州,在美国多地设有生产基地。
FOLD vs PRLB — 直观对比
营收规模更大
FOLD
是对方的1.3倍
$139.3M
营收增速更快
FOLD
高出13.3%
10.4%
净利率更高
PRLB
高出4.9%
0.9%
两年增速更快
FOLD
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $139.3M |
| 净利润 | $1.7M | $8.1M |
| 毛利率 | 85.7% | 45.6% |
| 营业利润率 | 8.6% | 7.1% |
| 净利率 | 0.9% | 5.8% |
| 营收同比 | 23.7% | 10.4% |
| 净利润同比 | -88.5% | 125.4% |
| 每股收益(稀释后) | $0.00 | $0.29 |
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
FOLD
PRLB
| Q1 26 | — | $139.3M | ||
| Q4 25 | $185.2M | $136.5M | ||
| Q3 25 | $169.1M | $135.4M | ||
| Q2 25 | $154.7M | $135.1M | ||
| Q1 25 | $125.2M | $126.2M | ||
| Q4 24 | $149.7M | $121.8M | ||
| Q3 24 | $141.5M | $125.6M | ||
| Q2 24 | $126.7M | $125.6M |
净利润
FOLD
PRLB
| Q1 26 | — | $8.1M | ||
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $7.2M | ||
| Q2 25 | $-24.4M | $4.4M | ||
| Q1 25 | $-21.7M | $3.6M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $7.2M | ||
| Q2 24 | $-15.7M | $4.5M |
毛利率
FOLD
PRLB
| Q1 26 | — | 45.6% | ||
| Q4 25 | 85.7% | 44.2% | ||
| Q3 25 | 88.5% | 45.3% | ||
| Q2 25 | 90.2% | 44.3% | ||
| Q1 25 | 90.7% | 44.1% | ||
| Q4 24 | 90.1% | 42.7% | ||
| Q3 24 | 90.6% | 45.6% | ||
| Q2 24 | 91.1% | 45.0% |
营业利润率
FOLD
PRLB
| Q1 26 | — | 7.1% | ||
| Q4 25 | 8.6% | 5.0% | ||
| Q3 25 | 20.3% | 6.5% | ||
| Q2 25 | -6.1% | 3.7% | ||
| Q1 25 | -6.3% | 3.6% | ||
| Q4 24 | 10.7% | -1.2% | ||
| Q3 24 | 15.3% | 6.8% | ||
| Q2 24 | 11.8% | 4.8% |
净利率
FOLD
PRLB
| Q1 26 | — | 5.8% | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 5.3% | ||
| Q2 25 | -15.8% | 3.3% | ||
| Q1 25 | -17.3% | 2.9% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 5.7% | ||
| Q2 24 | -12.4% | 3.6% |
每股收益(稀释后)
FOLD
PRLB
| Q1 26 | — | $0.29 | ||
| Q4 25 | $0.00 | $0.25 | ||
| Q3 25 | $0.06 | $0.30 | ||
| Q2 25 | $-0.08 | $0.18 | ||
| Q1 25 | $-0.07 | $0.15 | ||
| Q4 24 | $0.05 | $-0.01 | ||
| Q3 24 | $-0.02 | $0.29 | ||
| Q2 24 | $-0.05 | $0.18 |
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 | $124.0M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $683.1M |
| 总资产 | $949.9M | $778.6M |
| 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
FOLD
PRLB
| Q1 26 | — | $124.0M | ||
| Q4 25 | $293.5M | $128.1M | ||
| Q3 25 | $263.8M | $119.2M | ||
| Q2 25 | $231.0M | $103.2M | ||
| Q1 25 | $250.6M | $96.8M | ||
| Q4 24 | $249.9M | $103.1M | ||
| Q3 24 | $249.8M | $100.5M | ||
| Q2 24 | $260.1M | $112.9M |
总债务
FOLD
PRLB
| Q1 26 | — | — | ||
| 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 | — |
股东权益
FOLD
PRLB
| Q1 26 | — | $683.1M | ||
| Q4 25 | $274.2M | $673.9M | ||
| Q3 25 | $230.4M | $664.7M | ||
| Q2 25 | $204.3M | $664.7M | ||
| Q1 25 | $193.6M | $656.8M | ||
| Q4 24 | $194.0M | $670.2M | ||
| Q3 24 | $178.8M | $680.0M | ||
| Q2 24 | $132.5M | $685.2M |
总资产
FOLD
PRLB
| Q1 26 | — | $778.6M | ||
| Q4 25 | $949.9M | $763.4M | ||
| Q3 25 | $868.8M | $756.9M | ||
| Q2 25 | $815.3M | $743.3M | ||
| Q1 25 | $789.8M | $737.5M | ||
| Q4 24 | $785.0M | $743.5M | ||
| Q3 24 | $786.6M | $753.8M | ||
| Q2 24 | $749.5M | $758.2M |
负债/权益比
FOLD
PRLB
| Q1 26 | — | — | ||
| 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× | — |
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 | $17.5M |
| 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× | 2.16× |
| 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
FOLD
PRLB
| Q1 26 | — | $17.5M | ||
| Q4 25 | $16.3M | $16.5M | ||
| Q3 25 | $35.7M | $29.1M | ||
| Q2 25 | $-26.5M | $10.6M | ||
| Q1 25 | $7.8M | $18.4M | ||
| Q4 24 | $-3.9M | $17.3M | ||
| Q3 24 | $-23.0M | $24.8M | ||
| Q2 24 | $22.7M | $14.4M |
自由现金流
FOLD
PRLB
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $8.4M | ||
| Q3 25 | $35.3M | $25.0M | ||
| Q2 25 | $-28.9M | $9.1M | ||
| Q1 25 | $7.5M | $17.1M | ||
| Q4 24 | $-4.2M | $16.5M | ||
| Q3 24 | $-23.3M | $23.2M | ||
| Q2 24 | $21.6M | $10.2M |
自由现金流率
FOLD
PRLB
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 6.2% | ||
| Q3 25 | 20.9% | 18.5% | ||
| Q2 25 | -18.7% | 6.7% | ||
| Q1 25 | 6.0% | 13.6% | ||
| Q4 24 | -2.8% | 13.5% | ||
| Q3 24 | -16.5% | 18.5% | ||
| Q2 24 | 17.0% | 8.2% |
资本支出强度
FOLD
PRLB
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.9% | ||
| Q3 25 | 0.2% | 3.0% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.2% | 0.7% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.9% | 3.3% |
现金转化率
FOLD
PRLB
| Q1 26 | — | 2.16× | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 4.03× | ||
| Q2 25 | — | 2.39× | ||
| Q1 25 | — | 5.11× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 3.44× | ||
| Q2 24 | — | 3.18× |
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% |
PRLB
| CNC Machining | $63.2M | 45% |
| Injection Molding | $51.1M | 37% |
| 3D Printing | $20.5M | 15% |
| Sheet Metal | $4.4M | 3% |
| Other Revenue | $207.0K | 0% |