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AMICUS THERAPEUTICS, INC.（FOLD）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.1倍（$185.2M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 0.9%，领先53.9%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -10.3%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
FOLD vs RBBN — 直观对比
营收规模更大
FOLD
是对方的1.1倍
$162.6M
营收增速更快
FOLD
高出34.0%
-10.3%
净利率更高
RBBN
高出53.9%
0.9%
两年增速更快
FOLD
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $162.6M |
| 净利润 | $1.7M | $89.1M |
| 毛利率 | 85.7% | 42.9% |
| 营业利润率 | 8.6% | 37.6% |
| 净利率 | 0.9% | 54.8% |
| 营收同比 | 23.7% | -10.3% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $0.50 |
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FOLDRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $185.2M | $227.3M | ||
| Q3 25 | $169.1M | $215.4M | ||
| Q2 25 | $154.7M | $220.6M | ||
| Q1 25 | $125.2M | $181.3M | ||
| Q4 24 | $149.7M | $251.4M | ||
| Q3 24 | $141.5M | $210.2M | ||
| Q2 24 | $126.7M | $192.6M |
净利润FOLDRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-12.1M | ||
| Q2 25 | $-24.4M | $-11.1M | ||
| Q1 25 | $-21.7M | $-26.2M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $-13.4M | ||
| Q2 24 | $-15.7M | $-16.8M |
毛利率FOLDRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 85.7% | 53.3% | ||
| Q3 25 | 88.5% | 50.1% | ||
| Q2 25 | 90.2% | 49.6% | ||
| Q1 25 | 90.7% | 45.4% | ||
| Q4 24 | 90.1% | 55.7% | ||
| Q3 24 | 90.6% | 52.1% | ||
| Q2 24 | 91.1% | 50.8% |
营业利润率FOLDRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 8.6% | 4.1% | ||
| Q3 25 | 20.3% | 1.3% | ||
| Q2 25 | -6.1% | 1.9% | ||
| Q1 25 | -6.3% | -10.8% | ||
| Q4 24 | 10.7% | 13.2% | ||
| Q3 24 | 15.3% | -0.4% | ||
| Q2 24 | 11.8% | -1.0% |
净利率FOLDRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -5.6% | ||
| Q2 25 | -15.8% | -5.0% | ||
| Q1 25 | -17.3% | -14.5% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | -6.4% | ||
| Q2 24 | -12.4% | -8.7% |
每股收益（稀释后）FOLDRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.00 | $0.50 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $-0.08 | $-0.06 | ||
| Q1 25 | $-0.07 | $-0.15 | ||
| Q4 24 | $0.05 | $0.05 | ||
| Q3 24 | $-0.02 | $-0.08 | ||
| Q2 24 | $-0.05 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $419.1M |
| 总资产 | $949.9M | — |
| 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FOLDRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $293.5M | $96.4M | ||
| Q3 25 | $263.8M | $74.8M | ||
| Q2 25 | $231.0M | $60.5M | ||
| Q1 25 | $250.6M | $71.2M | ||
| Q4 24 | $249.9M | $87.8M | ||
| Q3 24 | $249.8M | $37.2M | ||
| Q2 24 | $260.1M | $64.6M |
总债务FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | $392.7M | $342.1M | ||
| Q3 25 | $392.0M | $344.3M | ||
| Q2 25 | $391.3M | $346.5M | ||
| Q1 25 | $390.7M | $347.4M | ||
| Q4 24 | $390.1M | $348.3M | ||
| Q3 24 | $389.5M | $349.1M | ||
| Q2 24 | $388.9M | $350.0M |
股东权益FOLDRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $274.2M | $449.0M | ||
| Q3 25 | $230.4M | $360.1M | ||
| Q2 25 | $204.3M | $370.4M | ||
| Q1 25 | $193.6M | $381.8M | ||
| Q4 24 | $194.0M | $404.6M | ||
| Q3 24 | $178.8M | $395.5M | ||
| Q2 24 | $132.5M | $405.0M |
总资产FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | $949.9M | $1.2B | ||
| Q3 25 | $868.8M | $1.1B | ||
| Q2 25 | $815.3M | $1.1B | ||
| Q1 25 | $789.8M | $1.1B | ||
| Q4 24 | $785.0M | $1.2B | ||
| Q3 24 | $786.6M | $1.1B | ||
| Q2 24 | $749.5M | $1.1B |
负债/权益比FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.43× | 0.76× | ||
| Q3 25 | 1.70× | 0.96× | ||
| Q2 25 | 1.92× | 0.94× | ||
| Q1 25 | 2.02× | 0.91× | ||
| Q4 24 | 2.01× | 0.86× | ||
| Q3 24 | 2.18× | 0.88× | ||
| Q2 24 | 2.93× | 0.86× |
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 | — |
| 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× | — |
| 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FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $29.2M | ||
| Q3 25 | $35.7M | $26.5M | ||
| Q2 25 | $-26.5M | $-795.0K | ||
| Q1 25 | $7.8M | $-3.5M | ||
| Q4 24 | $-3.9M | $61.8M | ||
| Q3 24 | $-23.0M | $-14.8M | ||
| Q2 24 | $22.7M | $-9.8M |
自由现金流FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $27.3M | ||
| Q3 25 | $35.3M | $21.0M | ||
| Q2 25 | $-28.9M | $-6.5M | ||
| Q1 25 | $7.5M | $-15.7M | ||
| Q4 24 | $-4.2M | $53.8M | ||
| Q3 24 | $-23.3M | $-23.7M | ||
| Q2 24 | $21.6M | $-12.9M |
自由现金流率FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 12.0% | ||
| Q3 25 | 20.9% | 9.7% | ||
| Q2 25 | -18.7% | -2.9% | ||
| Q1 25 | 6.0% | -8.7% | ||
| Q4 24 | -2.8% | 21.4% | ||
| Q3 24 | -16.5% | -11.3% | ||
| Q2 24 | 17.0% | -6.7% |
资本支出强度FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.9% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 0.2% | 6.7% | ||
| Q4 24 | 0.2% | 3.2% | ||
| Q3 24 | 0.3% | 4.2% | ||
| Q2 24 | 0.9% | 1.6% |
现金转化率FOLDRBBN
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
