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AMICUS THERAPEUTICS, INC.（FOLD）与REPUBLIC BANCORP INC（RBCAA）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REPUBLIC BANCORP INC的2.0倍（$185.2M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs 0.9%，领先23.3%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 5.3%），REPUBLIC BANCORP INC自由现金流更多（$161.1M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -11.5%）
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。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
FOLD vs RBCAA — 直观对比
营收规模更大
FOLD
是对方的2.0倍
$94.3M
营收增速更快
FOLD
高出18.4%
5.3%
净利率更高
RBCAA
高出23.3%
0.9%
自由现金流更多
RBCAA
多$145.2M
$16.0M
两年增速更快
FOLD
近两年复合增速
-11.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $94.3M |
| 净利润 | $1.7M | $22.8M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 29.3% |
| 净利率 | 0.9% | 24.2% |
| 营收同比 | 23.7% | 5.3% |
| 净利润同比 | -88.5% | 20.0% |
| 每股收益（稀释后） | $0.00 | — |
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FOLDRBCAA
| Q4 25 | $185.2M | $94.3M | ||
| Q3 25 | $169.1M | $93.5M | ||
| Q2 25 | $154.7M | $93.8M | ||
| Q1 25 | $125.2M | $135.8M | ||
| Q4 24 | $149.7M | $89.5M | ||
| Q3 24 | $141.5M | $88.1M | ||
| Q2 24 | $126.7M | $86.9M | ||
| Q1 24 | $110.4M | $120.3M |
净利润FOLDRBCAA
| Q4 25 | $1.7M | $22.8M | ||
| Q3 25 | $17.3M | $29.7M | ||
| Q2 25 | $-24.4M | $31.5M | ||
| Q1 25 | $-21.7M | $47.3M | ||
| Q4 24 | $14.7M | $19.0M | ||
| Q3 24 | $-6.7M | $26.5M | ||
| Q2 24 | $-15.7M | $25.2M | ||
| Q1 24 | $-48.4M | $30.6M |
毛利率FOLDRBCAA
| 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FOLDRBCAA
| Q4 25 | 8.6% | 29.3% | ||
| Q3 25 | 20.3% | 40.4% | ||
| Q2 25 | -6.1% | 43.0% | ||
| Q1 25 | -6.3% | 44.1% | ||
| Q4 24 | 10.7% | 25.8% | ||
| Q3 24 | 15.3% | 38.4% | ||
| Q2 24 | 11.8% | 37.0% | ||
| Q1 24 | -25.1% | 32.2% |
净利率FOLDRBCAA
| Q4 25 | 0.9% | 24.2% | ||
| Q3 25 | 10.2% | 31.8% | ||
| Q2 25 | -15.8% | 33.5% | ||
| Q1 25 | -17.3% | 34.8% | ||
| Q4 24 | 9.8% | 21.2% | ||
| Q3 24 | -4.8% | 30.1% | ||
| Q2 24 | -12.4% | 29.0% | ||
| Q1 24 | -43.9% | 25.4% |
每股收益（稀释后）FOLDRBCAA
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.08 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.02 | — | ||
| Q2 24 | $-0.05 | — | ||
| Q1 24 | $-0.16 | — |
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 | $220.0M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $1.1B |
| 总资产 | $949.9M | $7.0B |
| 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FOLDRBCAA
| Q4 25 | $293.5M | $220.0M | ||
| Q3 25 | $263.8M | $484.2M | ||
| Q2 25 | $231.0M | $484.8M | ||
| Q1 25 | $250.6M | $793.0M | ||
| Q4 24 | $249.9M | $432.2M | ||
| Q3 24 | $249.8M | $530.9M | ||
| Q2 24 | $260.1M | $400.1M | ||
| Q1 24 | $239.6M | $546.4M |
总债务FOLDRBCAA
| 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FOLDRBCAA
| Q4 25 | $274.2M | $1.1B | ||
| Q3 25 | $230.4M | $1.1B | ||
| Q2 25 | $204.3M | $1.1B | ||
| Q1 25 | $193.6M | $1.0B | ||
| Q4 24 | $194.0M | $992.0M | ||
| Q3 24 | $178.8M | $979.7M | ||
| Q2 24 | $132.5M | $955.4M | ||
| Q1 24 | $130.7M | $935.6M |
总资产FOLDRBCAA
| Q4 25 | $949.9M | $7.0B | ||
| Q3 25 | $868.8M | $7.0B | ||
| Q2 25 | $815.3M | $7.0B | ||
| Q1 25 | $789.8M | $7.1B | ||
| Q4 24 | $785.0M | $6.8B | ||
| Q3 24 | $786.6M | $6.7B | ||
| Q2 24 | $749.5M | $6.6B | ||
| Q1 24 | $721.8M | $6.9B |
负债/权益比FOLDRBCAA
| 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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $161.1M |
| 自由现金流率自由现金流/营收 | 8.6% | 170.9% |
| 资本支出强度资本支出/营收 | 0.2% | 7.5% |
| 现金转化率经营现金流/净利润 | 9.62× | 7.37× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $288.6M |
8季度趋势，按日历期对齐
经营现金流FOLDRBCAA
| Q4 25 | $16.3M | $168.2M | ||
| Q3 25 | $35.7M | $33.3M | ||
| Q2 25 | $-26.5M | $8.4M | ||
| Q1 25 | $7.8M | $93.2M | ||
| Q4 24 | $-3.9M | $149.0M | ||
| Q3 24 | $-23.0M | $51.3M | ||
| Q2 24 | $22.7M | $4.0M | ||
| Q1 24 | $-29.7M | $71.2M |
自由现金流FOLDRBCAA
| Q4 25 | $16.0M | $161.1M | ||
| Q3 25 | $35.3M | $30.8M | ||
| Q2 25 | $-28.9M | $5.2M | ||
| Q1 25 | $7.5M | $91.6M | ||
| Q4 24 | $-4.2M | $143.2M | ||
| Q3 24 | $-23.3M | $49.8M | ||
| Q2 24 | $21.6M | $2.7M | ||
| Q1 24 | $-31.5M | $69.1M |
自由现金流率FOLDRBCAA
| Q4 25 | 8.6% | 170.9% | ||
| Q3 25 | 20.9% | 32.9% | ||
| Q2 25 | -18.7% | 5.5% | ||
| Q1 25 | 6.0% | 67.4% | ||
| Q4 24 | -2.8% | 160.0% | ||
| Q3 24 | -16.5% | 56.5% | ||
| Q2 24 | 17.0% | 3.1% | ||
| Q1 24 | -28.5% | 57.5% |
资本支出强度FOLDRBCAA
| Q4 25 | 0.2% | 7.5% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 1.6% | 3.5% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 0.2% | 6.5% | ||
| Q3 24 | 0.3% | 1.7% | ||
| Q2 24 | 0.9% | 1.5% | ||
| Q1 24 | 1.6% | 1.7% |
现金转化率FOLDRBCAA
| Q4 25 | 9.62× | 7.37× | ||
| Q3 25 | 2.06× | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | -0.27× | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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% |
RBCAA
暂无分部数据
