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AMICUS THERAPEUTICS, INC.（FOLD）与RESOURCES CONNECTION, INC.（RGP）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RESOURCES CONNECTION, INC.的1.6倍（$185.2M vs $117.7M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -10.8%，领先11.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -19.2%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $15.6M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -11.8%）
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。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
FOLD vs RGP — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $117.7M |
| 净利润 | $1.7M | $-12.7M |
| 毛利率 | 85.7% | 37.1% |
| 营业利润率 | 8.6% | -10.3% |
| 净利率 | 0.9% | -10.8% |
| 营收同比 | 23.7% | -19.2% |
| 净利润同比 | -88.5% | 81.6% |
| 每股收益（稀释后） | $0.00 | $-0.38 |
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 | $117.7M | ||
| Q3 25 | $169.1M | $120.2M | ||
| Q2 25 | $154.7M | $139.3M | ||
| Q1 25 | $125.2M | $129.4M | ||
| Q4 24 | $149.7M | $145.6M | ||
| Q3 24 | $141.5M | $136.9M | ||
| Q2 24 | $126.7M | $148.2M | ||
| Q1 24 | $110.4M | $151.3M |
| Q4 25 | $1.7M | $-12.7M | ||
| Q3 25 | $17.3M | $-2.4M | ||
| Q2 25 | $-24.4M | $-73.3M | ||
| Q1 25 | $-21.7M | $-44.1M | ||
| Q4 24 | $14.7M | $-68.7M | ||
| Q3 24 | $-6.7M | $-5.7M | ||
| Q2 24 | $-15.7M | $10.5M | ||
| Q1 24 | $-48.4M | $2.5M |
| Q4 25 | 85.7% | 37.1% | ||
| Q3 25 | 88.5% | 39.5% | ||
| Q2 25 | 90.2% | 40.2% | ||
| Q1 25 | 90.7% | 35.1% | ||
| Q4 24 | 90.1% | 38.5% | ||
| Q3 24 | 90.6% | 36.5% | ||
| Q2 24 | 91.1% | 40.2% | ||
| Q1 24 | 87.7% | 37.0% |
| Q4 25 | 8.6% | -10.3% | ||
| Q3 25 | 20.3% | -1.7% | ||
| Q2 25 | -6.1% | -47.0% | ||
| Q1 25 | -6.3% | -38.4% | ||
| Q4 24 | 10.7% | -52.7% | ||
| Q3 24 | 15.3% | -3.5% | ||
| Q2 24 | 11.8% | 7.6% | ||
| Q1 24 | -25.1% | 2.8% |
| Q4 25 | 0.9% | -10.8% | ||
| Q3 25 | 10.2% | -2.0% | ||
| Q2 25 | -15.8% | -52.6% | ||
| Q1 25 | -17.3% | -34.0% | ||
| Q4 24 | 9.8% | -47.2% | ||
| Q3 24 | -4.8% | -4.2% | ||
| Q2 24 | -12.4% | 7.1% | ||
| Q1 24 | -43.9% | 1.7% |
| Q4 25 | $0.00 | $-0.38 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $-0.08 | $-2.21 | ||
| Q1 25 | $-0.07 | $-1.34 | ||
| Q4 24 | $0.05 | $-2.08 | ||
| Q3 24 | $-0.02 | $-0.17 | ||
| Q2 24 | $-0.05 | $0.31 | ||
| Q1 24 | $-0.16 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $194.6M |
| 总资产 | $949.9M | $289.3M |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $89.8M | ||
| Q3 25 | $263.8M | $77.5M | ||
| Q2 25 | $231.0M | $86.1M | ||
| Q1 25 | $250.6M | $72.5M | ||
| Q4 24 | $249.9M | $78.2M | ||
| Q3 24 | $249.8M | $89.6M | ||
| Q2 24 | $260.1M | $108.9M | ||
| Q1 24 | $239.6M | $113.8M |
| 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 | — |
| Q4 25 | $274.2M | $194.6M | ||
| Q3 25 | $230.4M | $206.4M | ||
| Q2 25 | $204.3M | $207.1M | ||
| Q1 25 | $193.6M | $277.8M | ||
| Q4 24 | $194.0M | $325.7M | ||
| Q3 24 | $178.8M | $407.2M | ||
| Q2 24 | $132.5M | $418.8M | ||
| Q1 24 | $130.7M | $414.9M |
| Q4 25 | $949.9M | $289.3M | ||
| Q3 25 | $868.8M | $287.2M | ||
| Q2 25 | $815.3M | $304.7M | ||
| Q1 25 | $789.8M | $375.6M | ||
| Q4 24 | $785.0M | $424.9M | ||
| Q3 24 | $786.6M | $512.9M | ||
| Q2 24 | $749.5M | $510.9M | ||
| Q1 24 | $721.8M | $523.2M |
| 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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $15.6M |
| 自由现金流率自由现金流/营收 | 8.6% | 13.2% |
| 资本支出强度资本支出/营收 | 0.2% | 0.3% |
| 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 | $24.3M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $15.9M | ||
| Q3 25 | $35.7M | $-7.8M | ||
| Q2 25 | $-26.5M | $16.8M | ||
| Q1 25 | $7.8M | $659.0K | ||
| Q4 24 | $-3.9M | $1.8M | ||
| Q3 24 | $-23.0M | $-309.0K | ||
| Q2 24 | $22.7M | $3.2M | ||
| Q1 24 | $-29.7M | $20.5M |
| Q4 25 | $16.0M | $15.6M | ||
| Q3 25 | $35.3M | $-8.0M | ||
| Q2 25 | $-28.9M | $16.5M | ||
| Q1 25 | $7.5M | $238.0K | ||
| Q4 24 | $-4.2M | $61.0K | ||
| Q3 24 | $-23.3M | $-575.0K | ||
| Q2 24 | $21.6M | $3.0M | ||
| Q1 24 | $-31.5M | $20.4M |
| Q4 25 | 8.6% | 13.2% | ||
| Q3 25 | 20.9% | -6.6% | ||
| Q2 25 | -18.7% | 11.8% | ||
| Q1 25 | 6.0% | 0.2% | ||
| Q4 24 | -2.8% | 0.0% | ||
| Q3 24 | -16.5% | -0.4% | ||
| Q2 24 | 17.0% | 2.1% | ||
| Q1 24 | -28.5% | 13.5% |
| Q4 25 | 0.2% | 0.3% | ||
| Q3 25 | 0.2% | 0.1% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.2% | 0.3% | ||
| Q4 24 | 0.2% | 1.2% | ||
| Q3 24 | 0.3% | 0.2% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.6% | 0.1% |
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
