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AMICUS THERAPEUTICS, INC.（FOLD）与STURM RUGER & CO INC（RGR）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STURM RUGER & CO INC的1.2倍（$185.2M vs $151.1M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 3.6%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $12.3M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 5.1%）
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。
鲁格公司（Ruger）是总部位于美国康涅狄格州绍斯波特的枪械制造企业，除总部外，还在新罕布什尔州纽波特、北卡罗来纳州梅约丹以及亚利桑那州普雷斯科特设有生产工厂。公司由亚历山大·麦考密克·斯特姆与威廉·B·鲁格于1949年共同创立，自1969年起公开上市交易。
FOLD vs RGR — 直观对比
营收规模更大
FOLD
是对方的1.2倍
$151.1M
营收增速更快
FOLD
高出20.1%
3.6%
自由现金流更多
FOLD
多$3.6M
$12.3M
两年增速更快
FOLD
近两年复合增速
5.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $151.1M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | 17.8% |
| 营业利润率 | 8.6% | 2.3% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 3.6% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $0.22 |
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FOLDRGR
| Q4 25 | $185.2M | $151.1M | ||
| Q3 25 | $169.1M | $126.8M | ||
| Q2 25 | $154.7M | $132.5M | ||
| Q1 25 | $125.2M | $135.7M | ||
| Q4 24 | $149.7M | $145.8M | ||
| Q3 24 | $141.5M | $122.3M | ||
| Q2 24 | $126.7M | $130.8M | ||
| Q1 24 | $110.4M | $136.8M |
净利润FOLDRGR
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $1.6M | ||
| Q2 25 | $-24.4M | $-17.2M | ||
| Q1 25 | $-21.7M | $7.8M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $4.7M | ||
| Q2 24 | $-15.7M | $8.3M | ||
| Q1 24 | $-48.4M | $7.1M |
毛利率FOLDRGR
| Q4 25 | 85.7% | 17.8% | ||
| Q3 25 | 88.5% | 15.1% | ||
| Q2 25 | 90.2% | 3.9% | ||
| Q1 25 | 90.7% | 22.0% | ||
| Q4 24 | 90.1% | 22.8% | ||
| Q3 24 | 90.6% | 18.5% | ||
| Q2 24 | 91.1% | 22.3% | ||
| Q1 24 | 87.7% | 21.5% |
营业利润率FOLDRGR
| Q4 25 | 8.6% | 2.3% | ||
| Q3 25 | 20.3% | -2.7% | ||
| Q2 25 | -6.1% | -15.6% | ||
| Q1 25 | -6.3% | 6.2% | ||
| Q4 24 | 10.7% | 7.8% | ||
| Q3 24 | 15.3% | 3.1% | ||
| Q2 24 | 11.8% | 6.9% | ||
| Q1 24 | -25.1% | 5.5% |
净利率FOLDRGR
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 1.2% | ||
| Q2 25 | -15.8% | -13.0% | ||
| Q1 25 | -17.3% | 5.7% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 3.9% | ||
| Q2 24 | -12.4% | 6.3% | ||
| Q1 24 | -43.9% | 5.2% |
每股收益（稀释后）FOLDRGR
| Q4 25 | $0.00 | $0.22 | ||
| Q3 25 | $0.06 | $0.10 | ||
| Q2 25 | $-0.08 | $-1.05 | ||
| Q1 25 | $-0.07 | $0.46 | ||
| Q4 24 | $0.05 | $0.62 | ||
| Q3 24 | $-0.02 | $0.28 | ||
| Q2 24 | $-0.05 | $0.47 | ||
| Q1 24 | $-0.16 | $0.40 |
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 | $92.5M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $283.8M |
| 总资产 | $949.9M | $342.0M |
| 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FOLDRGR
| Q4 25 | $293.5M | $92.5M | ||
| Q3 25 | $263.8M | $80.8M | ||
| Q2 25 | $231.0M | $101.4M | ||
| Q1 25 | $250.6M | $108.3M | ||
| Q4 24 | $249.9M | $105.5M | ||
| Q3 24 | $249.8M | $96.0M | ||
| Q2 24 | $260.1M | $105.6M | ||
| Q1 24 | $239.6M | $115.3M |
总债务FOLDRGR
| 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FOLDRGR
| Q4 25 | $274.2M | $283.8M | ||
| Q3 25 | $230.4M | $279.6M | ||
| Q2 25 | $204.3M | $289.3M | ||
| Q1 25 | $193.6M | $321.5M | ||
| Q4 24 | $194.0M | $319.6M | ||
| Q3 24 | $178.8M | $314.9M | ||
| Q2 24 | $132.5M | $321.5M | ||
| Q1 24 | $130.7M | $332.0M |
总资产FOLDRGR
| Q4 25 | $949.9M | $342.0M | ||
| Q3 25 | $868.8M | $342.3M | ||
| Q2 25 | $815.3M | $349.5M | ||
| Q1 25 | $789.8M | $379.0M | ||
| Q4 24 | $785.0M | $384.0M | ||
| Q3 24 | $786.6M | $373.5M | ||
| Q2 24 | $749.5M | $376.7M | ||
| Q1 24 | $721.8M | $385.0M |
负债/权益比FOLDRGR
| 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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $12.3M |
| 自由现金流率自由现金流/营收 | 8.6% | 8.2% |
| 资本支出强度资本支出/营收 | 0.2% | 2.1% |
| 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 | $38.5M |
8季度趋势，按日历期对齐
经营现金流FOLDRGR
| Q4 25 | $16.3M | $15.5M | ||
| Q3 25 | $35.7M | $12.9M | ||
| Q2 25 | $-26.5M | $14.7M | ||
| Q1 25 | $7.8M | $11.1M | ||
| Q4 24 | $-3.9M | $20.0M | ||
| Q3 24 | $-23.0M | $9.4M | ||
| Q2 24 | $22.7M | $18.7M | ||
| Q1 24 | $-29.7M | $7.3M |
自由现金流FOLDRGR
| Q4 25 | $16.0M | $12.3M | ||
| Q3 25 | $35.3M | $7.0M | ||
| Q2 25 | $-28.9M | $9.1M | ||
| Q1 25 | $7.5M | $10.0M | ||
| Q4 24 | $-4.2M | $16.4M | ||
| Q3 24 | $-23.3M | $2.6M | ||
| Q2 24 | $21.6M | $10.1M | ||
| Q1 24 | $-31.5M | $5.6M |
自由现金流率FOLDRGR
| Q4 25 | 8.6% | 8.2% | ||
| Q3 25 | 20.9% | 5.5% | ||
| Q2 25 | -18.7% | 6.9% | ||
| Q1 25 | 6.0% | 7.4% | ||
| Q4 24 | -2.8% | 11.2% | ||
| Q3 24 | -16.5% | 2.1% | ||
| Q2 24 | 17.0% | 7.7% | ||
| Q1 24 | -28.5% | 4.1% |
资本支出强度FOLDRGR
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | 0.2% | 4.6% | ||
| Q2 25 | 1.6% | 4.2% | ||
| Q1 25 | 0.2% | 0.8% | ||
| Q4 24 | 0.2% | 2.5% | ||
| Q3 24 | 0.3% | 5.5% | ||
| Q2 24 | 0.9% | 6.6% | ||
| Q1 24 | 1.6% | 1.3% |
现金转化率FOLDRGR
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
