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AMICUS THERAPEUTICS, INC.（FOLD）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.0倍（$188.3M vs $185.2M），BRC Group Holdings, Inc.净利率更高（47.9% vs 0.9%，领先47.0%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -21.9%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -15.4%）
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。
FOLD vs RILY — 直观对比
营收规模更大
RILY
是对方的1.0倍
$185.2M
营收增速更快
FOLD
高出45.6%
-21.9%
净利率更高
RILY
高出47.0%
0.9%
两年增速更快
FOLD
近两年复合增速
-15.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $188.3M |
| 净利润 | $1.7M | $90.3M |
| 毛利率 | 85.7% | 79.5% |
| 营业利润率 | 8.6% | 32.3% |
| 净利率 | 0.9% | 47.9% |
| 营收同比 | 23.7% | -21.9% |
| 净利润同比 | -88.5% | 1710.8% |
| 每股收益（稀释后） | $0.00 | $2.78 |
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FOLDRILY
| Q4 25 | $185.2M | $188.3M | ||
| Q3 25 | $169.1M | $215.3M | ||
| Q2 25 | $154.7M | $188.2M | ||
| Q1 25 | $125.2M | $197.2M | ||
| Q4 24 | $149.7M | $241.0M | ||
| Q3 24 | $141.5M | $225.5M | ||
| Q2 24 | $126.7M | $256.0M | ||
| Q1 24 | $110.4M | $263.4M |
净利润FOLDRILY
| Q4 25 | $1.7M | $90.3M | ||
| Q3 25 | $17.3M | $91.1M | ||
| Q2 25 | $-24.4M | $139.5M | ||
| Q1 25 | $-21.7M | $-10.0M | ||
| Q4 24 | $14.7M | $-5.6M | ||
| Q3 24 | $-6.7M | $-284.4M | ||
| Q2 24 | $-15.7M | $-433.6M | ||
| Q1 24 | $-48.4M | $-49.2M |
毛利率FOLDRILY
| Q4 25 | 85.7% | 79.5% | ||
| Q3 25 | 88.5% | 83.7% | ||
| Q2 25 | 90.2% | 81.3% | ||
| Q1 25 | 90.7% | 81.4% | ||
| Q4 24 | 90.1% | 79.8% | ||
| Q3 24 | 90.6% | 82.1% | ||
| Q2 24 | 91.1% | 84.5% | ||
| Q1 24 | 87.7% | 85.3% |
营业利润率FOLDRILY
| Q4 25 | 8.6% | 32.3% | ||
| Q3 25 | 20.3% | 30.4% | ||
| Q2 25 | -6.1% | 5.7% | ||
| Q1 25 | -6.3% | -31.2% | ||
| Q4 24 | 10.7% | -69.2% | ||
| Q3 24 | 15.3% | -36.4% | ||
| Q2 24 | 11.8% | -90.8% | ||
| Q1 24 | -25.1% | -6.1% |
净利率FOLDRILY
| Q4 25 | 0.9% | 47.9% | ||
| Q3 25 | 10.2% | 42.3% | ||
| Q2 25 | -15.8% | 74.1% | ||
| Q1 25 | -17.3% | -5.1% | ||
| Q4 24 | 9.8% | -2.3% | ||
| Q3 24 | -4.8% | -126.1% | ||
| Q2 24 | -12.4% | -169.4% | ||
| Q1 24 | -43.9% | -18.7% |
每股收益（稀释后）FOLDRILY
| Q4 25 | $0.00 | $2.78 | ||
| Q3 25 | $0.06 | $2.91 | ||
| Q2 25 | $-0.08 | $4.50 | ||
| Q1 25 | $-0.07 | $-0.39 | ||
| Q4 24 | $0.05 | $-0.01 | ||
| Q3 24 | $-0.02 | $-9.39 | ||
| Q2 24 | $-0.05 | $-14.35 | ||
| Q1 24 | $-0.16 | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | $392.7M | $1.4B |
| 股东权益账面价值 | $274.2M | $-171.5M |
| 总资产 | $949.9M | $1.7B |
| 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FOLDRILY
| Q4 25 | $293.5M | $226.6M | ||
| Q3 25 | $263.8M | $184.2M | ||
| Q2 25 | $231.0M | $267.4M | ||
| Q1 25 | $250.6M | $138.3M | ||
| Q4 24 | $249.9M | $146.9M | ||
| Q3 24 | $249.8M | $159.2M | ||
| Q2 24 | $260.1M | $236.9M | ||
| Q1 24 | $239.6M | $190.7M |
总债务FOLDRILY
| Q4 25 | $392.7M | $1.4B | ||
| Q3 25 | $392.0M | $1.3B | ||
| Q2 25 | $391.3M | $1.3B | ||
| Q1 25 | $390.7M | $1.4B | ||
| Q4 24 | $390.1M | $1.5B | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDRILY
| Q4 25 | $274.2M | $-171.5M | ||
| Q3 25 | $230.4M | $-260.5M | ||
| Q2 25 | $204.3M | $-351.7M | ||
| Q1 25 | $193.6M | $-496.8M | ||
| Q4 24 | $194.0M | $-488.2M | ||
| Q3 24 | $178.8M | $-497.6M | ||
| Q2 24 | $132.5M | $-218.3M | ||
| Q1 24 | $130.7M | $228.4M |
总资产FOLDRILY
| Q4 25 | $949.9M | $1.7B | ||
| Q3 25 | $868.8M | $1.7B | ||
| Q2 25 | $815.3M | $1.5B | ||
| Q1 25 | $789.8M | $1.5B | ||
| Q4 24 | $785.0M | $1.8B | ||
| Q3 24 | $786.6M | $2.2B | ||
| Q2 24 | $749.5M | $3.2B | ||
| Q1 24 | $721.8M | $5.0B |
负债/权益比FOLDRILY
| 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 | $26.2M |
| 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× | 0.29× |
| 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FOLDRILY
| Q4 25 | $16.3M | $26.2M | ||
| Q3 25 | $35.7M | $-60.6M | ||
| Q2 25 | $-26.5M | $-25.6M | ||
| Q1 25 | $7.8M | $184.0K | ||
| Q4 24 | $-3.9M | $-2.7M | ||
| Q3 24 | $-23.0M | $19.5M | ||
| Q2 24 | $22.7M | $111.5M | ||
| Q1 24 | $-29.7M | $135.4M |
自由现金流FOLDRILY
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $-31.5M | — |
自由现金流率FOLDRILY
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — | ||
| Q1 24 | -28.5% | — |
资本支出强度FOLDRILY
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.6% | — |
现金转化率FOLDRILY
| Q4 25 | 9.62× | 0.29× | ||
| Q3 25 | 2.06× | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
