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AMICUS THERAPEUTICS, INC.（FOLD）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.0倍（$185.2M vs $179.7M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -29.5%，领先30.4%），Rocket Lab Corp同比增速更快（35.7% vs 23.7%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 29.5%）
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
FOLD vs RKLB — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $179.7M |
| 净利润 | $1.7M | $-52.9M |
| 毛利率 | 85.7% | 38.0% |
| 营业利润率 | 8.6% | -28.4% |
| 净利率 | 0.9% | -29.5% |
| 营收同比 | 23.7% | 35.7% |
| 净利润同比 | -88.5% | -1.1% |
| 每股收益（稀释后） | $0.00 | $-0.09 |
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 | $179.7M | ||
| Q3 25 | $169.1M | $155.1M | ||
| Q2 25 | $154.7M | $144.5M | ||
| Q1 25 | $125.2M | $122.6M | ||
| Q4 24 | $149.7M | $132.4M | ||
| Q3 24 | $141.5M | $104.8M | ||
| Q2 24 | $126.7M | $106.3M | ||
| Q1 24 | $110.4M | $92.8M |
| Q4 25 | $1.7M | $-52.9M | ||
| Q3 25 | $17.3M | $-18.3M | ||
| Q2 25 | $-24.4M | $-66.4M | ||
| Q1 25 | $-21.7M | $-60.6M | ||
| Q4 24 | $14.7M | $-52.3M | ||
| Q3 24 | $-6.7M | $-51.9M | ||
| Q2 24 | $-15.7M | $-41.6M | ||
| Q1 24 | $-48.4M | $-44.3M |
| Q4 25 | 85.7% | 38.0% | ||
| Q3 25 | 88.5% | 37.0% | ||
| Q2 25 | 90.2% | 32.1% | ||
| Q1 25 | 90.7% | 28.8% | ||
| Q4 24 | 90.1% | 27.8% | ||
| Q3 24 | 90.6% | 26.7% | ||
| Q2 24 | 91.1% | 25.6% | ||
| Q1 24 | 87.7% | 26.1% |
| Q4 25 | 8.6% | -28.4% | ||
| Q3 25 | 20.3% | -38.0% | ||
| Q2 25 | -6.1% | -41.3% | ||
| Q1 25 | -6.3% | -48.3% | ||
| Q4 24 | 10.7% | -38.9% | ||
| Q3 24 | 15.3% | -49.5% | ||
| Q2 24 | 11.8% | -40.7% | ||
| Q1 24 | -25.1% | -46.4% |
| Q4 25 | 0.9% | -29.5% | ||
| Q3 25 | 10.2% | -11.8% | ||
| Q2 25 | -15.8% | -46.0% | ||
| Q1 25 | -17.3% | -49.5% | ||
| Q4 24 | 9.8% | -39.5% | ||
| Q3 24 | -4.8% | -49.6% | ||
| Q2 24 | -12.4% | -39.2% | ||
| Q1 24 | -43.9% | -47.7% |
| Q4 25 | $0.00 | $-0.09 | ||
| Q3 25 | $0.06 | $-0.03 | ||
| Q2 25 | $-0.08 | $-0.13 | ||
| Q1 25 | $-0.07 | $-0.12 | ||
| Q4 24 | $0.05 | $-0.11 | ||
| Q3 24 | $-0.02 | $-0.10 | ||
| Q2 24 | $-0.05 | $-0.08 | ||
| Q1 24 | $-0.16 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $392.7M | $152.4M |
| 股东权益账面价值 | $274.2M | $1.7B |
| 总资产 | $949.9M | $2.3B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.09× |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $1.0B | ||
| Q3 25 | $263.8M | $976.7M | ||
| Q2 25 | $231.0M | $688.1M | ||
| Q1 25 | $250.6M | $428.4M | ||
| Q4 24 | $249.9M | $419.0M | ||
| Q3 24 | $249.8M | $442.4M | ||
| Q2 24 | $260.1M | $496.8M | ||
| Q1 24 | $239.6M | $492.5M |
| Q4 25 | $392.7M | $152.4M | ||
| Q3 25 | $392.0M | $347.0M | ||
| Q2 25 | $391.3M | $346.5M | ||
| Q1 25 | $390.7M | $345.9M | ||
| Q4 24 | $390.1M | $345.4M | ||
| Q3 24 | $389.5M | $61.2M | ||
| Q2 24 | $388.9M | $64.2M | ||
| Q1 24 | $388.4M | $66.8M |
| Q4 25 | $274.2M | $1.7B | ||
| Q3 25 | $230.4M | $1.3B | ||
| Q2 25 | $204.3M | $688.5M | ||
| Q1 25 | $193.6M | $431.3M | ||
| Q4 24 | $194.0M | $382.5M | ||
| Q3 24 | $178.8M | $419.8M | ||
| Q2 24 | $132.5M | $455.2M | ||
| Q1 24 | $130.7M | $478.9M |
| Q4 25 | $949.9M | $2.3B | ||
| Q3 25 | $868.8M | $2.2B | ||
| Q2 25 | $815.3M | $1.6B | ||
| Q1 25 | $789.8M | $1.3B | ||
| Q4 24 | $785.0M | $1.2B | ||
| Q3 24 | $786.6M | $1.2B | ||
| Q2 24 | $749.5M | $1.2B | ||
| Q1 24 | $721.8M | $1.2B |
| Q4 25 | 1.43× | 0.09× | ||
| Q3 25 | 1.70× | 0.27× | ||
| Q2 25 | 1.92× | 0.50× | ||
| Q1 25 | 2.02× | 0.80× | ||
| Q4 24 | 2.01× | 0.90× | ||
| Q3 24 | 2.18× | 0.15× | ||
| Q2 24 | 2.93× | 0.14× | ||
| Q1 24 | 2.97× | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-114.2M |
| 自由现金流率自由现金流/营收 | 8.6% | -63.6% |
| 资本支出强度资本支出/营收 | 0.2% | 27.6% |
| 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 | $-321.8M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $-64.5M | ||
| Q3 25 | $35.7M | $-23.5M | ||
| Q2 25 | $-26.5M | $-23.2M | ||
| Q1 25 | $7.8M | $-54.2M | ||
| Q4 24 | $-3.9M | $-2.4M | ||
| Q3 24 | $-23.0M | $-30.9M | ||
| Q2 24 | $22.7M | $-13.0M | ||
| Q1 24 | $-29.7M | $-2.6M |
| Q4 25 | $16.0M | $-114.2M | ||
| Q3 25 | $35.3M | $-69.4M | ||
| Q2 25 | $-28.9M | $-55.3M | ||
| Q1 25 | $7.5M | $-82.9M | ||
| Q4 24 | $-4.2M | $-23.9M | ||
| Q3 24 | $-23.3M | $-41.9M | ||
| Q2 24 | $21.6M | $-28.3M | ||
| Q1 24 | $-31.5M | $-21.8M |
| Q4 25 | 8.6% | -63.6% | ||
| Q3 25 | 20.9% | -44.8% | ||
| Q2 25 | -18.7% | -38.3% | ||
| Q1 25 | 6.0% | -67.6% | ||
| Q4 24 | -2.8% | -18.1% | ||
| Q3 24 | -16.5% | -40.0% | ||
| Q2 24 | 17.0% | -26.7% | ||
| Q1 24 | -28.5% | -23.5% |
| Q4 25 | 0.2% | 27.6% | ||
| Q3 25 | 0.2% | 29.6% | ||
| Q2 25 | 1.6% | 22.2% | ||
| Q1 25 | 0.2% | 23.4% | ||
| Q4 24 | 0.2% | 16.3% | ||
| Q3 24 | 0.3% | 10.5% | ||
| Q2 24 | 0.9% | 14.4% | ||
| Q1 24 | 1.6% | 20.7% |
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
