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AMICUS THERAPEUTICS, INC.（FOLD）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是AMICUS THERAPEUTICS, INC.的1.2倍（$225.0M vs $185.2M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 23.7%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
FOLD vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.2倍
$185.2M
营收增速更快
ROCK
高出1.2%
23.7%
自由现金流更多
ROCK
多$10.3M
$16.0M
两年增速更快
FOLD
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $225.0M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | 25.3% |
| 营业利润率 | 8.6% | 7.9% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 24.9% |
| 净利润同比 | -88.5% | — |
| 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FOLDROCK
| Q4 25 | $185.2M | $225.0M | ||
| Q3 25 | $169.1M | $310.9M | ||
| Q2 25 | $154.7M | $309.5M | ||
| Q1 25 | $125.2M | $290.0M | ||
| Q4 24 | $149.7M | $180.1M | ||
| Q3 24 | $141.5M | $277.1M | ||
| Q2 24 | $126.7M | $273.6M | ||
| Q1 24 | $110.4M | $292.5M |
净利润FOLDROCK
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-89.1M | ||
| Q2 25 | $-24.4M | $26.0M | ||
| Q1 25 | $-21.7M | $21.1M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $34.0M | ||
| Q2 24 | $-15.7M | $32.2M | ||
| Q1 24 | $-48.4M | $24.9M |
毛利率FOLDROCK
| Q4 25 | 85.7% | 25.3% | ||
| Q3 25 | 88.5% | 26.6% | ||
| Q2 25 | 90.2% | 28.4% | ||
| Q1 25 | 90.7% | 26.8% | ||
| Q4 24 | 90.1% | 29.0% | ||
| Q3 24 | 90.6% | 29.4% | ||
| Q2 24 | 91.1% | 30.5% | ||
| Q1 24 | 87.7% | 28.9% |
营业利润率FOLDROCK
| Q4 25 | 8.6% | 7.9% | ||
| Q3 25 | 20.3% | 12.8% | ||
| Q2 25 | -6.1% | 12.8% | ||
| Q1 25 | -6.3% | 8.8% | ||
| Q4 24 | 10.7% | 13.3% | ||
| Q3 24 | 15.3% | 15.6% | ||
| Q2 24 | 11.8% | 14.9% | ||
| Q1 24 | -25.1% | 10.8% |
净利率FOLDROCK
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -28.6% | ||
| Q2 25 | -15.8% | 8.4% | ||
| Q1 25 | -17.3% | 7.3% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | 12.3% | ||
| Q2 24 | -12.4% | 11.8% | ||
| Q1 24 | -43.9% | 8.5% |
每股收益（稀释后）FOLDROCK
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | $-2.98 | ||
| Q2 25 | $-0.08 | $0.87 | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.02 | $1.11 | ||
| Q2 24 | $-0.05 | $1.05 | ||
| 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 | $115.7M |
| 总债务越低越好 | $392.7M | $0 |
| 股东权益账面价值 | $274.2M | $950.4M |
| 总资产 | $949.9M | $1.4B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资FOLDROCK
| Q4 25 | $293.5M | $115.7M | ||
| Q3 25 | $263.8M | $89.4M | ||
| Q2 25 | $231.0M | $43.3M | ||
| Q1 25 | $250.6M | $25.1M | ||
| Q4 24 | $249.9M | $269.5M | ||
| Q3 24 | $249.8M | $228.9M | ||
| Q2 24 | $260.1M | $179.1M | ||
| Q1 24 | $239.6M | $146.7M |
总债务FOLDROCK
| Q4 25 | $392.7M | $0 | ||
| Q3 25 | $392.0M | $0 | ||
| Q2 25 | $391.3M | $0 | ||
| Q1 25 | $390.7M | $0 | ||
| Q4 24 | $390.1M | $0 | ||
| Q3 24 | $389.5M | $0 | ||
| Q2 24 | $388.9M | $0 | ||
| Q1 24 | $388.4M | $0 |
股东权益FOLDROCK
| Q4 25 | $274.2M | $950.4M | ||
| Q3 25 | $230.4M | $951.8M | ||
| Q2 25 | $204.3M | $1.0B | ||
| Q1 25 | $193.6M | $1.0B | ||
| Q4 24 | $194.0M | $1.0B | ||
| Q3 24 | $178.8M | $1.0B | ||
| Q2 24 | $132.5M | $975.7M | ||
| Q1 24 | $130.7M | $940.2M |
总资产FOLDROCK
| Q4 25 | $949.9M | $1.4B | ||
| Q3 25 | $868.8M | $1.4B | ||
| Q2 25 | $815.3M | $1.5B | ||
| Q1 25 | $789.8M | $1.4B | ||
| Q4 24 | $785.0M | $1.4B | ||
| Q3 24 | $786.6M | $1.4B | ||
| Q2 24 | $749.5M | $1.4B | ||
| Q1 24 | $721.8M | $1.3B |
负债/权益比FOLDROCK
| Q4 25 | 1.43× | 0.00× | ||
| Q3 25 | 1.70× | 0.00× | ||
| Q2 25 | 1.92× | 0.00× | ||
| Q1 25 | 2.02× | 0.00× | ||
| Q4 24 | 2.01× | 0.00× | ||
| Q3 24 | 2.18× | 0.00× | ||
| Q2 24 | 2.93× | 0.00× | ||
| Q1 24 | 2.97× | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $26.2M |
| 自由现金流率自由现金流/营收 | 8.6% | 11.7% |
| 资本支出强度资本支出/营收 | 0.2% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流FOLDROCK
| Q4 25 | $16.3M | $35.5M | ||
| Q3 25 | $35.7M | $73.0M | ||
| Q2 25 | $-26.5M | $44.9M | ||
| Q1 25 | $7.8M | $13.7M | ||
| Q4 24 | $-3.9M | $19.9M | ||
| Q3 24 | $-23.0M | $64.7M | ||
| Q2 24 | $22.7M | $36.5M | ||
| Q1 24 | $-29.7M | $53.2M |
自由现金流FOLDROCK
| Q4 25 | $16.0M | $26.2M | ||
| Q3 25 | $35.3M | $64.8M | ||
| Q2 25 | $-28.9M | $27.3M | ||
| Q1 25 | $7.5M | $2.3M | ||
| Q4 24 | $-4.2M | $14.1M | ||
| Q3 24 | $-23.3M | $60.5M | ||
| Q2 24 | $21.6M | $33.5M | ||
| Q1 24 | $-31.5M | $48.8M |
自由现金流率FOLDROCK
| Q4 25 | 8.6% | 11.7% | ||
| Q3 25 | 20.9% | 20.8% | ||
| Q2 25 | -18.7% | 8.8% | ||
| Q1 25 | 6.0% | 0.8% | ||
| Q4 24 | -2.8% | 7.8% | ||
| Q3 24 | -16.5% | 21.8% | ||
| Q2 24 | 17.0% | 12.2% | ||
| Q1 24 | -28.5% | 16.7% |
资本支出强度FOLDROCK
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 1.6% | 5.7% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 0.2% | 3.3% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 0.9% | 1.1% | ||
| Q1 24 | 1.6% | 1.5% |
现金转化率FOLDROCK
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
