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AMICUS THERAPEUTICS, INC.（FOLD）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$200.5M vs $185.2M），ROGERS CORP净利率更高（2.2% vs 0.9%，领先1.3%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 5.2%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $1.1M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
FOLD vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$185.2M
营收增速更快
FOLD
高出18.5%
5.2%
净利率更高
ROG
高出1.3%
0.9%
自由现金流更多
FOLD
多$14.9M
$1.1M
两年增速更快
FOLD
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $200.5M |
| 净利润 | $1.7M | $4.5M |
| 毛利率 | 85.7% | 32.2% |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | 2.2% |
| 营收同比 | 23.7% | 5.2% |
| 净利润同比 | -88.5% | 421.4% |
| 每股收益（稀释后） | $0.00 | $0.25 |
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FOLDROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $185.2M | $201.5M | ||
| Q3 25 | $169.1M | $216.0M | ||
| Q2 25 | $154.7M | $202.8M | ||
| Q1 25 | $125.2M | $190.5M | ||
| Q4 24 | $149.7M | $192.2M | ||
| Q3 24 | $141.5M | $210.3M | ||
| Q2 24 | $126.7M | $214.2M |
净利润FOLDROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $1.7M | $4.6M | ||
| Q3 25 | $17.3M | $8.6M | ||
| Q2 25 | $-24.4M | $-73.6M | ||
| Q1 25 | $-21.7M | $-1.4M | ||
| Q4 24 | $14.7M | $-500.0K | ||
| Q3 24 | $-6.7M | $10.7M | ||
| Q2 24 | $-15.7M | $8.1M |
毛利率FOLDROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 85.7% | 31.5% | ||
| Q3 25 | 88.5% | 33.5% | ||
| Q2 25 | 90.2% | 31.6% | ||
| Q1 25 | 90.7% | 29.9% | ||
| Q4 24 | 90.1% | 32.1% | ||
| Q3 24 | 90.6% | 35.2% | ||
| Q2 24 | 91.1% | 34.1% |
营业利润率FOLDROG
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 3.5% | ||
| Q3 25 | 20.3% | 7.3% | ||
| Q2 25 | -6.1% | -33.3% | ||
| Q1 25 | -6.3% | -0.2% | ||
| Q4 24 | 10.7% | -6.6% | ||
| Q3 24 | 15.3% | 6.9% | ||
| Q2 24 | 11.8% | 5.3% |
净利率FOLDROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 10.2% | 4.0% | ||
| Q2 25 | -15.8% | -36.3% | ||
| Q1 25 | -17.3% | -0.7% | ||
| Q4 24 | 9.8% | -0.3% | ||
| Q3 24 | -4.8% | 5.1% | ||
| Q2 24 | -12.4% | 3.8% |
每股收益（稀释后）FOLDROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.00 | $0.20 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $-0.08 | $-4.00 | ||
| Q1 25 | $-0.07 | $-0.08 | ||
| Q4 24 | $0.05 | $-0.04 | ||
| Q3 24 | $-0.02 | $0.58 | ||
| Q2 24 | $-0.05 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $1.2B |
| 总资产 | $949.9M | $1.4B |
| 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FOLDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $293.5M | $197.0M | ||
| Q3 25 | $263.8M | $167.8M | ||
| Q2 25 | $231.0M | $157.2M | ||
| Q1 25 | $250.6M | $175.6M | ||
| Q4 24 | $249.9M | $159.8M | ||
| Q3 24 | $249.8M | $146.4M | ||
| Q2 24 | $260.1M | $119.9M |
总债务FOLDROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益FOLDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $274.2M | $1.2B | ||
| Q3 25 | $230.4M | $1.2B | ||
| Q2 25 | $204.3M | $1.2B | ||
| Q1 25 | $193.6M | $1.3B | ||
| Q4 24 | $194.0M | $1.3B | ||
| Q3 24 | $178.8M | $1.3B | ||
| Q2 24 | $132.5M | $1.3B |
总资产FOLDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $949.9M | $1.4B | ||
| Q3 25 | $868.8M | $1.4B | ||
| Q2 25 | $815.3M | $1.5B | ||
| Q1 25 | $789.8M | $1.5B | ||
| Q4 24 | $785.0M | $1.5B | ||
| Q3 24 | $786.6M | $1.5B | ||
| Q2 24 | $749.5M | $1.5B |
负债/权益比FOLDROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 8.6% | 0.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.3% |
| 现金转化率经营现金流/净利润 | 9.62× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FOLDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $16.3M | $46.9M | ||
| Q3 25 | $35.7M | $28.9M | ||
| Q2 25 | $-26.5M | $13.7M | ||
| Q1 25 | $7.8M | $11.7M | ||
| Q4 24 | $-3.9M | $33.7M | ||
| Q3 24 | $-23.0M | $42.4M | ||
| Q2 24 | $22.7M | $22.9M |
自由现金流FOLDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $16.0M | $42.2M | ||
| Q3 25 | $35.3M | $21.2M | ||
| Q2 25 | $-28.9M | $5.6M | ||
| Q1 25 | $7.5M | $2.1M | ||
| Q4 24 | $-4.2M | $18.3M | ||
| Q3 24 | $-23.3M | $25.2M | ||
| Q2 24 | $21.6M | $8.8M |
自由现金流率FOLDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 8.6% | 20.9% | ||
| Q3 25 | 20.9% | 9.8% | ||
| Q2 25 | -18.7% | 2.8% | ||
| Q1 25 | 6.0% | 1.1% | ||
| Q4 24 | -2.8% | 9.5% | ||
| Q3 24 | -16.5% | 12.0% | ||
| Q2 24 | 17.0% | 4.1% |
资本支出强度FOLDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.2% | 3.6% | ||
| Q2 25 | 1.6% | 4.0% | ||
| Q1 25 | 0.2% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.3% | 8.2% | ||
| Q2 24 | 0.9% | 6.6% |
现金转化率FOLDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 9.62× | 10.20× | ||
| Q3 25 | 2.06× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
