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AMICUS THERAPEUTICS, INC.（FOLD）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.2倍（$217.4M vs $185.2M），Rapid7, Inc.净利率更高（1.4% vs 0.9%，领先0.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
FOLD vs RPD — 直观对比
营收规模更大
RPD
是对方的1.2倍
$185.2M
营收增速更快
FOLD
高出23.2%
0.5%
净利率更高
RPD
高出0.5%
0.9%
自由现金流更多
RPD
多$20.5M
$16.0M
两年增速更快
FOLD
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $217.4M |
| 净利润 | $1.7M | $3.1M |
| 毛利率 | 85.7% | 68.9% |
| 营业利润率 | 8.6% | 1.0% |
| 净利率 | 0.9% | 1.4% |
| 营收同比 | 23.7% | 0.5% |
| 净利润同比 | -88.5% | 44.1% |
| 每股收益（稀释后） | $0.00 | $0.05 |
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FOLDRPD
| Q4 25 | $185.2M | $217.4M | ||
| Q3 25 | $169.1M | $218.0M | ||
| Q2 25 | $154.7M | $214.2M | ||
| Q1 25 | $125.2M | $210.3M | ||
| Q4 24 | $149.7M | $216.3M | ||
| Q3 24 | $141.5M | $214.7M | ||
| Q2 24 | $126.7M | $208.0M | ||
| Q1 24 | $110.4M | $205.1M |
净利润FOLDRPD
| Q4 25 | $1.7M | $3.1M | ||
| Q3 25 | $17.3M | $9.8M | ||
| Q2 25 | $-24.4M | $8.3M | ||
| Q1 25 | $-21.7M | $2.1M | ||
| Q4 24 | $14.7M | $2.2M | ||
| Q3 24 | $-6.7M | $15.4M | ||
| Q2 24 | $-15.7M | $6.5M | ||
| Q1 24 | $-48.4M | $1.4M |
毛利率FOLDRPD
| Q4 25 | 85.7% | 68.9% | ||
| Q3 25 | 88.5% | 70.2% | ||
| Q2 25 | 90.2% | 70.6% | ||
| Q1 25 | 90.7% | 71.7% | ||
| Q4 24 | 90.1% | 69.5% | ||
| Q3 24 | 90.6% | 70.6% | ||
| Q2 24 | 91.1% | 70.7% | ||
| Q1 24 | 87.7% | 70.3% |
营业利润率FOLDRPD
| Q4 25 | 8.6% | 1.0% | ||
| Q3 25 | 20.3% | 2.7% | ||
| Q2 25 | -6.1% | 1.6% | ||
| Q1 25 | -6.3% | -0.0% | ||
| Q4 24 | 10.7% | 3.4% | ||
| Q3 24 | 15.3% | 6.0% | ||
| Q2 24 | 11.8% | 2.5% | ||
| Q1 24 | -25.1% | 4.7% |
净利率FOLDRPD
| Q4 25 | 0.9% | 1.4% | ||
| Q3 25 | 10.2% | 4.5% | ||
| Q2 25 | -15.8% | 3.9% | ||
| Q1 25 | -17.3% | 1.0% | ||
| Q4 24 | 9.8% | 1.0% | ||
| Q3 24 | -4.8% | 7.2% | ||
| Q2 24 | -12.4% | 3.1% | ||
| Q1 24 | -43.9% | 0.7% |
每股收益（稀释后）FOLDRPD
| Q4 25 | $0.00 | $0.05 | ||
| Q3 25 | $0.06 | $0.15 | ||
| Q2 25 | $-0.08 | $0.13 | ||
| Q1 25 | $-0.07 | $0.03 | ||
| Q4 24 | $0.05 | $0.08 | ||
| Q3 24 | $-0.02 | $0.21 | ||
| Q2 24 | $-0.05 | $0.09 | ||
| Q1 24 | $-0.16 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $154.7M |
| 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FOLDRPD
| Q4 25 | $293.5M | $474.7M | ||
| Q3 25 | $263.8M | $407.1M | ||
| Q2 25 | $231.0M | $511.7M | ||
| Q1 25 | $250.6M | $493.5M | ||
| Q4 24 | $249.9M | $521.7M | ||
| Q3 24 | $249.8M | $443.7M | ||
| Q2 24 | $260.1M | $442.6M | ||
| Q1 24 | $239.6M | $411.7M |
总债务FOLDRPD
| 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FOLDRPD
| Q4 25 | $274.2M | $154.7M | ||
| Q3 25 | $230.4M | $127.2M | ||
| Q2 25 | $204.3M | $90.4M | ||
| Q1 25 | $193.6M | $52.7M | ||
| Q4 24 | $194.0M | $17.7M | ||
| Q3 24 | $178.8M | $-5.1M | ||
| Q2 24 | $132.5M | $-52.6M | ||
| Q1 24 | $130.7M | $-86.4M |
总资产FOLDRPD
| Q4 25 | $949.9M | $1.7B | ||
| Q3 25 | $868.8M | $1.7B | ||
| Q2 25 | $815.3M | $1.6B | ||
| Q1 25 | $789.8M | $1.6B | ||
| Q4 24 | $785.0M | $1.7B | ||
| Q3 24 | $786.6M | $1.6B | ||
| Q2 24 | $749.5M | $1.5B | ||
| Q1 24 | $721.8M | $1.5B |
负债/权益比FOLDRPD
| 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $36.4M |
| 自由现金流率自由现金流/营收 | 8.6% | 16.8% |
| 资本支出强度资本支出/营收 | 0.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 9.62× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $146.2M |
8季度趋势，按日历期对齐
经营现金流FOLDRPD
| Q4 25 | $16.3M | $37.6M | ||
| Q3 25 | $35.7M | $39.0M | ||
| Q2 25 | $-26.5M | $47.5M | ||
| Q1 25 | $7.8M | $29.8M | ||
| Q4 24 | $-3.9M | $63.8M | ||
| Q3 24 | $-23.0M | $44.0M | ||
| Q2 24 | $22.7M | $32.9M | ||
| Q1 24 | $-29.7M | $31.1M |
自由现金流FOLDRPD
| Q4 25 | $16.0M | $36.4M | ||
| Q3 25 | $35.3M | $34.8M | ||
| Q2 25 | $-28.9M | $46.6M | ||
| Q1 25 | $7.5M | $28.4M | ||
| Q4 24 | $-4.2M | $62.6M | ||
| Q3 24 | $-23.3M | $42.6M | ||
| Q2 24 | $21.6M | $32.6M | ||
| Q1 24 | $-31.5M | $30.4M |
自由现金流率FOLDRPD
| Q4 25 | 8.6% | 16.8% | ||
| Q3 25 | 20.9% | 16.0% | ||
| Q2 25 | -18.7% | 21.8% | ||
| Q1 25 | 6.0% | 13.5% | ||
| Q4 24 | -2.8% | 28.9% | ||
| Q3 24 | -16.5% | 19.9% | ||
| Q2 24 | 17.0% | 15.7% | ||
| Q1 24 | -28.5% | 14.8% |
资本支出强度FOLDRPD
| Q4 25 | 0.2% | 0.5% | ||
| Q3 25 | 0.2% | 1.9% | ||
| Q2 25 | 1.6% | 0.4% | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 0.2% | 0.5% | ||
| Q3 24 | 0.3% | 0.6% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.6% | 0.3% |
现金转化率FOLDRPD
| Q4 25 | 9.62× | 12.01× | ||
| Q3 25 | 2.06× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | -0.27× | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
