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AMICUS THERAPEUTICS, INC.（FOLD）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是AMICUS THERAPEUTICS, INC.的1.6倍（$296.5M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -0.3%，领先1.2%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -17.0%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-95.2M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
FOLD vs SVC — 直观对比
营收规模更大
SVC
是对方的1.6倍
$185.2M
营收增速更快
FOLD
高出40.7%
-17.0%
净利率更高
FOLD
高出1.2%
-0.3%
自由现金流更多
FOLD
多$111.1M
$-95.2M
两年增速更快
FOLD
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $296.5M |
| 净利润 | $1.7M | $-782.0K |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | -3.9% |
| 净利率 | 0.9% | -0.3% |
| 营收同比 | 23.7% | -17.0% |
| 净利润同比 | -88.5% | 99.0% |
| 每股收益（稀释后） | $0.00 | $-0.01 |
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FOLDSVC
| Q4 25 | $185.2M | $296.5M | ||
| Q3 25 | $169.1M | $377.6M | ||
| Q2 25 | $154.7M | $404.4M | ||
| Q1 25 | $125.2M | $335.0M | ||
| Q4 24 | $149.7M | $357.0M | ||
| Q3 24 | $141.5M | $390.9M | ||
| Q2 24 | $126.7M | $412.5M | ||
| Q1 24 | $110.4M | $336.2M |
净利润FOLDSVC
| Q4 25 | $1.7M | $-782.0K | ||
| Q3 25 | $17.3M | $-46.9M | ||
| Q2 25 | $-24.4M | $-38.2M | ||
| Q1 25 | $-21.7M | $-116.4M | ||
| Q4 24 | $14.7M | $-76.4M | ||
| Q3 24 | $-6.7M | $-46.9M | ||
| Q2 24 | $-15.7M | $-73.8M | ||
| Q1 24 | $-48.4M | $-78.4M |
毛利率FOLDSVC
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | — | ||
| Q2 25 | 90.2% | — | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 91.1% | — | ||
| Q1 24 | 87.7% | — |
营业利润率FOLDSVC
| Q4 25 | 8.6% | -3.9% | ||
| Q3 25 | 20.3% | -12.8% | ||
| Q2 25 | -6.1% | -9.2% | ||
| Q1 25 | -6.3% | -33.3% | ||
| Q4 24 | 10.7% | -19.4% | ||
| Q3 24 | 15.3% | -12.8% | ||
| Q2 24 | 11.8% | -17.1% | ||
| Q1 24 | -25.1% | -21.4% |
净利率FOLDSVC
| Q4 25 | 0.9% | -0.3% | ||
| Q3 25 | 10.2% | -12.4% | ||
| Q2 25 | -15.8% | -9.4% | ||
| Q1 25 | -17.3% | -34.8% | ||
| Q4 24 | 9.8% | -21.4% | ||
| Q3 24 | -4.8% | -12.0% | ||
| Q2 24 | -12.4% | -17.9% | ||
| Q1 24 | -43.9% | -23.3% |
每股收益（稀释后）FOLDSVC
| Q4 25 | $0.00 | $-0.01 | ||
| Q3 25 | $0.06 | $-0.28 | ||
| Q2 25 | $-0.08 | $-0.23 | ||
| Q1 25 | $-0.07 | $-0.70 | ||
| Q4 24 | $0.05 | $-0.46 | ||
| Q3 24 | $-0.02 | $-0.28 | ||
| Q2 24 | $-0.05 | $-0.45 | ||
| Q1 24 | $-0.16 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | $392.7M | $5.5B |
| 股东权益账面价值 | $274.2M | $646.1M |
| 总资产 | $949.9M | $6.5B |
| 负债/权益比越低杠杆越低 | 1.43× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资FOLDSVC
| Q4 25 | $293.5M | $346.8M | ||
| Q3 25 | $263.8M | $417.4M | ||
| Q2 25 | $231.0M | $63.2M | ||
| Q1 25 | $250.6M | $80.1M | ||
| Q4 24 | $249.9M | $143.5M | ||
| Q3 24 | $249.8M | $48.6M | ||
| Q2 24 | $260.1M | $14.6M | ||
| Q1 24 | $239.6M | $71.3M |
总债务FOLDSVC
| Q4 25 | $392.7M | $5.5B | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $5.8B | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDSVC
| Q4 25 | $274.2M | $646.1M | ||
| Q3 25 | $230.4M | $647.9M | ||
| Q2 25 | $204.3M | $695.9M | ||
| Q1 25 | $193.6M | $734.6M | ||
| Q4 24 | $194.0M | $851.9M | ||
| Q3 24 | $178.8M | $929.0M | ||
| Q2 24 | $132.5M | $1.0B | ||
| Q1 24 | $130.7M | $1.1B |
总资产FOLDSVC
| Q4 25 | $949.9M | $6.5B | ||
| Q3 25 | $868.8M | $7.0B | ||
| Q2 25 | $815.3M | $6.9B | ||
| Q1 25 | $789.8M | $7.0B | ||
| Q4 24 | $785.0M | $7.1B | ||
| Q3 24 | $786.6M | $7.1B | ||
| Q2 24 | $749.5M | $7.1B | ||
| Q1 24 | $721.8M | $7.2B |
负债/权益比FOLDSVC
| Q4 25 | 1.43× | 8.52× | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-95.2M |
| 自由现金流率自由现金流/营收 | 8.6% | -32.1% |
| 资本支出强度资本支出/营收 | 0.2% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流FOLDSVC
| Q4 25 | $16.3M | $-18.5M | ||
| Q3 25 | $35.7M | $98.1M | ||
| Q2 25 | $-26.5M | $-7.0K | ||
| Q1 25 | $7.8M | $38.2M | ||
| Q4 24 | $-3.9M | $-9.7M | ||
| Q3 24 | $-23.0M | $106.2M | ||
| Q2 24 | $22.7M | $43.8M | ||
| Q1 24 | $-29.7M | $-926.0K |
自由现金流FOLDSVC
| Q4 25 | $16.0M | $-95.2M | ||
| Q3 25 | $35.3M | $57.9M | ||
| Q2 25 | $-28.9M | $-46.6M | ||
| Q1 25 | $7.5M | $-23.2M | ||
| Q4 24 | $-4.2M | $-88.9M | ||
| Q3 24 | $-23.3M | $24.1M | ||
| Q2 24 | $21.6M | $-22.3M | ||
| Q1 24 | $-31.5M | $-77.2M |
自由现金流率FOLDSVC
| Q4 25 | 8.6% | -32.1% | ||
| Q3 25 | 20.9% | 15.3% | ||
| Q2 25 | -18.7% | -11.5% | ||
| Q1 25 | 6.0% | -6.9% | ||
| Q4 24 | -2.8% | -24.9% | ||
| Q3 24 | -16.5% | 6.2% | ||
| Q2 24 | 17.0% | -5.4% | ||
| Q1 24 | -28.5% | -23.0% |
资本支出强度FOLDSVC
| Q4 25 | 0.2% | 25.9% | ||
| Q3 25 | 0.2% | 10.6% | ||
| Q2 25 | 1.6% | 11.5% | ||
| Q1 25 | 0.2% | 18.3% | ||
| Q4 24 | 0.2% | 22.2% | ||
| Q3 24 | 0.3% | 21.0% | ||
| Q2 24 | 0.9% | 16.0% | ||
| Q1 24 | 1.6% | 22.7% |
现金转化率FOLDSVC
| 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% |
SVC
暂无分部数据
