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AMICUS THERAPEUTICS, INC.（FOLD）与null（SWIM）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null的1.9倍（$185.2M vs $100.0M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -7.0%，领先7.9%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 14.5%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $14.1M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -4.9%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
FOLD vs SWIM — 直观对比
营收规模更大
FOLD
是对方的1.9倍
$100.0M
营收增速更快
FOLD
高出9.2%
14.5%
净利率更高
FOLD
高出7.9%
-7.0%
自由现金流更多
FOLD
多$1.9M
$14.1M
两年增速更快
FOLD
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $100.0M |
| 净利润 | $1.7M | $-7.0M |
| 毛利率 | 85.7% | 28.0% |
| 营业利润率 | 8.6% | -10.7% |
| 净利率 | 0.9% | -7.0% |
| 营收同比 | 23.7% | 14.5% |
| 净利润同比 | -88.5% | 76.0% |
| 每股收益（稀释后） | $0.00 | $-0.06 |
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FOLDSWIM
| Q4 25 | $185.2M | $100.0M | ||
| Q3 25 | $169.1M | $161.9M | ||
| Q2 25 | $154.7M | $172.6M | ||
| Q1 25 | $125.2M | $111.4M | ||
| Q4 24 | $149.7M | $87.3M | ||
| Q3 24 | $141.5M | $150.5M | ||
| Q2 24 | $126.7M | $160.1M | ||
| Q1 24 | $110.4M | $110.6M |
净利润FOLDSWIM
| Q4 25 | $1.7M | $-7.0M | ||
| Q3 25 | $17.3M | $8.1M | ||
| Q2 25 | $-24.4M | $16.0M | ||
| Q1 25 | $-21.7M | $-6.0M | ||
| Q4 24 | $14.7M | $-29.2M | ||
| Q3 24 | $-6.7M | $5.9M | ||
| Q2 24 | $-15.7M | $13.3M | ||
| Q1 24 | $-48.4M | $-7.9M |
毛利率FOLDSWIM
| Q4 25 | 85.7% | 28.0% | ||
| Q3 25 | 88.5% | 35.4% | ||
| Q2 25 | 90.2% | 37.1% | ||
| Q1 25 | 90.7% | 29.5% | ||
| Q4 24 | 90.1% | 24.6% | ||
| Q3 24 | 90.6% | 32.4% | ||
| Q2 24 | 91.1% | 33.1% | ||
| Q1 24 | 87.7% | 27.7% |
营业利润率FOLDSWIM
| Q4 25 | 8.6% | -10.7% | ||
| Q3 25 | 20.3% | 13.3% | ||
| Q2 25 | -6.1% | 14.3% | ||
| Q1 25 | -6.3% | -4.4% | ||
| Q4 24 | 10.7% | -14.9% | ||
| Q3 24 | 15.3% | 8.9% | ||
| Q2 24 | 11.8% | 12.5% | ||
| Q1 24 | -25.1% | -1.9% |
净利率FOLDSWIM
| Q4 25 | 0.9% | -7.0% | ||
| Q3 25 | 10.2% | 5.0% | ||
| Q2 25 | -15.8% | 9.3% | ||
| Q1 25 | -17.3% | -5.4% | ||
| Q4 24 | 9.8% | -33.4% | ||
| Q3 24 | -4.8% | 3.9% | ||
| Q2 24 | -12.4% | 8.3% | ||
| Q1 24 | -43.9% | -7.1% |
每股收益（稀释后）FOLDSWIM
| Q4 25 | $0.00 | $-0.06 | ||
| Q3 25 | $0.06 | $0.07 | ||
| Q2 25 | $-0.08 | $0.13 | ||
| Q1 25 | $-0.07 | $-0.05 | ||
| Q4 24 | $0.05 | $-0.24 | ||
| Q3 24 | $-0.02 | $0.05 | ||
| Q2 24 | $-0.05 | $0.11 | ||
| Q1 24 | $-0.16 | $-0.07 |
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 | — |
| 总债务越低越好 | $392.7M | $279.8M |
| 股东权益账面价值 | $274.2M | $405.9M |
| 总资产 | $949.9M | $823.2M |
| 负债/权益比越低杠杆越低 | 1.43× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资FOLDSWIM
| Q4 25 | $293.5M | — | ||
| Q3 25 | $263.8M | — | ||
| Q2 25 | $231.0M | — | ||
| Q1 25 | $250.6M | — | ||
| Q4 24 | $249.9M | — | ||
| Q3 24 | $249.8M | — | ||
| Q2 24 | $260.1M | — | ||
| Q1 24 | $239.6M | — |
总债务FOLDSWIM
| Q4 25 | $392.7M | $279.8M | ||
| Q3 25 | $392.0M | $281.1M | ||
| Q2 25 | $391.3M | $281.5M | ||
| Q1 25 | $390.7M | $306.9M | ||
| Q4 24 | $390.1M | $281.5M | ||
| Q3 24 | $389.5M | $282.8M | ||
| Q2 24 | $388.9M | $282.4M | ||
| Q1 24 | $388.4M | $282.8M |
股东权益FOLDSWIM
| Q4 25 | $274.2M | $405.9M | ||
| Q3 25 | $230.4M | $408.4M | ||
| Q2 25 | $204.3M | $398.4M | ||
| Q1 25 | $193.6M | $381.1M | ||
| Q4 24 | $194.0M | $387.2M | ||
| Q3 24 | $178.8M | $416.6M | ||
| Q2 24 | $132.5M | $408.1M | ||
| Q1 24 | $130.7M | $391.8M |
总资产FOLDSWIM
| Q4 25 | $949.9M | $823.2M | ||
| Q3 25 | $868.8M | $844.4M | ||
| Q2 25 | $815.3M | $822.1M | ||
| Q1 25 | $789.8M | $824.6M | ||
| Q4 24 | $785.0M | $794.2M | ||
| Q3 24 | $786.6M | $853.4M | ||
| Q2 24 | $749.5M | $830.0M | ||
| Q1 24 | $721.8M | $808.6M |
负债/权益比FOLDSWIM
| Q4 25 | 1.43× | 0.69× | ||
| Q3 25 | 1.70× | 0.69× | ||
| Q2 25 | 1.92× | 0.71× | ||
| Q1 25 | 2.02× | 0.81× | ||
| Q4 24 | 2.01× | 0.73× | ||
| Q3 24 | 2.18× | 0.68× | ||
| Q2 24 | 2.93× | 0.69× | ||
| Q1 24 | 2.97× | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $14.1M |
| 自由现金流率自由现金流/营收 | 8.6% | 14.1% |
| 资本支出强度资本支出/营收 | 0.2% | 9.2% |
| 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 | $38.0M |
8季度趋势，按日历期对齐
经营现金流FOLDSWIM
| Q4 25 | $16.3M | $23.3M | ||
| Q3 25 | $35.7M | $51.0M | ||
| Q2 25 | $-26.5M | $36.0M | ||
| Q1 25 | $7.8M | $-46.9M | ||
| Q4 24 | $-3.9M | $6.2M | ||
| Q3 24 | $-23.0M | $37.2M | ||
| Q2 24 | $22.7M | $52.4M | ||
| Q1 24 | $-29.7M | $-34.5M |
自由现金流FOLDSWIM
| Q4 25 | $16.0M | $14.1M | ||
| Q3 25 | $35.3M | $45.2M | ||
| Q2 25 | $-28.9M | $29.1M | ||
| Q1 25 | $7.5M | $-50.3M | ||
| Q4 24 | $-4.2M | $-98.0K | ||
| Q3 24 | $-23.3M | $33.2M | ||
| Q2 24 | $21.6M | $47.9M | ||
| Q1 24 | $-31.5M | $-39.9M |
自由现金流率FOLDSWIM
| Q4 25 | 8.6% | 14.1% | ||
| Q3 25 | 20.9% | 27.9% | ||
| Q2 25 | -18.7% | 16.8% | ||
| Q1 25 | 6.0% | -45.2% | ||
| Q4 24 | -2.8% | -0.1% | ||
| Q3 24 | -16.5% | 22.1% | ||
| Q2 24 | 17.0% | 29.9% | ||
| Q1 24 | -28.5% | -36.0% |
资本支出强度FOLDSWIM
| Q4 25 | 0.2% | 9.2% | ||
| Q3 25 | 0.2% | 3.6% | ||
| Q2 25 | 1.6% | 4.0% | ||
| Q1 25 | 0.2% | 3.1% | ||
| Q4 24 | 0.2% | 7.2% | ||
| Q3 24 | 0.3% | 2.7% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.6% | 4.8% |
现金转化率FOLDSWIM
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 6.29× | ||
| Q2 25 | — | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| 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% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
