vs
AMICUS THERAPEUTICS, INC.（FOLD）与Tecnoglass Inc.（TGLS）财务数据对比。点击上方公司名可切换其他公司
Tecnoglass Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.3倍（$245.3M vs $185.2M），Tecnoglass Inc.净利率更高（10.6% vs 0.9%，领先9.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 2.4%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $11.4M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 12.8%）
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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
FOLD vs TGLS — 直观对比
营收规模更大
TGLS
是对方的1.3倍
$185.2M
营收增速更快
FOLD
高出21.3%
2.4%
净利率更高
TGLS
高出9.7%
0.9%
自由现金流更多
FOLD
多$4.5M
$11.4M
两年增速更快
FOLD
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $245.3M |
| 净利润 | $1.7M | $26.1M |
| 毛利率 | 85.7% | 40.0% |
| 营业利润率 | 8.6% | 18.3% |
| 净利率 | 0.9% | 10.6% |
| 营收同比 | 23.7% | 2.4% |
| 净利润同比 | -88.5% | -44.5% |
| 每股收益（稀释后） | $0.00 | $0.57 |
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FOLDTGLS
| Q4 25 | $185.2M | $245.3M | ||
| Q3 25 | $169.1M | $260.5M | ||
| Q2 25 | $154.7M | $255.5M | ||
| Q1 25 | $125.2M | $222.3M | ||
| Q4 24 | $149.7M | $239.6M | ||
| Q3 24 | $141.5M | $238.3M | ||
| Q2 24 | $126.7M | $219.7M | ||
| Q1 24 | $110.4M | $192.6M |
净利润FOLDTGLS
| Q4 25 | $1.7M | $26.1M | ||
| Q3 25 | $17.3M | $47.2M | ||
| Q2 25 | $-24.4M | $44.1M | ||
| Q1 25 | $-21.7M | $42.2M | ||
| Q4 24 | $14.7M | $47.0M | ||
| Q3 24 | $-6.7M | $49.5M | ||
| Q2 24 | $-15.7M | $35.0M | ||
| Q1 24 | $-48.4M | $29.7M |
毛利率FOLDTGLS
| Q4 25 | 85.7% | 40.0% | ||
| Q3 25 | 88.5% | 42.7% | ||
| Q2 25 | 90.2% | 44.7% | ||
| Q1 25 | 90.7% | 43.9% | ||
| Q4 24 | 90.1% | 44.5% | ||
| Q3 24 | 90.6% | 45.8% | ||
| Q2 24 | 91.1% | 40.8% | ||
| Q1 24 | 87.7% | 38.8% |
营业利润率FOLDTGLS
| Q4 25 | 8.6% | 18.3% | ||
| Q3 25 | 20.3% | 25.1% | ||
| Q2 25 | -6.1% | 24.0% | ||
| Q1 25 | -6.3% | 26.7% | ||
| Q4 24 | 10.7% | 28.0% | ||
| Q3 24 | 15.3% | 28.4% | ||
| Q2 24 | 11.8% | 23.3% | ||
| Q1 24 | -25.1% | 21.3% |
净利率FOLDTGLS
| Q4 25 | 0.9% | 10.6% | ||
| Q3 25 | 10.2% | 18.1% | ||
| Q2 25 | -15.8% | 17.3% | ||
| Q1 25 | -17.3% | 19.0% | ||
| Q4 24 | 9.8% | 19.6% | ||
| Q3 24 | -4.8% | 20.8% | ||
| Q2 24 | -12.4% | 15.9% | ||
| Q1 24 | -43.9% | 15.4% |
每股收益（稀释后）FOLDTGLS
| Q4 25 | $0.00 | $0.57 | ||
| Q3 25 | $0.06 | $1.01 | ||
| Q2 25 | $-0.08 | $0.94 | ||
| Q1 25 | $-0.07 | $0.90 | ||
| Q4 24 | $0.05 | $1.00 | ||
| Q3 24 | $-0.02 | $1.05 | ||
| Q2 24 | $-0.05 | $0.75 | ||
| Q1 24 | $-0.16 | $0.63 |
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 | $104.1M |
| 总债务越低越好 | $392.7M | $174.4M |
| 股东权益账面价值 | $274.2M | $713.1M |
| 总资产 | $949.9M | $1.3B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资FOLDTGLS
| Q4 25 | $293.5M | $104.1M | ||
| Q3 25 | $263.8M | $127.1M | ||
| Q2 25 | $231.0M | $140.9M | ||
| Q1 25 | $250.6M | $160.2M | ||
| Q4 24 | $249.9M | $137.5M | ||
| Q3 24 | $249.8M | $124.8M | ||
| Q2 24 | $260.1M | $129.5M | ||
| Q1 24 | $239.6M | $138.8M |
总债务FOLDTGLS
| Q4 25 | $392.7M | $174.4M | ||
| Q3 25 | $392.0M | $114.7M | ||
| Q2 25 | $391.3M | $110.6M | ||
| Q1 25 | $390.7M | $110.6M | ||
| Q4 24 | $390.1M | $111.1M | ||
| Q3 24 | $389.5M | $126.8M | ||
| Q2 24 | $388.9M | $144.7M | ||
| Q1 24 | $388.4M | $160.9M |
股东权益FOLDTGLS
| Q4 25 | $274.2M | $713.1M | ||
| Q3 25 | $230.4M | $764.0M | ||
| Q2 25 | $204.3M | $736.0M | ||
| Q1 25 | $193.6M | $685.1M | ||
| Q4 24 | $194.0M | $631.2M | ||
| Q3 24 | $178.8M | $613.3M | ||
| Q2 24 | $132.5M | $574.8M | ||
| Q1 24 | $130.7M | $573.6M |
总资产FOLDTGLS
| Q4 25 | $949.9M | $1.3B | ||
| Q3 25 | $868.8M | $1.2B | ||
| Q2 25 | $815.3M | $1.2B | ||
| Q1 25 | $789.8M | $1.1B | ||
| Q4 24 | $785.0M | $1.0B | ||
| Q3 24 | $786.6M | $996.3M | ||
| Q2 24 | $749.5M | $942.5M | ||
| Q1 24 | $721.8M | $981.6M |
负债/权益比FOLDTGLS
| Q4 25 | 1.43× | 0.24× | ||
| Q3 25 | 1.70× | 0.15× | ||
| Q2 25 | 1.92× | 0.15× | ||
| Q1 25 | 2.02× | 0.16× | ||
| Q4 24 | 2.01× | 0.18× | ||
| Q3 24 | 2.18× | 0.21× | ||
| Q2 24 | 2.93× | 0.25× | ||
| Q1 24 | 2.97× | 0.28× |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $11.4M |
| 自由现金流率自由现金流/营收 | 8.6% | 4.7% |
| 资本支出强度资本支出/营收 | 0.2% | 8.0% |
| 现金转化率经营现金流/净利润 | 9.62× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $34.5M |
8季度趋势，按日历期对齐
经营现金流FOLDTGLS
| Q4 25 | $16.3M | $31.0M | ||
| Q3 25 | $35.7M | $40.0M | ||
| Q2 25 | $-26.5M | $17.9M | ||
| Q1 25 | $7.8M | $46.9M | ||
| Q4 24 | $-3.9M | $61.1M | ||
| Q3 24 | $-23.0M | $41.5M | ||
| Q2 24 | $22.7M | $34.5M | ||
| Q1 24 | $-29.7M | $33.4M |
自由现金流FOLDTGLS
| Q4 25 | $16.0M | $11.4M | ||
| Q3 25 | $35.3M | $21.2M | ||
| Q2 25 | $-28.9M | $-14.7M | ||
| Q1 25 | $7.5M | $16.5M | ||
| Q4 24 | $-4.2M | $35.4M | ||
| Q3 24 | $-23.3M | $17.8M | ||
| Q2 24 | $21.6M | $14.2M | ||
| Q1 24 | $-31.5M | $23.6M |
自由现金流率FOLDTGLS
| Q4 25 | 8.6% | 4.7% | ||
| Q3 25 | 20.9% | 8.2% | ||
| Q2 25 | -18.7% | -5.7% | ||
| Q1 25 | 6.0% | 7.4% | ||
| Q4 24 | -2.8% | 14.8% | ||
| Q3 24 | -16.5% | 7.5% | ||
| Q2 24 | 17.0% | 6.5% | ||
| Q1 24 | -28.5% | 12.2% |
资本支出强度FOLDTGLS
| Q4 25 | 0.2% | 8.0% | ||
| Q3 25 | 0.2% | 7.2% | ||
| Q2 25 | 1.6% | 12.7% | ||
| Q1 25 | 0.2% | 13.7% | ||
| Q4 24 | 0.2% | 10.7% | ||
| Q3 24 | 0.3% | 9.9% | ||
| Q2 24 | 0.9% | 9.2% | ||
| Q1 24 | 1.6% | 5.1% |
现金转化率FOLDTGLS
| Q4 25 | 9.62× | 1.19× | ||
| Q3 25 | 2.06× | 0.85× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | -0.27× | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 1.13× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
