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AMICUS THERAPEUTICS, INC.（FOLD）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是AMICUS THERAPEUTICS, INC.的2.0倍（$362.7M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -10.7%，领先11.6%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-193.1M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 17.4%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
FOLD vs VNET — 直观对比
营收规模更大
VNET
是对方的2.0倍
$185.2M
净利率更高
FOLD
高出11.6%
-10.7%
自由现金流更多
FOLD
多$209.0M
$-193.1M
两年增速更快
FOLD
近两年复合增速
17.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $362.7M |
| 净利润 | $1.7M | $-38.7M |
| 毛利率 | 85.7% | 20.9% |
| 营业利润率 | 8.6% | 0.5% |
| 净利率 | 0.9% | -10.7% |
| 营收同比 | 23.7% | — |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | — |
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FOLDVNET
| Q4 25 | $185.2M | — | ||
| Q3 25 | $169.1M | $362.7M | ||
| Q2 25 | $154.7M | — | ||
| Q1 25 | $125.2M | $309.5M | ||
| Q4 24 | $149.7M | — | ||
| Q3 24 | $141.5M | $302.2M | ||
| Q2 24 | $126.7M | $274.4M | ||
| Q1 24 | $110.4M | $262.9M |
净利润FOLDVNET
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $-38.7M | ||
| Q2 25 | $-24.4M | — | ||
| Q1 25 | $-21.7M | $-2.4M | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $-6.7M | $-2.1M | ||
| Q2 24 | $-15.7M | $-1.1M | ||
| Q1 24 | $-48.4M | $-22.0M |
毛利率FOLDVNET
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | 20.9% | ||
| Q2 25 | 90.2% | — | ||
| Q1 25 | 90.7% | 25.2% | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | 23.2% | ||
| Q2 24 | 91.1% | 21.3% | ||
| Q1 24 | 87.7% | 21.6% |
营业利润率FOLDVNET
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.3% | 0.5% | ||
| Q2 25 | -6.1% | — | ||
| Q1 25 | -6.3% | 0.1% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 15.3% | 24.5% | ||
| Q2 24 | 11.8% | 0.2% | ||
| Q1 24 | -25.1% | 0.2% |
净利率FOLDVNET
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | -10.7% | ||
| Q2 25 | -15.8% | — | ||
| Q1 25 | -17.3% | -0.8% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | -4.8% | -0.7% | ||
| Q2 24 | -12.4% | -0.4% | ||
| Q1 24 | -43.9% | -8.4% |
每股收益（稀释后）FOLDVNET
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.08 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.02 | — | ||
| Q2 24 | $-0.05 | — | ||
| Q1 24 | $-0.16 | — |
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 | $492.1M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $890.8M |
| 总资产 | $949.9M | $6.1B |
| 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FOLDVNET
| Q4 25 | $293.5M | — | ||
| Q3 25 | $263.8M | $492.1M | ||
| Q2 25 | $231.0M | — | ||
| Q1 25 | $250.6M | $544.3M | ||
| Q4 24 | $249.9M | — | ||
| Q3 24 | $249.8M | $219.5M | ||
| Q2 24 | $260.1M | $247.2M | ||
| Q1 24 | $239.6M | $246.9M |
总债务FOLDVNET
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | — | ||
| Q3 24 | $389.5M | $1.2B | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDVNET
| Q4 25 | $274.2M | — | ||
| Q3 25 | $230.4M | $890.8M | ||
| Q2 25 | $204.3M | — | ||
| Q1 25 | $193.6M | $927.8M | ||
| Q4 24 | $194.0M | — | ||
| Q3 24 | $178.8M | $902.9M | ||
| Q2 24 | $132.5M | $900.6M | ||
| Q1 24 | $130.7M | $895.1M |
总资产FOLDVNET
| Q4 25 | $949.9M | — | ||
| Q3 25 | $868.8M | $6.1B | ||
| Q2 25 | $815.3M | — | ||
| Q1 25 | $789.8M | $5.4B | ||
| Q4 24 | $785.0M | — | ||
| Q3 24 | $786.6M | $4.3B | ||
| Q2 24 | $749.5M | $4.0B | ||
| Q1 24 | $721.8M | $3.9B |
负债/权益比FOLDVNET
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.18× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-193.1M |
| 自由现金流率自由现金流/营收 | 8.6% | -53.2% |
| 资本支出强度资本支出/营收 | 0.2% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流FOLDVNET
| Q4 25 | $16.3M | — | ||
| Q3 25 | $35.7M | $113.8M | ||
| Q2 25 | $-26.5M | — | ||
| Q1 25 | $7.8M | $27.0M | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $-23.0M | $108.3M | ||
| Q2 24 | $22.7M | $55.8M | ||
| Q1 24 | $-29.7M | $37.1M |
自由现金流FOLDVNET
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | $-193.1M | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | $-220.0M | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | $-95.0M | ||
| Q2 24 | $21.6M | $-81.6M | ||
| Q1 24 | $-31.5M | $-102.2M |
自由现金流率FOLDVNET
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | -53.2% | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | -71.1% | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | -31.4% | ||
| Q2 24 | 17.0% | -29.8% | ||
| Q1 24 | -28.5% | -38.9% |
资本支出强度FOLDVNET
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | 84.6% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | 79.8% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | 67.3% | ||
| Q2 24 | 0.9% | 50.1% | ||
| Q1 24 | 1.6% | 53.0% |
现金转化率FOLDVNET
| 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% |
VNET
暂无分部数据
