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AMICUS THERAPEUTICS, INC.（FOLD）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$199.5M vs $185.2M），VIRTUS INVESTMENT PARTNERS, INC.净利率更高（3.6% vs 0.9%，领先2.6%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -4.1%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
FOLD vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.1倍
$185.2M
营收增速更快
FOLD
高出27.8%
-4.1%
净利率更高
VRTS
高出2.6%
0.9%
两年增速更快
FOLD
近两年复合增速
-5.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $199.5M |
| 净利润 | $1.7M | $7.1M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 7.7% |
| 净利率 | 0.9% | 3.6% |
| 营收同比 | 23.7% | -4.1% |
| 净利润同比 | -88.5% | -78.1% |
| 每股收益（稀释后） | $0.00 | $1.05 |
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FOLDVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $185.2M | $208.0M | ||
| Q3 25 | $169.1M | $216.4M | ||
| Q2 25 | $154.7M | $210.5M | ||
| Q1 25 | $125.2M | $217.9M | ||
| Q4 24 | $149.7M | $233.5M | ||
| Q3 24 | $141.5M | $227.0M | ||
| Q2 24 | $126.7M | $224.4M |
净利润FOLDVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $1.7M | $33.9M | ||
| Q3 25 | $17.3M | $31.3M | ||
| Q2 25 | $-24.4M | $42.7M | ||
| Q1 25 | $-21.7M | $28.1M | ||
| Q4 24 | $14.7M | $39.5M | ||
| Q3 24 | $-6.7M | $49.1M | ||
| Q2 24 | $-15.7M | $26.0M |
毛利率FOLDVRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率FOLDVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 8.6% | 19.1% | ||
| Q3 25 | 20.3% | 21.7% | ||
| Q2 25 | -6.1% | 21.5% | ||
| Q1 25 | -6.3% | 16.8% | ||
| Q4 24 | 10.7% | 21.7% | ||
| Q3 24 | 15.3% | 24.3% | ||
| Q2 24 | 11.8% | 19.7% |
净利率FOLDVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.9% | 16.3% | ||
| Q3 25 | 10.2% | 14.5% | ||
| Q2 25 | -15.8% | 20.3% | ||
| Q1 25 | -17.3% | 12.9% | ||
| Q4 24 | 9.8% | 16.9% | ||
| Q3 24 | -4.8% | 21.6% | ||
| Q2 24 | -12.4% | 11.6% |
每股收益（稀释后）FOLDVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.00 | $5.15 | ||
| Q3 25 | $0.06 | $4.65 | ||
| Q2 25 | $-0.08 | $6.12 | ||
| Q1 25 | $-0.07 | $4.05 | ||
| Q4 24 | $0.05 | $4.65 | ||
| Q3 24 | $-0.02 | $5.71 | ||
| Q2 24 | $-0.05 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $93.6B |
| 总资产 | $949.9M | — |
| 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FOLDVRTS
| Q1 26 | — | $136.6M | ||
| 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 | — |
总债务FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $392.7M | $390.0M | ||
| Q3 25 | $392.0M | $390.6M | ||
| Q2 25 | $391.3M | $231.3M | ||
| Q1 25 | $390.7M | $231.7M | ||
| Q4 24 | $390.1M | $232.1M | ||
| Q3 24 | $389.5M | $237.5M | ||
| Q2 24 | $388.9M | $247.6M |
股东权益FOLDVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $274.2M | $934.0M | ||
| Q3 25 | $230.4M | $918.7M | ||
| Q2 25 | $204.3M | $896.4M | ||
| Q1 25 | $193.6M | $893.7M | ||
| Q4 24 | $194.0M | $897.5M | ||
| Q3 24 | $178.8M | $889.0M | ||
| Q2 24 | $132.5M | $868.7M |
总资产FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $949.9M | $4.3B | ||
| Q3 25 | $868.8M | $3.9B | ||
| Q2 25 | $815.3M | $3.7B | ||
| Q1 25 | $789.8M | $3.7B | ||
| Q4 24 | $785.0M | $4.0B | ||
| Q3 24 | $786.6M | $3.6B | ||
| Q2 24 | $749.5M | $3.6B |
负债/权益比FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 1.43× | 0.42× | ||
| Q3 25 | 1.70× | 0.43× | ||
| Q2 25 | 1.92× | 0.26× | ||
| Q1 25 | 2.02× | 0.26× | ||
| Q4 24 | 2.01× | 0.26× | ||
| Q3 24 | 2.18× | 0.27× | ||
| Q2 24 | 2.93× | 0.29× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 8.6% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $-67.2M | ||
| Q3 25 | $35.7M | $108.3M | ||
| Q2 25 | $-26.5M | $75.8M | ||
| Q1 25 | $7.8M | $-3.8M | ||
| Q4 24 | $-3.9M | $1.8M | ||
| Q3 24 | $-23.0M | $69.1M | ||
| Q2 24 | $22.7M | $70.0M |
自由现金流FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $-74.1M | ||
| Q3 25 | $35.3M | $106.9M | ||
| Q2 25 | $-28.9M | $74.2M | ||
| Q1 25 | $7.5M | $-6.8M | ||
| Q4 24 | $-4.2M | $-3.8M | ||
| Q3 24 | $-23.3M | $68.7M | ||
| Q2 24 | $21.6M | $68.6M |
自由现金流率FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | -35.6% | ||
| Q3 25 | 20.9% | 49.4% | ||
| Q2 25 | -18.7% | 35.2% | ||
| Q1 25 | 6.0% | -3.1% | ||
| Q4 24 | -2.8% | -1.6% | ||
| Q3 24 | -16.5% | 30.3% | ||
| Q2 24 | 17.0% | 30.6% |
资本支出强度FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.3% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 0.2% | 1.4% | ||
| Q4 24 | 0.2% | 2.4% | ||
| Q3 24 | 0.3% | 0.2% | ||
| Q2 24 | 0.9% | 0.6% |
现金转化率FOLDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | -1.99× | ||
| Q3 25 | 2.06× | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | -0.27× | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
