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AMICUS THERAPEUTICS, INC.（FOLD）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是AMICUS THERAPEUTICS, INC.的1.0倍（$191.4M vs $185.2M），WAFD INC净利率更高（33.5% vs 0.9%，领先32.6%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 11.8%），WAFD INC自由现金流更多（$50.0M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 5.5%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
FOLD vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.0倍
$185.2M
营收增速更快
FOLD
高出11.9%
11.8%
净利率更高
WAFD
高出32.6%
0.9%
自由现金流更多
WAFD
多$34.1M
$16.0M
两年增速更快
FOLD
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $191.4M |
| 净利润 | $1.7M | $64.2M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 43.0% |
| 净利率 | 0.9% | 33.5% |
| 营收同比 | 23.7% | 11.8% |
| 净利润同比 | -88.5% | 35.8% |
| 每股收益（稀释后） | $0.00 | $0.79 |
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FOLDWAFD
| Q4 25 | $185.2M | $191.4M | ||
| Q3 25 | $169.1M | $188.3M | ||
| Q2 25 | $154.7M | $186.3M | ||
| Q1 25 | $125.2M | $179.8M | ||
| Q4 24 | $149.7M | $171.1M | ||
| Q3 24 | $141.5M | $188.7M | ||
| Q2 24 | $126.7M | $194.4M | ||
| Q1 24 | $110.4M | $172.0M |
净利润FOLDWAFD
| Q4 25 | $1.7M | $64.2M | ||
| Q3 25 | $17.3M | $60.6M | ||
| Q2 25 | $-24.4M | $62.0M | ||
| Q1 25 | $-21.7M | $56.3M | ||
| Q4 24 | $14.7M | $47.3M | ||
| Q3 24 | $-6.7M | $61.1M | ||
| Q2 24 | $-15.7M | $64.6M | ||
| Q1 24 | $-48.4M | $15.9M |
毛利率FOLDWAFD
| 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FOLDWAFD
| Q4 25 | 8.6% | 43.0% | ||
| Q3 25 | 20.3% | 41.2% | ||
| Q2 25 | -6.1% | 42.8% | ||
| Q1 25 | -6.3% | 40.1% | ||
| Q4 24 | 10.7% | 35.2% | ||
| Q3 24 | 15.3% | 42.8% | ||
| Q2 24 | 11.8% | 42.6% | ||
| Q1 24 | -25.1% | 12.2% |
净利率FOLDWAFD
| Q4 25 | 0.9% | 33.5% | ||
| Q3 25 | 10.2% | 32.2% | ||
| Q2 25 | -15.8% | 33.3% | ||
| Q1 25 | -17.3% | 31.3% | ||
| Q4 24 | 9.8% | 27.6% | ||
| Q3 24 | -4.8% | 32.4% | ||
| Q2 24 | -12.4% | 33.2% | ||
| Q1 24 | -43.9% | 9.2% |
每股收益（稀释后）FOLDWAFD
| Q4 25 | $0.00 | $0.79 | ||
| Q3 25 | $0.06 | $0.71 | ||
| Q2 25 | $-0.08 | $0.73 | ||
| Q1 25 | $-0.07 | $0.65 | ||
| Q4 24 | $0.05 | $0.54 | ||
| Q3 24 | $-0.02 | $0.73 | ||
| Q2 24 | $-0.05 | $0.75 | ||
| Q1 24 | $-0.16 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $3.0B |
| 总资产 | $949.9M | $27.3B |
| 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FOLDWAFD
| Q4 25 | $293.5M | $734.9M | ||
| Q3 25 | $263.8M | $657.3M | ||
| Q2 25 | $231.0M | $809.3M | ||
| Q1 25 | $250.6M | $1.2B | ||
| Q4 24 | $249.9M | $1.5B | ||
| Q3 24 | $249.8M | $2.4B | ||
| Q2 24 | $260.1M | $2.5B | ||
| Q1 24 | $239.6M | $1.5B |
总债务FOLDWAFD
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | — | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益FOLDWAFD
| Q4 25 | $274.2M | $3.0B | ||
| Q3 25 | $230.4M | $3.0B | ||
| Q2 25 | $204.3M | $3.0B | ||
| Q1 25 | $193.6M | $3.0B | ||
| Q4 24 | $194.0M | $3.0B | ||
| Q3 24 | $178.8M | $3.0B | ||
| Q2 24 | $132.5M | $3.0B | ||
| Q1 24 | $130.7M | $2.9B |
总资产FOLDWAFD
| Q4 25 | $949.9M | $27.3B | ||
| Q3 25 | $868.8M | $26.7B | ||
| Q2 25 | $815.3M | $26.7B | ||
| Q1 25 | $789.8M | $27.6B | ||
| Q4 24 | $785.0M | $27.7B | ||
| Q3 24 | $786.6M | $28.1B | ||
| Q2 24 | $749.5M | $28.6B | ||
| Q1 24 | $721.8M | $30.1B |
负债/权益比FOLDWAFD
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | — | ||
| 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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $50.0M |
| 自由现金流率自由现金流/营收 | 8.6% | 26.1% |
| 资本支出强度资本支出/营收 | 0.2% | 5.5% |
| 现金转化率经营现金流/净利润 | 9.62× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $377.9M |
8季度趋势，按日历期对齐
经营现金流FOLDWAFD
| Q4 25 | $16.3M | $60.5M | ||
| Q3 25 | $35.7M | $237.0M | ||
| Q2 25 | $-26.5M | $58.0M | ||
| Q1 25 | $7.8M | $72.1M | ||
| Q4 24 | $-3.9M | $49.4M | ||
| Q3 24 | $-23.0M | $439.2M | ||
| Q2 24 | $22.7M | $63.1M | ||
| Q1 24 | $-29.7M | $169.2M |
自由现金流FOLDWAFD
| Q4 25 | $16.0M | $50.0M | ||
| Q3 25 | $35.3M | $208.2M | ||
| Q2 25 | $-28.9M | $53.1M | ||
| Q1 25 | $7.5M | $66.6M | ||
| Q4 24 | $-4.2M | $43.0M | ||
| Q3 24 | $-23.3M | $414.6M | ||
| Q2 24 | $21.6M | $58.3M | ||
| Q1 24 | $-31.5M | $164.8M |
自由现金流率FOLDWAFD
| Q4 25 | 8.6% | 26.1% | ||
| Q3 25 | 20.9% | 110.6% | ||
| Q2 25 | -18.7% | 28.5% | ||
| Q1 25 | 6.0% | 37.0% | ||
| Q4 24 | -2.8% | 25.1% | ||
| Q3 24 | -16.5% | 219.7% | ||
| Q2 24 | 17.0% | 30.0% | ||
| Q1 24 | -28.5% | 95.8% |
资本支出强度FOLDWAFD
| Q4 25 | 0.2% | 5.5% | ||
| Q3 25 | 0.2% | 15.2% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 0.2% | 3.1% | ||
| Q4 24 | 0.2% | 3.8% | ||
| Q3 24 | 0.3% | 13.1% | ||
| Q2 24 | 0.9% | 2.5% | ||
| Q1 24 | 1.6% | 2.6% |
现金转化率FOLDWAFD
| Q4 25 | 9.62× | 0.94× | ||
| Q3 25 | 2.06× | 3.91× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | -0.27× | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 10.65× |
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% |
WAFD
暂无分部数据
