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Amicus Therapeutics, Inc.(FOLD)Earnings, Financials & Key Ratios
FOLD•NASDAQ
$14.49
Price updated Jun 20, 2026
AboutAmicus Therapeutics, Inc., a biotechnology company, focuses on discovering, developing, and delivering medicines for rare diseases. Its commercial product and product candidates include Galafold, an oral precision medicine for the treatment of adults with a confirmed diagnosis of Fabry disease and an amenable galactosidase alpha gene variant based on in vitro assay data. It also develops AT-GAA, a novel treatment paradigm for Pompe disease; enzyme replacement therapies for Pompe diseases; CLN3, which is in Phase 1/2 clinical study to evaluate the safety and efficacy of a single intrathecal administration of an AAV serotype AT-GTX-502 gene therapy in patients with CLN3; and CDKL5, a gene on the X-chromosome encoding the CDKL5 protein that regulates the expression of essential proteins for normal brain development. The company has collaboration and license agreements with Nationwide Children's Hospital; University of Pennsylvania; and GlaxoSmithKline. Amicus Therapeutics, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.Show more
- Revenue$634M+20.0%
- EBITDA$42M+25.5%
- Net Income-$27M+51.7%
- EPS (Diluted)-0.09+51.2%
- Gross Margin87.32%-2.9%
- EBITDA Margin6.61%+4.6%
- Operating Margin5.44%+15.5%
- Net Margin-4.27%+59.8%
- ROE-11.58%+63.5%
FOLD Price & Volume
Amicus Therapeutics, Inc. (FOLD) stock price & volume — 10-year historical chart
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Pompe Franchise Scaling Drives Operational Margin Inflection
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Commercial launch execution friction
Key Thesis Takeaways
- Amicus Therapeutics is successfully transitioning toward a self-sustaining commercial model, evidenced by 23.7% year-over-year revenue growth in 2025Q4 and a shift to positive operating income of $15.9 million.
- While the Pompe disease franchise provides a clear growth runway, investors should monitor the logistical friction associated with the two-component Pombiliti and Opfolda regimen and the impact of $26.6 million in quarterly stock-based compensation on net earnings.
- The company's ability to maintain high gross margins of 84.6% while managing a $2.8 billion accumulated deficit will be critical to long-term shareholder value creation.
Verdict Logic
while the company has achieved a positive free cash flow of $16.0 million, the high P/B ratio of 16.29 and ongoing reliance on $26.6 million in stock-based compensation warrant a cautious approach until commercial adoption rates for the new Pompe regimen stabilize.
FOLD Growth Metrics
Amicus Therapeutics, Inc. (FOLD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years19.44%
3 Years24.43%
TTM20.05%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM51.68%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM50.86%
Return on Capital
10 Years-27.11%
5 Years-12.52%
3 Years-1.27%
Last Year5.12%
FOLD Recent Earnings
Amicus Therapeutics, Inc. (FOLD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 6/12 qtrs (50%)
Q1 2026Latest
Feb 20, 2026Metric
Actual
Est
EPS
$0.01-86.0%
$0.07
Rev
$185M+2.6%
$181M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.17+41.7%
$0.12
Rev
$169M-8.6%
$185M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.01-50.0%
$0.02
Rev
$155M-6.4%
$165M
Q2 2025
May 1, 2025Metric
Actual
Est
EPS
$0.03-62.5%
$0.08
Rev
$125M-15.1%
$147M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 20, 2026 | $0.01vs $0.07-86.0% | $185Mvs $181M+2.6% |
| Q4 2025 | Nov 4, 2025 | $0.17vs $0.12+41.7% | $169Mvs $185M-8.6% |
| Q3 2025 | Jul 31, 2025 | $0.01vs $0.02-50.0% | $155Mvs $165M-6.4% |
| Q2 2025 | May 1, 2025 | $0.03vs $0.08-62.5% | $125Mvs $147M-15.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Amicus Therapeutics, Inc. (FOLD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.49 | $4.55B | -164.85 | 20.05% | -4.27% | -11.58% | — | |
| $35.87 | $3.53B | -6.15 | 20.13% | -91.03% | — | — | |
| $19.79 | $2.09B | -2.78 | 15.58% | 2.98% | 4.89% | — | |
| $60.35 | $11.61B | 33.53 | 12.87% | 8.29% | 4.41% | — | |
| $86.33 | $14.27B | -36.27 | 33.87% | -30.87% | -58.57% | — | |
| $368.60 | $10.87B | 53.89 | 33.94% | 53.92% | 19.25% | — |
Compare FOLD vs Peers
Amicus Therapeutics, Inc. (FOLD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FOLD SEC Filings & Documents
Amicus Therapeutics, Inc. (FOLD) SEC filings — annual & quarterly reports (10-K, 10-Q)
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FOLD Frequently Asked Questions
Amicus Therapeutics, Inc. (FOLD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Amicus Therapeutics, Inc.'s revenue?
Amicus Therapeutics, Inc. (FOLD) reported $634.2M in revenue for fiscal year 2025.
How fast is Amicus Therapeutics, Inc. growing?
Amicus Therapeutics, Inc. (FOLD) grew revenue by 20.0% over the past year. This is strong growth.
Is FOLD profitable?
Amicus Therapeutics, Inc. (FOLD) reported a net loss of $27.1M for fiscal year 2025.
Dividend & Returns
What is FOLD's return on equity?
Amicus Therapeutics, Inc. (FOLD) has a return on equity (ROE) of -11.6%. Negative ROE indicates the company is unprofitable.
What is Amicus Therapeutics, Inc.'s free cash flow?
Amicus Therapeutics, Inc. (FOLD) generated $29.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.