Amicus Therapeutics 2025 Q3 Earnings Surprising Turnaround with Net Income Surges 357.2%

Amicus Therapeutics (FOLD) reported Q3 2025 earnings, showcasing a dramatic financial turnaround. The company exceeded revenue and EPS estimates, with net income swinging from a $6.73 million loss to a $17.31 million profit. Management reiterated 2025 guidance, signaling confidence in sustained growth and profitability.

Revenue

Amicus Therapeutics reported total revenue of $169.06 million in Q3 2025, a 19.5% year-over-year increase from $141.52 million in Q3 2024. Net product sales accounted for the entire $169.06 million in revenue, reflecting strong performance across its therapeutic portfolio.

Earnings/Net Income

The company returned to profitability with an EPS of $0.06 in Q3 2025, reversing a $0.02 loss in Q3 2024. Net income surged to $17.31 million, a 357.2% improvement from a $6.73 million loss. The EPS of $0.06 marked a significant turnaround from a $0.02 loss, reflecting improved profitability.

Price Action

Following the earnings release, FOLD’s stock price dipped 0.99% on the latest trading day but gained 1.47% over the preceding week and 9.63% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Amicus Therapeutics when revenues beat estimates and holding for 30 days triggered once in Q3 2025. The stock price rose from $9.18 on November 4 to $9.34 by November 5, a 1.7% increase. However, the 30-day holding period (November 4–December 4, 2025) remains incomplete in the data, leaving long-term performance uncertain. Risks include market volatility and sector-specific sensitivities, as biotech stocks are vulnerable to clinical trial outcomes and regulatory changes.

CEO Commentary

Bradley Campbell, CEO of Amicus Therapeutics, highlighted the company’s 17% revenue growth and GAAP profitability in Q3 2025. He emphasized progress in new patient starts for Galafold and adoption of Pombiliti + Opfolda, along with enrollment in the Phase 3 study of DMX-200 on track for completion by year-end.

Guidance

Amicus reiterated 2025 guidance: total revenue growth of 15–22%, Galafold revenue growth of 10–15%, and Pombiliti + Opfolda revenue growth of 50–65%. The company expects positive GAAP net income in the second half of 2025 and aims for $1 billion in total sales by 2028.

Additional News

Amicus Therapeutics hosted a conference call on November 4, 2025, to discuss Q3 results and strategic updates. The Zacks Investment Research upgraded the stock to a “Strong Buy” (Rank #1), citing strong earnings growth and a favorable industry outlook. The company also secured pricing and reimbursement agreements for Pombiliti + Opfolda in Japan and Belgium, expanding international market access.

Analysis

Amicus Therapeutics’ Q3 2025 earnings underscore a pivotal shift in financial performance, driven by robust revenue growth and operational efficiencies. The stock’s short-term price reaction post-earnings was positive, though long-term sustainability remains untested. Investors should monitor clinical progress for DMX-200 and global market expansion to assess future momentum.