COLD
Americold Realty Trust, Inc.12.60
-0.19-1.49%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.60BP/E (TTM)
-Basic EPS (TTM)
-0.22Dividend Yield
0.07%Recent Filings
8-K
8-K
Americold unveils growth strategy
Americold Realty Trust released an investor presentation on September 8, 2025, highlighting its position as a global cold storage leader with 237 warehouses and 1.5B cubic feet of capacity. The deck details a $1B development pipeline targeting 10-12% ROIC, strategic partnerships with CPKC and DP World for efficient cross-border hubs, and 40% AFFO growth to $405M in LTM Q2 2025. Yet pricing and occupancy headwinds persist through 2026. AFFO per share guides $1.39-$1.45 for 2025.
8-K
CEO Succession at Americold
Americold Realty Trust appointed Robert S. Chambers, its current President, as Chief Executive Officer and Board member effective September 1, 2025, succeeding retiring CEO George F. Chappelle, whose departure stems from no disagreements. Chambers, 43, brings 12 years at Americold plus logistics finance experience, securing a $1,000,000 base salary, 160% target incentive, and $3,750,000 annual equity. This smooth transition underscores succession planning. Americold reaffirms its full-year 2025 outlook amid supply chain risks.
10-Q
Q2 FY2025 results
Americold's Q2 revenue dipped 1.5% y/y to $650.7M, with warehouse segment down 1.1% y/y amid softer occupancy, yet services revenue rose 1.4% y/y on rate gains; operating income fell to $37.6M from $63.4M y/y, pressured by $23.2M in Project Orion and other costs, while gross margin held at 39.7%. Q/q, revenue edged up 0.2% from Q1's $629M, reflecting seasonal uptick. Diluted EPS of $0.01 aligns with 285.8M shares, a turnaround from Q2 2024's -$0.23 loss. Cash climbed to $101.4M, FCF at $118.4M (derived), backed by $400M notes issuance; closed Houston acquisition for $108.4M cash, adding $37.9M goodwill. Debt totals $3.9B at 4.2% effective rate, with $1.4B revolver capacity. Competition from rivals squeezes pricing power.
8-K
Q2 revenues dip, launches eyed
Americold Realty Trust reported Q2 2025 revenues of $650.7 million, down 1.5% year-over-year, with net income swinging to $1.6 million from a prior loss, driven by lower warehouse volumes amid competitive pressures and shifting consumer habits. Yet same-store services margins climbed to 13.3% from 12.4%, buoyed by efficiency gains from Project Orion. The company launched three demand-driven projects in Kansas City, Allentown, and Dubai, positioning for long-term growth. AFFO per share hit $0.36, but guidance narrowed to $1.39-$1.45 amid persistent occupancy headwinds. Occupancy dipped 4.3 points to 73.8%.
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