vs
Antero Midstream Corp（AM）とAMERICOLD REALTY TRUST（COLD）の財務データ比較。上の社名をクリックして会社を切り替えられます
AMERICOLD REALTY TRUSTの直近四半期売上が大きい（$577.9M vs $291.1M、Antero Midstream Corpの約2.0倍）。Antero Midstream Corpの純利益率が高く（41.5% vs -2.4%、差は43.8%）。AMERICOLD REALTY TRUSTの前年同期比売上増加率が高い（-1.2% vs -7.3%）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs -5.4%）
Antero Midstream Corpは米国のエネルギー企業で、デラウェア州に法人登録され、本社をコロラド州デンバーに置く。同社の石油・天然ガス埋蔵量は全てアパラチア盆地にあり、水圧破砕技術を用いて採掘を行っている。
Americold Realty Trustは米国ジョージア州アトランタに本社を置く温度管理倉庫・運送企業で、現代的な商用温度管理倉庫事業を営み、コールドチェーンを通じて生鮮品を保管し、食品保存の役割を担う、世界第2位の温度管理倉庫・流通サービスプロバイダーである。
AM vs COLD — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $577.9M |
| 純利益 | $120.7M | $-13.7M |
| 粗利率 | — | — |
| 営業利益率 | 60.9% | 2.5% |
| 純利益率 | 41.5% | -2.4% |
| 売上前年比 | -7.3% | -1.2% |
| 純利益前年比 | 2.1% | 16.9% |
| EPS（希薄化後） | $0.25 | $-0.05 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $291.1M | $577.9M | ||
| Q4 25 | $297.0M | $643.1M | ||
| Q3 25 | $294.8M | $649.0M | ||
| Q2 25 | $305.5M | $635.1M | ||
| Q1 25 | $291.1M | $613.7M | ||
| Q4 24 | $287.5M | $647.4M | ||
| Q3 24 | $269.9M | $660.4M | ||
| Q2 24 | $269.8M | $645.6M |
| Q1 26 | $120.7M | $-13.7M | ||
| Q4 25 | $51.9M | $-88.3M | ||
| Q3 25 | $116.0M | $-11.4M | ||
| Q2 25 | $124.5M | $1.5M | ||
| Q1 25 | $120.7M | $-16.4M | ||
| Q4 24 | $111.2M | $-36.2M | ||
| Q3 24 | $99.7M | $-3.7M | ||
| Q2 24 | $86.0M | $-64.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 31.3% | ||
| Q3 25 | — | 29.3% | ||
| Q2 25 | — | 30.9% | ||
| Q1 25 | — | 31.1% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 31.0% |
| Q1 26 | 60.9% | 2.5% | ||
| Q4 25 | 33.8% | -10.8% | ||
| Q3 25 | 61.2% | 2.6% | ||
| Q2 25 | 61.0% | 5.9% | ||
| Q1 25 | 60.9% | 3.6% | ||
| Q4 24 | 61.8% | -1.8% | ||
| Q3 24 | 60.2% | 4.6% | ||
| Q2 24 | 56.6% | 9.8% |
| Q1 26 | 41.5% | -2.4% | ||
| Q4 25 | 17.5% | -13.7% | ||
| Q3 25 | 39.3% | -1.8% | ||
| Q2 25 | 40.8% | 0.2% | ||
| Q1 25 | 41.5% | -2.7% | ||
| Q4 24 | 38.7% | -5.6% | ||
| Q3 24 | 37.0% | -0.6% | ||
| Q2 24 | 31.9% | -9.9% |
| Q1 26 | $0.25 | $-0.05 | ||
| Q4 25 | $0.11 | $-0.31 | ||
| Q3 25 | $0.24 | $-0.04 | ||
| Q2 25 | $0.26 | $0.01 | ||
| Q1 25 | $0.25 | $-0.06 | ||
| Q4 24 | $0.23 | $-0.12 | ||
| Q3 24 | $0.21 | $-0.01 | ||
| Q2 24 | $0.18 | $-0.23 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $180.4M | — |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $2.8B |
| 総資産 | $5.9B | $8.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $136.9M | ||
| Q3 25 | — | $33.3M | ||
| Q2 25 | — | $101.4M | ||
| Q1 25 | — | $38.9M | ||
| Q4 24 | — | $47.7M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $44.2M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
| Q1 26 | $2.0B | $2.8B | ||
| Q4 25 | $2.0B | $2.9B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.1B | $3.2B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.1B | $3.4B |
| Q1 26 | $5.9B | $8.1B | ||
| Q4 25 | $5.9B | $8.1B | ||
| Q3 25 | $5.7B | $8.1B | ||
| Q2 25 | $5.7B | $8.1B | ||
| Q1 25 | $5.8B | $7.8B | ||
| Q4 24 | $5.8B | $7.7B | ||
| Q3 24 | $5.8B | $7.9B | ||
| Q2 24 | $5.8B | $7.8B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $198.9M | $39.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | 11.1% | 2.2% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | — |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | $39.9M | ||
| Q4 25 | $255.5M | $130.2M | ||
| Q3 25 | $212.8M | $78.9M | ||
| Q2 25 | $265.2M | $120.3M | ||
| Q1 25 | $198.9M | $30.2M | ||
| Q4 24 | $232.7M | $162.6M | ||
| Q3 24 | $184.9M | $50.6M | ||
| Q2 24 | $215.8M | $136.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-12.2M | ||
| Q3 25 | — | $-65.4M | ||
| Q2 25 | — | $-57.4M | ||
| Q1 25 | — | $-82.3M | ||
| Q4 24 | — | $57.4M | ||
| Q3 24 | $184.3M | $-44.5M | ||
| Q2 24 | $147.2M | $73.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.9% | ||
| Q3 25 | — | -10.1% | ||
| Q2 25 | — | -9.0% | ||
| Q1 25 | — | -13.4% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | 68.3% | -6.7% | ||
| Q2 24 | 54.6% | 11.4% |
| Q1 26 | 11.1% | 2.2% | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 22.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | 0.0% | 16.3% | ||
| Q3 24 | 0.2% | 14.4% | ||
| Q2 24 | 25.4% | 9.8% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | 78.18× | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 2.51× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
