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AMERICOLD REALTY TRUST（COLD）とIES Holdings, Inc.（IESC）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $643.1M、AMERICOLD REALTY TRUSTの約1.4倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs -13.7%、差は24.3%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -0.7%）。AMERICOLD REALTY TRUSTの直近四半期フリーキャッシュフローが多い（$-12.2M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs -0.6%）
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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
COLD vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $643.1M | $871.0M |
| 純利益 | $-88.3M | $91.8M |
| 粗利率 | 31.3% | 25.3% |
| 営業利益率 | -10.8% | 11.2% |
| 純利益率 | -13.7% | 10.5% |
| 売上前年比 | -0.7% | 16.2% |
| 純利益前年比 | -143.9% | 59.1% |
| EPS（希薄化後） | $-0.31 | $4.51 |
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
| Q4 25 | $643.1M | $871.0M | ||
| Q3 25 | $649.0M | $897.8M | ||
| Q2 25 | $635.1M | $890.2M | ||
| Q1 25 | $613.7M | $834.0M | ||
| Q4 24 | $647.4M | $749.5M | ||
| Q3 24 | $660.4M | $775.8M | ||
| Q2 24 | $645.6M | $768.4M | ||
| Q1 24 | $651.4M | $705.7M |
| Q4 25 | $-88.3M | $91.8M | ||
| Q3 25 | $-11.4M | $102.3M | ||
| Q2 25 | $1.5M | $79.3M | ||
| Q1 25 | $-16.4M | $72.6M | ||
| Q4 24 | $-36.2M | $57.7M | ||
| Q3 24 | $-3.7M | $65.5M | ||
| Q2 24 | $-64.1M | $66.6M | ||
| Q1 24 | $9.7M | $56.8M |
| Q4 25 | 31.3% | 25.3% | ||
| Q3 25 | 29.3% | 26.0% | ||
| Q2 25 | 30.9% | 26.9% | ||
| Q1 25 | 31.1% | 25.0% | ||
| Q4 24 | 29.7% | 23.8% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 31.0% | 25.3% | ||
| Q1 24 | 30.3% | 24.3% |
| Q4 25 | -10.8% | 11.2% | ||
| Q3 25 | 2.6% | 11.6% | ||
| Q2 25 | 5.9% | 12.6% | ||
| Q1 25 | 3.6% | 11.1% | ||
| Q4 24 | -1.8% | 10.0% | ||
| Q3 24 | 4.6% | 9.7% | ||
| Q2 24 | 9.8% | 11.7% | ||
| Q1 24 | 6.4% | 11.0% |
| Q4 25 | -13.7% | 10.5% | ||
| Q3 25 | -1.8% | 11.4% | ||
| Q2 25 | 0.2% | 8.9% | ||
| Q1 25 | -2.7% | 8.7% | ||
| Q4 24 | -5.6% | 7.7% | ||
| Q3 24 | -0.6% | 8.4% | ||
| Q2 24 | -9.9% | 8.7% | ||
| Q1 24 | 1.5% | 8.0% |
| Q4 25 | $-0.31 | $4.51 | ||
| Q3 25 | $-0.04 | $4.99 | ||
| Q2 25 | $0.01 | $3.81 | ||
| Q1 25 | $-0.06 | $3.50 | ||
| Q4 24 | $-0.12 | $2.72 | ||
| Q3 24 | $-0.01 | $3.06 | ||
| Q2 24 | $-0.23 | $2.67 | ||
| Q1 24 | $0.03 | $2.29 |
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 | $136.9M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.9B | $961.1M |
| 総資産 | $8.1B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $136.9M | $258.7M | ||
| Q3 25 | $33.3M | $231.8M | ||
| Q2 25 | $101.4M | $168.3M | ||
| Q1 25 | $38.9M | $88.3M | ||
| Q4 24 | $47.7M | $112.0M | ||
| Q3 24 | $61.3M | $135.8M | ||
| Q2 24 | $44.2M | $44.9M | ||
| Q1 24 | $59.2M | $106.0M |
| Q4 25 | $2.9B | $961.1M | ||
| Q3 25 | $3.0B | $884.0M | ||
| Q2 25 | $3.1B | $781.4M | ||
| Q1 25 | $3.2B | $705.8M | ||
| Q4 24 | $3.3B | $652.4M | ||
| Q3 24 | $3.4B | $611.1M | ||
| Q2 24 | $3.4B | $567.5M | ||
| Q1 24 | $3.6B | $534.8M |
| Q4 25 | $8.1B | $1.7B | ||
| Q3 25 | $8.1B | $1.6B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $7.8B | $1.4B | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.9B | $1.2B | ||
| Q2 24 | $7.8B | $1.2B | ||
| Q1 24 | $7.8B | $1.1B |
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 | $130.2M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-12.2M | $-18.9M |
| FCFマージンFCF / 売上 | -1.9% | -2.2% |
| 設備投資強度設備投資 / 売上 | 22.1% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $-217.2M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $130.2M | $27.7M | ||
| Q3 25 | $78.9M | $132.0M | ||
| Q2 25 | $120.3M | $92.0M | ||
| Q1 25 | $30.2M | $24.8M | ||
| Q4 24 | $162.6M | $37.3M | ||
| Q3 24 | $50.6M | $92.8M | ||
| Q2 24 | $136.7M | $82.9M | ||
| Q1 24 | $62.0M | $33.7M |
| Q4 25 | $-12.2M | $-18.9M | ||
| Q3 25 | $-65.4M | $112.0M | ||
| Q2 25 | $-57.4M | $74.8M | ||
| Q1 25 | $-82.3M | $7.9M | ||
| Q4 24 | $57.4M | $24.1M | ||
| Q3 24 | $-44.5M | $78.5M | ||
| Q2 24 | $73.3M | $65.4M | ||
| Q1 24 | $16.2M | $26.9M |
| Q4 25 | -1.9% | -2.2% | ||
| Q3 25 | -10.1% | 12.5% | ||
| Q2 25 | -9.0% | 8.4% | ||
| Q1 25 | -13.4% | 0.9% | ||
| Q4 24 | 8.9% | 3.2% | ||
| Q3 24 | -6.7% | 10.1% | ||
| Q2 24 | 11.4% | 8.5% | ||
| Q1 24 | 2.5% | 3.8% |
| Q4 25 | 22.1% | 5.3% | ||
| Q3 25 | 22.2% | 2.2% | ||
| Q2 25 | 28.0% | 1.9% | ||
| Q1 25 | 18.3% | 2.0% | ||
| Q4 24 | 16.3% | 1.8% | ||
| Q3 24 | 14.4% | 1.8% | ||
| Q2 24 | 9.8% | 2.3% | ||
| Q1 24 | 7.0% | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | 78.18× | 1.16× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 6.36× | 0.59× |
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
COLD
| Warehouse Services | $269.0M | 42% |
| Warehouse Rent And Storage | $199.9M | 31% |
| Other Facilities Costs | $60.0M | 9% |
| Transportation Segment | $48.3M | 8% |
| Power | $34.7M | 5% |
| Transportation | $22.0M | 3% |
| Third Party Managed Segment | $9.5M | 1% |
| Third Party Managed | $2.4M | 0% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
