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AdvanSix Inc.（ASIX）与AMERICOLD REALTY TRUST（COLD）财务数据对比。点击上方公司名可切换其他公司
AMERICOLD REALTY TRUST的季度营收约是AdvanSix Inc.的1.6倍（$577.9M vs $359.9M），AdvanSix Inc.净利率更高（-0.8% vs -2.4%，领先1.6%），AdvanSix Inc.同比增速更快（9.4% vs -1.2%），过去两年AdvanSix Inc.的营收复合增速更高（3.4% vs -5.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
Americold Realty Trust是总部位于美国佐治亚州亚特兰大的温控仓储及运输企业，主营现代化商用温控仓储业务，通过冷链体系存储易腐货物，是食品保鲜供应链的重要参与方，为全球第二大温控仓储及配送服务提供商。
ASIX vs COLD — 直观对比
营收规模更大
COLD
是对方的1.6倍
$359.9M
营收增速更快
ASIX
高出10.6%
-1.2%
净利率更高
ASIX
高出1.6%
-2.4%
两年增速更快
ASIX
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $577.9M |
| 净利润 | $-2.8M | $-13.7M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | 2.5% |
| 净利率 | -0.8% | -2.4% |
| 营收同比 | 9.4% | -1.2% |
| 净利润同比 | -892.9% | 16.9% |
| 每股收益（稀释后） | $-0.11 | $-0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ASIXCOLD
| Q1 26 | — | $577.9M | ||
| Q4 25 | $359.9M | $643.1M | ||
| Q3 25 | $374.5M | $649.0M | ||
| Q2 25 | $410.0M | $635.1M | ||
| Q1 25 | $377.8M | $613.7M | ||
| Q4 24 | $329.1M | $647.4M | ||
| Q3 24 | $398.2M | $660.4M | ||
| Q2 24 | $453.5M | $645.6M |
净利润ASIXCOLD
| Q1 26 | — | $-13.7M | ||
| Q4 25 | $-2.8M | $-88.3M | ||
| Q3 25 | $-2.6M | $-11.4M | ||
| Q2 25 | $31.4M | $1.5M | ||
| Q1 25 | $23.3M | $-16.4M | ||
| Q4 24 | $352.0K | $-36.2M | ||
| Q3 24 | $22.3M | $-3.7M | ||
| Q2 24 | $38.9M | $-64.1M |
毛利率ASIXCOLD
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 31.3% | ||
| Q3 25 | 6.8% | 29.3% | ||
| Q2 25 | 14.3% | 30.9% | ||
| Q1 25 | 14.2% | 31.1% | ||
| Q4 24 | 3.4% | 29.7% | ||
| Q3 24 | 14.4% | 29.6% | ||
| Q2 24 | 17.9% | 31.0% |
营业利润率ASIXCOLD
| Q1 26 | — | 2.5% | ||
| Q4 25 | -0.7% | -10.8% | ||
| Q3 25 | -0.9% | 2.6% | ||
| Q2 25 | 7.7% | 5.9% | ||
| Q1 25 | 7.7% | 3.6% | ||
| Q4 24 | -3.9% | -1.8% | ||
| Q3 24 | 7.5% | 4.6% | ||
| Q2 24 | 11.5% | 9.8% |
净利率ASIXCOLD
| Q1 26 | — | -2.4% | ||
| Q4 25 | -0.8% | -13.7% | ||
| Q3 25 | -0.7% | -1.8% | ||
| Q2 25 | 7.7% | 0.2% | ||
| Q1 25 | 6.2% | -2.7% | ||
| Q4 24 | 0.1% | -5.6% | ||
| Q3 24 | 5.6% | -0.6% | ||
| Q2 24 | 8.6% | -9.9% |
每股收益（稀释后）ASIXCOLD
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $-0.11 | $-0.31 | ||
| Q3 25 | $-0.10 | $-0.04 | ||
| Q2 25 | $1.15 | $0.01 | ||
| Q1 25 | $0.86 | $-0.06 | ||
| Q4 24 | $0.02 | $-0.12 | ||
| Q3 24 | $0.82 | $-0.01 | ||
| Q2 24 | $1.43 | $-0.23 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $19.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $2.8B |
| 总资产 | $1.7B | $8.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASIXCOLD
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $136.9M | ||
| Q3 25 | $23.7M | $33.3M | ||
| Q2 25 | $18.4M | $101.4M | ||
| Q1 25 | $8.3M | $38.9M | ||
| Q4 24 | $19.6M | $47.7M | ||
| Q3 24 | $17.3M | $61.3M | ||
| Q2 24 | $12.1M | $44.2M |
股东权益ASIXCOLD
| Q1 26 | — | $2.8B | ||
| Q4 25 | $815.2M | $2.9B | ||
| Q3 25 | $818.2M | $3.0B | ||
| Q2 25 | $823.7M | $3.1B | ||
| Q1 25 | $794.4M | $3.2B | ||
| Q4 24 | $774.6M | $3.3B | ||
| Q3 24 | $766.4M | $3.4B | ||
| Q2 24 | $746.6M | $3.4B |
总资产ASIXCOLD
| Q1 26 | — | $8.1B | ||
| Q4 25 | $1.7B | $8.1B | ||
| Q3 25 | $1.7B | $8.1B | ||
| Q2 25 | $1.6B | $8.1B | ||
| Q1 25 | $1.6B | $7.8B | ||
| Q4 24 | $1.6B | $7.7B | ||
| Q3 24 | $1.5B | $7.9B | ||
| Q2 24 | $1.5B | $7.8B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $63.7M | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 7.7% | 2.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $6.4M | — |
8季度趋势，按日历期对齐
经营现金流ASIXCOLD
| Q1 26 | — | $39.9M | ||
| Q4 25 | $63.7M | $130.2M | ||
| Q3 25 | $26.6M | $78.9M | ||
| Q2 25 | $21.1M | $120.3M | ||
| Q1 25 | $11.4M | $30.2M | ||
| Q4 24 | $64.2M | $162.6M | ||
| Q3 24 | $57.3M | $50.6M | ||
| Q2 24 | $50.2M | $136.7M |
自由现金流ASIXCOLD
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | $-12.2M | ||
| Q3 25 | $66.0K | $-65.4M | ||
| Q2 25 | $-7.2M | $-57.4M | ||
| Q1 25 | $-22.6M | $-82.3M | ||
| Q4 24 | $29.8M | $57.4M | ||
| Q3 24 | $26.8M | $-44.5M | ||
| Q2 24 | $16.7M | $73.3M |
自由现金流率ASIXCOLD
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | -1.9% | ||
| Q3 25 | 0.0% | -10.1% | ||
| Q2 25 | -1.7% | -9.0% | ||
| Q1 25 | -6.0% | -13.4% | ||
| Q4 24 | 9.1% | 8.9% | ||
| Q3 24 | 6.7% | -6.7% | ||
| Q2 24 | 3.7% | 11.4% |
资本支出强度ASIXCOLD
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.7% | 22.1% | ||
| Q3 25 | 7.1% | 22.2% | ||
| Q2 25 | 6.9% | 28.0% | ||
| Q1 25 | 9.0% | 18.3% | ||
| Q4 24 | 10.4% | 16.3% | ||
| Q3 24 | 7.7% | 14.4% | ||
| Q2 24 | 7.4% | 9.8% |
现金转化率ASIXCOLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | 78.18× | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
