vs
AeroVironment Inc（AVAV）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AeroVironment Inc的1.2倍（$577.9M vs $472.5M），AMERICOLD REALTY TRUST净利率更高（-2.4% vs -3.6%，领先1.3%），AeroVironment Inc同比增速更快（181.9% vs -1.2%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -5.4%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs COLD — 直观对比
营收规模更大
COLD
是对方的1.2倍
$472.5M
营收增速更快
AVAV
高出183.1%
-1.2%
净利率更高
COLD
高出1.3%
-3.6%
两年增速更快
AVAV
近两年复合增速
-5.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $577.9M |
| 净利润 | $-17.1M | $-13.7M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 2.5% |
| 净利率 | -3.6% | -2.4% |
| 营收同比 | 181.9% | -1.2% |
| 净利润同比 | -875.1% | 16.9% |
| 每股收益（稀释后） | $-0.34 | $-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AVAVCOLD
| Q1 26 | — | $577.9M | ||
| Q4 25 | $472.5M | $643.1M | ||
| Q3 25 | $454.7M | $649.0M | ||
| Q2 25 | $275.1M | $635.1M | ||
| Q1 25 | $167.6M | $613.7M | ||
| Q4 24 | $188.5M | $647.4M | ||
| Q3 24 | $189.5M | $660.4M | ||
| Q2 24 | $197.0M | $645.6M |
净利润AVAVCOLD
| Q1 26 | — | $-13.7M | ||
| Q4 25 | $-17.1M | $-88.3M | ||
| Q3 25 | $-67.4M | $-11.4M | ||
| Q2 25 | $16.7M | $1.5M | ||
| Q1 25 | $-1.8M | $-16.4M | ||
| Q4 24 | $7.5M | $-36.2M | ||
| Q3 24 | $21.2M | $-3.7M | ||
| Q2 24 | $6.0M | $-64.1M |
毛利率AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 31.3% | ||
| Q3 25 | 20.9% | 29.3% | ||
| Q2 25 | 36.5% | 30.9% | ||
| Q1 25 | 37.7% | 31.1% | ||
| Q4 24 | 39.1% | 29.7% | ||
| Q3 24 | 43.0% | 29.6% | ||
| Q2 24 | 38.4% | 31.0% |
营业利润率AVAVCOLD
| Q1 26 | — | 2.5% | ||
| Q4 25 | -6.4% | -10.8% | ||
| Q3 25 | -15.2% | 2.6% | ||
| Q2 25 | 5.0% | 5.9% | ||
| Q1 25 | -1.8% | 3.6% | ||
| Q4 24 | 3.7% | -1.8% | ||
| Q3 24 | 12.2% | 4.6% | ||
| Q2 24 | 3.0% | 9.8% |
净利率AVAVCOLD
| Q1 26 | — | -2.4% | ||
| Q4 25 | -3.6% | -13.7% | ||
| Q3 25 | -14.8% | -1.8% | ||
| Q2 25 | 6.1% | 0.2% | ||
| Q1 25 | -1.0% | -2.7% | ||
| Q4 24 | 4.0% | -5.6% | ||
| Q3 24 | 11.2% | -0.6% | ||
| Q2 24 | 3.1% | -9.9% |
每股收益（稀释后）AVAVCOLD
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $-0.34 | $-0.31 | ||
| Q3 25 | $-1.44 | $-0.04 | ||
| Q2 25 | $0.59 | $0.01 | ||
| Q1 25 | $-0.06 | $-0.06 | ||
| Q4 24 | $0.27 | $-0.12 | ||
| Q3 24 | $0.75 | $-0.01 | ||
| Q2 24 | $0.18 | $-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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $2.8B |
| 总资产 | $5.6B | $8.1B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $136.9M | ||
| Q3 25 | $685.8M | $33.3M | ||
| Q2 25 | $40.9M | $101.4M | ||
| Q1 25 | $47.0M | $38.9M | ||
| Q4 24 | $69.0M | $47.7M | ||
| Q3 24 | $81.2M | $61.3M | ||
| Q2 24 | $73.3M | $44.2M |
总债务AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVCOLD
| Q1 26 | — | $2.8B | ||
| Q4 25 | $4.4B | $2.9B | ||
| Q3 25 | $4.4B | $3.0B | ||
| Q2 25 | $886.5M | $3.1B | ||
| Q1 25 | $861.1M | $3.2B | ||
| Q4 24 | $858.4M | $3.3B | ||
| Q3 24 | $845.5M | $3.4B | ||
| Q2 24 | $822.7M | $3.4B |
总资产AVAVCOLD
| Q1 26 | — | $8.1B | ||
| Q4 25 | $5.6B | $8.1B | ||
| Q3 25 | $5.6B | $8.1B | ||
| Q2 25 | $1.1B | $8.1B | ||
| Q1 25 | $1.0B | $7.8B | ||
| Q4 24 | $1.0B | $7.7B | ||
| Q3 24 | $999.2M | $7.9B | ||
| Q2 24 | $1.0B | $7.8B |
负债/权益比AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $-45.1M | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVCOLD
| Q1 26 | — | $39.9M | ||
| Q4 25 | $-45.1M | $130.2M | ||
| Q3 25 | $-123.7M | $78.9M | ||
| Q2 25 | $-264.0K | $120.3M | ||
| Q1 25 | $-25.8M | $30.2M | ||
| Q4 24 | $-3.6M | $162.6M | ||
| Q3 24 | $28.4M | $50.6M | ||
| Q2 24 | $-11.7M | $136.7M |
自由现金流AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $-12.2M | ||
| Q3 25 | $-146.5M | $-65.4M | ||
| Q2 25 | $-8.8M | $-57.4M | ||
| Q1 25 | $-29.6M | $-82.3M | ||
| Q4 24 | $-8.7M | $57.4M | ||
| Q3 24 | $22.9M | $-44.5M | ||
| Q2 24 | $-20.8M | $73.3M |
自由现金流率AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | -1.9% | ||
| Q3 25 | -32.2% | -10.1% | ||
| Q2 25 | -3.2% | -9.0% | ||
| Q1 25 | -17.7% | -13.4% | ||
| Q4 24 | -4.6% | 8.9% | ||
| Q3 24 | 12.1% | -6.7% | ||
| Q2 24 | -10.5% | 11.4% |
资本支出强度AVAVCOLD
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.3% | 22.1% | ||
| Q3 25 | 5.0% | 22.2% | ||
| Q2 25 | 3.1% | 28.0% | ||
| Q1 25 | 2.3% | 18.3% | ||
| Q4 24 | 2.7% | 16.3% | ||
| Q3 24 | 2.9% | 14.4% | ||
| Q2 24 | 4.6% | 9.8% |
现金转化率AVAVCOLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | 78.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
