vs
Mission Produce, Inc.（AVO）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Mission Produce, Inc.的1.8倍（$577.9M vs $319.0M），Mission Produce, Inc.净利率更高（5.0% vs -2.4%，领先7.4%），AMERICOLD REALTY TRUST同比增速更快（-1.2% vs -10.0%），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% vs -5.4%）
根据现有信息，该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立，曾为艾尼克斯、哈德森开发多款游戏，作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
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。
AVO vs COLD — 直观对比
营收规模更大
COLD
是对方的1.8倍
$319.0M
营收增速更快
COLD
高出8.8%
-10.0%
净利率更高
AVO
高出7.4%
-2.4%
两年增速更快
AVO
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $319.0M | $577.9M |
| 净利润 | $16.0M | $-13.7M |
| 毛利率 | 17.5% | — |
| 营业利润率 | 8.8% | 2.5% |
| 净利率 | 5.0% | -2.4% |
| 营收同比 | -10.0% | -1.2% |
| 净利润同比 | -7.5% | 16.9% |
| 每股收益（稀释后） | $0.23 | $-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AVOCOLD
| Q1 26 | — | $577.9M | ||
| Q4 25 | $319.0M | $643.1M | ||
| Q3 25 | $357.7M | $649.0M | ||
| Q2 25 | $380.3M | $635.1M | ||
| Q1 25 | $334.2M | $613.7M | ||
| Q4 24 | $354.4M | $647.4M | ||
| Q3 24 | $324.0M | $660.4M | ||
| Q2 24 | $297.6M | $645.6M |
净利润AVOCOLD
| Q1 26 | — | $-13.7M | ||
| Q4 25 | $16.0M | $-88.3M | ||
| Q3 25 | $14.7M | $-11.4M | ||
| Q2 25 | $3.1M | $1.5M | ||
| Q1 25 | $3.9M | $-16.4M | ||
| Q4 24 | $17.3M | $-36.2M | ||
| Q3 24 | $12.4M | $-3.7M | ||
| Q2 24 | $7.0M | $-64.1M |
毛利率AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 31.3% | ||
| Q3 25 | 12.6% | 29.3% | ||
| Q2 25 | 7.5% | 30.9% | ||
| Q1 25 | 9.4% | 31.1% | ||
| Q4 24 | 15.7% | 29.7% | ||
| Q3 24 | 11.4% | 29.6% | ||
| Q2 24 | 10.4% | 31.0% |
营业利润率AVOCOLD
| Q1 26 | — | 2.5% | ||
| Q4 25 | 8.8% | -10.8% | ||
| Q3 25 | 5.9% | 2.6% | ||
| Q2 25 | 1.8% | 5.9% | ||
| Q1 25 | 2.8% | 3.6% | ||
| Q4 24 | 8.1% | -1.8% | ||
| Q3 24 | 5.2% | 4.6% | ||
| Q2 24 | 4.1% | 9.8% |
净利率AVOCOLD
| Q1 26 | — | -2.4% | ||
| Q4 25 | 5.0% | -13.7% | ||
| Q3 25 | 4.1% | -1.8% | ||
| Q2 25 | 0.8% | 0.2% | ||
| Q1 25 | 1.2% | -2.7% | ||
| Q4 24 | 4.9% | -5.6% | ||
| Q3 24 | 3.8% | -0.6% | ||
| Q2 24 | 2.4% | -9.9% |
每股收益（稀释后）AVOCOLD
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $0.23 | $-0.31 | ||
| Q3 25 | $0.21 | $-0.04 | ||
| Q2 25 | $0.04 | $0.01 | ||
| Q1 25 | $0.05 | $-0.06 | ||
| Q4 24 | $0.25 | $-0.12 | ||
| Q3 24 | $0.17 | $-0.01 | ||
| Q2 24 | $0.10 | $-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 | $64.8M | — |
| 总债务越低越好 | $95.8M | — |
| 股东权益账面价值 | $587.3M | $2.8B |
| 总资产 | $983.0M | $8.1B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | $136.9M | ||
| Q3 25 | $43.7M | $33.3M | ||
| Q2 25 | $36.7M | $101.4M | ||
| Q1 25 | $40.1M | $38.9M | ||
| Q4 24 | $58.0M | $47.7M | ||
| Q3 24 | $49.5M | $61.3M | ||
| Q2 24 | $46.2M | $44.2M |
总债务AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | $95.8M | — | ||
| Q3 25 | $131.5M | — | ||
| Q2 25 | $147.2M | — | ||
| Q1 25 | $117.9M | — | ||
| Q4 24 | $113.7M | — | ||
| Q3 24 | $134.4M | — | ||
| Q2 24 | $170.2M | — |
股东权益AVOCOLD
| Q1 26 | — | $2.8B | ||
| Q4 25 | $587.3M | $2.9B | ||
| Q3 25 | $568.7M | $3.0B | ||
| Q2 25 | $552.3M | $3.1B | ||
| Q1 25 | $550.8M | $3.2B | ||
| Q4 24 | $547.3M | $3.3B | ||
| Q3 24 | $527.3M | $3.4B | ||
| Q2 24 | $513.3M | $3.4B |
总资产AVOCOLD
| Q1 26 | — | $8.1B | ||
| Q4 25 | $983.0M | $8.1B | ||
| Q3 25 | $1.0B | $8.1B | ||
| Q2 25 | $1.0B | $8.1B | ||
| Q1 25 | $997.8M | $7.8B | ||
| Q4 24 | $971.5M | $7.7B | ||
| Q3 24 | $959.9M | $7.9B | ||
| Q2 24 | $966.9M | $7.8B |
负债/权益比AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.33× | — |
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 | $67.2M | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $55.6M | — |
| 自由现金流率自由现金流/营收 | 17.4% | — |
| 资本支出强度资本支出/营收 | 3.6% | 2.2% |
| 现金转化率经营现金流/净利润 | 4.20× | — |
| 过去12个月自由现金流最近4个季度 | $37.2M | — |
8季度趋势，按日历期对齐
经营现金流AVOCOLD
| Q1 26 | — | $39.9M | ||
| Q4 25 | $67.2M | $130.2M | ||
| Q3 25 | $34.4M | $78.9M | ||
| Q2 25 | $-11.8M | $120.3M | ||
| Q1 25 | $-1.2M | $30.2M | ||
| Q4 24 | $38.0M | $162.6M | ||
| Q3 24 | $42.5M | $50.6M | ||
| Q2 24 | $3.4M | $136.7M |
自由现金流AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | $55.6M | $-12.2M | ||
| Q3 25 | $22.6M | $-65.4M | ||
| Q2 25 | $-25.0M | $-57.4M | ||
| Q1 25 | $-16.0M | $-82.3M | ||
| Q4 24 | $31.1M | $57.4M | ||
| Q3 24 | $34.9M | $-44.5M | ||
| Q2 24 | $-4.4M | $73.3M |
自由现金流率AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | 17.4% | -1.9% | ||
| Q3 25 | 6.3% | -10.1% | ||
| Q2 25 | -6.6% | -9.0% | ||
| Q1 25 | -4.8% | -13.4% | ||
| Q4 24 | 8.8% | 8.9% | ||
| Q3 24 | 10.8% | -6.7% | ||
| Q2 24 | -1.5% | 11.4% |
资本支出强度AVOCOLD
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.6% | 22.1% | ||
| Q3 25 | 3.3% | 22.2% | ||
| Q2 25 | 3.5% | 28.0% | ||
| Q1 25 | 4.4% | 18.3% | ||
| Q4 24 | 1.9% | 16.3% | ||
| Q3 24 | 2.3% | 14.4% | ||
| Q2 24 | 2.6% | 9.8% |
现金转化率AVOCOLD
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | -3.81× | 78.18× | ||
| Q1 25 | -0.31× | — | ||
| Q4 24 | 2.20× | — | ||
| Q3 24 | 3.43× | — | ||
| Q2 24 | 0.49× | — |
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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
