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AMERICOLD REALTY TRUST（COLD）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是AMERICOLD REALTY TRUST的1.8倍（$1.0B vs $577.9M），FRESH DEL MONTE PRODUCE INC净利率更高（1.0% vs -2.4%，领先3.4%），AMERICOLD REALTY TRUST同比增速更快（-1.2% vs -4.9%），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.3% vs -5.4%）
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
COLD vs FDP — 直观对比
营收规模更大
FDP
是对方的1.8倍
$577.9M
营收增速更快
COLD
高出3.7%
-4.9%
净利率更高
FDP
高出3.4%
-2.4%
两年增速更快
FDP
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $1.0B |
| 净利润 | $-13.7M | $10.7M |
| 毛利率 | — | 8.5% |
| 营业利润率 | 2.5% | 1.9% |
| 净利率 | -2.4% | 1.0% |
| 营收同比 | -1.2% | -4.9% |
| 净利润同比 | 16.9% | -67.8% |
| 每股收益（稀释后） | $-0.05 | $0.21 |
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COLDFDP
| Q1 26 | $577.9M | $1.0B | ||
| Q4 25 | $643.1M | $1.0B | ||
| Q3 25 | $649.0M | $1.0B | ||
| Q2 25 | $635.1M | $1.2B | ||
| Q1 25 | $613.7M | $1.1B | ||
| Q4 24 | $647.4M | $1.0B | ||
| Q3 24 | $660.4M | $1.0B | ||
| Q2 24 | $645.6M | $1.1B |
净利润COLDFDP
| Q1 26 | $-13.7M | $10.7M | ||
| Q4 25 | $-88.3M | $32.3M | ||
| Q3 25 | $-11.4M | $-29.1M | ||
| Q2 25 | $1.5M | $56.8M | ||
| Q1 25 | $-16.4M | $31.1M | ||
| Q4 24 | $-36.2M | $20.3M | ||
| Q3 24 | $-3.7M | $42.1M | ||
| Q2 24 | $-64.1M | $53.6M |
毛利率COLDFDP
| Q1 26 | — | 8.5% | ||
| Q4 25 | 31.3% | 10.4% | ||
| Q3 25 | 29.3% | 7.9% | ||
| Q2 25 | 30.9% | 10.2% | ||
| Q1 25 | 31.1% | 8.4% | ||
| Q4 24 | 29.7% | 6.8% | ||
| Q3 24 | 29.6% | 9.2% | ||
| Q2 24 | 31.0% | 9.9% |
营业利润率COLDFDP
| Q1 26 | 2.5% | 1.9% | ||
| Q4 25 | -10.8% | 4.5% | ||
| Q3 25 | 2.6% | -2.1% | ||
| Q2 25 | 5.9% | 5.8% | ||
| Q1 25 | 3.6% | 4.1% | ||
| Q4 24 | -1.8% | 3.0% | ||
| Q3 24 | 4.6% | 5.3% | ||
| Q2 24 | 9.8% | 6.0% |
净利率COLDFDP
| Q1 26 | -2.4% | 1.0% | ||
| Q4 25 | -13.7% | 3.2% | ||
| Q3 25 | -1.8% | -2.8% | ||
| Q2 25 | 0.2% | 4.8% | ||
| Q1 25 | -2.7% | 2.8% | ||
| Q4 24 | -5.6% | 2.0% | ||
| Q3 24 | -0.6% | 4.1% | ||
| Q2 24 | -9.9% | 4.7% |
每股收益（稀释后）COLDFDP
| Q1 26 | $-0.05 | $0.21 | ||
| Q4 25 | $-0.31 | $0.67 | ||
| Q3 25 | $-0.04 | $-0.61 | ||
| Q2 25 | $0.01 | $1.18 | ||
| Q1 25 | $-0.06 | $0.64 | ||
| Q4 24 | $-0.12 | $0.41 | ||
| Q3 24 | $-0.01 | $0.88 | ||
| Q2 24 | $-0.23 | $1.12 |
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 | — | $66.3M |
| 总债务越低越好 | — | $451.5M |
| 股东权益账面价值 | $2.8B | $2.0B |
| 总资产 | $8.1B | $3.4B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资COLDFDP
| Q1 26 | — | $66.3M | ||
| Q4 25 | $136.9M | $35.7M | ||
| Q3 25 | $33.3M | $97.2M | ||
| Q2 25 | $101.4M | $85.5M | ||
| Q1 25 | $38.9M | $34.4M | ||
| Q4 24 | $47.7M | $32.6M | ||
| Q3 24 | $61.3M | $50.8M | ||
| Q2 24 | $44.2M | $37.8M |
总债务COLDFDP
| Q1 26 | — | $451.5M | ||
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M |
股东权益COLDFDP
| Q1 26 | $2.8B | $2.0B | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.3B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B |
总资产COLDFDP
| Q1 26 | $8.1B | $3.4B | ||
| Q4 25 | $8.1B | $3.1B | ||
| Q3 25 | $8.1B | $3.1B | ||
| Q2 25 | $8.1B | $3.2B | ||
| Q1 25 | $7.8B | $3.2B | ||
| Q4 24 | $7.7B | $3.1B | ||
| Q3 24 | $7.9B | $3.2B | ||
| Q2 24 | $7.8B | $3.1B |
负债/权益比COLDFDP
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | $39.9M | $44.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.2% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 4.12× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流COLDFDP
| Q1 26 | $39.9M | $44.1M | ||
| Q4 25 | $130.2M | $10.9M | ||
| Q3 25 | $78.9M | $75.0M | ||
| Q2 25 | $120.3M | $113.1M | ||
| Q1 25 | $30.2M | $46.1M | ||
| Q4 24 | $162.6M | $-4.7M | ||
| Q3 24 | $50.6M | $43.5M | ||
| Q2 24 | $136.7M | $125.0M |
自由现金流COLDFDP
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $-17.2M | ||
| Q3 25 | $-65.4M | $60.9M | ||
| Q2 25 | $-57.4M | $101.5M | ||
| Q1 25 | $-82.3M | $36.1M | ||
| Q4 24 | $57.4M | $-22.3M | ||
| Q3 24 | $-44.5M | $30.1M | ||
| Q2 24 | $73.3M | $117.0M |
自由现金流率COLDFDP
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | -1.7% | ||
| Q3 25 | -10.1% | 6.0% | ||
| Q2 25 | -9.0% | 8.6% | ||
| Q1 25 | -13.4% | 3.3% | ||
| Q4 24 | 8.9% | -2.2% | ||
| Q3 24 | -6.7% | 3.0% | ||
| Q2 24 | 11.4% | 10.3% |
资本支出强度COLDFDP
| Q1 26 | 2.2% | 1.4% | ||
| Q4 25 | 22.1% | 2.8% | ||
| Q3 25 | 22.2% | 1.4% | ||
| Q2 25 | 28.0% | 1.0% | ||
| Q1 25 | 18.3% | 0.9% | ||
| Q4 24 | 16.3% | 1.7% | ||
| Q3 24 | 14.4% | 1.3% | ||
| Q2 24 | 9.8% | 0.7% |
现金转化率COLDFDP
| Q1 26 | — | 4.12× | ||
| Q4 25 | — | 0.34× | ||
| Q3 25 | — | — | ||
| Q2 25 | 78.18× | 1.99× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | — | -0.23× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 2.33× |
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
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
FDP
暂无分部数据
