vs
AMERICOLD REALTY TRUST（COLD）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
AMERICOLD REALTY TRUST的季度营收约是富兰克林电气的1.2倍（$577.9M vs $500.4M），富兰克林电气净利率更高（6.9% vs -2.4%，领先9.3%），富兰克林电气同比增速更快（9.9% vs -1.2%），过去两年富兰克林电气的营收复合增速更高（-4.0% 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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
COLD vs FELE — 直观对比
营收规模更大
COLD
是对方的1.2倍
$500.4M
营收增速更快
FELE
高出11.1%
-1.2%
净利率更高
FELE
高出9.3%
-2.4%
两年增速更快
FELE
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $500.4M |
| 净利润 | $-13.7M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 2.5% | 9.6% |
| 净利率 | -2.4% | 6.9% |
| 营收同比 | -1.2% | 9.9% |
| 净利润同比 | 16.9% | 10.6% |
| 每股收益（稀释后） | $-0.05 | $0.77 |
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COLDFELE
| Q1 26 | $577.9M | $500.4M | ||
| Q4 25 | $643.1M | $506.9M | ||
| Q3 25 | $649.0M | $581.7M | ||
| Q2 25 | $635.1M | $587.4M | ||
| Q1 25 | $613.7M | $455.2M | ||
| Q4 24 | $647.4M | $485.7M | ||
| Q3 24 | $660.4M | $531.4M | ||
| Q2 24 | $645.6M | $543.3M |
净利润COLDFELE
| Q1 26 | $-13.7M | $34.7M | ||
| Q4 25 | $-88.3M | $39.3M | ||
| Q3 25 | $-11.4M | $16.7M | ||
| Q2 25 | $1.5M | $60.1M | ||
| Q1 25 | $-16.4M | $31.0M | ||
| Q4 24 | $-36.2M | $33.7M | ||
| Q3 24 | $-3.7M | $54.6M | ||
| Q2 24 | $-64.1M | $59.1M |
毛利率COLDFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 31.3% | 33.8% | ||
| Q3 25 | 29.3% | 35.9% | ||
| Q2 25 | 30.9% | 36.1% | ||
| Q1 25 | 31.1% | 36.0% | ||
| Q4 24 | 29.7% | 33.8% | ||
| Q3 24 | 29.6% | 35.7% | ||
| Q2 24 | 31.0% | 36.8% |
营业利润率COLDFELE
| Q1 26 | 2.5% | 9.6% | ||
| Q4 25 | -10.8% | 10.2% | ||
| Q3 25 | 2.6% | 14.6% | ||
| Q2 25 | 5.9% | 15.0% | ||
| Q1 25 | 3.6% | 9.7% | ||
| Q4 24 | -1.8% | 8.9% | ||
| Q3 24 | 4.6% | 13.8% | ||
| Q2 24 | 9.8% | 14.6% |
净利率COLDFELE
| Q1 26 | -2.4% | 6.9% | ||
| Q4 25 | -13.7% | 7.7% | ||
| Q3 25 | -1.8% | 2.9% | ||
| Q2 25 | 0.2% | 10.2% | ||
| Q1 25 | -2.7% | 6.8% | ||
| Q4 24 | -5.6% | 6.9% | ||
| Q3 24 | -0.6% | 10.3% | ||
| Q2 24 | -9.9% | 10.9% |
每股收益（稀释后）COLDFELE
| Q1 26 | $-0.05 | $0.77 | ||
| Q4 25 | $-0.31 | $0.87 | ||
| Q3 25 | $-0.04 | $0.37 | ||
| Q2 25 | $0.01 | $1.31 | ||
| Q1 25 | $-0.06 | $0.67 | ||
| Q4 24 | $-0.12 | $0.73 | ||
| Q3 24 | $-0.01 | $1.17 | ||
| Q2 24 | $-0.23 | $1.26 |
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 | — | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | $2.8B | $1.3B |
| 总资产 | $8.1B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资COLDFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $136.9M | $99.7M | ||
| Q3 25 | $33.3M | $102.9M | ||
| Q2 25 | $101.4M | $104.6M | ||
| Q1 25 | $38.9M | $84.0M | ||
| Q4 24 | $47.7M | $220.5M | ||
| Q3 24 | $61.3M | $106.3M | ||
| Q2 24 | $44.2M | $58.1M |
总债务COLDFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益COLDFELE
| Q1 26 | $2.8B | $1.3B | ||
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $3.0B | $1.3B | ||
| Q2 25 | $3.1B | $1.3B | ||
| Q1 25 | $3.2B | $1.3B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $3.4B | $1.3B | ||
| Q2 24 | $3.4B | $1.2B |
总资产COLDFELE
| Q1 26 | $8.1B | $2.0B | ||
| Q4 25 | $8.1B | $1.9B | ||
| Q3 25 | $8.1B | $2.0B | ||
| Q2 25 | $8.1B | $2.0B | ||
| Q1 25 | $7.8B | $1.9B | ||
| Q4 24 | $7.7B | $1.8B | ||
| Q3 24 | $7.9B | $1.8B | ||
| Q2 24 | $7.8B | $1.8B |
负债/权益比COLDFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | — |
| 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% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流COLDFELE
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $104.2M | ||
| Q3 25 | $78.9M | $102.7M | ||
| Q2 25 | $120.3M | $51.5M | ||
| Q1 25 | $30.2M | $-19.5M | ||
| Q4 24 | $162.6M | $110.3M | ||
| Q3 24 | $50.6M | $116.1M | ||
| Q2 24 | $136.7M | $36.4M |
自由现金流COLDFELE
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $88.7M | ||
| Q3 25 | $-65.4M | $91.3M | ||
| Q2 25 | $-57.4M | $39.9M | ||
| Q1 25 | $-82.3M | $-26.3M | ||
| Q4 24 | $57.4M | $97.5M | ||
| Q3 24 | $-44.5M | $106.6M | ||
| Q2 24 | $73.3M | $26.1M |
自由现金流率COLDFELE
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 17.5% | ||
| Q3 25 | -10.1% | 15.7% | ||
| Q2 25 | -9.0% | 6.8% | ||
| Q1 25 | -13.4% | -5.8% | ||
| Q4 24 | 8.9% | 20.1% | ||
| Q3 24 | -6.7% | 20.1% | ||
| Q2 24 | 11.4% | 4.8% |
资本支出强度COLDFELE
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 3.1% | ||
| Q3 25 | 22.2% | 2.0% | ||
| Q2 25 | 28.0% | 2.0% | ||
| Q1 25 | 18.3% | 1.5% | ||
| Q4 24 | 16.3% | 2.6% | ||
| Q3 24 | 14.4% | 1.8% | ||
| Q2 24 | 9.8% | 1.9% |
现金转化率COLDFELE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 6.14× | ||
| Q2 25 | 78.18× | 0.86× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | 3.28× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.62× |
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% |
FELE
暂无分部数据
