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AMERICOLD REALTY TRUST（COLD）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是AMERICOLD REALTY TRUST的2.0倍（$1.1B vs $577.9M），Fabrinet净利率更高（9.9% vs -2.4%，领先12.3%），Fabrinet同比增速更快（35.9% vs -1.2%），过去两年Fabrinet的营收复合增速更高（24.4% 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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
COLD vs FN — 直观对比
营收规模更大
FN
是对方的2.0倍
$577.9M
营收增速更快
FN
高出37.1%
-1.2%
净利率更高
FN
高出12.3%
-2.4%
两年增速更快
FN
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $1.1B |
| 净利润 | $-13.7M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 2.5% | 10.1% |
| 净利率 | -2.4% | 9.9% |
| 营收同比 | -1.2% | 35.9% |
| 净利润同比 | 16.9% | 30.0% |
| 每股收益（稀释后） | $-0.05 | $3.11 |
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COLDFN
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $1.1B | ||
| Q3 25 | $649.0M | $978.1M | ||
| Q2 25 | $635.1M | $909.7M | ||
| Q1 25 | $613.7M | $871.8M | ||
| Q4 24 | $647.4M | $833.6M | ||
| Q3 24 | $660.4M | $804.2M | ||
| Q2 24 | $645.6M | $753.3M |
净利润COLDFN
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $112.6M | ||
| Q3 25 | $-11.4M | $95.9M | ||
| Q2 25 | $1.5M | $87.2M | ||
| Q1 25 | $-16.4M | $81.3M | ||
| Q4 24 | $-36.2M | $86.6M | ||
| Q3 24 | $-3.7M | $77.4M | ||
| Q2 24 | $-64.1M | $81.1M |
毛利率COLDFN
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 12.2% | ||
| Q3 25 | 29.3% | 11.9% | ||
| Q2 25 | 30.9% | 12.2% | ||
| Q1 25 | 31.1% | 11.7% | ||
| Q4 24 | 29.7% | 12.1% | ||
| Q3 24 | 29.6% | 12.3% | ||
| Q2 24 | 31.0% | 12.3% |
营业利润率COLDFN
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | 10.1% | ||
| Q3 25 | 2.6% | 9.6% | ||
| Q2 25 | 5.9% | 9.8% | ||
| Q1 25 | 3.6% | 9.0% | ||
| Q4 24 | -1.8% | 9.5% | ||
| Q3 24 | 4.6% | 9.6% | ||
| Q2 24 | 9.8% | 9.7% |
净利率COLDFN
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | 9.9% | ||
| Q3 25 | -1.8% | 9.8% | ||
| Q2 25 | 0.2% | 9.6% | ||
| Q1 25 | -2.7% | 9.3% | ||
| Q4 24 | -5.6% | 10.4% | ||
| Q3 24 | -0.6% | 9.6% | ||
| Q2 24 | -9.9% | 10.8% |
每股收益（稀释后）COLDFN
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $3.11 | ||
| Q3 25 | $-0.04 | $2.66 | ||
| Q2 25 | $0.01 | $2.41 | ||
| Q1 25 | $-0.06 | $2.25 | ||
| Q4 24 | $-0.12 | $2.38 | ||
| Q3 24 | $-0.01 | $2.13 | ||
| Q2 24 | $-0.23 | $2.22 |
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 | — | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $2.2B |
| 总资产 | $8.1B | $3.3B |
| 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COLDFN
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $960.8M | ||
| Q3 25 | $33.3M | $968.8M | ||
| Q2 25 | $101.4M | $934.2M | ||
| Q1 25 | $38.9M | $950.7M | ||
| Q4 24 | $47.7M | $934.6M | ||
| Q3 24 | $61.3M | $908.9M | ||
| Q2 24 | $44.2M | $858.6M |
股东权益COLDFN
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $2.2B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $3.2B | $1.9B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $3.4B | $1.7B |
总资产COLDFN
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $3.3B | ||
| Q3 25 | $8.1B | $3.0B | ||
| Q2 25 | $8.1B | $2.8B | ||
| Q1 25 | $7.8B | $2.6B | ||
| Q4 24 | $7.7B | $2.5B | ||
| Q3 24 | $7.9B | $2.4B | ||
| Q2 24 | $7.8B | $2.3B |
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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | 2.2% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流COLDFN
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $46.3M | ||
| Q3 25 | $78.9M | $102.6M | ||
| Q2 25 | $120.3M | $55.1M | ||
| Q1 25 | $30.2M | $74.2M | ||
| Q4 24 | $162.6M | $115.9M | ||
| Q3 24 | $50.6M | $83.2M | ||
| Q2 24 | $136.7M | $83.1M |
自由现金流COLDFN
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $-5.3M | ||
| Q3 25 | $-65.4M | $57.3M | ||
| Q2 25 | $-57.4M | $4.7M | ||
| Q1 25 | $-82.3M | $45.7M | ||
| Q4 24 | $57.4M | $94.0M | ||
| Q3 24 | $-44.5M | $62.9M | ||
| Q2 24 | $73.3M | $70.4M |
自由现金流率COLDFN
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | -0.5% | ||
| Q3 25 | -10.1% | 5.9% | ||
| Q2 25 | -9.0% | 0.5% | ||
| Q1 25 | -13.4% | 5.2% | ||
| Q4 24 | 8.9% | 11.3% | ||
| Q3 24 | -6.7% | 7.8% | ||
| Q2 24 | 11.4% | 9.3% |
资本支出强度COLDFN
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 4.6% | ||
| Q3 25 | 22.2% | 4.6% | ||
| Q2 25 | 28.0% | 5.5% | ||
| Q1 25 | 18.3% | 3.3% | ||
| Q4 24 | 16.3% | 2.6% | ||
| Q3 24 | 14.4% | 2.5% | ||
| Q2 24 | 9.8% | 1.7% |
现金转化率COLDFN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 78.18× | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.02× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
