vs
AMERICOLD REALTY TRUST（COLD）与Gaming & Leisure Properties, Inc.（GLPI）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Gaming & Leisure Properties, Inc.的1.5倍（$643.1M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -13.7%，领先70.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.7%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -0.6%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
COLD vs GLPI — 直观对比
营收规模更大
COLD
是对方的1.5倍
$420.0M
营收增速更快
GLPI
高出6.9%
-0.7%
净利率更高
GLPI
高出70.7%
-13.7%
两年增速更快
GLPI
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $420.0M |
| 净利润 | $-88.3M | $239.4M |
| 毛利率 | 31.3% | — |
| 营业利润率 | -10.8% | 79.4% |
| 净利率 | -13.7% | 57.0% |
| 营收同比 | -0.7% | 6.3% |
| 净利润同比 | -143.9% | 40.5% |
| 每股收益（稀释后） | $-0.31 | — |
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COLDGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $643.1M | $407.0M | ||
| Q3 25 | $649.0M | $397.6M | ||
| Q2 25 | $635.1M | $394.9M | ||
| Q1 25 | $613.7M | $395.2M | ||
| Q4 24 | $647.4M | $389.6M | ||
| Q3 24 | $660.4M | $385.3M | ||
| Q2 24 | $645.6M | $380.6M |
净利润COLDGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-88.3M | $275.4M | ||
| Q3 25 | $-11.4M | $241.2M | ||
| Q2 25 | $1.5M | $151.4M | ||
| Q1 25 | $-16.4M | $165.2M | ||
| Q4 24 | $-36.2M | $223.6M | ||
| Q3 24 | $-3.7M | $184.7M | ||
| Q2 24 | $-64.1M | $208.3M |
毛利率COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | — | ||
| Q3 25 | 29.3% | — | ||
| Q2 25 | 30.9% | — | ||
| Q1 25 | 31.1% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 31.0% | — |
营业利润率COLDGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -10.8% | 89.3% | ||
| Q3 25 | 2.6% | 84.8% | ||
| Q2 25 | 5.9% | 61.3% | ||
| Q1 25 | 3.6% | 65.5% | ||
| Q4 24 | -1.8% | 79.1% | ||
| Q3 24 | 4.6% | 70.4% | ||
| Q2 24 | 9.8% | 77.1% |
净利率COLDGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -13.7% | 67.6% | ||
| Q3 25 | -1.8% | 60.7% | ||
| Q2 25 | 0.2% | 38.4% | ||
| Q1 25 | -2.7% | 41.8% | ||
| Q4 24 | -5.6% | 57.4% | ||
| Q3 24 | -0.6% | 47.9% | ||
| Q2 24 | -9.9% | 54.7% |
每股收益（稀释后）COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.31 | $0.96 | ||
| Q3 25 | $-0.04 | $0.85 | ||
| Q2 25 | $0.01 | $0.54 | ||
| Q1 25 | $-0.06 | $0.60 | ||
| Q4 24 | $-0.12 | $0.79 | ||
| Q3 24 | $-0.01 | $0.67 | ||
| Q2 24 | $-0.23 | $0.77 |
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 | $136.9M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $5.0B |
| 总资产 | $8.1B | $13.8B |
| 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COLDGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $136.9M | — | ||
| Q3 25 | $33.3M | — | ||
| Q2 25 | $101.4M | — | ||
| Q1 25 | $38.9M | — | ||
| Q4 24 | $47.7M | $560.8M | ||
| Q3 24 | $61.3M | $560.8M | ||
| Q2 24 | $44.2M | $560.8M |
总债务COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益COLDGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.9B | $4.6B | ||
| Q3 25 | $3.0B | $4.6B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $3.2B | $4.2B | ||
| Q4 24 | $3.3B | $4.3B | ||
| Q3 24 | $3.4B | $4.3B | ||
| Q2 24 | $3.4B | $4.1B |
总资产COLDGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $8.1B | $12.9B | ||
| Q3 25 | $8.1B | $12.8B | ||
| Q2 25 | $8.1B | $12.5B | ||
| Q1 25 | $7.8B | $12.1B | ||
| Q4 24 | $7.7B | $13.1B | ||
| Q3 24 | $7.9B | $12.7B | ||
| Q2 24 | $7.8B | $11.8B |
负债/权益比COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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 | $130.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | — |
| 自由现金流率自由现金流/营收 | -1.9% | — |
| 资本支出强度资本支出/营收 | 22.1% | — |
| 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 | $-217.2M | — |
8季度趋势，按日历期对齐
经营现金流COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $130.2M | $1.1B | ||
| Q3 25 | $78.9M | $240.3M | ||
| Q2 25 | $120.3M | $293.4M | ||
| Q1 25 | $30.2M | $252.5M | ||
| Q4 24 | $162.6M | $1.1B | ||
| Q3 24 | $50.6M | $270.4M | ||
| Q2 24 | $136.7M | $252.1M |
自由现金流COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | — | ||
| Q3 25 | $-65.4M | $183.0M | ||
| Q2 25 | $-57.4M | $272.3M | ||
| Q1 25 | $-82.3M | $239.6M | ||
| Q4 24 | $57.4M | $1.1B | ||
| Q3 24 | $-44.5M | $261.5M | ||
| Q2 24 | $73.3M | $245.0M |
自由现金流率COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | -10.1% | 46.0% | ||
| Q2 25 | -9.0% | 69.0% | ||
| Q1 25 | -13.4% | 60.6% | ||
| Q4 24 | 8.9% | 275.3% | ||
| Q3 24 | -6.7% | 67.9% | ||
| Q2 24 | 11.4% | 64.4% |
资本支出强度COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 22.2% | 14.4% | ||
| Q2 25 | 28.0% | 5.3% | ||
| Q1 25 | 18.3% | 3.3% | ||
| Q4 24 | 16.3% | 0.0% | ||
| Q3 24 | 14.4% | 2.3% | ||
| Q2 24 | 9.8% | 1.9% |
现金转化率COLDGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 78.18× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
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 | $269.0M | 42% |
| Warehouse Rent And Storage | $199.9M | 31% |
| Other Facilities Costs | $60.0M | 9% |
| Transportation Segment | $48.3M | 8% |
| Power | $34.7M | 5% |
| Transportation | $22.0M | 3% |
| Third Party Managed Segment | $9.5M | 1% |
| Third Party Managed | $2.4M | 0% |
GLPI
暂无分部数据
