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AMERICOLD REALTY TRUST（COLD）与IDACORP INC（IDA）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IDACORP INC的1.6倍（$577.9M vs $360.1M），IDACORP INC净利率更高（12.1% vs -2.4%，领先14.5%），AMERICOLD REALTY TRUST同比增速更快（-1.2% vs -4.2%），过去两年AMERICOLD REALTY TRUST的营收复合增速更高（-5.4% vs -7.2%）
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。
IDACORP Inc是注册于美国爱达荷州、总部设在博伊西的电力控股企业，成立于1998年10月1日，旗下拥有爱达荷电力公司、IDACORP金融公司及Ida-West能源公司，业务覆盖电力供应、能源服务及相关配套金融服务领域。
COLD vs IDA — 直观对比
营收规模更大
COLD
是对方的1.6倍
$360.1M
营收增速更快
COLD
高出3.0%
-4.2%
净利率更高
IDA
高出14.5%
-2.4%
两年增速更快
COLD
近两年复合增速
-7.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $360.1M |
| 净利润 | $-13.7M | $43.6M |
| 毛利率 | — | — |
| 营业利润率 | 2.5% | 14.9% |
| 净利率 | -2.4% | 12.1% |
| 营收同比 | -1.2% | -4.2% |
| 净利润同比 | 16.9% | 15.1% |
| 每股收益（稀释后） | $-0.05 | $0.78 |
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COLDIDA
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $360.1M | ||
| Q3 25 | $649.0M | $526.4M | ||
| Q2 25 | $635.1M | $449.3M | ||
| Q1 25 | $613.7M | $411.1M | ||
| Q4 24 | $647.4M | $375.9M | ||
| Q3 24 | $660.4M | $532.5M | ||
| Q2 24 | $645.6M | $442.6M |
净利润COLDIDA
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $43.6M | ||
| Q3 25 | $-11.4M | $124.4M | ||
| Q2 25 | $1.5M | $95.8M | ||
| Q1 25 | $-16.4M | $59.6M | ||
| Q4 24 | $-36.2M | $37.9M | ||
| Q3 24 | $-3.7M | $113.6M | ||
| Q2 24 | $-64.1M | $89.5M |
毛利率COLDIDA
| 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COLDIDA
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | 14.9% | ||
| Q3 25 | 2.6% | 27.5% | ||
| Q2 25 | 5.9% | 22.4% | ||
| Q1 25 | 3.6% | 13.4% | ||
| Q4 24 | -1.8% | 11.0% | ||
| Q3 24 | 4.6% | 25.1% | ||
| Q2 24 | 9.8% | 23.3% |
净利率COLDIDA
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | 12.1% | ||
| Q3 25 | -1.8% | 23.6% | ||
| Q2 25 | 0.2% | 21.3% | ||
| Q1 25 | -2.7% | 14.5% | ||
| Q4 24 | -5.6% | 10.1% | ||
| Q3 24 | -0.6% | 21.3% | ||
| Q2 24 | -9.9% | 20.2% |
每股收益（稀释后）COLDIDA
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $0.78 | ||
| Q3 25 | $-0.04 | $2.26 | ||
| Q2 25 | $0.01 | $1.76 | ||
| Q1 25 | $-0.06 | $1.10 | ||
| Q4 24 | $-0.12 | $0.72 | ||
| Q3 24 | $-0.01 | $2.12 | ||
| Q2 24 | $-0.23 | $1.71 |
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 | — | $215.7M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $2.8B | $3.6B |
| 总资产 | $8.1B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.93× |
8季度趋势，按日历期对齐
现金及短期投资COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $215.7M | ||
| Q3 25 | $33.3M | $333.2M | ||
| Q2 25 | $101.4M | $474.5M | ||
| Q1 25 | $38.9M | $634.5M | ||
| Q4 24 | $47.7M | $368.9M | ||
| Q3 24 | $61.3M | $427.9M | ||
| Q2 24 | $44.2M | $169.6M |
总债务COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COLDIDA
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $3.6B | ||
| Q3 25 | $3.0B | $3.5B | ||
| Q2 25 | $3.1B | $3.4B | ||
| Q1 25 | $3.2B | $3.3B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.4B | $3.2B |
总资产COLDIDA
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $10.2B | ||
| Q3 25 | $8.1B | $10.1B | ||
| Q2 25 | $8.1B | $9.9B | ||
| Q1 25 | $7.8B | $9.6B | ||
| Q4 24 | $7.7B | $9.2B | ||
| Q3 24 | $7.9B | $9.1B | ||
| Q2 24 | $7.8B | $8.7B |
负债/权益比COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.93× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $137.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-216.2M |
| 自由现金流率自由现金流/营收 | — | -60.0% |
| 资本支出强度资本支出/营收 | 2.2% | 98.3% |
| 现金转化率经营现金流/净利润 | — | 3.16× |
| 过去12个月自由现金流最近4个季度 | — | $-577.5M |
8季度趋势，按日历期对齐
经营现金流COLDIDA
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $137.8M | ||
| Q3 25 | $78.9M | $162.8M | ||
| Q2 25 | $120.3M | $176.9M | ||
| Q1 25 | $30.2M | $124.3M | ||
| Q4 24 | $162.6M | $136.4M | ||
| Q3 24 | $50.6M | $201.9M | ||
| Q2 24 | $136.7M | $146.4M |
自由现金流COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $-216.2M | ||
| Q3 25 | $-65.4M | $-127.9M | ||
| Q2 25 | $-57.4M | $-156.4M | ||
| Q1 25 | $-82.3M | $-77.0M | ||
| Q4 24 | $57.4M | $-48.9M | ||
| Q3 24 | $-44.5M | $-16.1M | ||
| Q2 24 | $73.3M | $-199.6M |
自由现金流率COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | -60.0% | ||
| Q3 25 | -10.1% | -24.3% | ||
| Q2 25 | -9.0% | -34.8% | ||
| Q1 25 | -13.4% | -18.7% | ||
| Q4 24 | 8.9% | -13.0% | ||
| Q3 24 | -6.7% | -3.0% | ||
| Q2 24 | 11.4% | -45.1% |
资本支出强度COLDIDA
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 98.3% | ||
| Q3 25 | 22.2% | 55.2% | ||
| Q2 25 | 28.0% | 74.2% | ||
| Q1 25 | 18.3% | 49.0% | ||
| Q4 24 | 16.3% | 49.3% | ||
| Q3 24 | 14.4% | 41.0% | ||
| Q2 24 | 9.8% | 78.2% |
现金转化率COLDIDA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.16× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 78.18× | 1.85× | ||
| Q1 25 | — | 2.08× | ||
| Q4 24 | — | 3.60× | ||
| Q3 24 | — | 1.78× | ||
| Q2 24 | — | 1.63× |
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% |
IDA
| Retailrevenues | $323.0M | 90% |
| Transmissionserviceswheeling | $18.6M | 5% |
| Energyefficiencyprogramrevenues | $11.7M | 3% |
| Wholesaleenergysales | $10.5M | 3% |
| Otherrevenues | $9.5M | 3% |
