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AMERICOLD REALTY TRUST（COLD）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是AMERICOLD REALTY TRUST的1.4倍（$871.0M vs $643.1M），IES Holdings, Inc.净利率更高（10.5% vs -13.7%，领先24.3%），IES Holdings, Inc.同比增速更快（16.2% vs -0.7%），AMERICOLD REALTY TRUST自由现金流更多（$-12.2M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
COLD vs IESC — 直观对比
营收规模更大
IESC
是对方的1.4倍
$643.1M
营收增速更快
IESC
高出16.9%
-0.7%
净利率更高
IESC
高出24.3%
-13.7%
自由现金流更多
COLD
多$6.7M
$-18.9M
两年增速更快
IESC
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $871.0M |
| 净利润 | $-88.3M | $91.8M |
| 毛利率 | 31.3% | 25.3% |
| 营业利润率 | -10.8% | 11.2% |
| 净利率 | -13.7% | 10.5% |
| 营收同比 | -0.7% | 16.2% |
| 净利润同比 | -143.9% | 59.1% |
| 每股收益（稀释后） | $-0.31 | $4.51 |
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COLDIESC
| Q4 25 | $643.1M | $871.0M | ||
| Q3 25 | $649.0M | $897.8M | ||
| Q2 25 | $635.1M | $890.2M | ||
| Q1 25 | $613.7M | $834.0M | ||
| Q4 24 | $647.4M | $749.5M | ||
| Q3 24 | $660.4M | $775.8M | ||
| Q2 24 | $645.6M | $768.4M | ||
| Q1 24 | $651.4M | $705.7M |
净利润COLDIESC
| Q4 25 | $-88.3M | $91.8M | ||
| Q3 25 | $-11.4M | $102.3M | ||
| Q2 25 | $1.5M | $79.3M | ||
| Q1 25 | $-16.4M | $72.6M | ||
| Q4 24 | $-36.2M | $57.7M | ||
| Q3 24 | $-3.7M | $65.5M | ||
| Q2 24 | $-64.1M | $66.6M | ||
| Q1 24 | $9.7M | $56.8M |
毛利率COLDIESC
| Q4 25 | 31.3% | 25.3% | ||
| Q3 25 | 29.3% | 26.0% | ||
| Q2 25 | 30.9% | 26.9% | ||
| Q1 25 | 31.1% | 25.0% | ||
| Q4 24 | 29.7% | 23.8% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 31.0% | 25.3% | ||
| Q1 24 | 30.3% | 24.3% |
营业利润率COLDIESC
| Q4 25 | -10.8% | 11.2% | ||
| Q3 25 | 2.6% | 11.6% | ||
| Q2 25 | 5.9% | 12.6% | ||
| Q1 25 | 3.6% | 11.1% | ||
| Q4 24 | -1.8% | 10.0% | ||
| Q3 24 | 4.6% | 9.7% | ||
| Q2 24 | 9.8% | 11.7% | ||
| Q1 24 | 6.4% | 11.0% |
净利率COLDIESC
| Q4 25 | -13.7% | 10.5% | ||
| Q3 25 | -1.8% | 11.4% | ||
| Q2 25 | 0.2% | 8.9% | ||
| Q1 25 | -2.7% | 8.7% | ||
| Q4 24 | -5.6% | 7.7% | ||
| Q3 24 | -0.6% | 8.4% | ||
| Q2 24 | -9.9% | 8.7% | ||
| Q1 24 | 1.5% | 8.0% |
每股收益（稀释后）COLDIESC
| Q4 25 | $-0.31 | $4.51 | ||
| Q3 25 | $-0.04 | $4.99 | ||
| Q2 25 | $0.01 | $3.81 | ||
| Q1 25 | $-0.06 | $3.50 | ||
| Q4 24 | $-0.12 | $2.72 | ||
| Q3 24 | $-0.01 | $3.06 | ||
| Q2 24 | $-0.23 | $2.67 | ||
| Q1 24 | $0.03 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $961.1M |
| 总资产 | $8.1B | $1.7B |
| 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COLDIESC
| Q4 25 | $136.9M | $258.7M | ||
| Q3 25 | $33.3M | $231.8M | ||
| Q2 25 | $101.4M | $168.3M | ||
| Q1 25 | $38.9M | $88.3M | ||
| Q4 24 | $47.7M | $112.0M | ||
| Q3 24 | $61.3M | $135.8M | ||
| Q2 24 | $44.2M | $44.9M | ||
| Q1 24 | $59.2M | $106.0M |
股东权益COLDIESC
| Q4 25 | $2.9B | $961.1M | ||
| Q3 25 | $3.0B | $884.0M | ||
| Q2 25 | $3.1B | $781.4M | ||
| Q1 25 | $3.2B | $705.8M | ||
| Q4 24 | $3.3B | $652.4M | ||
| Q3 24 | $3.4B | $611.1M | ||
| Q2 24 | $3.4B | $567.5M | ||
| Q1 24 | $3.6B | $534.8M |
总资产COLDIESC
| Q4 25 | $8.1B | $1.7B | ||
| Q3 25 | $8.1B | $1.6B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $7.8B | $1.4B | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.9B | $1.2B | ||
| Q2 24 | $7.8B | $1.2B | ||
| Q1 24 | $7.8B | $1.1B |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $-18.9M |
| 自由现金流率自由现金流/营收 | -1.9% | -2.2% |
| 资本支出强度资本支出/营收 | 22.1% | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | $-217.2M | $175.9M |
8季度趋势，按日历期对齐
经营现金流COLDIESC
| Q4 25 | $130.2M | $27.7M | ||
| Q3 25 | $78.9M | $132.0M | ||
| Q2 25 | $120.3M | $92.0M | ||
| Q1 25 | $30.2M | $24.8M | ||
| Q4 24 | $162.6M | $37.3M | ||
| Q3 24 | $50.6M | $92.8M | ||
| Q2 24 | $136.7M | $82.9M | ||
| Q1 24 | $62.0M | $33.7M |
自由现金流COLDIESC
| Q4 25 | $-12.2M | $-18.9M | ||
| Q3 25 | $-65.4M | $112.0M | ||
| Q2 25 | $-57.4M | $74.8M | ||
| Q1 25 | $-82.3M | $7.9M | ||
| Q4 24 | $57.4M | $24.1M | ||
| Q3 24 | $-44.5M | $78.5M | ||
| Q2 24 | $73.3M | $65.4M | ||
| Q1 24 | $16.2M | $26.9M |
自由现金流率COLDIESC
| Q4 25 | -1.9% | -2.2% | ||
| Q3 25 | -10.1% | 12.5% | ||
| Q2 25 | -9.0% | 8.4% | ||
| Q1 25 | -13.4% | 0.9% | ||
| Q4 24 | 8.9% | 3.2% | ||
| Q3 24 | -6.7% | 10.1% | ||
| Q2 24 | 11.4% | 8.5% | ||
| Q1 24 | 2.5% | 3.8% |
资本支出强度COLDIESC
| Q4 25 | 22.1% | 5.3% | ||
| Q3 25 | 22.2% | 2.2% | ||
| Q2 25 | 28.0% | 1.9% | ||
| Q1 25 | 18.3% | 2.0% | ||
| Q4 24 | 16.3% | 1.8% | ||
| Q3 24 | 14.4% | 1.8% | ||
| Q2 24 | 9.8% | 2.3% | ||
| Q1 24 | 7.0% | 1.0% |
现金转化率COLDIESC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | 78.18× | 1.16× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 6.36× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
