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AMERICOLD REALTY TRUST（COLD）与J&J SNACK FOODS CORP（JJSF）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J&J SNACK FOODS CORP的1.9倍（$643.1M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -13.7%，领先14.0%），AMERICOLD REALTY TRUST同比增速更快（-0.7% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-12.2M），过去两年AMERICOLD REALTY TRUST的营收复合增速更高（-0.6% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
COLD vs JJSF — 直观对比
营收规模更大
COLD
是对方的1.9倍
$343.8M
营收增速更快
COLD
高出4.5%
-5.2%
净利率更高
JJSF
高出14.0%
-13.7%
自由现金流更多
JJSF
多$29.1M
$-12.2M
两年增速更快
COLD
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $343.8M |
| 净利润 | $-88.3M | $883.0K |
| 毛利率 | 31.3% | 27.9% |
| 营业利润率 | -10.8% | 0.2% |
| 净利率 | -13.7% | 0.3% |
| 营收同比 | -0.7% | -5.2% |
| 净利润同比 | -143.9% | -82.8% |
| 每股收益（稀释后） | $-0.31 | $0.05 |
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COLDJJSF
| Q4 25 | $643.1M | $343.8M | ||
| Q3 25 | $649.0M | $410.2M | ||
| Q2 25 | $635.1M | $454.3M | ||
| Q1 25 | $613.7M | $356.1M | ||
| Q4 24 | $647.4M | $362.6M | ||
| Q3 24 | $660.4M | $426.8M | ||
| Q2 24 | $645.6M | $440.0M | ||
| Q1 24 | $651.4M | $359.7M |
净利润COLDJJSF
| Q4 25 | $-88.3M | $883.0K | ||
| Q3 25 | $-11.4M | $11.4M | ||
| Q2 25 | $1.5M | $44.2M | ||
| Q1 25 | $-16.4M | $4.8M | ||
| Q4 24 | $-36.2M | $5.1M | ||
| Q3 24 | $-3.7M | $29.6M | ||
| Q2 24 | $-64.1M | $36.3M | ||
| Q1 24 | $9.7M | $13.3M |
毛利率COLDJJSF
| Q4 25 | 31.3% | 27.9% | ||
| Q3 25 | 29.3% | 31.7% | ||
| Q2 25 | 30.9% | 33.0% | ||
| Q1 25 | 31.1% | 26.9% | ||
| Q4 24 | 29.7% | 25.9% | ||
| Q3 24 | 29.6% | 31.8% | ||
| Q2 24 | 31.0% | 33.6% | ||
| Q1 24 | 30.3% | 30.1% |
营业利润率COLDJJSF
| Q4 25 | -10.8% | 0.2% | ||
| Q3 25 | 2.6% | 2.8% | ||
| Q2 25 | 5.9% | 13.3% | ||
| Q1 25 | 3.6% | 1.7% | ||
| Q4 24 | -1.8% | 1.7% | ||
| Q3 24 | 4.6% | 9.3% | ||
| Q2 24 | 9.8% | 11.4% | ||
| Q1 24 | 6.4% | 5.0% |
净利率COLDJJSF
| Q4 25 | -13.7% | 0.3% | ||
| Q3 25 | -1.8% | 2.8% | ||
| Q2 25 | 0.2% | 9.7% | ||
| Q1 25 | -2.7% | 1.4% | ||
| Q4 24 | -5.6% | 1.4% | ||
| Q3 24 | -0.6% | 6.9% | ||
| Q2 24 | -9.9% | 8.3% | ||
| Q1 24 | 1.5% | 3.7% |
每股收益（稀释后）COLDJJSF
| Q4 25 | $-0.31 | $0.05 | ||
| Q3 25 | $-0.04 | $0.59 | ||
| Q2 25 | $0.01 | $2.26 | ||
| Q1 25 | $-0.06 | $0.25 | ||
| Q4 24 | $-0.12 | $0.26 | ||
| Q3 24 | $-0.01 | $1.52 | ||
| Q2 24 | $-0.23 | $1.87 | ||
| Q1 24 | $0.03 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $912.9M |
| 总资产 | $8.1B | $1.3B |
| 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COLDJJSF
| Q4 25 | $136.9M | $66.8M | ||
| Q3 25 | $33.3M | $105.9M | ||
| Q2 25 | $101.4M | $77.4M | ||
| Q1 25 | $38.9M | $48.5M | ||
| Q4 24 | $47.7M | $73.6M | ||
| Q3 24 | $61.3M | $73.4M | ||
| Q2 24 | $44.2M | $64.0M | ||
| Q1 24 | $59.2M | $43.6M |
股东权益COLDJJSF
| Q4 25 | $2.9B | $912.9M | ||
| Q3 25 | $3.0B | $966.7M | ||
| Q2 25 | $3.1B | $969.9M | ||
| Q1 25 | $3.2B | $935.0M | ||
| Q4 24 | $3.3B | $946.8M | ||
| Q3 24 | $3.4B | $957.0M | ||
| Q2 24 | $3.4B | $937.9M | ||
| Q1 24 | $3.6B | $915.7M |
总资产COLDJJSF
| Q4 25 | $8.1B | $1.3B | ||
| Q3 25 | $8.1B | $1.4B | ||
| Q2 25 | $8.1B | $1.4B | ||
| Q1 25 | $7.8B | $1.4B | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.9B | $1.4B | ||
| Q2 24 | $7.8B | $1.4B | ||
| Q1 24 | $7.8B | $1.3B |
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 | $130.2M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $17.0M |
| 自由现金流率自由现金流/营收 | -1.9% | 4.9% |
| 资本支出强度资本支出/营收 | 22.1% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | $-217.2M | $83.1M |
8季度趋势，按日历期对齐
经营现金流COLDJJSF
| Q4 25 | $130.2M | $36.0M | ||
| Q3 25 | $78.9M | $66.4M | ||
| Q2 25 | $120.3M | $51.2M | ||
| Q1 25 | $30.2M | $12.3M | ||
| Q4 24 | $162.6M | $35.2M | ||
| Q3 24 | $50.6M | $46.3M | ||
| Q2 24 | $136.7M | $65.0M | ||
| Q1 24 | $62.0M | $12.7M |
自由现金流COLDJJSF
| Q4 25 | $-12.2M | $17.0M | ||
| Q3 25 | $-65.4M | $44.8M | ||
| Q2 25 | $-57.4M | $28.5M | ||
| Q1 25 | $-82.3M | $-7.2M | ||
| Q4 24 | $57.4M | $16.1M | ||
| Q3 24 | $-44.5M | $29.1M | ||
| Q2 24 | $73.3M | $45.3M | ||
| Q1 24 | $16.2M | $-4.0M |
自由现金流率COLDJJSF
| Q4 25 | -1.9% | 4.9% | ||
| Q3 25 | -10.1% | 10.9% | ||
| Q2 25 | -9.0% | 6.3% | ||
| Q1 25 | -13.4% | -2.0% | ||
| Q4 24 | 8.9% | 4.4% | ||
| Q3 24 | -6.7% | 6.8% | ||
| Q2 24 | 11.4% | 10.3% | ||
| Q1 24 | 2.5% | -1.1% |
资本支出强度COLDJJSF
| Q4 25 | 22.1% | 5.5% | ||
| Q3 25 | 22.2% | 5.3% | ||
| Q2 25 | 28.0% | 5.0% | ||
| Q1 25 | 18.3% | 5.5% | ||
| Q4 24 | 16.3% | 5.3% | ||
| Q3 24 | 14.4% | 4.0% | ||
| Q2 24 | 9.8% | 4.5% | ||
| Q1 24 | 7.0% | 4.6% |
现金转化率COLDJJSF
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | 78.18× | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | 6.36× | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
