vs
AMERICOLD REALTY TRUST（COLD）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是AMERICOLD REALTY TRUST的1.6倍（$932.7M vs $577.9M），LCI INDUSTRIES净利率更高（2.0% vs -2.4%，领先4.4%），LCI INDUSTRIES同比增速更快（16.1% vs -1.2%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% 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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
COLD vs LCII — 直观对比
营收规模更大
LCII
是对方的1.6倍
$577.9M
营收增速更快
LCII
高出17.3%
-1.2%
净利率更高
LCII
高出4.4%
-2.4%
两年增速更快
LCII
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $932.7M |
| 净利润 | $-13.7M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | 2.5% | 3.8% |
| 净利率 | -2.4% | 2.0% |
| 营收同比 | -1.2% | 16.1% |
| 净利润同比 | 16.9% | 95.7% |
| 每股收益（稀释后） | $-0.05 | $0.79 |
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COLDLCII
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $932.7M | ||
| Q3 25 | $649.0M | $1.0B | ||
| Q2 25 | $635.1M | $1.1B | ||
| Q1 25 | $613.7M | $1.0B | ||
| Q4 24 | $647.4M | $803.1M | ||
| Q3 24 | $660.4M | $915.5M | ||
| Q2 24 | $645.6M | $1.1B |
净利润COLDLCII
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $18.7M | ||
| Q3 25 | $-11.4M | $62.5M | ||
| Q2 25 | $1.5M | $57.6M | ||
| Q1 25 | $-16.4M | $49.4M | ||
| Q4 24 | $-36.2M | $9.5M | ||
| Q3 24 | $-3.7M | $35.6M | ||
| Q2 24 | $-64.1M | $61.2M |
毛利率COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 22.1% | ||
| Q3 25 | 29.3% | 24.4% | ||
| Q2 25 | 30.9% | 24.4% | ||
| Q1 25 | 31.1% | 24.1% | ||
| Q4 24 | 29.7% | 21.1% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 31.0% | 25.3% |
营业利润率COLDLCII
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | 3.8% | ||
| Q3 25 | 2.6% | 7.3% | ||
| Q2 25 | 5.9% | 7.9% | ||
| Q1 25 | 3.6% | 7.8% | ||
| Q4 24 | -1.8% | 2.0% | ||
| Q3 24 | 4.6% | 5.9% | ||
| Q2 24 | 9.8% | 8.6% |
净利率COLDLCII
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | 2.0% | ||
| Q3 25 | -1.8% | 6.0% | ||
| Q2 25 | 0.2% | 5.2% | ||
| Q1 25 | -2.7% | 4.7% | ||
| Q4 24 | -5.6% | 1.2% | ||
| Q3 24 | -0.6% | 3.9% | ||
| Q2 24 | -9.9% | 5.8% |
每股收益（稀释后）COLDLCII
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $0.79 | ||
| Q3 25 | $-0.04 | $2.55 | ||
| Q2 25 | $0.01 | $2.29 | ||
| Q1 25 | $-0.06 | $1.94 | ||
| Q4 24 | $-0.12 | $0.37 | ||
| Q3 24 | $-0.01 | $1.39 | ||
| Q2 24 | $-0.23 | $2.40 |
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 | — | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $2.8B | $1.4B |
| 总资产 | $8.1B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $222.6M | ||
| Q3 25 | $33.3M | $199.7M | ||
| Q2 25 | $101.4M | $191.9M | ||
| Q1 25 | $38.9M | $231.2M | ||
| Q4 24 | $47.7M | $165.8M | ||
| Q3 24 | $61.3M | $161.2M | ||
| Q2 24 | $44.2M | $130.4M |
总债务COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M |
股东权益COLDLCII
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.3B | $1.4B | ||
| Q3 24 | $3.4B | $1.4B | ||
| Q2 24 | $3.4B | $1.4B |
总资产COLDLCII
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $3.2B | ||
| Q3 25 | $8.1B | $3.2B | ||
| Q2 25 | $8.1B | $3.2B | ||
| Q1 25 | $7.8B | $3.1B | ||
| Q4 24 | $7.7B | $2.9B | ||
| Q3 24 | $7.9B | $3.0B | ||
| Q2 24 | $7.8B | $3.0B |
负债/权益比COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× |
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 | $39.9M | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | 2.2% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流COLDLCII
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $78.9M | ||
| Q3 25 | $78.9M | $97.2M | ||
| Q2 25 | $120.3M | $112.2M | ||
| Q1 25 | $30.2M | $42.7M | ||
| Q4 24 | $162.6M | $106.6M | ||
| Q3 24 | $50.6M | $78.4M | ||
| Q2 24 | $136.7M | $192.9M |
自由现金流COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $64.3M | ||
| Q3 25 | $-65.4M | $80.9M | ||
| Q2 25 | $-57.4M | $99.5M | ||
| Q1 25 | $-82.3M | $33.7M | ||
| Q4 24 | $57.4M | $95.7M | ||
| Q3 24 | $-44.5M | $68.3M | ||
| Q2 24 | $73.3M | $180.2M |
自由现金流率COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 6.9% | ||
| Q3 25 | -10.1% | 7.8% | ||
| Q2 25 | -9.0% | 9.0% | ||
| Q1 25 | -13.4% | 3.2% | ||
| Q4 24 | 8.9% | 11.9% | ||
| Q3 24 | -6.7% | 7.5% | ||
| Q2 24 | 11.4% | 17.1% |
资本支出强度COLDLCII
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 1.6% | ||
| Q3 25 | 22.2% | 1.6% | ||
| Q2 25 | 28.0% | 1.2% | ||
| Q1 25 | 18.3% | 0.9% | ||
| Q4 24 | 16.3% | 1.4% | ||
| Q3 24 | 14.4% | 1.1% | ||
| Q2 24 | 9.8% | 1.2% |
现金转化率COLDLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | 78.18× | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
