vs
AMERICOLD REALTY TRUST（COLD）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.8倍（$577.9M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -2.4%，领先4.0%），LANDS' END, INC.同比增速更快（0.1% vs -1.2%），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% 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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
COLD vs LE — 直观对比
营收规模更大
COLD
是对方的1.8倍
$317.5M
营收增速更快
LE
高出1.3%
-1.2%
净利率更高
LE
高出4.0%
-2.4%
两年增速更快
LE
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $317.5M |
| 净利润 | $-13.7M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 2.5% | 5.3% |
| 净利率 | -2.4% | 1.6% |
| 营收同比 | -1.2% | 0.1% |
| 净利润同比 | 16.9% | 198.3% |
| 每股收益（稀释后） | $-0.05 | $0.17 |
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COLDLE
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $317.5M | ||
| Q3 25 | $649.0M | — | ||
| Q2 25 | $635.1M | $261.2M | ||
| Q1 25 | $613.7M | — | ||
| Q4 24 | $647.4M | $318.6M | ||
| Q3 24 | $660.4M | $317.2M | ||
| Q2 24 | $645.6M | $285.5M |
净利润COLDLE
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $5.2M | ||
| Q3 25 | $-11.4M | — | ||
| Q2 25 | $1.5M | $-8.3M | ||
| Q1 25 | $-16.4M | — | ||
| Q4 24 | $-36.2M | $-593.0K | ||
| Q3 24 | $-3.7M | $-5.3M | ||
| Q2 24 | $-64.1M | $-6.4M |
毛利率COLDLE
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 51.8% | ||
| Q3 25 | 29.3% | — | ||
| Q2 25 | 30.9% | 50.8% | ||
| Q1 25 | 31.1% | — | ||
| Q4 24 | 29.7% | 50.6% | ||
| Q3 24 | 29.6% | 47.9% | ||
| Q2 24 | 31.0% | 48.7% |
营业利润率COLDLE
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | 5.3% | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 5.9% | -0.9% | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | -1.8% | 2.9% | ||
| Q3 24 | 4.6% | 0.8% | ||
| Q2 24 | 9.8% | 0.8% |
净利率COLDLE
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | 1.6% | ||
| Q3 25 | -1.8% | — | ||
| Q2 25 | 0.2% | -3.2% | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -5.6% | -0.2% | ||
| Q3 24 | -0.6% | -1.7% | ||
| Q2 24 | -9.9% | -2.3% |
每股收益（稀释后）COLDLE
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $0.17 | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $0.01 | $-0.27 | ||
| Q1 25 | $-0.06 | — | ||
| Q4 24 | $-0.12 | $-0.02 | ||
| Q3 24 | $-0.01 | $-0.17 | ||
| Q2 24 | $-0.23 | $-0.20 |
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 | — | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $231.0M |
| 总资产 | $8.1B | $852.7M |
| 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COLDLE
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $36.3M | ||
| Q3 25 | $33.3M | — | ||
| Q2 25 | $101.4M | $18.1M | ||
| Q1 25 | $38.9M | — | ||
| Q4 24 | $47.7M | $30.4M | ||
| Q3 24 | $61.3M | $25.6M | ||
| Q2 24 | $44.2M | $27.4M |
股东权益COLDLE
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $231.0M | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.1B | $230.1M | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.3B | $223.6M | ||
| Q3 24 | $3.4B | $226.5M | ||
| Q2 24 | $3.4B | $234.6M |
总资产COLDLE
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $852.7M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | $760.5M | ||
| Q1 25 | $7.8B | — | ||
| Q4 24 | $7.7B | $843.6M | ||
| Q3 24 | $7.9B | $802.5M | ||
| Q2 24 | $7.8B | $800.1M |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | 2.2% | 2.1% |
| 现金转化率经营现金流/净利润 | — | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流COLDLE
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $-15.7M | ||
| Q3 25 | $78.9M | — | ||
| Q2 25 | $120.3M | $-22.5M | ||
| Q1 25 | $30.2M | — | ||
| Q4 24 | $162.6M | $-17.1M | ||
| Q3 24 | $50.6M | $30.7M | ||
| Q2 24 | $136.7M | $-25.8M |
自由现金流COLDLE
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $-22.4M | ||
| Q3 25 | $-65.4M | — | ||
| Q2 25 | $-57.4M | $-30.7M | ||
| Q1 25 | $-82.3M | — | ||
| Q4 24 | $57.4M | $-27.8M | ||
| Q3 24 | $-44.5M | $26.0M | ||
| Q2 24 | $73.3M | $-32.6M |
自由现金流率COLDLE
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | -7.1% | ||
| Q3 25 | -10.1% | — | ||
| Q2 25 | -9.0% | -11.8% | ||
| Q1 25 | -13.4% | — | ||
| Q4 24 | 8.9% | -8.7% | ||
| Q3 24 | -6.7% | 8.2% | ||
| Q2 24 | 11.4% | -11.4% |
资本支出强度COLDLE
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 2.1% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 28.0% | 3.2% | ||
| Q1 25 | 18.3% | — | ||
| Q4 24 | 16.3% | 3.3% | ||
| Q3 24 | 14.4% | 1.5% | ||
| Q2 24 | 9.8% | 2.4% |
现金转化率COLDLE
| Q1 26 | — | — | ||
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | 78.18× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
