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AMERICOLD REALTY TRUST（COLD）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.0倍（$577.9M vs $566.0M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -2.4%，领先1.0%），AMERICOLD REALTY TRUST同比增速更快（-1.2% vs -16.9%），过去两年AMERICOLD REALTY TRUST的营收复合增速更高（-5.4% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
COLD vs LPX — 直观对比
营收规模更大
COLD
是对方的1.0倍
$566.0M
营收增速更快
COLD
高出15.7%
-16.9%
净利率更高
LPX
高出1.0%
-2.4%
两年增速更快
COLD
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $566.0M |
| 净利润 | $-13.7M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 2.5% | -1.6% |
| 净利率 | -2.4% | -1.4% |
| 营收同比 | -1.2% | -16.9% |
| 净利润同比 | 16.9% | -112.9% |
| 每股收益（稀释后） | $-0.05 | $-0.12 |
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COLDLPX
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $566.0M | ||
| Q3 25 | $649.0M | $663.0M | ||
| Q2 25 | $635.1M | $755.0M | ||
| Q1 25 | $613.7M | $724.0M | ||
| Q4 24 | $647.4M | $681.0M | ||
| Q3 24 | $660.4M | $722.0M | ||
| Q2 24 | $645.6M | $814.0M |
净利润COLDLPX
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $-8.0M | ||
| Q3 25 | $-11.4M | $9.0M | ||
| Q2 25 | $1.5M | $54.0M | ||
| Q1 25 | $-16.4M | $91.0M | ||
| Q4 24 | $-36.2M | $62.0M | ||
| Q3 24 | $-3.7M | $90.0M | ||
| Q2 24 | $-64.1M | $160.0M |
毛利率COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 15.0% | ||
| Q3 25 | 29.3% | 19.5% | ||
| Q2 25 | 30.9% | 23.6% | ||
| Q1 25 | 31.1% | 27.2% | ||
| Q4 24 | 29.7% | 23.8% | ||
| Q3 24 | 29.6% | 26.7% | ||
| Q2 24 | 31.0% | 32.3% |
营业利润率COLDLPX
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | -1.6% | ||
| Q3 25 | 2.6% | 2.7% | ||
| Q2 25 | 5.9% | 10.6% | ||
| Q1 25 | 3.6% | 16.6% | ||
| Q4 24 | -1.8% | 11.0% | ||
| Q3 24 | 4.6% | 16.1% | ||
| Q2 24 | 9.8% | 23.8% |
净利率COLDLPX
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | -1.4% | ||
| Q3 25 | -1.8% | 1.4% | ||
| Q2 25 | 0.2% | 7.2% | ||
| Q1 25 | -2.7% | 12.6% | ||
| Q4 24 | -5.6% | 9.1% | ||
| Q3 24 | -0.6% | 12.5% | ||
| Q2 24 | -9.9% | 19.7% |
每股收益（稀释后）COLDLPX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $-0.12 | ||
| Q3 25 | $-0.04 | $0.13 | ||
| Q2 25 | $0.01 | $0.77 | ||
| Q1 25 | $-0.06 | $1.30 | ||
| Q4 24 | $-0.12 | $0.90 | ||
| Q3 24 | $-0.01 | $1.28 | ||
| Q2 24 | $-0.23 | $2.23 |
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 | — | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $2.8B | $1.7B |
| 总资产 | $8.1B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $292.0M | ||
| Q3 25 | $33.3M | $316.0M | ||
| Q2 25 | $101.4M | $333.0M | ||
| Q1 25 | $38.9M | $256.0M | ||
| Q4 24 | $47.7M | $340.0M | ||
| Q3 24 | $61.3M | $346.0M | ||
| Q2 24 | $44.2M | $317.0M |
总债务COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M |
股东权益COLDLPX
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $3.2B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.4B | $1.7B | ||
| Q2 24 | $3.4B | $1.7B |
总资产COLDLPX
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $2.6B | ||
| Q3 25 | $8.1B | $2.6B | ||
| Q2 25 | $8.1B | $2.7B | ||
| Q1 25 | $7.8B | $2.6B | ||
| Q4 24 | $7.7B | $2.6B | ||
| Q3 24 | $7.9B | $2.6B | ||
| Q2 24 | $7.8B | $2.5B |
负债/权益比COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | 2.2% | 13.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流COLDLPX
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $67.0M | ||
| Q3 25 | $78.9M | $89.0M | ||
| Q2 25 | $120.3M | $162.0M | ||
| Q1 25 | $30.2M | $64.0M | ||
| Q4 24 | $162.6M | $105.0M | ||
| Q3 24 | $50.6M | $183.0M | ||
| Q2 24 | $136.7M | $212.0M |
自由现金流COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $-8.0M | ||
| Q3 25 | $-65.4M | $5.0M | ||
| Q2 25 | $-57.4M | $94.0M | ||
| Q1 25 | $-82.3M | $0 | ||
| Q4 24 | $57.4M | $43.0M | ||
| Q3 24 | $-44.5M | $139.0M | ||
| Q2 24 | $73.3M | $176.0M |
自由现金流率COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | -1.4% | ||
| Q3 25 | -10.1% | 0.8% | ||
| Q2 25 | -9.0% | 12.5% | ||
| Q1 25 | -13.4% | 0.0% | ||
| Q4 24 | 8.9% | 6.3% | ||
| Q3 24 | -6.7% | 19.3% | ||
| Q2 24 | 11.4% | 21.6% |
资本支出强度COLDLPX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 13.3% | ||
| Q3 25 | 22.2% | 12.7% | ||
| Q2 25 | 28.0% | 9.0% | ||
| Q1 25 | 18.3% | 8.8% | ||
| Q4 24 | 16.3% | 9.1% | ||
| Q3 24 | 14.4% | 6.1% | ||
| Q2 24 | 9.8% | 4.4% |
现金转化率COLDLPX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | 78.18× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 1.32× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
