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AMERICOLD REALTY TRUST（COLD）与nVent Electric plc（NVT）财务数据对比。点击上方公司名可切换其他公司
nVent Electric plc的季度营收约是AMERICOLD REALTY TRUST的1.7倍（$1.1B vs $643.1M），nVent Electric plc净利率更高（11.1% vs -13.7%，领先24.9%），nVent Electric plc同比增速更快（127.3% vs -0.7%），nVent Electric plc自由现金流更多（$165.7M vs $-12.2M），过去两年nVent Electric plc的营收复合增速更高（10.4% 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。
nVent Electric plc是一家源自英美的跨国企业，主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体，同时提供配套运维服务，旗下产品可实现电气系统的连接、防护与管理，覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
COLD vs NVT — 直观对比
营收规模更大
NVT
是对方的1.7倍
$643.1M
营收增速更快
NVT
高出128.0%
-0.7%
净利率更高
NVT
高出24.9%
-13.7%
自由现金流更多
NVT
多$177.9M
$-12.2M
两年增速更快
NVT
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $1.1B |
| 净利润 | $-88.3M | $118.8M |
| 毛利率 | 31.3% | 36.5% |
| 营业利润率 | -10.8% | 15.4% |
| 净利率 | -13.7% | 11.1% |
| 营收同比 | -0.7% | 127.3% |
| 净利润同比 | -143.9% | 1010.3% |
| 每股收益（稀释后） | $-0.31 | $0.74 |
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COLDNVT
| Q4 25 | $643.1M | $1.1B | ||
| Q3 25 | $649.0M | $1.1B | ||
| Q2 25 | $635.1M | $963.1M | ||
| Q1 25 | $613.7M | $809.3M | ||
| Q4 24 | $647.4M | $469.2M | ||
| Q3 24 | $660.4M | $782.0M | ||
| Q2 24 | $645.6M | $880.3M | ||
| Q1 24 | $651.4M | $874.6M |
净利润COLDNVT
| Q4 25 | $-88.3M | $118.8M | ||
| Q3 25 | $-11.4M | $121.2M | ||
| Q2 25 | $1.5M | $109.5M | ||
| Q1 25 | $-16.4M | $360.7M | ||
| Q4 24 | $-36.2M | $10.7M | ||
| Q3 24 | $-3.7M | $105.0M | ||
| Q2 24 | $-64.1M | $111.0M | ||
| Q1 24 | $9.7M | $105.1M |
毛利率COLDNVT
| Q4 25 | 31.3% | 36.5% | ||
| Q3 25 | 29.3% | 37.4% | ||
| Q2 25 | 30.9% | 38.6% | ||
| Q1 25 | 31.1% | 38.8% | ||
| Q4 24 | 29.7% | 37.1% | ||
| Q3 24 | 29.6% | 39.8% | ||
| Q2 24 | 31.0% | 41.8% | ||
| Q1 24 | 30.3% | 40.6% |
营业利润率COLDNVT
| Q4 25 | -10.8% | 15.4% | ||
| Q3 25 | 2.6% | 15.8% | ||
| Q2 25 | 5.9% | 16.3% | ||
| Q1 25 | 3.6% | 16.1% | ||
| Q4 24 | -1.8% | 14.3% | ||
| Q3 24 | 4.6% | 17.0% | ||
| Q2 24 | 9.8% | 19.1% | ||
| Q1 24 | 6.4% | 18.2% |
净利率COLDNVT
| Q4 25 | -13.7% | 11.1% | ||
| Q3 25 | -1.8% | 11.5% | ||
| Q2 25 | 0.2% | 11.4% | ||
| Q1 25 | -2.7% | 44.6% | ||
| Q4 24 | -5.6% | 2.3% | ||
| Q3 24 | -0.6% | 13.4% | ||
| Q2 24 | -9.9% | 12.6% | ||
| Q1 24 | 1.5% | 12.0% |
每股收益（稀释后）COLDNVT
| Q4 25 | $-0.31 | $0.74 | ||
| Q3 25 | $-0.04 | $0.74 | ||
| Q2 25 | $0.01 | $0.67 | ||
| Q1 25 | $-0.06 | $2.16 | ||
| Q4 24 | $-0.12 | $0.07 | ||
| Q3 24 | $-0.01 | $0.62 | ||
| Q2 24 | $-0.23 | $0.66 | ||
| Q1 24 | $0.03 | $0.62 |
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 | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $2.9B | $3.7B |
| 总资产 | $8.1B | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资COLDNVT
| Q4 25 | $136.9M | — | ||
| Q3 25 | $33.3M | — | ||
| Q2 25 | $101.4M | — | ||
| Q1 25 | $38.9M | — | ||
| Q4 24 | $47.7M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $44.2M | — | ||
| Q1 24 | $59.2M | — |
总债务COLDNVT
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
股东权益COLDNVT
| Q4 25 | $2.9B | $3.7B | ||
| Q3 25 | $3.0B | $3.6B | ||
| Q2 25 | $3.1B | $3.5B | ||
| Q1 25 | $3.2B | $3.6B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.4B | $3.3B | ||
| Q1 24 | $3.6B | $3.2B |
总资产COLDNVT
| Q4 25 | $8.1B | $6.9B | ||
| Q3 25 | $8.1B | $6.8B | ||
| Q2 25 | $8.1B | $6.7B | ||
| Q1 25 | $7.8B | $6.7B | ||
| Q4 24 | $7.7B | $6.7B | ||
| Q3 24 | $7.9B | $6.9B | ||
| Q2 24 | $7.8B | $6.2B | ||
| Q1 24 | $7.8B | $6.2B |
负债/权益比COLDNVT
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.54× | ||
| Q1 24 | — | 0.55× |
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 | $202.4M |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $165.7M |
| 自由现金流率自由现金流/营收 | -1.9% | 15.5% |
| 资本支出强度资本支出/营收 | 22.1% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | $-217.2M | $371.9M |
8季度趋势，按日历期对齐
经营现金流COLDNVT
| Q4 25 | $130.2M | $202.4M | ||
| Q3 25 | $78.9M | $219.5M | ||
| Q2 25 | $120.3M | $-16.9M | ||
| Q1 25 | $30.2M | $60.2M | ||
| Q4 24 | $162.6M | $224.6M | ||
| Q3 24 | $50.6M | $197.7M | ||
| Q2 24 | $136.7M | $130.8M | ||
| Q1 24 | $62.0M | $90.0M |
自由现金流COLDNVT
| Q4 25 | $-12.2M | $165.7M | ||
| Q3 25 | $-65.4M | $200.9M | ||
| Q2 25 | $-57.4M | $-33.8M | ||
| Q1 25 | $-82.3M | $39.1M | ||
| Q4 24 | $57.4M | $198.1M | ||
| Q3 24 | $-44.5M | $184.8M | ||
| Q2 24 | $73.3M | $112.3M | ||
| Q1 24 | $16.2M | $73.9M |
自由现金流率COLDNVT
| Q4 25 | -1.9% | 15.5% | ||
| Q3 25 | -10.1% | 19.1% | ||
| Q2 25 | -9.0% | -3.5% | ||
| Q1 25 | -13.4% | 4.8% | ||
| Q4 24 | 8.9% | 42.2% | ||
| Q3 24 | -6.7% | 23.6% | ||
| Q2 24 | 11.4% | 12.8% | ||
| Q1 24 | 2.5% | 8.4% |
资本支出强度COLDNVT
| Q4 25 | 22.1% | 3.4% | ||
| Q3 25 | 22.2% | 1.8% | ||
| Q2 25 | 28.0% | 1.8% | ||
| Q1 25 | 18.3% | 2.6% | ||
| Q4 24 | 16.3% | 5.6% | ||
| Q3 24 | 14.4% | 1.6% | ||
| Q2 24 | 9.8% | 2.1% | ||
| Q1 24 | 7.0% | 1.8% |
现金转化率COLDNVT
| Q4 25 | — | 1.70× | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | 78.18× | -0.15× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 20.99× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | 6.36× | 0.86× |
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% |
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |
