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AMERICOLD REALTY TRUST（COLD）与OUTFRONT Media Inc.（OUT）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OUTFRONT Media Inc.的1.1倍（$577.9M vs $513.3M），OUTFRONT Media Inc.净利率更高（18.9% vs -2.4%，领先21.2%），OUTFRONT Media Inc.同比增速更快（4.1% vs -1.2%），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
COLD vs OUT — 直观对比
营收规模更大
COLD
是对方的1.1倍
$513.3M
营收增速更快
OUT
高出5.3%
-1.2%
净利率更高
OUT
高出21.2%
-2.4%
两年增速更快
OUT
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $513.3M |
| 净利润 | $-13.7M | $96.8M |
| 毛利率 | — | — |
| 营业利润率 | 2.5% | 26.0% |
| 净利率 | -2.4% | 18.9% |
| 营收同比 | -1.2% | 4.1% |
| 净利润同比 | 16.9% | 30.8% |
| 每股收益（稀释后） | $-0.05 | $0.57 |
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COLDOUT
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $513.3M | ||
| Q3 25 | $649.0M | $467.5M | ||
| Q2 25 | $635.1M | $460.2M | ||
| Q1 25 | $613.7M | $390.7M | ||
| Q4 24 | $647.4M | $493.2M | ||
| Q3 24 | $660.4M | $451.9M | ||
| Q2 24 | $645.6M | $477.3M |
净利润COLDOUT
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $96.8M | ||
| Q3 25 | $-11.4M | $51.3M | ||
| Q2 25 | $1.5M | $19.5M | ||
| Q1 25 | $-16.4M | $-20.6M | ||
| Q4 24 | $-36.2M | $74.0M | ||
| Q3 24 | $-3.7M | $34.6M | ||
| Q2 24 | $-64.1M | $176.8M |
毛利率COLDOUT
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | — | ||
| Q3 25 | 29.3% | — | ||
| Q2 25 | 30.9% | — | ||
| Q1 25 | 31.1% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 31.0% | — |
营业利润率COLDOUT
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | 26.0% | ||
| Q3 25 | 2.6% | 19.2% | ||
| Q2 25 | 5.9% | 12.2% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | -1.8% | 22.5% | ||
| Q3 24 | 4.6% | 15.8% | ||
| Q2 24 | 9.8% | 48.0% |
净利率COLDOUT
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | 18.9% | ||
| Q3 25 | -1.8% | 11.0% | ||
| Q2 25 | 0.2% | 4.2% | ||
| Q1 25 | -2.7% | -5.3% | ||
| Q4 24 | -5.6% | 15.0% | ||
| Q3 24 | -0.6% | 7.7% | ||
| Q2 24 | -9.9% | 37.0% |
每股收益（稀释后）COLDOUT
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $0.57 | ||
| Q3 25 | $-0.04 | $0.29 | ||
| Q2 25 | $0.01 | $0.10 | ||
| Q1 25 | $-0.06 | $-0.14 | ||
| Q4 24 | $-0.12 | $0.49 | ||
| Q3 24 | $-0.01 | $0.19 | ||
| Q2 24 | $-0.23 | $1.01 |
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 | — | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $710.4M |
| 总资产 | $8.1B | $5.3B |
| 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COLDOUT
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $99.9M | ||
| Q3 25 | $33.3M | $63.0M | ||
| Q2 25 | $101.4M | $28.5M | ||
| Q1 25 | $38.9M | $30.5M | ||
| Q4 24 | $47.7M | $46.9M | ||
| Q3 24 | $61.3M | $28.0M | ||
| Q2 24 | $44.2M | $49.6M |
股东权益COLDOUT
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $710.4M | ||
| Q3 25 | $3.0B | $542.6M | ||
| Q2 25 | $3.1B | $539.1M | ||
| Q1 25 | $3.2B | $566.9M | ||
| Q4 24 | $3.3B | $649.0M | ||
| Q3 24 | $3.4B | $618.2M | ||
| Q2 24 | $3.4B | $664.9M |
总资产COLDOUT
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $5.3B | ||
| Q3 25 | $8.1B | $5.2B | ||
| Q2 25 | $8.1B | $5.1B | ||
| Q1 25 | $7.8B | $5.1B | ||
| Q4 24 | $7.7B | $5.2B | ||
| Q3 24 | $7.9B | $5.2B | ||
| Q2 24 | $7.8B | $5.3B |
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 | $39.9M | $118.1M |
| 自由现金流经营现金流 - 资本支出 | — | $93.3M |
| 自由现金流率自由现金流/营收 | — | 18.2% |
| 资本支出强度资本支出/营收 | 2.2% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | — | $218.8M |
8季度趋势，按日历期对齐
经营现金流COLDOUT
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $118.1M | ||
| Q3 25 | $78.9M | $88.8M | ||
| Q2 25 | $120.3M | $67.1M | ||
| Q1 25 | $30.2M | $33.6M | ||
| Q4 24 | $162.6M | $124.5M | ||
| Q3 24 | $50.6M | $73.1M | ||
| Q2 24 | $136.7M | $71.0M |
自由现金流COLDOUT
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $93.3M | ||
| Q3 25 | $-65.4M | $67.7M | ||
| Q2 25 | $-57.4M | $41.4M | ||
| Q1 25 | $-82.3M | $16.4M | ||
| Q4 24 | $57.4M | $106.3M | ||
| Q3 24 | $-44.5M | $55.5M | ||
| Q2 24 | $73.3M | $47.1M |
自由现金流率COLDOUT
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 18.2% | ||
| Q3 25 | -10.1% | 14.5% | ||
| Q2 25 | -9.0% | 9.0% | ||
| Q1 25 | -13.4% | 4.2% | ||
| Q4 24 | 8.9% | 21.6% | ||
| Q3 24 | -6.7% | 12.3% | ||
| Q2 24 | 11.4% | 9.9% |
资本支出强度COLDOUT
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 4.8% | ||
| Q3 25 | 22.2% | 4.5% | ||
| Q2 25 | 28.0% | 5.6% | ||
| Q1 25 | 18.3% | 4.4% | ||
| Q4 24 | 16.3% | 3.7% | ||
| Q3 24 | 14.4% | 3.9% | ||
| Q2 24 | 9.8% | 5.0% |
现金转化率COLDOUT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 78.18× | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.40× |
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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
