vs
AMERICOLD REALTY TRUST(COLD)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是AMERICOLD REALTY TRUST的1.0倍($663.0M vs $643.1M),Reddit, Inc.净利率更高(30.8% vs -13.7%,领先44.5%),Reddit, Inc.同比增速更快(69.0% vs -0.7%),Reddit, Inc.自由现金流更多($311.0M vs $-12.2M),过去两年Reddit, Inc.的营收复合增速更高(53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
COLD vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.0倍
$643.1M
营收增速更快
RDDT
高出69.7%
-0.7%
净利率更高
RDDT
高出44.5%
-13.7%
自由现金流更多
RDDT
多$323.2M
$-12.2M
两年增速更快
RDDT
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $643.1M | $663.0M |
| 净利润 | $-88.3M | $204.0M |
| 毛利率 | 31.3% | 100.0% |
| 营业利润率 | -10.8% | 0.0% |
| 净利率 | -13.7% | 30.8% |
| 营收同比 | -0.7% | 69.0% |
| 净利润同比 | -143.9% | 680.0% |
| 每股收益(稀释后) | $-0.31 | $1.01 |
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
COLD
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $643.1M | $725.6M | ||
| Q3 25 | $649.0M | $584.9M | ||
| Q2 25 | $635.1M | $499.6M | ||
| Q1 25 | $613.7M | $392.4M | ||
| Q4 24 | $647.4M | $427.7M | ||
| Q3 24 | $660.4M | $348.4M | ||
| Q2 24 | $645.6M | $281.2M |
净利润
COLD
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $-88.3M | $251.6M | ||
| Q3 25 | $-11.4M | $162.7M | ||
| Q2 25 | $1.5M | $89.3M | ||
| Q1 25 | $-16.4M | $26.2M | ||
| Q4 24 | $-36.2M | $71.0M | ||
| Q3 24 | $-3.7M | $29.9M | ||
| Q2 24 | $-64.1M | $-10.1M |
毛利率
COLD
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 31.3% | 91.9% | ||
| Q3 25 | 29.3% | 91.0% | ||
| Q2 25 | 30.9% | 90.8% | ||
| Q1 25 | 31.1% | 90.5% | ||
| Q4 24 | 29.7% | 92.6% | ||
| Q3 24 | 29.6% | 90.1% | ||
| Q2 24 | 31.0% | 89.5% |
营业利润率
COLD
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | -10.8% | 31.9% | ||
| Q3 25 | 2.6% | 23.7% | ||
| Q2 25 | 5.9% | 13.6% | ||
| Q1 25 | 3.6% | 1.0% | ||
| Q4 24 | -1.8% | 12.4% | ||
| Q3 24 | 4.6% | 2.0% | ||
| Q2 24 | 9.8% | -11.0% |
净利率
COLD
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | -13.7% | 34.7% | ||
| Q3 25 | -1.8% | 27.8% | ||
| Q2 25 | 0.2% | 17.9% | ||
| Q1 25 | -2.7% | 6.7% | ||
| Q4 24 | -5.6% | 16.6% | ||
| Q3 24 | -0.6% | 8.6% | ||
| Q2 24 | -9.9% | -3.6% |
每股收益(稀释后)
COLD
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $-0.31 | $1.24 | ||
| Q3 25 | $-0.04 | $0.80 | ||
| Q2 25 | $0.01 | $0.45 | ||
| Q1 25 | $-0.06 | $0.13 | ||
| Q4 24 | $-0.12 | $4.76 | ||
| Q3 24 | $-0.01 | $0.16 | ||
| Q2 24 | $-0.23 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $3.2B |
| 总资产 | $8.1B | $3.5B |
| 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
COLD
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $136.9M | $953.6M | ||
| Q3 25 | $33.3M | $911.7M | ||
| Q2 25 | $101.4M | $734.1M | ||
| Q1 25 | $38.9M | $635.7M | ||
| Q4 24 | $47.7M | $562.1M | ||
| Q3 24 | $61.3M | $515.9M | ||
| Q2 24 | $44.2M | $468.0M |
股东权益
COLD
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $3.1B | $2.4B | ||
| Q1 25 | $3.2B | $2.2B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $1.9B |
总资产
COLD
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $8.1B | $3.2B | ||
| Q3 25 | $8.1B | $2.9B | ||
| Q2 25 | $8.1B | $2.6B | ||
| Q1 25 | $7.8B | $2.4B | ||
| Q4 24 | $7.7B | $2.3B | ||
| Q3 24 | $7.9B | $2.2B | ||
| Q2 24 | $7.8B | $2.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $311.0M |
| 自由现金流率自由现金流/营收 | -1.9% | 46.9% |
| 资本支出强度资本支出/营收 | 22.1% | — |
| 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 | $-217.2M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
COLD
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $130.2M | $266.8M | ||
| Q3 25 | $78.9M | $185.2M | ||
| Q2 25 | $120.3M | $111.3M | ||
| Q1 25 | $30.2M | $127.6M | ||
| Q4 24 | $162.6M | $90.0M | ||
| Q3 24 | $50.6M | $71.6M | ||
| Q2 24 | $136.7M | $28.4M |
自由现金流
COLD
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $-12.2M | $263.6M | ||
| Q3 25 | $-65.4M | $183.1M | ||
| Q2 25 | $-57.4M | $110.8M | ||
| Q1 25 | $-82.3M | $126.6M | ||
| Q4 24 | $57.4M | $89.2M | ||
| Q3 24 | $-44.5M | $70.3M | ||
| Q2 24 | $73.3M | $27.2M |
自由现金流率
COLD
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | -1.9% | 36.3% | ||
| Q3 25 | -10.1% | 31.3% | ||
| Q2 25 | -9.0% | 22.2% | ||
| Q1 25 | -13.4% | 32.3% | ||
| Q4 24 | 8.9% | 20.8% | ||
| Q3 24 | -6.7% | 20.2% | ||
| Q2 24 | 11.4% | 9.7% |
资本支出强度
COLD
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | 0.4% | ||
| Q3 25 | 22.2% | 0.4% | ||
| Q2 25 | 28.0% | 0.1% | ||
| Q1 25 | 18.3% | 0.2% | ||
| Q4 24 | 16.3% | 0.2% | ||
| Q3 24 | 14.4% | 0.4% | ||
| Q2 24 | 9.8% | 0.4% |
现金转化率
COLD
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | 78.18× | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| 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 | $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% |
RDDT
暂无分部数据