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AMERICOLD REALTY TRUST（COLD）与Real Brokerage Inc（REAX）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Real Brokerage Inc的1.1倍（$643.1M vs $568.5M），Real Brokerage Inc净利率更高（-0.1% vs -13.7%，领先13.7%），Real Brokerage Inc同比增速更快（52.6% vs -0.7%），Real Brokerage Inc自由现金流更多（$8.4M vs $-12.2M）
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。
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
COLD vs REAX — 直观对比
营收规模更大
COLD
是对方的1.1倍
$568.5M
营收增速更快
REAX
高出53.3%
-0.7%
净利率更高
REAX
高出13.7%
-13.7%
自由现金流更多
REAX
多$20.6M
$-12.2M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $568.5M |
| 净利润 | $-88.3M | $-447.0K |
| 毛利率 | 31.3% | 7.9% |
| 营业利润率 | -10.8% | -0.1% |
| 净利率 | -13.7% | -0.1% |
| 营收同比 | -0.7% | 52.6% |
| 净利润同比 | -143.9% | 82.7% |
| 每股收益（稀释后） | $-0.31 | $0.00 |
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COLDREAX
| Q4 25 | $643.1M | — | ||
| Q3 25 | $649.0M | $568.5M | ||
| Q2 25 | $635.1M | $540.7M | ||
| Q1 25 | $613.7M | $354.0M | ||
| Q4 24 | $647.4M | — | ||
| Q3 24 | $660.4M | $372.5M | ||
| Q2 24 | $645.6M | — | ||
| Q1 24 | $651.4M | $200.7M |
净利润COLDREAX
| Q4 25 | $-88.3M | — | ||
| Q3 25 | $-11.4M | $-447.0K | ||
| Q2 25 | $1.5M | $1.5M | ||
| Q1 25 | $-16.4M | $-5.0M | ||
| Q4 24 | $-36.2M | — | ||
| Q3 24 | $-3.7M | $-2.6M | ||
| Q2 24 | $-64.1M | — | ||
| Q1 24 | $9.7M | $-16.1M |
毛利率COLDREAX
| Q4 25 | 31.3% | — | ||
| Q3 25 | 29.3% | 7.9% | ||
| Q2 25 | 30.9% | 8.9% | ||
| Q1 25 | 31.1% | 9.6% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 29.6% | 8.6% | ||
| Q2 24 | 31.0% | — | ||
| Q1 24 | 30.3% | 10.3% |
营业利润率COLDREAX
| Q4 25 | -10.8% | — | ||
| Q3 25 | 2.6% | -0.1% | ||
| Q2 25 | 5.9% | 0.3% | ||
| Q1 25 | 3.6% | -1.5% | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | 4.6% | -0.7% | ||
| Q2 24 | 9.8% | — | ||
| Q1 24 | 6.4% | -7.8% |
净利率COLDREAX
| Q4 25 | -13.7% | — | ||
| Q3 25 | -1.8% | -0.1% | ||
| Q2 25 | 0.2% | 0.3% | ||
| Q1 25 | -2.7% | -1.4% | ||
| Q4 24 | -5.6% | — | ||
| Q3 24 | -0.6% | -0.7% | ||
| Q2 24 | -9.9% | — | ||
| Q1 24 | 1.5% | -8.0% |
每股收益（稀释后）COLDREAX
| Q4 25 | $-0.31 | — | ||
| Q3 25 | $-0.04 | $0.00 | ||
| Q2 25 | $0.01 | $0.01 | ||
| Q1 25 | $-0.06 | $-0.02 | ||
| Q4 24 | $-0.12 | — | ||
| Q3 24 | $-0.01 | $-0.01 | ||
| Q2 24 | $-0.23 | — | ||
| Q1 24 | $0.03 | $-0.09 |
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 | $38.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $53.6M |
| 总资产 | $8.1B | $145.2M |
| 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COLDREAX
| Q4 25 | $136.9M | — | ||
| Q3 25 | $33.3M | $38.7M | ||
| Q2 25 | $101.4M | $49.7M | ||
| Q1 25 | $38.9M | $24.7M | ||
| Q4 24 | $47.7M | — | ||
| Q3 24 | $61.3M | $22.6M | ||
| Q2 24 | $44.2M | — | ||
| Q1 24 | $59.2M | $20.1M |
股东权益COLDREAX
| Q4 25 | $2.9B | — | ||
| Q3 25 | $3.0B | $53.6M | ||
| Q2 25 | $3.1B | $49.2M | ||
| Q1 25 | $3.2B | $32.8M | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.4B | $29.8M | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.6B | $25.6M |
总资产COLDREAX
| Q4 25 | $8.1B | — | ||
| Q3 25 | $8.1B | $145.2M | ||
| Q2 25 | $8.1B | $149.4M | ||
| Q1 25 | $7.8B | $100.5M | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.9B | $102.5M | ||
| Q2 24 | $7.8B | — | ||
| Q1 24 | $7.8B | — |
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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $8.4M |
| 自由现金流率自由现金流/营收 | -1.9% | 1.5% |
| 资本支出强度资本支出/营收 | 22.1% | 0.1% |
| 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 | $71.7M |
8季度趋势，按日历期对齐
经营现金流COLDREAX
| Q4 25 | $130.2M | — | ||
| Q3 25 | $78.9M | $8.8M | ||
| Q2 25 | $120.3M | $41.0M | ||
| Q1 25 | $30.2M | $15.9M | ||
| Q4 24 | $162.6M | — | ||
| Q3 24 | $50.6M | $7.2M | ||
| Q2 24 | $136.7M | — | ||
| Q1 24 | $62.0M | $21.5M |
自由现金流COLDREAX
| Q4 25 | $-12.2M | — | ||
| Q3 25 | $-65.4M | $8.4M | ||
| Q2 25 | $-57.4M | $40.8M | ||
| Q1 25 | $-82.3M | $15.7M | ||
| Q4 24 | $57.4M | — | ||
| Q3 24 | $-44.5M | $6.8M | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $16.2M | $21.4M |
自由现金流率COLDREAX
| Q4 25 | -1.9% | — | ||
| Q3 25 | -10.1% | 1.5% | ||
| Q2 25 | -9.0% | 7.5% | ||
| Q1 25 | -13.4% | 4.4% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | -6.7% | 1.8% | ||
| Q2 24 | 11.4% | — | ||
| Q1 24 | 2.5% | 10.7% |
资本支出强度COLDREAX
| Q4 25 | 22.1% | — | ||
| Q3 25 | 22.2% | 0.1% | ||
| Q2 25 | 28.0% | 0.0% | ||
| Q1 25 | 18.3% | 0.1% | ||
| Q4 24 | 16.3% | — | ||
| Q3 24 | 14.4% | 0.1% | ||
| Q2 24 | 9.8% | — | ||
| Q1 24 | 7.0% | 0.0% |
现金转化率COLDREAX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 78.18× | 27.13× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 6.36× | — |
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% |
REAX
暂无分部数据
