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AMERICOLD REALTY TRUST（COLD）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是AMERICOLD REALTY TRUST的1.0倍（$664.6M vs $643.1M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -13.7%，领先24.2%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -0.7%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
COLD vs RHP — 直观对比
营收规模更大
RHP
是对方的1.0倍
$643.1M
营收增速更快
RHP
高出13.8%
-0.7%
净利率更高
RHP
高出24.2%
-13.7%
两年增速更快
RHP
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $664.6M |
| 净利润 | $-88.3M | $69.4M |
| 毛利率 | 31.3% | — |
| 营业利润率 | -10.8% | 20.7% |
| 净利率 | -13.7% | 10.4% |
| 营收同比 | -0.7% | 13.2% |
| 净利润同比 | -143.9% | 10.1% |
| 每股收益（稀释后） | $-0.31 | $1.03 |
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COLDRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $643.1M | $737.8M | ||
| Q3 25 | $649.0M | $592.5M | ||
| Q2 25 | $635.1M | $659.5M | ||
| Q1 25 | $613.7M | $587.3M | ||
| Q4 24 | $647.4M | $647.6M | ||
| Q3 24 | $660.4M | $550.0M | ||
| Q2 24 | $645.6M | $613.3M |
净利润COLDRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $-88.3M | $74.5M | ||
| Q3 25 | $-11.4M | $34.9M | ||
| Q2 25 | $1.5M | $71.8M | ||
| Q1 25 | $-16.4M | $63.0M | ||
| Q4 24 | $-36.2M | $72.3M | ||
| Q3 24 | $-3.7M | $59.0M | ||
| Q2 24 | $-64.1M | $100.8M |
毛利率COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 41.4% | ||
| Q3 25 | 29.3% | 40.9% | ||
| Q2 25 | 30.9% | 49.7% | ||
| Q1 25 | 31.1% | 44.4% | ||
| Q4 24 | 29.7% | 40.4% | ||
| Q3 24 | 29.6% | 43.1% | ||
| Q2 24 | 31.0% | 48.4% |
营业利润率COLDRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | -10.8% | 19.4% | ||
| Q3 25 | 2.6% | 15.0% | ||
| Q2 25 | 5.9% | 21.1% | ||
| Q1 25 | 3.6% | 19.8% | ||
| Q4 24 | -1.8% | 18.6% | ||
| Q3 24 | 4.6% | 19.3% | ||
| Q2 24 | 9.8% | 27.4% |
净利率COLDRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | -13.7% | 10.1% | ||
| Q3 25 | -1.8% | 5.9% | ||
| Q2 25 | 0.2% | 10.9% | ||
| Q1 25 | -2.7% | 10.7% | ||
| Q4 24 | -5.6% | 11.2% | ||
| Q3 24 | -0.6% | 10.7% | ||
| Q2 24 | -9.9% | 16.4% |
每股收益（稀释后）COLDRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $-0.31 | $1.12 | ||
| Q3 25 | $-0.04 | $0.53 | ||
| Q2 25 | $0.01 | $1.12 | ||
| Q1 25 | $-0.06 | $1.00 | ||
| Q4 24 | $-0.12 | $1.12 | ||
| Q3 24 | $-0.01 | $0.94 | ||
| Q2 24 | $-0.23 | $1.65 |
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 | — | — |
| 股东权益账面价值 | $2.9B | $770.8M |
| 总资产 | $8.1B | $6.2B |
| 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COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $471.4M | ||
| Q3 25 | $33.3M | $483.3M | ||
| Q2 25 | $101.4M | $420.6M | ||
| Q1 25 | $38.9M | $413.9M | ||
| Q4 24 | $47.7M | $477.7M | ||
| Q3 24 | $61.3M | $534.9M | ||
| Q2 24 | $44.2M | $498.4M |
股东权益COLDRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $2.9B | $750.2M | ||
| Q3 25 | $3.0B | $758.5M | ||
| Q2 25 | $3.1B | $800.4M | ||
| Q1 25 | $3.2B | $531.5M | ||
| Q4 24 | $3.3B | $549.0M | ||
| Q3 24 | $3.4B | $551.9M | ||
| Q2 24 | $3.4B | $562.6M |
总资产COLDRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $8.1B | $6.2B | ||
| Q3 25 | $8.1B | $6.2B | ||
| Q2 25 | $8.1B | $6.1B | ||
| Q1 25 | $7.8B | $5.2B | ||
| Q4 24 | $7.7B | $5.2B | ||
| Q3 24 | $7.9B | $5.2B | ||
| Q2 24 | $7.8B | $5.1B |
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 | — |
| 自由现金流率自由现金流/营收 | -1.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | $130.2M | $164.7M | ||
| Q3 25 | $78.9M | $205.2M | ||
| Q2 25 | $120.3M | $122.5M | ||
| Q1 25 | $30.2M | $98.2M | ||
| Q4 24 | $162.6M | $166.6M | ||
| Q3 24 | $50.6M | $218.1M | ||
| Q2 24 | $136.7M | $184.3M |
自由现金流COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $58.5M | ||
| Q3 25 | $-65.4M | $135.4M | ||
| Q2 25 | $-57.4M | $53.0M | ||
| Q1 25 | $-82.3M | $-14.5M | ||
| Q4 24 | $57.4M | $76.0M | ||
| Q3 24 | $-44.5M | $85.7M | ||
| Q2 24 | $73.3M | $78.8M |
自由现金流率COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 7.9% | ||
| Q3 25 | -10.1% | 22.9% | ||
| Q2 25 | -9.0% | 8.0% | ||
| Q1 25 | -13.4% | -2.5% | ||
| Q4 24 | 8.9% | 11.7% | ||
| Q3 24 | -6.7% | 15.6% | ||
| Q2 24 | 11.4% | 12.9% |
资本支出强度COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | 14.4% | ||
| Q3 25 | 22.2% | 11.8% | ||
| Q2 25 | 28.0% | 10.5% | ||
| Q1 25 | 18.3% | 19.2% | ||
| Q4 24 | 16.3% | 14.0% | ||
| Q3 24 | 14.4% | 24.1% | ||
| Q2 24 | 9.8% | 17.2% |
现金转化率COLDRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | 78.18× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 1.83× |
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% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
