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AMERICOLD REALTY TRUST（COLD）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是AMERICOLD REALTY TRUST的1.2倍（$772.1M vs $643.1M），Revvity净利率更高（12.7% vs -13.7%，领先26.5%），Revvity同比增速更快（5.9% vs -0.7%），Revvity自由现金流更多（$161.8M vs $-12.2M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
COLD vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.2倍
$643.1M
营收增速更快
RVTY
高出6.5%
-0.7%
净利率更高
RVTY
高出26.5%
-13.7%
自由现金流更多
RVTY
多$173.9M
$-12.2M
两年增速更快
RVTY
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $772.1M |
| 净利润 | $-88.3M | $98.4M |
| 毛利率 | 31.3% | — |
| 营业利润率 | -10.8% | 14.5% |
| 净利率 | -13.7% | 12.7% |
| 营收同比 | -0.7% | 5.9% |
| 净利润同比 | -143.9% | 3.9% |
| 每股收益（稀释后） | $-0.31 | $0.86 |
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COLDRVTY
| Q4 25 | $643.1M | $772.1M | ||
| Q3 25 | $649.0M | $698.9M | ||
| Q2 25 | $635.1M | $720.3M | ||
| Q1 25 | $613.7M | $664.8M | ||
| Q4 24 | $647.4M | $729.4M | ||
| Q3 24 | $660.4M | $684.0M | ||
| Q2 24 | $645.6M | $691.7M | ||
| Q1 24 | $651.4M | $649.9M |
净利润COLDRVTY
| Q4 25 | $-88.3M | $98.4M | ||
| Q3 25 | $-11.4M | $46.7M | ||
| Q2 25 | $1.5M | $53.9M | ||
| Q1 25 | $-16.4M | $42.2M | ||
| Q4 24 | $-36.2M | $94.6M | ||
| Q3 24 | $-3.7M | $94.4M | ||
| Q2 24 | $-64.1M | $55.4M | ||
| Q1 24 | $9.7M | $26.0M |
毛利率COLDRVTY
| Q4 25 | 31.3% | — | ||
| Q3 25 | 29.3% | 53.6% | ||
| Q2 25 | 30.9% | 54.5% | ||
| Q1 25 | 31.1% | 56.5% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 29.6% | 56.3% | ||
| Q2 24 | 31.0% | 55.7% | ||
| Q1 24 | 30.3% | 54.6% |
营业利润率COLDRVTY
| Q4 25 | -10.8% | 14.5% | ||
| Q3 25 | 2.6% | 11.7% | ||
| Q2 25 | 5.9% | 12.6% | ||
| Q1 25 | 3.6% | 10.9% | ||
| Q4 24 | -1.8% | 16.3% | ||
| Q3 24 | 4.6% | 14.3% | ||
| Q2 24 | 9.8% | 12.4% | ||
| Q1 24 | 6.4% | 6.8% |
净利率COLDRVTY
| Q4 25 | -13.7% | 12.7% | ||
| Q3 25 | -1.8% | 6.7% | ||
| Q2 25 | 0.2% | 7.5% | ||
| Q1 25 | -2.7% | 6.4% | ||
| Q4 24 | -5.6% | 13.0% | ||
| Q3 24 | -0.6% | 13.8% | ||
| Q2 24 | -9.9% | 8.0% | ||
| Q1 24 | 1.5% | 4.0% |
每股收益（稀释后）COLDRVTY
| Q4 25 | $-0.31 | $0.86 | ||
| Q3 25 | $-0.04 | $0.40 | ||
| Q2 25 | $0.01 | $0.46 | ||
| Q1 25 | $-0.06 | $0.35 | ||
| Q4 24 | $-0.12 | $0.77 | ||
| Q3 24 | $-0.01 | $0.77 | ||
| Q2 24 | $-0.23 | $0.45 | ||
| Q1 24 | $0.03 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $7.3B |
| 总资产 | $8.1B | $12.2B |
| 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COLDRVTY
| Q4 25 | $136.9M | $919.9M | ||
| Q3 25 | $33.3M | $931.4M | ||
| Q2 25 | $101.4M | $991.8M | ||
| Q1 25 | $38.9M | $1.1B | ||
| Q4 24 | $47.7M | $1.2B | ||
| Q3 24 | $61.3M | $1.2B | ||
| Q2 24 | $44.2M | $2.0B | ||
| Q1 24 | $59.2M | $1.7B |
股东权益COLDRVTY
| Q4 25 | $2.9B | $7.3B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $3.1B | $7.6B | ||
| Q1 25 | $3.2B | $7.6B | ||
| Q4 24 | $3.3B | $7.7B | ||
| Q3 24 | $3.4B | $7.9B | ||
| Q2 24 | $3.4B | $7.9B | ||
| Q1 24 | $3.6B | $7.8B |
总资产COLDRVTY
| Q4 25 | $8.1B | $12.2B | ||
| Q3 25 | $8.1B | $12.1B | ||
| Q2 25 | $8.1B | $12.4B | ||
| Q1 25 | $7.8B | $12.4B | ||
| Q4 24 | $7.7B | $12.4B | ||
| Q3 24 | $7.9B | $12.8B | ||
| Q2 24 | $7.8B | $13.4B | ||
| Q1 24 | $7.8B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-12.2M | $161.8M |
| 自由现金流率自由现金流/营收 | -1.9% | 21.0% |
| 资本支出强度资本支出/营收 | 22.1% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $-217.2M | $509.4M |
8季度趋势，按日历期对齐
经营现金流COLDRVTY
| Q4 25 | $130.2M | $182.0M | ||
| Q3 25 | $78.9M | $138.5M | ||
| Q2 25 | $120.3M | $134.3M | ||
| Q1 25 | $30.2M | $128.2M | ||
| Q4 24 | $162.6M | $174.2M | ||
| Q3 24 | $50.6M | $147.9M | ||
| Q2 24 | $136.7M | $158.6M | ||
| Q1 24 | $62.0M | $147.6M |
自由现金流COLDRVTY
| Q4 25 | $-12.2M | $161.8M | ||
| Q3 25 | $-65.4M | $120.0M | ||
| Q2 25 | $-57.4M | $115.5M | ||
| Q1 25 | $-82.3M | $112.2M | ||
| Q4 24 | $57.4M | $149.8M | ||
| Q3 24 | $-44.5M | $125.6M | ||
| Q2 24 | $73.3M | $136.6M | ||
| Q1 24 | $16.2M | $129.7M |
自由现金流率COLDRVTY
| Q4 25 | -1.9% | 21.0% | ||
| Q3 25 | -10.1% | 17.2% | ||
| Q2 25 | -9.0% | 16.0% | ||
| Q1 25 | -13.4% | 16.9% | ||
| Q4 24 | 8.9% | 20.5% | ||
| Q3 24 | -6.7% | 18.4% | ||
| Q2 24 | 11.4% | 19.7% | ||
| Q1 24 | 2.5% | 20.0% |
资本支出强度COLDRVTY
| Q4 25 | 22.1% | 2.6% | ||
| Q3 25 | 22.2% | 2.6% | ||
| Q2 25 | 28.0% | 2.6% | ||
| Q1 25 | 18.3% | 2.4% | ||
| Q4 24 | 16.3% | 3.4% | ||
| Q3 24 | 14.4% | 3.3% | ||
| Q2 24 | 9.8% | 3.2% | ||
| Q1 24 | 7.0% | 2.7% |
现金转化率COLDRVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | 78.18× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | 6.36× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
