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AMERICOLD REALTY TRUST（COLD）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.7倍（$577.9M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -2.4%，领先0.5%），Stitch Fix, Inc.同比增速更快（7.3% vs -1.2%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
COLD vs SFIX — 直观对比
营收规模更大
COLD
是对方的1.7倍
$342.1M
营收增速更快
SFIX
高出8.5%
-1.2%
净利率更高
SFIX
高出0.5%
-2.4%
两年增速更快
SFIX
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $342.1M |
| 净利润 | $-13.7M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 2.5% | -2.5% |
| 净利率 | -2.4% | -1.9% |
| 营收同比 | -1.2% | 7.3% |
| 净利润同比 | 16.9% | -1.7% |
| 每股收益（稀释后） | $-0.05 | $-0.05 |
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COLDSFIX
| Q1 26 | $577.9M | — | ||
| Q4 25 | $643.1M | $342.1M | ||
| Q3 25 | $649.0M | $311.2M | ||
| Q2 25 | $635.1M | $325.0M | ||
| Q1 25 | $613.7M | $312.1M | ||
| Q4 24 | $647.4M | $318.8M | ||
| Q3 24 | $660.4M | $319.6M | ||
| Q2 24 | $645.6M | $322.7M |
净利润COLDSFIX
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-88.3M | $-6.4M | ||
| Q3 25 | $-11.4M | $-8.6M | ||
| Q2 25 | $1.5M | $-7.4M | ||
| Q1 25 | $-16.4M | $-6.5M | ||
| Q4 24 | $-36.2M | $-6.3M | ||
| Q3 24 | $-3.7M | $-36.5M | ||
| Q2 24 | $-64.1M | $-21.3M |
毛利率COLDSFIX
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 43.6% | ||
| Q3 25 | 29.3% | 43.6% | ||
| Q2 25 | 30.9% | 44.2% | ||
| Q1 25 | 31.1% | 44.5% | ||
| Q4 24 | 29.7% | 45.4% | ||
| Q3 24 | 29.6% | 44.6% | ||
| Q2 24 | 31.0% | 45.5% |
营业利润率COLDSFIX
| Q1 26 | 2.5% | — | ||
| Q4 25 | -10.8% | -2.5% | ||
| Q3 25 | 2.6% | -3.6% | ||
| Q2 25 | 5.9% | -3.0% | ||
| Q1 25 | 3.6% | -2.9% | ||
| Q4 24 | -1.8% | -2.8% | ||
| Q3 24 | 4.6% | -13.1% | ||
| Q2 24 | 9.8% | -7.7% |
净利率COLDSFIX
| Q1 26 | -2.4% | — | ||
| Q4 25 | -13.7% | -1.9% | ||
| Q3 25 | -1.8% | -2.8% | ||
| Q2 25 | 0.2% | -2.3% | ||
| Q1 25 | -2.7% | -2.1% | ||
| Q4 24 | -5.6% | -2.0% | ||
| Q3 24 | -0.6% | -11.4% | ||
| Q2 24 | -9.9% | -6.6% |
每股收益（稀释后）COLDSFIX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.31 | $-0.05 | ||
| Q3 25 | $-0.04 | $-0.06 | ||
| Q2 25 | $0.01 | $-0.06 | ||
| Q1 25 | $-0.06 | $-0.05 | ||
| Q4 24 | $-0.12 | $-0.05 | ||
| Q3 24 | $-0.01 | $-0.29 | ||
| Q2 24 | $-0.23 | $-0.18 |
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 | — | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $204.1M |
| 总资产 | $8.1B | $530.7M |
| 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COLDSFIX
| Q1 26 | — | — | ||
| Q4 25 | $136.9M | $244.2M | ||
| Q3 25 | $33.3M | $234.9M | ||
| Q2 25 | $101.4M | $234.2M | ||
| Q1 25 | $38.9M | $219.1M | ||
| Q4 24 | $47.7M | $253.3M | ||
| Q3 24 | $61.3M | $247.0M | ||
| Q2 24 | $44.2M | $244.5M |
股东权益COLDSFIX
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $204.1M | ||
| Q3 25 | $3.0B | $203.0M | ||
| Q2 25 | $3.1B | $200.4M | ||
| Q1 25 | $3.2B | $197.8M | ||
| Q4 24 | $3.3B | $190.5M | ||
| Q3 24 | $3.4B | $187.0M | ||
| Q2 24 | $3.4B | $208.9M |
总资产COLDSFIX
| Q1 26 | $8.1B | — | ||
| Q4 25 | $8.1B | $530.7M | ||
| Q3 25 | $8.1B | $480.6M | ||
| Q2 25 | $8.1B | $484.7M | ||
| Q1 25 | $7.8B | $472.6M | ||
| Q4 24 | $7.7B | $507.1M | ||
| Q3 24 | $7.9B | $486.9M | ||
| Q2 24 | $7.8B | $537.0M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | 2.2% | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流COLDSFIX
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $10.9M | ||
| Q3 25 | $78.9M | $7.0M | ||
| Q2 25 | $120.3M | $20.5M | ||
| Q1 25 | $30.2M | $-16.2M | ||
| Q4 24 | $162.6M | $14.3M | ||
| Q3 24 | $50.6M | $8.2M | ||
| Q2 24 | $136.7M | $21.7M |
自由现金流COLDSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $5.6M | ||
| Q3 25 | $-65.4M | $2.8M | ||
| Q2 25 | $-57.4M | $16.0M | ||
| Q1 25 | $-82.3M | $-19.4M | ||
| Q4 24 | $57.4M | $9.9M | ||
| Q3 24 | $-44.5M | $4.5M | ||
| Q2 24 | $73.3M | $18.9M |
自由现金流率COLDSFIX
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 1.6% | ||
| Q3 25 | -10.1% | 0.9% | ||
| Q2 25 | -9.0% | 4.9% | ||
| Q1 25 | -13.4% | -6.2% | ||
| Q4 24 | 8.9% | 3.1% | ||
| Q3 24 | -6.7% | 1.4% | ||
| Q2 24 | 11.4% | 5.9% |
资本支出强度COLDSFIX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 1.6% | ||
| Q3 25 | 22.2% | 1.4% | ||
| Q2 25 | 28.0% | 1.4% | ||
| Q1 25 | 18.3% | 1.0% | ||
| Q4 24 | 16.3% | 1.4% | ||
| Q3 24 | 14.4% | 1.2% | ||
| Q2 24 | 9.8% | 0.9% |
现金转化率COLDSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 78.18× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
SFIX
暂无分部数据
