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AMERICOLD REALTY TRUST（COLD）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是AMERICOLD REALTY TRUST的1.1倍（$697.2M vs $643.1M），SUN COMMUNITIES INC净利率更高（1.7% vs -13.7%，领先15.5%），AMERICOLD REALTY TRUST同比增速更快（-0.7% vs -25.8%），过去两年AMERICOLD REALTY TRUST的营收复合增速更高（-0.6% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
COLD vs SUI — 直观对比
营收规模更大
SUI
是对方的1.1倍
$643.1M
营收增速更快
COLD
高出25.2%
-25.8%
净利率更高
SUI
高出15.5%
-13.7%
两年增速更快
COLD
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $643.1M | $697.2M |
| 净利润 | $-88.3M | $12.1M |
| 毛利率 | 31.3% | — |
| 营业利润率 | -10.8% | — |
| 净利率 | -13.7% | 1.7% |
| 营收同比 | -0.7% | -25.8% |
| 净利润同比 | -143.9% | -96.0% |
| 每股收益（稀释后） | $-0.31 | $0.07 |
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COLDSUI
| Q4 25 | $643.1M | — | ||
| Q3 25 | $649.0M | $697.2M | ||
| Q2 25 | $635.1M | $623.5M | ||
| Q1 25 | $613.7M | $470.2M | ||
| Q4 24 | $647.4M | $745.9M | ||
| Q3 24 | $660.4M | $939.9M | ||
| Q2 24 | $645.6M | $864.0M | ||
| Q1 24 | $651.4M | $671.3M |
净利润COLDSUI
| Q4 25 | $-88.3M | — | ||
| Q3 25 | $-11.4M | $12.1M | ||
| Q2 25 | $1.5M | $1.3B | ||
| Q1 25 | $-16.4M | $-41.2M | ||
| Q4 24 | $-36.2M | $-228.4M | ||
| Q3 24 | $-3.7M | $300.5M | ||
| Q2 24 | $-64.1M | $56.7M | ||
| Q1 24 | $9.7M | $-25.2M |
毛利率COLDSUI
| Q4 25 | 31.3% | — | ||
| Q3 25 | 29.3% | — | ||
| Q2 25 | 30.9% | — | ||
| Q1 25 | 31.1% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 31.0% | — | ||
| Q1 24 | 30.3% | — |
营业利润率COLDSUI
| Q4 25 | -10.8% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 5.9% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 9.8% | — | ||
| Q1 24 | 6.4% | — |
净利率COLDSUI
| Q4 25 | -13.7% | — | ||
| Q3 25 | -1.8% | 1.7% | ||
| Q2 25 | 0.2% | 210.8% | ||
| Q1 25 | -2.7% | -8.8% | ||
| Q4 24 | -5.6% | -30.6% | ||
| Q3 24 | -0.6% | 32.0% | ||
| Q2 24 | -9.9% | 6.6% | ||
| Q1 24 | 1.5% | -3.8% |
每股收益（稀释后）COLDSUI
| Q4 25 | $-0.31 | — | ||
| Q3 25 | $-0.04 | $0.07 | ||
| Q2 25 | $0.01 | $10.02 | ||
| Q1 25 | $-0.06 | $-0.34 | ||
| Q4 24 | $-0.12 | $-1.80 | ||
| Q3 24 | $-0.01 | $2.31 | ||
| Q2 24 | $-0.23 | $0.42 | ||
| Q1 24 | $0.03 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $7.0B |
| 总资产 | $8.1B | $12.8B |
| 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COLDSUI
| Q4 25 | $136.9M | — | ||
| Q3 25 | $33.3M | $542.7M | ||
| Q2 25 | $101.4M | $889.7M | ||
| Q1 25 | $38.9M | — | ||
| Q4 24 | $47.7M | $47.4M | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $44.2M | — | ||
| Q1 24 | $59.2M | — |
总债务COLDSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益COLDSUI
| Q4 25 | $2.9B | — | ||
| Q3 25 | $3.0B | $7.0B | ||
| Q2 25 | $3.1B | $7.4B | ||
| Q1 25 | $3.2B | $6.9B | ||
| Q4 24 | $3.3B | $7.1B | ||
| Q3 24 | $3.4B | $7.5B | ||
| Q2 24 | $3.4B | $6.9B | ||
| Q1 24 | $3.6B | $6.9B |
总资产COLDSUI
| Q4 25 | $8.1B | — | ||
| Q3 25 | $8.1B | $12.8B | ||
| Q2 25 | $8.1B | $13.4B | ||
| Q1 25 | $7.8B | $16.5B | ||
| Q4 24 | $7.7B | $16.5B | ||
| Q3 24 | $7.9B | $17.1B | ||
| Q2 24 | $7.8B | $17.0B | ||
| Q1 24 | $7.8B | $17.1B |
负债/权益比COLDSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $197.8M |
| 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 | — | 16.35× |
| 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COLDSUI
| Q4 25 | $130.2M | — | ||
| Q3 25 | $78.9M | $197.8M | ||
| Q2 25 | $120.3M | $256.0M | ||
| Q1 25 | $30.2M | $243.9M | ||
| Q4 24 | $162.6M | $118.0M | ||
| Q3 24 | $50.6M | $189.2M | ||
| Q2 24 | $136.7M | $311.3M | ||
| Q1 24 | $62.0M | $242.5M |
自由现金流COLDSUI
| Q4 25 | $-12.2M | — | ||
| Q3 25 | $-65.4M | — | ||
| Q2 25 | $-57.4M | — | ||
| Q1 25 | $-82.3M | — | ||
| Q4 24 | $57.4M | — | ||
| Q3 24 | $-44.5M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $16.2M | — |
自由现金流率COLDSUI
| Q4 25 | -1.9% | — | ||
| Q3 25 | -10.1% | — | ||
| Q2 25 | -9.0% | — | ||
| Q1 25 | -13.4% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | -6.7% | — | ||
| Q2 24 | 11.4% | — | ||
| Q1 24 | 2.5% | — |
资本支出强度COLDSUI
| Q4 25 | 22.1% | — | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 28.0% | — | ||
| Q1 25 | 18.3% | — | ||
| Q4 24 | 16.3% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 9.8% | — | ||
| Q1 24 | 7.0% | — |
现金转化率COLDSUI
| Q4 25 | — | — | ||
| Q3 25 | — | 16.35× | ||
| Q2 25 | 78.18× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| 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% |
SUI
暂无分部数据
