vs
AMERICOLD REALTY TRUST（COLD）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是AMERICOLD REALTY TRUST的1.6倍（$943.7M vs $577.9M），思佳讯净利率更高（3.8% vs -2.4%，领先6.1%），思佳讯同比增速更快（-1.0% vs -1.2%），过去两年思佳讯的营收复合增速更高（2.1% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
COLD vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.6倍
$577.9M
营收增速更快
SWKS
高出0.2%
-1.2%
净利率更高
SWKS
高出6.1%
-2.4%
两年增速更快
SWKS
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $943.7M |
| 净利润 | $-13.7M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 2.5% | 4.5% |
| 净利率 | -2.4% | 3.8% |
| 营收同比 | -1.2% | -1.0% |
| 净利润同比 | 16.9% | -48.2% |
| 每股收益（稀释后） | $-0.05 | $0.24 |
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COLDSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $577.9M | $1.0B | ||
| Q4 25 | $643.1M | $1.1B | ||
| Q3 25 | $649.0M | — | ||
| Q2 25 | $635.1M | $965.0M | ||
| Q1 25 | $613.7M | $953.2M | ||
| Q4 24 | $647.4M | $1.1B | ||
| Q3 24 | $660.4M | $1.0B |
净利润COLDSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $-13.7M | $79.2M | ||
| Q4 25 | $-88.3M | $141.4M | ||
| Q3 25 | $-11.4M | — | ||
| Q2 25 | $1.5M | $105.0M | ||
| Q1 25 | $-16.4M | $68.7M | ||
| Q4 24 | $-36.2M | $162.0M | ||
| Q3 24 | $-3.7M | $60.5M |
毛利率COLDSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 31.3% | 40.7% | ||
| Q3 25 | 29.3% | — | ||
| Q2 25 | 30.9% | 41.6% | ||
| Q1 25 | 31.1% | 41.1% | ||
| Q4 24 | 29.7% | 41.4% | ||
| Q3 24 | 29.6% | 41.9% |
营业利润率COLDSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 2.5% | 10.0% | ||
| Q4 25 | -10.8% | 10.1% | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 5.9% | 11.5% | ||
| Q1 25 | 3.6% | 10.2% | ||
| Q4 24 | -1.8% | 16.9% | ||
| Q3 24 | 4.6% | 5.8% |
净利率COLDSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | -2.4% | 7.6% | ||
| Q4 25 | -13.7% | 12.9% | ||
| Q3 25 | -1.8% | — | ||
| Q2 25 | 0.2% | 10.9% | ||
| Q1 25 | -2.7% | 7.2% | ||
| Q4 24 | -5.6% | 15.2% | ||
| Q3 24 | -0.6% | 5.9% |
每股收益（稀释后）COLDSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $-0.05 | $0.53 | ||
| Q4 25 | $-0.31 | $0.95 | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $0.01 | $0.70 | ||
| Q1 25 | $-0.06 | $0.43 | ||
| Q4 24 | $-0.12 | $1.00 | ||
| Q3 24 | $-0.01 | $0.36 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $5.8B |
| 总资产 | $8.1B | $7.9B |
| 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COLDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $136.9M | $1.4B | ||
| Q3 25 | $33.3M | — | ||
| Q2 25 | $101.4M | $1.3B | ||
| Q1 25 | $38.9M | $1.5B | ||
| Q4 24 | $47.7M | $1.7B | ||
| Q3 24 | $61.3M | $1.6B |
总债务COLDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益COLDSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $2.8B | $5.8B | ||
| Q4 25 | $2.9B | $5.8B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.1B | $5.7B | ||
| Q1 25 | $3.2B | $5.9B | ||
| Q4 24 | $3.3B | $6.4B | ||
| Q3 24 | $3.4B | $6.3B |
总资产COLDSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $8.1B | $7.9B | ||
| Q4 25 | $8.1B | $7.9B | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | $7.7B | ||
| Q1 25 | $7.8B | $7.9B | ||
| Q4 24 | $7.7B | $8.3B | ||
| Q3 24 | $7.9B | $8.3B |
负债/权益比COLDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.2% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流COLDSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | $39.9M | $395.5M | ||
| Q4 25 | $130.2M | $200.0M | ||
| Q3 25 | $78.9M | — | ||
| Q2 25 | $120.3M | $314.2M | ||
| Q1 25 | $30.2M | $409.4M | ||
| Q4 24 | $162.6M | $377.2M | ||
| Q3 24 | $50.6M | $476.1M |
自由现金流COLDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-12.2M | $144.0M | ||
| Q3 25 | $-65.4M | — | ||
| Q2 25 | $-57.4M | $252.7M | ||
| Q1 25 | $-82.3M | $370.9M | ||
| Q4 24 | $57.4M | $338.2M | ||
| Q3 24 | $-44.5M | $393.3M |
自由现金流率COLDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | -1.9% | 13.1% | ||
| Q3 25 | -10.1% | — | ||
| Q2 25 | -9.0% | 26.2% | ||
| Q1 25 | -13.4% | 38.9% | ||
| Q4 24 | 8.9% | 31.7% | ||
| Q3 24 | -6.7% | 38.4% |
资本支出强度COLDSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | 2.2% | 5.5% | ||
| Q4 25 | 22.1% | 5.1% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 28.0% | 6.4% | ||
| Q1 25 | 18.3% | 4.0% | ||
| Q4 24 | 16.3% | 3.6% | ||
| Q3 24 | 14.4% | 8.1% |
现金转化率COLDSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 78.18× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 7.87× |
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% |
SWKS
暂无分部数据
