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AMERICOLD REALTY TRUST（COLD）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是AMERICOLD REALTY TRUST的1.1倍（$613.5M vs $577.9M），Tyler Technologies净利率更高（13.2% vs -2.4%，领先15.6%），Tyler Technologies同比增速更快（8.6% vs -1.2%），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
COLD vs TYL — 直观对比
营收规模更大
TYL
是对方的1.1倍
$577.9M
营收增速更快
TYL
高出9.8%
-1.2%
净利率更高
TYL
高出15.6%
-2.4%
两年增速更快
TYL
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $613.5M |
| 净利润 | $-13.7M | $81.2M |
| 毛利率 | — | 48.3% |
| 营业利润率 | 2.5% | 16.3% |
| 净利率 | -2.4% | 13.2% |
| 营收同比 | -1.2% | 8.6% |
| 净利润同比 | 16.9% | — |
| 每股收益（稀释后） | $-0.05 | $1.88 |
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COLDTYL
| Q1 26 | $577.9M | $613.5M | ||
| Q4 25 | $643.1M | $575.2M | ||
| Q3 25 | $649.0M | $595.9M | ||
| Q2 25 | $635.1M | $596.1M | ||
| Q1 25 | $613.7M | $565.2M | ||
| Q4 24 | $647.4M | $541.1M | ||
| Q3 24 | $660.4M | $543.3M | ||
| Q2 24 | $645.6M | $541.0M |
净利润COLDTYL
| Q1 26 | $-13.7M | $81.2M | ||
| Q4 25 | $-88.3M | $65.5M | ||
| Q3 25 | $-11.4M | $84.4M | ||
| Q2 25 | $1.5M | $84.6M | ||
| Q1 25 | $-16.4M | $81.1M | ||
| Q4 24 | $-36.2M | $65.2M | ||
| Q3 24 | $-3.7M | $75.9M | ||
| Q2 24 | $-64.1M | $67.7M |
毛利率COLDTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 31.3% | 45.5% | ||
| Q3 25 | 29.3% | 47.2% | ||
| Q2 25 | 30.9% | 45.8% | ||
| Q1 25 | 31.1% | 47.3% | ||
| Q4 24 | 29.7% | 43.8% | ||
| Q3 24 | 29.6% | 43.7% | ||
| Q2 24 | 31.0% | 44.0% |
营业利润率COLDTYL
| Q1 26 | 2.5% | 16.3% | ||
| Q4 25 | -10.8% | 13.0% | ||
| Q3 25 | 2.6% | 16.4% | ||
| Q2 25 | 5.9% | 16.0% | ||
| Q1 25 | 3.6% | 15.8% | ||
| Q4 24 | -1.8% | 13.2% | ||
| Q3 24 | 4.6% | 15.2% | ||
| Q2 24 | 9.8% | 14.4% |
净利率COLDTYL
| Q1 26 | -2.4% | 13.2% | ||
| Q4 25 | -13.7% | 11.4% | ||
| Q3 25 | -1.8% | 14.2% | ||
| Q2 25 | 0.2% | 14.2% | ||
| Q1 25 | -2.7% | 14.3% | ||
| Q4 24 | -5.6% | 12.1% | ||
| Q3 24 | -0.6% | 14.0% | ||
| Q2 24 | -9.9% | 12.5% |
每股收益（稀释后）COLDTYL
| Q1 26 | $-0.05 | $1.88 | ||
| Q4 25 | $-0.31 | $1.50 | ||
| Q3 25 | $-0.04 | $1.93 | ||
| Q2 25 | $0.01 | $1.93 | ||
| Q1 25 | $-0.06 | $1.84 | ||
| Q4 24 | $-0.12 | $1.48 | ||
| Q3 24 | $-0.01 | $1.74 | ||
| Q2 24 | $-0.23 | $1.57 |
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 | — | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $3.6B |
| 总资产 | $8.1B | $4.8B |
| 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COLDTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $136.9M | $1.1B | ||
| Q3 25 | $33.3M | $950.8M | ||
| Q2 25 | $101.4M | $892.3M | ||
| Q1 25 | $38.9M | $807.4M | ||
| Q4 24 | $47.7M | $768.0M | ||
| Q3 24 | $61.3M | $544.3M | ||
| Q2 24 | $44.2M | $258.0M |
总债务COLDTYL
| Q1 26 | — | — | ||
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M |
股东权益COLDTYL
| Q1 26 | $2.8B | $3.6B | ||
| Q4 25 | $2.9B | $3.7B | ||
| Q3 25 | $3.0B | $3.6B | ||
| Q2 25 | $3.1B | $3.6B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.3B | $3.4B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.4B | $3.1B |
总资产COLDTYL
| Q1 26 | $8.1B | $4.8B | ||
| Q4 25 | $8.1B | $5.6B | ||
| Q3 25 | $8.1B | $5.5B | ||
| Q2 25 | $8.1B | $5.4B | ||
| Q1 25 | $7.8B | $5.2B | ||
| Q4 24 | $7.7B | $5.2B | ||
| Q3 24 | $7.9B | $5.0B | ||
| Q2 24 | $7.8B | $4.8B |
负债/权益比COLDTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 0.3% |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势，按日历期对齐
经营现金流COLDTYL
| Q1 26 | $39.9M | $107.3M | ||
| Q4 25 | $130.2M | $243.9M | ||
| Q3 25 | $78.9M | $255.2M | ||
| Q2 25 | $120.3M | $98.3M | ||
| Q1 25 | $30.2M | $56.2M | ||
| Q4 24 | $162.6M | $224.8M | ||
| Q3 24 | $50.6M | $263.7M | ||
| Q2 24 | $136.7M | $64.3M |
自由现金流COLDTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $-12.2M | $239.6M | ||
| Q3 25 | $-65.4M | $251.3M | ||
| Q2 25 | $-57.4M | $92.8M | ||
| Q1 25 | $-82.3M | $53.8M | ||
| Q4 24 | $57.4M | $221.0M | ||
| Q3 24 | $-44.5M | $260.8M | ||
| Q2 24 | $73.3M | $57.7M |
自由现金流率COLDTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | -1.9% | 41.7% | ||
| Q3 25 | -10.1% | 42.2% | ||
| Q2 25 | -9.0% | 15.6% | ||
| Q1 25 | -13.4% | 9.5% | ||
| Q4 24 | 8.9% | 40.8% | ||
| Q3 24 | -6.7% | 48.0% | ||
| Q2 24 | 11.4% | 10.7% |
资本支出强度COLDTYL
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 0.8% | ||
| Q3 25 | 22.2% | 0.7% | ||
| Q2 25 | 28.0% | 0.9% | ||
| Q1 25 | 18.3% | 0.4% | ||
| Q4 24 | 16.3% | 0.7% | ||
| Q3 24 | 14.4% | 0.5% | ||
| Q2 24 | 9.8% | 1.2% |
现金转化率COLDTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | — | 3.72× | ||
| Q3 25 | — | 3.02× | ||
| Q2 25 | 78.18× | 1.16× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
