Americold Realty Trust
Provides refrigerated warehousing, transport and facility management for the food cold chain.
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Profile
Refrigerated warehouse services supply most of its income, complemented by temperature-controlled transportation and customer-owned facility management. An integrated food-cold-chain network spans North America, Europe, Asia-Pacific and South America.
Refrigerated warehouses generate rent, storage, handling and related service revenue for food and other perishable products. Temperature-controlled transportation is brokered and managed alongside warehouse services, while Third-Party Managed runs facilities owned by customers. The business competes with local providers and customers’ owned or leased facilities.
An integrated network across North America, Europe, Asia-Pacific and South America links refrigerated real estate with handling and logistics services. The network reflects predecessor consolidation, later acquisitions and partnerships, and connections to logistics corridors and international access points.
Service quality, pricing, facility proximity and transportation capability shape customer value. Food-customer demand, a large operating workforce, reliable facilities, cybersecurity and lease renewals remain material operating dependencies.
Company facts
Categories
Key statistics
Year to date +16.0% · Average volume (30d) 3.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Bank of America Securities | Upgrade | Buy | Neutral | ||
| Aug 18, 2026 | D.A. Davidson | Target | $16 | |||
| Aug 18, 2026 | B of A Securities | Upgrade | Underperform | Neutral | ||
| Aug 10, 2026 | RBC Capital | Target | $16 | $18 | ||
| Aug 7, 2026 | Evercore ISI | Reiterate | Outperform | $18 | $19 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.00 | −$1.19 | — | $613.5M | $662.9M | +8.0% | +2.78% |
| May 7, 2026Q1 FY26 | $0.27 | −$0.05 | −118.5% | $613.8M | $629.9M | +2.6% | −0.87% |
| Feb 19, 2026Q4 FY25 | $0.08 | −$0.31 | −488.2% | $654.5M | $658.5M | +0.6% | −3.46% |
| Nov 6, 2025Q3 FY25 | $0.35 | −$0.04 | −111.4% | $654.5M | $663.7M | +1.4% | −0.93% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $629.0M | $650.7M | $663.7M | $658.5M | $629.9M | $662.9M | |
| Gross profit | $205.8M | $211.7M | $205.0M | −$517.9M | $195.5M | $6.8M | |
| Operating income | $22.2M | $37.6M | $16.8M | $22.1M | $32.5M | $46.5M | |
| Net income | −$16.4M | $1.5M | −$11.4M | −$88.3M | −$13.6M | −$342.8M | |
| Diluted EPS | −$0.06 | $0.01 | −$0.04 | −$0.31 | −$0.05 | −$1.19 | |
| Gross margin | 32.7% | 32.5% | 30.9% | -78.6% | 31.0% | 1.0% | |
| Operating margin | 3.5% | 5.8% | 2.5% | 3.4% | 5.2% | 7.0% |
Fiscal years (4-quarter sums)FY21 $2.71B · FY22 $2.91B · FY23 $2.67B · FY24 $2.67B · FY25 $2.60B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $40.5M · Total debt $4.62B · Total assets $7.81B · Shareholders' equity $2.41B
Dividends
Raised for 7 straight years — most recently to $0.23 from $0.22 in Mar 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 15 | $0.23 | |
| Mar 31, 2026 | Mar 31 | Apr 15 | $0.23 | |
| Dec 31, 2025 | Dec 31 | Jan 15 | $0.23 | |
| Sep 30, 2025 | Sep 30 | Oct 15 | $0.23 | |
| Jun 30, 2025 | Jun 30 | Jul 15 | $0.23 | |
| Mar 28, 2025 | Mar 28 | Apr 15 | $0.23 | raised from $0.22 |
| Dec 31, 2024 | Dec 31 | Jan 15 | $0.22 | |
| Sep 30, 2024 | Sep 30 | Oct 15 | $0.22 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 285.31M · Float 284.71M · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 24.09M | 8.44% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 22.32M | 7.82% | 13F | Aug 7, 2026 |
| FMR LLC | 17.97M | 6.30% | 13F | Aug 13, 2026 |
| Fuller & Thaler Asset Management, Inc. | 16.94M | 5.94% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 12.85M | 4.50% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 2, 2026 | Robert E. Harris | officer: SVP & Chief Accounting Oficer | −442 | $16.27 |
| Mar 16, 2026 | Robert E. Harris | officer: Chief Accounting Officer | −665 | $11.40 |
| Mar 8, 2026 | Robert E. Harris | officer: Chief Accounting Officer | −887 | $11.97 |
Peers
- Lineage
Refrigerated warehousing and food supply-chain services
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Americold Realty Trust | $15.01 | −0.03% | $4.28B | — | — | 1.6 | +1.9% |
| Lineage | $39.89 | +1.48% | $8.95B | — | — | 1.7 | +0.8% |
| Median | — | — | 1.7 | +0.8% |