Americold Realty Trust(NYSE) COLD

Americold stores frozen and chilled food for businesses. It helps move food from producers to local grocery stores. The company operates a global network of specialized warehouses.

Keeping the Cold Chain Moving

• Warehouse: Provides temperature-controlled storage and handling services for frozen and perishable food products.
• Transportation: Manages freight shipments and consolidates orders to help customers reduce logistics costs.
• Third-Party Managed: Operates warehouses owned by other food manufacturers and retailers using company expertise.

New Assets and Digital Shifts

• Completed the $108.4 million acquisition of a facility in Baytown, Texas, in March 2025.
• Sold a 14.99% equity interest in SuperFrio for approximately $27.5 million in April 2025.
• Invested $227.7 million since inception into Project Orion to modernize technology and enterprise resource planning (ERP) systems.
• Maintains a minority interest in RSA Cold Holdings Limited, which operates two temperature-controlled warehouses in Dubai.

What Makes Americold Unique?

Americold operates 231 temperature-controlled warehouses across four continents to support the global food supply chain. The company manages 1.4 billion cubic feet of space using specialized cooling systems and automated storage technology.

Key Financial Trajectory

• Revenue was $658.5 million in Q4 2025, down 1.2% from Q4 2024.
• Operating income rose to $22.1 million in Q4 2025, up 294.4% year-over-year.
• Net income was a loss of $88.3 million in Q4 2025, down 143.9% from Q4 2024.
• Market capitalization reached $3.7 billion in Q4 2025, a 39.7% decrease from the previous year.

Bottom Line

Americold is evolving from a traditional storage provider into a technology-driven logistics company. Its focus on multi-year contracts and global infrastructure helps maintain its position in the essential food supply chain.