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Americold Realty Trust Inc

americold.com

What Do They Do?

Operates temperature-controlled warehouses and provides storage, handling, and transportation services for food producers, distributors, and retailers.

Who Are Their Customers?

Food producers, distributors, retailers, and e-tailers buy cold storage and logistics services. Warehouse customers include those with dedicated facilities and fixed-commitment arrangements; Americold also manages warehouses owned by food manufacturers and retailers.

Customers above 10% of revenue, FY2025
of revenue from one customer
FY2024: 51% from one customer

How Are They Changing?

Since the FY2025 annual report
Latest quarter: Q2 FY2026, the three months to Jun 30, 2026
Revenue
▲ +2%
vs $650.7M in Q2 FY2025
Net income
▼ Now a loss
vs $1.5M in Q2 FY2025
Warehouse services share of revenue vs 54.5% in Q2 FY2025
  • Aug 31, 2026 Americold contributed 12 warehouses to an EQT joint venture Americold received approximately $1.1 billion in net cash proceeds and retained a 30% interest in the venture, while continuing as platform manager.
  • Aug 6, 2026 Americold raised its adjusted FFO guidance The updated range is $1.26 to $1.32 per share.
  • Jul 23, 2026 Americold agreed to wind down two facilities built for ADUSA The company expects a non-cash impairment charge of approximately $305 million to $320 million and plans to market and sell the facilities.

More adjacent products The latest report describes facilities as able to support non-temperature-sensitive dry goods as well as food and other temperature-sensitive products; the older report also described dry goods, so this is not a change.

Revenue over time
Warehouse rent and storage Warehouse Services Transportation Third-party managed
$5B$2.5B$0

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