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Americold Realty Trust
Americold Realty Trust (COLD) investor relations material
Americold Realty Trust Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Delivered Q4 2025 AFFO of $0.38 per share, up 3% year-over-year and slightly ahead of expectations, despite industry headwinds.
Achieved year-over-year quarterly increases in NOI, EBITDA, and AFFO dollars for the first time since Q3 2024.
Full-year services margin improved, reaching a 60% target for fixed commitment contracts and expanding business with major food producers and retailers.
Announced new CFO joining and continued to strengthen leadership team.
Global leader in cold storage with 231 warehouses and 1.4B cubic feet capacity as of December 31, 2025, serving all major cold chain nodes worldwide.
Financial highlights
Q4 2025 total revenues were $658.5M, down 1.2% year-over-year; full-year revenues were $2.6B, down 2.4%.
Q4 Adjusted FFO was $108.3M ($0.38/share), up 2.7% year-over-year; full-year Adjusted FFO was $408.3M ($1.43/share), down 2.7%.
Core EBITDA rose 30% from $475M in 2021 to $618M in 2025, with margin improving from 17.5% to 23.8%.
Services revenue per pallet up 2.4% and storage revenue per pallet up 0.3% in Q4.
Quarterly dividend increased by 5% in 2025 to $0.23/share.
Outlook and guidance
2026 AFFO expected between $1.20 and $1.30 per share.
Same-store revenue guidance for 2026 is $2.2–$2.27 billion; same-store NOI expected between $735–$785 million.
Core EBITDA expected between $570–$620 million; maintenance CapEx at $60–$70 million.
Plan to limit near-term development spend until leverage is reduced; focus on pre-leased opportunities.
Anticipated $30M+ run-rate cost savings from SG&A and indirect labor reductions by end of Q1 2026.
Site exits impact on future NOI growth?
How will capital focus on customer-driven development?
How will Americold reduce its 6.8x net debt ratio?
What assets are considered for deleveraging?
How will new product launches impact safety stock?
How does portfolio management impact profitability?
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Next Americold Realty Trust earnings date
Q1 20267 May, 2026
Americold Realty Trust
Next Americold Realty Trust earnings date
Q1 20267 May, 2026
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Frequently asked questions
Americold Realty Trust is a fully integrated, self-administered, self-managed real estate investment trust that focuses on owning and operating temperature-controlled warehouse facilities throughout the Americas. Founded in 1957 and headquartered in Greenwood Village, Colorado, Americold owns and/or operates more than 334 distribution facilities in 26 states and five Canadian provinces. The Company's portfolio of warehouses is leased to a diverse customer base including grocery distributors, food manufacturers and a broad range of other retail, wholesale and bulk customers.
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