)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Americold Realty Trust (COLD) investor relations material
Americold Realty Trust Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Operates 235 warehouses globally with 1.4B cubic feet capacity, serving a blue-chip customer base and leveraging over 120 years of experience.
Leadership transition completed with a new CEO, focusing on operational effectiveness, customer service, workforce productivity, and technology transformation via Project Orion.
Strategic actions included the acquisition of a Houston facility, sale of a minority interest in SuperFrio, and expansion into new geographies and categories.
Emphasis on growing market share in retail and QSR sectors, and expanding into under-penetrated, high-occupancy markets.
Strong customer relationships and diversified presence across all four cold chain nodes provide unique growth opportunities.
Financial highlights
Q3 2025 total revenue was $663.7M, down 1.6% year-over-year, with net loss of $11.4M and Adjusted FFO per share flat at $0.35.
Core EBITDA for Q3 2025 was $148.3M, down 5.7% year-over-year, with a margin of 22.3%.
Dividend increased 5% to $0.23 per share for Q3 2025.
Same-store economic occupancy was 73.8%, down year-over-year and flat sequentially.
LTM Q3 2025 Adjusted FFO reached $420M, with AFFO per share at $1.42.
Outlook and guidance
2025 full-year Adjusted FFO per share guidance reaffirmed at $1.39–$1.45.
Warehouse segment same-store revenue growth expected between -4.0% and 0.0% (constant currency).
Economic occupancy anticipated to decrease by 200-300 basis points next year as customers manage inventory tightly.
Pricing gains expected to moderate in Q4, with a 100-200 basis point headwind in 2026.
Project Orion expected to drive long-term efficiency and margin improvements, with most implementation complete except Europe.
How to boost occupancy amid market overcapacity?
Address services margin decline to 12.3%?
Project Orion's impact on SG&A and operations?
Accelerate excess capacity absorption
Impact of new categories on portfolio mix
Drivers of 2026 pricing/occupancy headwinds?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Americold Realty Trust earnings date
Q4 202519 Feb, 2026
Next Americold Realty Trust earnings date
Q4 202519 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage