•
Jun 30, 2023

Americold Q2 2023 Earnings Report

Americold delivered strong operational results and raised annual guidance due to three consecutive quarters of record economic occupancy, shifting focus to growth.

Key Takeaways

Americold Realty Trust reported a decrease in total revenue by 11.0% to $649.6 million, but an increase in total NOI by 9.4% to $184.1 million for Q2 2023. The company experienced a net loss of $104.8 million, or $0.39 loss per diluted common share. However, driven by strong performance in the global warehouse same store pool, Americold increased its full year 2023 AFFO per share guidance to the range of $1.20 to $1.30.

Total revenue decreased 11.0% to $649.6 million.

Total NOI increased 9.4% to $184.1 million.

Global Warehouse segment same store economic occupancy increased by 687 basis points over prior year to 84.8%.

AFFO of $75.6 million, or $0.28 per diluted common share.

Total Revenue
$650M
Previous year: $730M
-11.0%
EPS
$0.23
Previous year: $0.24
-4.2%
Total Warehouses
237
Previous year: 240
-1.3%
Average Physical Occupancy
4,187%
Previous year: 71.5%
+5755.9%
Average Economic Occupancy
4,580%
Previous year: 77.4%
+5817.3%
Gross Profit
$184M
Previous year: $168M
+9.4%
Cash and Equivalents
$48.9M
Previous year: $74.6M
-34.5%
Free Cash Flow
-$17.4M
Previous year: $29M
-160.2%
Total Assets
$8.22B
Previous year: $8.14B
+1.0%

Americold

Americold

Americold Revenue by Segment

Forward Guidance

The Company is increasing its annual AFFO per share guidance to be within the range of $1.20 - $1.30.

Revenue & Expenses

Visualization of income flow from segment revenue to net income