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Sep 30, 2023

Americold Q3 2023 Earnings Report

Americold reported strong operational results, raised annual guidance, and issued common equity to support new growth initiatives.

Key Takeaways

Americold Realty Trust announced its Q3 2023 results, with an AFFO per share of $0.32, a 10% increase year-over-year. The company's global warehouse same-store pool saw NOI growth of 5.3% on a constant currency basis, driven by economic occupancy growth and pricing initiatives. They raised $419 million in common equity to reduce leverage and support development and M&A. The company is raising its full-year 2023 AFFO per share guidance to $1.24 to $1.30.

AFFO per share increased by over 10% to $0.32 compared to the prior year's quarter.

Global warehouse same store pool generated NOI growth of 5.3% on a constant currency basis.

Same store economic occupancy increased 345 basis points year over year to 84.0%.

Successfully raised $419 million in common equity through the ATM program.

Total Revenue
$668M
Previous year: $758M
-11.9%
EPS
$0.25
Previous year: $0.25
+0.0%
Total Warehouses
238
Previous year: 240
-0.8%
Average Physical Occupancy
4,061%
Previous year: 4,043%
+0.4%
Average Economic Occupancy
4,512%
Previous year: 4,357%
+3.6%
Cash and Equivalents
$53.8M
Previous year: $45.7M
+17.8%
Free Cash Flow
$110M
Previous year: -$22.8M
-585.2%
Total Assets
$8.01B
Previous year: $8B
+0.1%

Americold

Americold

Americold Revenue by Segment

Forward Guidance

The Company is maintaining its annual AFFO per share guidance to be within the range of $1.24 - $1.30.