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Dec 31, 2025
Americold Q4 2025 Earnings Report
Americold Realty Trust reported a solid fourth quarter with increased AFFO per share and improved services margin, despite a challenging cold storage industry backdrop.
Key Takeaways
Americold Realty Trust announced its fourth quarter and full year 2025 results, reporting a solid fourth-quarter Adjusted FFO per share of $0.38, a 2.7% increase year-over-year. The company also saw continued improvement in its full-year services margin and introduced key priorities for 2026 to support future growth, including strengthening its balance sheet and focusing on customer-driven development opportunities.
Fourth quarter Adjusted FFO per share increased by 2.7% to $0.38, slightly exceeding expectations.
Global Warehouse segment same store services margin increased to 13.9% from 12.7% in Q4 2024, indicating improved operational performance.
Core EBITDA for the fourth quarter increased by 4.7% to $162.9 million, with a margin of 24.7%.
The company is focusing on strategic priorities for 2026, including balance sheet strengthening, profitability enhancement, and customer-driven development.
Revenue by Segment
Forward Guidance
Americold's 2026 outlook projects Adjusted FFO of $1.20 to $1.30 per share, reflecting a prudent approach amidst a complex environment, with strategic actions aimed at strengthening the company and enhancing long-term earnings power.
Positive Outlook
- Disciplined steps to strengthen the balance sheet are underway.
- Focus on enhancing the profitability of the global real estate portfolio.
- Capital will be focused on customer-driven development opportunities.
- Expanding presence in high-value retail and store-support solutions.
- Broadening commercial aperture to pursue opportunities in new and adjacent sectors.
Challenges Ahead
- Ongoing headwinds in the cold storage industry are expected.
- The outlook is based on current plans and assumptions and is subject to change.
- Guidance does not include the impact of acquisitions, dispositions, or capital markets activity beyond what has been previously announced.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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