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Americold Realty (COLD)
NYSE:COLD
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
-0.23Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -7.01%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive operational achievements and strategic developments, such as increased fixed commitments and successful pipeline execution. However, these were tempered by significant challenges, including revised guidance due to economic pressures and consumer confidence issues. The sentiment is balanced with notable highlights and lowlights.Company Guidance
During the Americold Realty Trust's First Quarter 2025 earnings call, management discussed several key metrics and guidance adjustments due to changing macroeconomic conditions. Fiscal year 2025 Adjusted Funds From Operations (AFFO) per share guidance was revised to between $1.42 and $1.52, reflecting headwinds such as tariffs, inflation risks, and declining consumer confidence. The company reported a decline in same-store economic occupancy by approximately 270 basis points sequentially from Q4 2024, with rent and storage revenue from fixed commitment contracts reaching 60% of total storage revenue, a notable achievement from under 40% three years ago. Labor metrics improved, with associate turnover decreasing by 300 basis points to 29%, and the perm-to-temp hours ratio increasing to 78:22. Additionally, same-store warehouse services margins rose by 110 basis points year-over-year to 11.2%. On the development front, Americold managed a pipeline totaling about $1 billion, with significant projects in Kansas City, Port Saint John, and Christchurch, among others. Despite these challenges, the company showed resilience with a strong start to the year, emphasizing its focus on operational priorities and customer partnerships.Increase in Fixed Commitment Contracts
Fixed commitment contracts increased to 60% of rent and storage revenue, achieving a long-term goal and demonstrating commercial excellence and strong customer relationships.
Labor Efficiency Improvements
Improved labor metrics with perm-to-temp hours ratio increasing to 78:22 and associate turnover decreasing by 300 basis points to 29%.
Development and Expansion Projects
Active development projects worth approximately $500 million are on track, including facilities in Kansas City, Allentown, and Dubai, with strong strategic partnerships driving growth.
Quarterly Dividend Increase
The board approved a 5% increase in the quarterly dividend to 23¢ per share, reflecting confidence in operational resilience and cash flow generation.
Successful New Business Pipeline
Americold has successfully closed on approximately half of their $200 million pipeline, ahead of last year's pace.
Acquisition in Houston
Acquired a facility in Houston for $127 million, including equipment upgrades, to support a significant retail customer win and potential future expansion.
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COLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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COLD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $18.41 | $17.34 | -5.81% |
Feb 20, 2025 | $20.80 | $22.08 | +6.15% |
Nov 07, 2024 | $24.73 | $22.69 | -8.25% |
Aug 08, 2024 | $28.13 | $28.50 | +1.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Americold Realty (COLD) report earnings?
Americold Realty (COLD) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Americold Realty (COLD) earnings time?
Americold Realty (COLD) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COLD EPS forecast?
COLD EPS forecast for the fiscal quarter 2025 (Q2) is 0.09.
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