The earnings call highlighted Americold's operational efficiencies, successful new business wins, and development projects. However, these positives were overshadowed by significant challenges, including declining occupancy, pricing pressure, and demand headwinds due to macroeconomic factors. The company also revised its AFFO guidance downward, indicating a cautious outlook for the remainder of the year.

Company Guidance -

Q3 2025

During the Americold Realty Trust's Second Quarter 2025 Earnings Conference Call, the company provided guidance that highlighted several key metrics. The company's AFFO per share for Q2 was $0.36, and they maintained a same-store warehouse services margin of 13.3%, reflecting a 90 basis point improvement year-over-year. They reported a same-store rent and storage revenue increase of 1% per economic occupied pallet and a 4% increase in same-store services revenue per throughput pallet. Their rent and storage revenue from fixed commitment contracts remained at 60%, indicating a stable long-term customer base. The company also discussed their strategic developments, including projects in Allentown, Kansas City, and Dubai, with budgets and timelines generally met or surpassed, and a development pipeline of approximately $1 billion. However, due to ongoing demand headwinds, the company adjusted its AFFO guidance to $1.39 to $1.45 per share, acknowledging the pressures from interest rates, tariffs, and other economic factors impacting occupancy and pricing.

Recognition as Top 3PL and Cold Storage Provider

Americold was recognized as a top 3PL and cold storage provider by Food Logistics Magazine, highlighting the company's innovative and high-quality solutions in the cold storage food supply chain.

Improved Warehouse Services Margins

Same-store warehouse services margins improved by 90 basis points year-over-year to 13.3% for the quarter, indicating increased efficiency and productivity.

Successful New Business Wins and Developments

Americold successfully converted over 80% of the $200 million probability-weighted sales pipeline and completed key development projects, including those in Kansas City, Allentown, and Dubai, under budget.

Strong Retail and QSR Business Expansion

Two significant retail wins in Europe with supermarket chains in Portugal and the Netherlands, leveraging Americold's expertise in the retail and QSR segment.

Americold Realty (COLD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

COLD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.08 / -	-0.01	―	―	―
Aug 07, 2025	2025 (Q2)	0.08 / 0.01	-0.23	104.35% (+0.24)
May 08, 2025	2025 (Q1)	0.04 / -0.06	0.03	-300.00% (-0.09)
Feb 20, 2025	2024 (Q4)	0.10 / -0.13	-0.8	83.75% (+0.67)
Nov 07, 2024	2024 (Q3)	0.10 / -0.01	-0.01	0.00% (0.00)
Aug 08, 2024	2024 (Q2)	0.05 / -0.23	-0.36	36.11% (+0.13)
May 09, 2024	2024 (Q1)	0.02 / 0.03	-0.01	400.00% (+0.04)	―
Feb 22, 2024	2023 (Q4)	0.09 / -0.80	0.01	-8100.00% (-0.81)	―
Nov 02, 2023	2023 (Q3)	0.09 / -0.01	-0.046	78.26% (+0.04)	―
Aug 03, 2023	2023 (Q2)	0.03 / -0.36	-0.038	-847.37% (-0.32)	―

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

COLD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$16.20	$14.68	-9.38%
May 08, 2025	$18.16	$17.10	-5.84%
Feb 20, 2025	$20.52	$21.78	+6.14%
Nov 07, 2024	$24.40	$22.38	-8.28%

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.

FAQ

When does Americold Realty (COLD) report earnings?

Americold Realty (COLD) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Americold Realty (COLD) earnings time?

Americold Realty (COLD) earnings time is at Oct 30, 2025, After Close (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 (Q3) is 0.08.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing