Americold Realty Trust's second quarter performance reflects a mixed environment where strategic achievements and operational improvements are countered by significant external challenges. Despite improvements in service margins and successful project completions, the company faces ongoing demand headwinds, pricing pressure, and a lack of seasonal inventory build, leading to a reduced outlook for the year.

Company Guidance

During Americold Realty Trust's second quarter 2025 earnings call, the company provided several financial metrics and guidance for the rest of the year. Same-store economic occupancy declined slightly in the second quarter compared to the first quarter, and the company anticipates same-store economic occupancy levels for the year to decrease by approximately 250 to 450 basis points. Despite this, the company's rent and storage revenue from fixed commitments remained at 60%, and same-store rent and storage revenue per economic occupied pallet increased by 1%, while same-store services revenue per throughput pallet grew by 4%. The perm-to-temp hours ratio was maintained at 75-25, aiding in labor flexibility. The company's AFFO per share was reported at $0.36 for the quarter, leading to an updated AFFO guidance range of $1.39 to $1.45 per share for the full year. Americold is focusing on controlling costs, improving efficiencies, and capturing new business, while also pursuing opportunities in retail and QSR segments and investing in underserved geographies. They reported successful completion of several development projects under budget, including facilities in Allentown, Kansas City, and Dubai. However, the company noted that interest rates, tariffs, inflation, government benefit reductions, and excess capacity continue to pressure occupancy rates, leading them to adopt a more conservative view for the second half of 2025.

Recognition as Top 3PL and Cold Storage Provider

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

Improved Same-Store Warehouse Services Margins

Same-store warehouse services margins improved by 90 basis points year-over-year to 13.3% for the quarter, showcasing the company's ability to enhance productivity and service margins.

Successful Development Projects

Completion of key projects such as the Kansas City facility, Allentown expansion, and Dubai development, all under budget, demonstrate Americold's ability to leverage scale and partnerships for innovative market solutions.

Strong Performance in Retail and QSR Segments

Two significant wins in Europe highlight Americold's growing leadership in the retail segment, with new agreements in Portugal and the Netherlands operating at over 90% occupancy.

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)	0.06 / -	-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 0.06.

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