Americold offers an 8.6% dividend, supported by durable cash flows and a strong oligopolistic position in the cold storage REIT sector. COLD faces near-term headwinds from oversupply, expiring contracts, and pricing pressure, but its long-term fundamentals and customer relationships remain robust. Despite a challenging 2026 outlook, COLD's development pipeline, focus on build-to-suit projects, and international growth, especially in Asia-Pacific, provide upside potential.
The headline numbers for Americold Realty Trust (COLD) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Americold Realty Trust Inc. (COLD) came out with quarterly funds from operations (FFO) of $0.35 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.35 per share a year ago.
| Industrial REITs Industry | Real Estate Sector | Robert Scott Chambers CPA CEO | XSTU Exchange | US03064D1081 ISIN |
| US Country | 13,755 Employees | 30 Sep 2025 Last Dividend | - Last Split | 19 Jan 2018 IPO Date |
Americold is recognized as a worldwide leader in the field of temperature-controlled logistics, deeply involved in the real estate aspect as well as offering a suite of value-added services. The company specializes in the ownership, management, purchase, and development of temperature-controlled warehouses. It boasts a notable presence across the globe, with operations spreading into North America, Europe, Asia-Pacific, and South America. Americold's portfolio includes a commanding total of 245 temperature-controlled warehouses, encapsulating approximately 1.5 billion cubic feet of refrigerated storage space. Through its extensive network of facilities, Americold plays a vital role in the supply chain, facilitating the efficient movement of goods from food producers, processors, and distributors to retailers and ultimately, consumers.
Americold's core service offering encompasses the management and operation of temperature-controlled warehouses. These facilities are designed to store a wide range of perishable goods under optimal conditions, ensuring their preservation until they reach the end market. A critical element of the cold chain, Americold's warehouses serve an essential function in the distribution network, supporting clients across the food industry spectrum, from production to retail.
Beyond simple storage, Americold extends a variety of value-added services tailored to enhance operational efficiency and product handling for its clients. These services include but are not limited to inventory management, order fulfillment, and consolidation services, which are crucial for optimizing the supply chain and minimizing costs. By offering these tailored solutions, Americold helps its customers navigate the complexities of supply chain management, ensuring products are handled, stored, and transported under the highest standards.
Part of Americold’s strategic growth involves the ongoing development and acquisition of new temperature-controlled warehouse facilities. This facet of Americold's operation not only expands its global footprint but also enhances its capacity to serve diverse market needs. By investing in state-of-the-art facilities and acquiring strategically located warehouses, Americold continuously elevates its service capabilities, ensuring it remains at the forefront of the temperature-controlled logistics sector.