COLD Americold Realty Trust (COLD) Q2 FY26 earnings call
Americold delivered a strong Q2 FY26, exceeding AFFO expectations and raising full-year guidance, driven by robust execution against its strategic priorities. The company saw significant sequential and year-over-year improvements in physical and economic occupancy, coupled with increased pricing for storage and handling, despite a challenging inflationary environment. Strategic portfolio management, including the EQT joint venture and divestitures, is strengthening the balance sheet and reallocating capital to higher-return opportunities, positioning Americold for sustainable long-term growth.
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COLD operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Customer churn rate | 2.5%Our customer churn rate remains low at 2.5%, further validating our view that service remains a top priority to our customers when considering their cold chain partner.Source: earnings call transcript | 2.1%You can see this reflected in both our churn rate, which remains low at 2.1% and in the consistency of our storage revenue from fixed commitments, which remained stable at 58% for the quarter.Source: earnings call transcript | -0.4 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.