Americold Realty Trust

Q2 FY2026 EarningsQ2 FY2026 results were mixed as revenue of $662.9M beat the $614.4M consensus by 7.9%, driven by strength in transportation services. However, a massive $309.6M non-cash impairment charge led to a GAAP EPS loss of $1.19, significantly missing the $0.01 expected profit. Adjusted FFO of $0.35 per share remained resilient, and management raised the full-year AFFO guidance to $1.26-$1.32, signaling confidence in stabilizing industry fundamentals despite flat consumer demand.