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Americold Realty Trust, Inc. (COLD) furnished an investor presentation outlining its strategy to delever, optimize its cold-storage real estate portfolio, and drive organic growth while maintaining its REIT profile. The company closed a strategic joint venture with EQT on August 31, 2026, contributing 12 facilities for a total value of about $1.3 billion and receiving roughly $1.15 billion of proceeds, which were used to pay down debt and are expected to generate about $46 million of annual interest savings. Total net debt was about $4.4 billion at June 30, 2026, with 95% unsecured and 65% fixed rate and no debt maturities until 2029. The presentation highlights strong same‑store warehouse revenue and NOI growth since 2021, Core EBITDA of about $607 million over the last twelve months with a 23.2% margin, and cost‑reduction initiatives totaling roughly $100 million. After the EQT transaction, full‑year 2026 Adjusted FFO per share guidance is $1.26–$1.32, versus an unadjusted range of $1.31–$1.37, reflecting lower NOI but also lower interest expense.
Americold Realty Trust, Inc. (COLD) closed its previously announced North American cold storage joint venture with EQT’s Active Core Infrastructure fund. Americold indirectly contributed 12 cold storage facilities with an aggregate value in excess of $1.3 billion to Americold‑EQT Cold Storage Partnership, LLC and will manage the platform day to day.
Americold received approximately $1.1 billion in net cash proceeds, which it intends to use to repay outstanding debt. Under the JV agreement, the EQT member holds 70% and the Americold member 30% of the JV’s equity, overseen by a six‑person board split evenly between the parties. The JV obtained up to $863.5 million in mortgage financing, of which $845.5 million was drawn at closing. Americold agreed to an income support arrangement that may require contingent payments over 10 years, with maximum net exposure capped at $70 million, subject to reimbursement if cumulative performance exceeds agreed thresholds.
Americold Realty Trust, Inc. (COLD) reported that its Compensation Committee approved and adopted the Amended and Restated Americold Logistics, LLC Executive Severance Benefits Plan, effective August 25, 2026. The plan continues severance benefits for eligible executives upon certain qualifying terminations of employment.
For Executive Vice Presidents and Presidents, the cash severance multiple during a Change in Control Period was increased from 1.5x to 2.0x of the sum of annual base salary and target annual bonus. The plan also lengthens continued health, dental and vision coverage under COBRA during a Change in Control Period from 18 to 30 months for the Chief Executive Officer and from 12 to 24 months for Executive Vice Presidents and Presidents. All other material terms of the prior plan remain unchanged.
Canada Pension Plan Investment Board reports beneficial ownership of common stock of Americold Realty Trust, Inc. on an amended Schedule 13G. The reporting person holds 8,051,165 shares with sole voting and dispositive power, representing 2.8% of the common stock, based on 285,480,551 shares outstanding as of August 4, 2026. The filer indicates that it is a pension investment manager subject to the Canada Pension Plan Investment Board Act and that its holdings represent ownership of 5 percent or less of the class.
Americold Realty Trust, Inc. and its operating partnership have filed an automatic shelf registration statement on Form S-3. This shelf allows them, and certain securityholders, to offer from time to time common stock, preferred stock, depositary shares, warrants, and operating partnership debt securities, which may be fully and unconditionally guaranteed by Americold and specified subsidiaries.
Americold operates as a global temperature-controlled logistics REIT with a network of 224 warehouses totaling approximately 1.4 billion cubic feet across North America, Europe, Asia-Pacific and South America, plus a minority interest in two Dubai warehouses. As of June 30, 2026, it organized its warehouse business around four solution-focused facility types: production, forward distribution, retail solutions, and port-oriented warehouses.
Americold’s charter authorizes up to 500,000,000 common and 25,000,000 preferred shares; 285,480,551 common shares were outstanding as of August 4, 2026. The company maintains REIT status and restricts any person from directly or indirectly owning more than 9.8% in value of its outstanding stock, with a mechanism to transfer excess shares to a charitable trust to preserve REIT qualification. Unless specified otherwise in a prospectus supplement, net proceeds from primary offerings will be contributed to the operating partnership and used for general corporate purposes, including debt repayment, development, expansion, acquisitions and working capital, while Americold will not receive proceeds from any selling securityholder offerings.
Americold Realty Trust, Inc. is updating its historical segment information after revising how it manages the business and while it plans to file an automatic shelf registration statement on Form S-3ASR. Beginning in 2026, the company combines its former Third-Party Managed operations into the Warehouse segment and now reports two operating segments: Warehouse and Transportation. Prior-period segment data from the 2025 Form 10-K have been recast accordingly through an exhibit; the company states this is not a restatement of its audited financials.
As of December 31, 2025, Americold operated 231 warehouses with about 1.4 billion cubic feet of capacity and 5.5 million pallet positions across North America, Europe, Asia-Pacific and South America. In 2025, the Warehouse segment generated $2,413,616 thousand of revenues and $808,140 thousand of contribution NOI with a 33.5% margin, while economic and physical occupancy declined versus 2024 and pricing per pallet improved. The company highlights its Project Orion technology program, with $227.7 million of cumulative implementation costs and a 10‑year amortization life for major systems, and notes 2025 long‑lived asset impairments of $47.1 million and a $55.9 million loss from exiting two lease facilities, alongside prior 2024 losses related to sale‑leaseback debt extinguishments.
Americold Realty Trust, Inc. reported Q2 2026 total revenues of $662.9 million, with $603.6 million from rent, storage and warehouse services and $59.3 million from transportation, compared with $650.7 million a year earlier. A $309.6 million impairment of long‑lived assets related mainly to winding down two automated retail distribution centers in Lancaster, Pennsylvania and Plainville, Connecticut drove an operating loss of $287.8 million and a net loss attributable to Americold of $342.8 million, or $1.19 per diluted share, versus $0.01 earnings in Q2 2025.
For the first half of 2026, net cash provided by operating activities was $140.0 million, while capital expenditures totaled $250.4 million, including the $18.7 million Massillon, Ohio warehouse acquisition. Americold ended June 30, 2026 with $7.8 billion in assets, $4.24 billion of indebtedness (net of deferred financing costs) and $2.45 billion of total equity, and operated 224 temperature‑controlled warehouses totaling about 1.4 billion refrigerated cubic feet. The company signed a North American joint venture agreement with EQT Partners under which it will contribute 12 facilities and expects to use related proceeds to pay down debt, and amended its senior unsecured credit facility, extending the revolver maturity to June 2030 and adding an A$230 million term loan facility.
Americold Realty Trust, Inc. reported second‑quarter 2026 total revenues of $662.9 million, up 1.9% from $650.7 million a year earlier, driven mainly by higher transportation revenues and modest warehouse growth.
The company recorded a net loss of $342.8 million, or $1.19 per diluted share, versus net income of $0.01 per share in 2025, primarily due to a $309.6 million impairment associated with winding down operations at its Lancaster, PA and Plainville, CT facilities. Core EBITDA was $159.1 million in both periods, while Core EBITDA margin slipped to 24.0% from 24.4%. Adjusted FFO was $102.0 million, or $0.35 per diluted share, a 2.8% decrease from $0.36.
Global Warehouse same store revenues increased 2.2%, but same store NOI declined 1.5% as higher power, labor and service costs pressured margins; physical occupancy improved to 69.1% in the same store pool. As of June 30, 2026, Americold reported $719.8 million of liquidity, approximately $4.4 billion of net debt, and net debt to pro‑forma Core EBITDA of 7.3x. Management highlighted progress toward closing a joint venture with EQT and raised full‑year 2026 Adjusted FFO guidance to $1.26–$1.32 per share.
Americold Realty Trust, Inc. entered a Termination and Wind Down Agreement with ADUSA Distribution, LLC to cease using two purpose-built automated Facilities in Lancaster, PA and Plainville, CT. Operations at the PA Facility will be unwound by December 31, 2026, with an option for a six‑month extension, while the CT Facility is being idled immediately except for short-term ice production.
The Facilities will be classified as held for sale in Q3 2026 and marketed for disposition. As of June 30, 2026, their net book value was approximately $455 million. Based on independent appraisals and management’s assessment of fair value, Americold expects to record a non-cash impairment charge of approximately $305 million to $320 million, recognized in the second quarter of 2026, which is not expected to require immediate cash expenditures.
The Agreement includes no termination fees, penalties or contingent liabilities and provides for a full mutual release of claims, while the parties agreed to expand and renew business in other Americold assets. Americold states the Facilities’ results are not material and does not expect the impairment or wind down to affect its previously provided 2026 full-year financial outlook.
Americold Realty Trust senior executive Robert E. Harris reported routine equity compensation activity and a small tax-related sale. On July 1, 2026, he acquired 1,516 shares of Common Stock at $0.00 per share through the vesting and conversion of restricted stock units granted under the company’s 2017 Equity Incentive Plan. On July 2, 2026, 442 shares were sold at $16.27 per share solely to cover tax withholding obligations under a mandatory sell-to-cover arrangement elected by the company, described as a non-discretionary transaction. Following these transactions, Harris directly holds 9,408 shares of Americold Common Stock.