Every 8-K that Americold Realty Trust, Inc. (COLD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow COLD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COLD filings page.
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.
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 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, Inc. entered into an Amended and Restated Syndicated Facility Agreement, updating and expanding its unsecured senior credit facility. The agreement provides a $1.15 billion revolving credit facility, split between a $575 million U.S. dollar tranche and a $575 million equivalent alternative currency tranche, plus a $150 million letter of credit sublimit.
The company also maintains a Term Loan Facility with a $375 million term A-1 tranche, a CAD$350 million term A-2 tranche (increased by CAD$100 million), a new AUD$230 million term loan, a $270 million delayed draw tranche and a $250 million 2025 delayed draw tranche. Maturities for the revolving facility were extended to June 23, 2030, and certain term tranches to June 23, 2031.
Pricing is tied to debt ratings, with SOFR or alternative currency loans generally bearing margins between 0.675% and 1.600% over the reference rate. The facility includes financial covenants on total and secured leverage, fixed charge coverage, unsecured interest coverage and unencumbered leverage. Borrowings will be used for general corporate purposes, including repaying amounts under the prior credit agreement and working capital.
Americold Realty Trust, Inc. furnished an investor presentation outlining its growth strategy, capital plans, and 2026 financial guidance. The company highlights its global cold storage network of 224 warehouses with about 1.4 billion cubic feet of capacity, serving roughly 2,900 customers with 12,000 associates as of March 31, 2026.
The presentation details a strategic joint venture with EQT covering 12 U.S. properties valued at approximately $1.33B, with Americold expecting about $1.15B in proceeds earmarked for debt repayment and projected annual interest expense savings of about $46M. Management also emphasizes cost initiatives, including completed $30M in indirect labor and SG&A savings and the “Fit for Purpose” program targeting over $25M in additional run-rate savings by the end of Q1 2027.
For 2026, Americold guides to warehouse segment same-store revenues of $2.20B–$2.27B, total company NOI of $780M–$845M, Core EBITDA of $570M–$620M, and Adjusted FFO per share of $1.20–$1.30, along with maintenance capital expenditures of $60M–$70M.
Americold Realty Trust, Inc., through its subsidiary Americold Realty Operating Partnership, L.P., entered into a Fourth Amendment to its Credit Agreement with Bank of America and other lenders. The amendment extends the maturity of the Company’s $250 million USD 2025 Delayed Draw Term Facility from June 19, 2026 to September 19, 2026, providing a few extra months before this borrowing capacity expires. The new borrowing arrangement is reported as both a material definitive agreement and a direct financial obligation.
Americold Realty Trust, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 18, 2026. Stockholders elected all ten director nominees, with for votes generally well above against votes for each candidate.
Stockholders approved, on an advisory basis, the compensation of the company’s named executive officers, with approximately 214.8 million votes for and 24.2 million against. They also ratified the appointment of the independent registered public accounting firm for 2026 by a wide margin, with about 258.8 million votes for.
In addition, stockholders cast an advisory vote on director removal with or without cause, with about 147.7 million votes for and 91.3 million against, plus broker non-votes reported on that proposal.
Americold Realty Trust, Inc. filed an amended current report to add the full text of its Contribution Agreement for a new joint venture with EQT’s Active Core Infrastructure fund. The agreement, dated May 7, 2026, is now filed as Exhibit 10.1 and incorporated into the earlier joint venture disclosure.
The company emphasizes that expectations around completing and benefiting from the joint venture are forward-looking and subject to many risks, including failure to close the transaction, integration challenges, economic conditions, financing, construction and labor costs, supply chain disruptions, and its ability to maintain REIT status. Other terms, including any securities offerings, would be available only through separate confidential offering documents.
Americold Realty Trust, Inc. furnished an investor presentation outlining its growth strategy, deleveraging plans and 2026 outlook. The company expects to raise approximately $1.1 billion in net cash proceeds in the third quarter of 2026 through a joint venture with EQT, using 12 facilities valued in excess of $1.3 billion to help pay down debt. As of March 31, 2026, total net debt was $4 billion, supported by $564 million of liquidity and investment grade ratings. Americold highlights a global cold-storage network of 224 warehouses and emphasizes fixed-commitment contracts, cost-reduction initiatives and technology investments. For 2026, guidance includes warehouse same-store revenues of $2.20–$2.27 billion, Core EBITDA of $570–$620 million, and Adjusted FFO per share of $1.20–$1.30, excluding the anticipated joint venture impact.
Americold Realty Trust, Inc. reported first quarter 2026 results with total revenues of $629.9 million, essentially flat year over year, as higher transportation services offset softer warehouse volumes. The company recorded a net loss of $13.6 million, or $0.05 per diluted share, slightly better than the prior year’s loss per share.
Profitability compressed: Adjusted FFO was $81.9 million, or $0.29 per share, down from $0.34, and Core EBITDA was $136.8 million with a 21.7% margin, below 23.5% a year earlier. Global Warehouse segment NOI fell 6.0% and margin declined due to lower volumes and higher energy costs, while transportation NOI improved on higher volumes.
Americold ended the quarter with approximately $564.3 million of liquidity and about $4.4 billion of net debt, implying net debt to pro forma Core EBITDA of roughly 7.1x. The board declared a $0.23 per share quarterly dividend. Management also highlighted progress on strategic priorities, including announcing a new $1.3 billion joint venture with EQT intended to help strengthen the balance sheet.
Americold Realty Trust, Inc. is forming a new North American cold storage joint venture with EQT’s Active Core Infrastructure fund. Americold will contribute 12 U.S. cold storage facilities valued at more than $1.3 billion, totaling about 124 million cubic feet and over 400,000 pallet positions.
EQT will own 70% of the joint venture, while Americold retains a 30% equity stake and will manage day-to-day operations. Americold expects about $1.1 billion in net cash proceeds, which it plans to use to repay outstanding debt. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals.
Americold Realty Trust, Inc. reported fourth-quarter 2025 revenue of $658.5 million, down 1.2% year over year, but grew Core EBITDA 4.7% to $162.9 million and increased Adjusted FFO per share 3% to $0.38. Warehouse NOI rose 2.7% and margins expanded as the company exited certain sites and controlled operating costs, though economic occupancy fell to 76.1% and lower volumes widened the quarterly net loss to $88.3 million, or $0.31 per share, including a $55.9 million loss on real estate sales.
For full-year 2025, revenue declined 2.4% to $2.6 billion, Adjusted FFO per share slipped to $1.43, and the net loss was $114.5 million. The Global Warehouse same store services margin improved to 12.8%, while overall same store NOI decreased 2.7%. Americold ended the year with about $935.4 million of liquidity and net debt of roughly $4.2 billion, or 6.8x net debt to pro forma Core EBITDA, and raised its quarterly dividend 5% to $0.23 per share.
Looking to 2026, the company issued guidance for Core EBITDA of $570–$620 million and Adjusted FFO per share of $1.20–$1.30, reflecting a cautious outlook in a competitive cold storage market. Management outlined priorities to strengthen the balance sheet, enhance real estate profitability, focus capital on customer-led development, and continue cost-reduction efforts, while also transitioning to a new Chief Financial Officer.
Americold Realty Trust, Inc. is making a planned change in its finance leadership while keeping its outlook unchanged. The Board appointed Christopher Papa as the next Executive Vice President and Chief Financial Officer, effective February 23, 2026, bringing long experience as a REIT CFO and a background in public accounting.
Scott Henderson, the current Chief Investment Officer, has been named Interim Chief Financial Officer effective January 26, 2026, and will retain his investment role while assuming the finance responsibilities until Papa starts. On the same date, former CFO Jay Wells departed; his separation is described as not related to any disagreement over accounting, financial statements, internal controls, or operations and he will receive severance consistent with prior agreements.
The company also issued a press release reaffirming its full-year 2025 AFFO per share financial guidance previously communicated in its earlier earnings and guidance updates, signaling no change to its existing financial outlook alongside these management changes.
Americold Realty Trust, Inc. entered into a Second Amendment to its existing Credit Agreement, adding a new $250 million unsecured delayed draw term loan facility. This 2025 Delayed Draw Facility is expected to be used to repay approximately $200 million of the Operating Partnership’s 4.68% senior unsecured notes due January 8, 2026, with the remainder available for general corporate purposes. The amendment is with Bank of America, N.A. as administrative agent and a syndicate of lenders, and represents a refinancing and liquidity-focused financing action rather than a change in the core business.
Americold Realty Trust, Inc. entered into a cooperation agreement with Ancora Catalyst Institutional, LP and affiliated investors. As part of the agreement, the company appointed Joseph Reece and Stephen Sleigh to its Board of Directors effective December 22, 2025, temporarily increasing the board size from nine to eleven members. The company plans to reduce the board by one director at the 2026 annual meeting, when one incumbent will step down.
The agreement also creates a new Finance Committee to advise on capital allocation and the business portfolio, composed of five directors and chaired by David Neithercut, with Joseph Reece as Vice Chair. Reece will also serve on the Investment Committee and Sleigh on the Audit Committee. Ancora and its affiliates agreed to standstill, voting, and mutual non-disparagement commitments that last through a defined period tied to the company’s 2026 and 2027 annual meeting timelines.
Americold Realty Trust, Inc. filed a current report announcing that it has posted an updated investor presentation on its website to support investor meetings. The company also issued a press release on December 9, 2025 related to this presentation and reaffirming its 2025 full-year financial outlook that was previously shared in its third quarter 2025 earnings release. Both the investor presentation and the press release are included as exhibits and are provided as Regulation FD disclosures, meaning they are intended to give all investors equal access to the same information.
Americold Realty Trust, Inc. (NYSE: COLD) furnished materials announcing its financial results for the third quarter ended September 30, 2025. The company provided a press release and supplemental information, and posted an investor presentation dated November 6, 2025.
The materials were furnished under Items 2.02 and 7.01 and are attached as Exhibits 99.1, 99.2, and 99.3. These items are not deemed “filed” under Section 18 of the Exchange Act.
Americold Realty Trust, Inc. reported that it has posted an updated investor presentation on its website to use in investor meetings. The presentation, dated September 8, 2025, is also provided as Exhibit 99.1. The company is providing this information as a Regulation FD disclosure, and it is being furnished rather than filed, which means it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings.
Americold Realty Trust amended a retirement arrangement for Mr. Chappelle that treats a portion of his equity awards as continuing-to-vest time-based awards and prorates performance-based awards for the portion of the performance period he remained employed, with payout tied to actual performance at the end of that period. The company will pay the COBRA premium for up to 18 months or until he obtains other employer coverage, and will pay a pro-rated (8/12) amount of his annual incentive tied to the company EBITDA component for the 2025 fiscal year. Mr. Chappelle will release certain claims and his post-termination restrictive covenants remain in effect.