Americold Realty Trust Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
17analysts covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Physical Occupancy Rate QuarterlyTarget: Stabilization and return to normal seasonal trends
Adjusted Funds From Operations (AFFO) per Share Quarterly29.0%Target: 1.20 - 1.30
Fixed Commitment Revenue Concentration Quarterly5,900.0%
Net Debt to Pro Forma Core EBITDA Quarterly7.1
Watch Items
- EQT Joint Venture Closing and Proceeds ExecutionTrigger: Q3 2026 closing timelineAction: Verify receipt of ~$1.15 billion in proceeds and subsequent debt paydown to reduce leverage below 7.1x
- Fit for Purpose Cost Savings RealizationTrigger: Incremental run-rate savings of $25 million by Q1 2027Action: Monitor quarterly SG&A and overhead expenses to ensure one-third of savings are realized in 2026
- Global Warehouse Segment NOI and Energy Cost HeadwindsTrigger: Energy cost volatility or further segment NOI contractionAction: Assess pass-through contract efficiency and hedging strategies if energy costs exceed normal seasonal baselines
Research as of 19 Jun 2026