Earnings Call Summary | Americold Realty Trust(COLD.US) Q1 2024 Earnings Conference
Earnings Call Summary | Americold Realty Trust(COLD.US) Q1 2024 Earnings Conference
The following is a summary of the Americold Realty Trust, Inc. (COLD) Q1 2024 Earnings Call Transcript:
以下是Americold Realty Trust, Inc.（COLD）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Americold Trust saw a year-on-year increase in AFFO of over 28% amounting to $104.9 million or $0.37 per share, primarily due to significant improvements in same-store services margins.
The increased performance led the company to update its AFFO guidance to between $1.38 and $1.46 per share for FY '24.
Their net debt stands at the end of the quarter was $3.2 billion with a debt to EBITDA ratio of 5.4.
Despite a year-over-year decline in the first quarter, the company's performance was in line with predictions and their guidance remains unchanged.
Americold Trust的AFFO同比增長了28％以上，達到1.049億美元，合每股0.37美元，這主要是由於同店服務利潤率的顯著提高。
業績的提高促使該公司將其24財年的AFFO指引更新至每股1.38美元至1.46美元之間。
截至本季度末，他們的淨負債爲32億美元，債務與息稅折舊攤銷前利潤的比率爲5.4。
儘管第一季度同比下降，但該公司的業績符合預期，其指導方針保持不變。
Business Progress:
業務進展：
The company has seen significant progress in labor management due to improved hiring and retention metrics and reported back to pre-COVID retention levels.
Strategic partnerships have led to development, including groundbreaking on projects in Kansas City and Dubai, and a new expansion in Sydney.
Americold's ERP system has gone live providing financial returns through process improvements including better billing and reduced procurement process costs.
Q1 handling margins of 10.7% exceeded their guidance by 1.7%.
The company has a strong new business pipeline in Europe with expectations of future occupancy growth.
In terms of their automated retail facilities, despite a slower ramp-up in Pennsylvania and Connecticut, they expect to reach 60% fixed commitments and are comfortable with a portion of the business being transactional.
由於招聘和留用指標的改善，該公司在勞動力管理方面取得了重大進展，並報告了COVID之前的留存水平。
戰略伙伴關係促進了發展，包括堪薩斯城和迪拜的項目破土動工，以及悉尼的新擴建項目。
Americold的ERP系統已上線，通過流程改進（包括更好的賬單和降低採購流程成本）來提供財務回報。
第一季度處理利潤率爲10.7％，比預期高出1.7％。
該公司在歐洲擁有強大的新業務渠道，預計未來的入住率將增長。
就自動化零售設施而言，儘管賓夕法尼亞州和康涅狄格州的發展速度較慢，但他們預計將達到60％的固定承諾，並對部分業務進行交易感到滿意。
More details: Americold Realty Trust IR
更多詳情： Americold 房地產信託基金 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。