Every material Form 8-K AMERICOLD REALTY TRUST has filed with the SEC since August 31, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Americold reported third-quarter 2026 revenue of $691.6 million, up 4.2% from a year earlier, and net income of $683.4 million, driven mainly by a $714.1 million one-time gain tied to the EQT joint venture that closed August 31, 2026. The company raised its full-year 2026 Adjusted FFO per share guidance to $1.31-$1.33 from $1.26-$1.32, while Adjusted FFO per share was flat at $0.35 and Core FFO fell to $0.23 from $0.29.
Total revenues were $691.6 million, up from $663.7 million in Q3 2025; Global Warehouse same store revenues rose 5.7% on an actual basis.
Net income was $683.4 million, or $2.38 per diluted share, versus a net loss of $0.04 per share in Q3 2025, primarily due to the $714.1 million gain on the EQT JV.
Adjusted FFO was $0.35 per diluted share, unchanged from Q3 2025, while Core FFO was $0.23 per share versus $0.29.
Full-year 2026 Adjusted FFO per share guidance was raised to $1.31-$1.33 from $1.26-$1.32; the EQT JV reduced outstanding debt by $1.15 billion.
In an investor presentation furnished under Regulation FD, Americold said its key operating metrics rose both year over year and sequentially in July and August 2026. The company closed its joint venture with EQT on August 31, 2026, which generated $1.15 billion of net proceeds used to pay down debt, and it reiterated full-year AFFO guidance of $1.26 to $1.32. For shareholders, the deal is a significant step in reducing leverage, and the company projects about $46 million in annual interest savings.
Occupancy, blended pricing and throughput all increased year over year in July and August, based on preliminary results that are subject to change.
The EQT joint venture closed August 31, 2026, with a total value of about $1.3 billion and a 70% EQT / 30% Americold ownership split.
Full-year AFFO guidance of $1.26 to $1.32 was reiterated, and net debt was about $4 billion at June 30, 2026.
Americold closed its joint venture with EQT's Active Core Infrastructure fund on August 31, 2026, contributing 12 cold storage facilities valued at more than $1.3 billion. Americold received approximately $1.1 billion in net cash proceeds, which it intends to use to repay outstanding debt, and it will hold a 30% stake and serve as day-to-day manager. Shareholders face a capped contingent income support obligation of up to $70 million over the term.
Joint venture closed August 31, 2026; EQT holds 70% and Americold holds 30% of Americold-EQT Cold Storage Partnership, LLC
Approximately $1.1 billion in net cash proceeds, expected to be used to repay outstanding indebtedness
Income support arrangement capped at up to $70 million over the 10-year term
Joint venture obtained mortgage financing of up to $863.5 million, of which $845.5 million was drawn at closing
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