Americold (COLD) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 19, 2026 astatine 8:41 AM CST 44 min read

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Feb. 19, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Robert Scott Chambers

• Chief Investment Officer and Interim Chief Financial Officer — Scott Henderson

• SVP, Investor Relations — Rich Leland

Rich Leland: In summation to the property merchandise distributed this morning, we person filed a supplemental fiscal bundle with further item connected our results. These materials are disposable connected the Investor Relations conception of our website astatine www.americold.com. This morning's league telephone is hosted by Americold Realty Trust, Inc.'s Chief Executive Officer, Robert Scott Chambers, on with Scott Henderson, our Chief Investment Officer and Interim Chief Financial Officer. Management volition marque immoderate prepared comments, aft which we volition unfastened up the telephone to your questions. Before we begin, fto maine punctual you that management's remarks contiguous whitethorn incorporate forward-looking statements. Forward-looking statements are taxable to a fig of risks and uncertainties that whitethorn origin existent results to disagree materially from those anticipated.

These forward-looking statements are based connected existent expectations, assumptions, and beliefs arsenic good arsenic accusation disposable to america astatine this clip and talk lone arsenic of the day they are made. Management undertakes nary work to update publically immoderate of these statements successful airy of caller accusation oregon aboriginal events. During this call, we volition besides sermon definite non-GAAP measures, including NOI, EBITDA, nett indebtedness to pro forma halfway EBITDA, and AFFO, among others. The afloat definitions of these non-GAAP fiscal measures and reconciliations to the comparable GAAP fiscal measures are contained successful the supplemental fiscal bundle disposable connected the company's website. Please enactment that each warehouse fiscal results are successful changeless currency unless different noted.

I volition present crook the telephone implicit to Robert Scott Chambers for his prepared remarks. Thank you, Rich, and convey you each for joining our 4th fourth 2025 net league call. Today, I would similar to reappraisal our 2025 accomplishments, locomotion done our 2026 cardinal priorities, and reappraisal the components of our 2026 fiscal outlook. But earlier I begin, I would similar to instrumentality a little infinitesimal to publically invited Chris Papa to the Americold enforcement enactment team. Chris volition beryllium joining america connected Monday of adjacent week arsenic our caller Chief Financial Officer.

Chris is simply a seasoned and highly regarded existent property enforcement and antecedently served arsenic Chief Financial Officer of CenterPoint Properties, a starring developer, owner, and manager of concern existent estate. He besides brings extended nationalist institution experience, having served arsenic a CFO for some Post Properties arsenic good arsenic Liberty Property Trust.