We are the world s largest global temperature-controlled warehouse REIT, with a modern and strategically located network of properties. Our business is competitively positioned to deliver a seamless end-to-end, technology-enabled, customer experience for thousands of customers, each with their own unique requirements in the temperature-controlled supply chain.
$42.98
$1.05 (-2.38%)
Last close via Marketstack
Operating margin is thin at 3.38%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue growth slowed to 0.3%, essentially flat. This is a business that needs a catalyst.
Net debt of $7.99B represents 40.8x FCF, leverage limits flexibility.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$5.36B
▲ +0.3% YoY
Net Income (TTM)
-$146M
▲ +84.9% YoY
Op. Margin
3.00%
▲ +10.1pp YoY
ROIC
0.78%
▲ +2.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$153M
▲ +1533.3% YoY
Op. Cash Flow (TTM)
$934M
▲ +34.1% YoY
Net Debt
$8.13B
Cash & Equiv.
$67M
3Y CAGR: +2.8%
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