Portfolio / Atlas Cold Logistics
Industrials · Atlanta, GA
Atlas Cold Logistics
Regional cold-chain 3PL — 14 refrigerated DCs across the Southeast serving grocery and QSR.
LTM Revenue
$364.5m
LTM EBITDA
$65.7m
Multiple
9x
Net debt
$270m
Enterprise value
$591.3m
Quarter-over-quarter trend
Quarterly Financials
Atlas Cold Logistics · last 4 quarters
| Q1 2026 | Q2 2026 | Q3 2026 | Q4 Current mark · 2026 | ||
|---|---|---|---|---|---|
| Operating results | |||||
| LTM Revenue$m | 345.1 | 348.6 | 355.6 | 364.5 | |
| LTM EBITDA$m | 60.8 | 61.4 | 63.2 | 65.7 | |
| EBITDA margin | 17.6% | 17.6% | 17.8% | 18% | |
| Valuation build | |||||
| Multiple (EV / LTM EBITDA)x | 9.5x | 9.2x | 8.8x | 9.0x | |
| Enterprise value | $577.6 | $564.9 | $556.2 | $591.3 | |
| (−) Net debt$m | 280 | 285 | 278 | 270 | |
| Equity value (100%) | $297.6 | $279.9 | $278.2 | $321.3 | |
| Fund share (55%) | $163.7 | $153.9 | $153 | $176.7 | |
Trend view · click Explain on any row to get an AI-written commentary on the latest quarter-over-quarter move.
CURRENT QUARTER
Peer Compare
Ownership 55% · Cost $310m
| Atlas Cold Logistics Current mark | AMR Public comp | LINE (private) Public comp | USCS (precedent) Public comp | ||
|---|---|---|---|---|---|
| Operating results | |||||
| LTM Revenue$m | |||||
| LTM EBITDA$m | |||||
| EBITDA margin | 18% | 20% | 16.5% | 18.5% | |
| Valuation build | |||||
| Multiple (EV / LTM EBITDA)x | |||||
| Enterprise value | $591.3 | $1597.3 | $494.5 | $973.8 | |
| (−) Net debt$m | |||||
| Equity value (100%) | $321.3 | $1167.9 | $292.8 | $665.4 | |
| Fund share (55%) | $176.7 | $642.3 | $161 | $366 | |
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Valuation method