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ProLogis Earnings Calls
| Release date | Apr 16, 2026 |
| EPS estimate | $0.81 |
| EPS actual | $1.05 |
| EPS Surprise | 30.27% |
| Revenue estimate | 2.121B |
| Revenue actual | 2.125B |
| Revenue Surprise | 0.177% |
| Release date | Jan 21, 2026 |
| EPS estimate | $0.770 |
| EPS actual | $1.44 |
| EPS Surprise | 87.01% |
| Revenue estimate | 2.089B |
| Revenue actual | 2.092B |
| Revenue Surprise | 0.139% |
| Release date | Oct 15, 2025 |
| EPS estimate | $1.44 |
| EPS actual | $1.49 |
| EPS Surprise | 3.47% |
| Revenue estimate | 2.086B |
| Revenue actual | 2.214B |
| Revenue Surprise | 6.15% |
| Release date | Jul 16, 2025 |
| EPS estimate | $1.41 |
| EPS actual | $1.46 |
| EPS Surprise | 3.55% |
| Revenue estimate | 2.031B |
| Revenue actual | 2.184B |
| Revenue Surprise | 7.54% |
Last 4 Quarters for ProLogis
Below you can see how PLD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 16, 2025 |
| Price on release | $110.17 |
| EPS estimate | $1.41 |
| EPS actual | $1.46 |
| EPS surprise | 3.55% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $108.41 |
| Jul 11, 2025 | $109.17 |
| Jul 14, 2025 | $109.35 |
| Jul 15, 2025 | $108.62 |
| Jul 16, 2025 | $110.17 |
| Jul 17, 2025 | $106.43 |
| Jul 18, 2025 | $106.78 |
| Jul 21, 2025 | $107.86 |
| Jul 22, 2025 | $109.19 |
| 4 days before | 1.62% |
| 4 days after | -0.89% |
| On release day | -3.39% |
| Change in period | 0.719% |
| Release date | Oct 15, 2025 |
| Price on release | $122.76 |
| EPS estimate | $1.44 |
| EPS actual | $1.49 |
| EPS surprise | 3.47% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $114.45 |
| Oct 10, 2025 | $111.23 |
| Oct 13, 2025 | $112.72 |
| Oct 14, 2025 | $115.45 |
| Oct 15, 2025 | $122.76 |
| Oct 16, 2025 | $121.17 |
| Oct 17, 2025 | $124.08 |
| Oct 20, 2025 | $127.18 |
| Oct 21, 2025 | $125.99 |
| 4 days before | 7.26% |
| 4 days after | 2.63% |
| On release day | -1.30% |
| Change in period | 10.08% |
| Release date | Jan 21, 2026 |
| Price on release | $131.14 |
| EPS estimate | $0.770 |
| EPS actual | $1.44 |
| EPS surprise | 87.01% |
| Date | Price |
|---|---|
| Jan 14, 2026 | $132.21 |
| Jan 15, 2026 | $132.75 |
| Jan 16, 2026 | $133.21 |
| Jan 20, 2026 | $130.81 |
| Jan 21, 2026 | $131.14 |
| Jan 22, 2026 | $126.67 |
| Jan 23, 2026 | $127.15 |
| Jan 26, 2026 | $126.43 |
| Jan 27, 2026 | $128.70 |
| 4 days before | -0.81% |
| 4 days after | -1.86% |
| On release day | -3.41% |
| Change in period | -2.65% |
| Release date | Apr 16, 2026 |
| Price on release | $142.08 |
| EPS estimate | $0.81 |
| EPS actual | $1.05 |
| EPS surprise | 30.27% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $137.19 |
| Apr 13, 2026 | $137.15 |
| Apr 14, 2026 | $138.36 |
| Apr 15, 2026 | $139.77 |
| Apr 16, 2026 | $142.08 |
| Apr 17, 2026 | $145.10 |
| Apr 20, 2026 | $145.03 |
| Apr 21, 2026 | $141.92 |
| Apr 22, 2026 | $141.42 |
| 4 days before | 3.56% |
| 4 days after | -0.465% |
| On release day | 2.13% |
| Change in period | 3.08% |
ProLogis Earnings Call Transcript Summary of Q1 2026
Prologis reported a strong start to 2026, driven by record leasing (64 million square feet signed in Q1), higher-than-expected core FFO, and expanding activity in data centers and strategic capital. Occupancy finished at 95.3% with strong retention (~76%); same-store NOI growth was solid (6.1% net effective, 8.8% cash). Lease mark-to-market improved to ~17% (about $750 million of embedded NOI at spot rents) and market rents ticked up for the first time in 2.5 years. Development starts totaled $2.1 billion (including $1.3 billion of data-center build-to-suits) and Prologis reported 5.6 GW of secured/advanced-stage energy capacity in its pipeline, which management estimates could underpin >$15 billion of potential investment at a notional $3M/MW power-cell assumption. The company closed significant third‑party strategic capital commitments (including joint ventures with GIC and La Caisse), raised $5.5 billion of financing at ~3.75% average cost, and increased full‑year guidance (higher occupancy, stronger same-store growth, more development starts of $4.5–$5.5 billion and higher Core FFO guidance). Management acknowledged geopolitical uncertainty (Middle East conflict) but emphasized resilient customer demand, healthy proposal pipelines, and disciplined capital allocation.
