Seeking Alpha·Sep 15, 2026
Prologis, Inc. (PLD) Presents at BofA NY Global Real Estate Conference 2026 TranscriptPrologis, Inc. (PLD) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Prologis maintains a dominant global logistics footprint with $98.1 billion in total assets, yet investors should monitor the significant divergence between GAAP net income and FFO, which reached $1.7 billion in 2026Q1. While the company demonstrates disciplin...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 7.4% in 2026Q1 is tempered by a sharp decline in NOI margins to 10.1%, indicating potential structural shifts in the company's cost base.
Demand is exceeding supply in key U.S. markets, which is expected to lower vacancy rates and boost Prologis’s pricing power. The recovery in the logistics real estate market signals a favorable environment for the company’s portfolio.
Prologis is strategically expanding into data center development, leveraging its existing land and power infrastructure. This growth is driven by the AI infrastructure investment supercycle, positioning the company for significant upside.
Prologis holds a substantial portfolio mark‑to‑market, meaning many leases are below current market rates. As leases renew, this provides a built‑in opportunity for rental revenue growth.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 16, 2026 | $1.13+51.3% vs $0.75 | $2.2B+0.7% vs $2.2B |
Q2 2026 Apr 16, 2026 | $1.05+30.3% vs $0.81 | $2.1B+0.2% vs $2.1B |
Q1 2026 Jan 21, 2026 | $1.49+102.2% vs $0.74 | $2.1B+0.1% vs $2.1B |
Q4 2025 Oct 15, 2025 | $0.82+22.8% vs $0.67 | $2.1B+1.2% vs $2.0B |
Prologis, Inc. (PLD) Presents at BofA NY Global Real Estate Conference 2026 Transcript
SAN FRANCISCO, Sept. 10, 2026 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced that Timothy D.
Prologis (PLD) reached $135.66 at the closing of the latest trading day, reflecting a -2.04% change compared to its last close.
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Benchmark PLD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Prologis, Inc. (PLD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $135.94 | $126.74B | 38.40 | 7.18% | 38.8% | 5.86% | 2.89% | |
| $203.44 | $10.94B | 41.77 | 12.97% | 40.47% | 8.61% | — | |
| $37.32 | $7.14B | 25.56 | 10.14% | 28.05% | 6.79% | — | |
| $61.89 | $8.2B | 33.10 | 8.58% | 47.96% | 12.99% | — | |
| $38.23 | $8.74B | 44.45 | 7.13% | -39.74% | -4.55% | — | |
| $60.87 | $3.53B | 33.45 | -2.3% | 18.63% | 3.21% | — |
Prologis, Inc. (PLD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Prologis, Inc. (PLD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 16, 2026·SEC
Jul 1, 2026·SEC
Jun 24, 2026·SEC
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Prologis, Inc. (PLD) stock FAQ — growth, dividends, profitability & financials explained
Prologis, Inc. (PLD) reported $8.95B in revenue for fiscal year 2025. This represents a 15861% increase from $56.1M in 1997.
Prologis, Inc. (PLD) grew revenue by 7.2% over the past year. This is steady growth.
Yes, Prologis, Inc. (PLD) is profitable, generating $3.72B in net income for fiscal year 2025 (38.8% net margin).
Yes, Prologis, Inc. (PLD) pays a dividend with a yield of 2.89%. This makes it attractive for income-focused investors.
Prologis, Inc. (PLD) has a return on equity (ROE) of 5.9%. This is below average, suggesting room for improvement.
Prologis, Inc. (PLD) generated Funds From Operations (FFO) of $6.42B in the trailing twelve months. FFO is the primary profitability metric for REITs.
