The earnings call highlighted several positive aspects, such as AFFO per share growth and strong performance in the Global Integrated Solutions segment, along with successful initiatives like the LinOS rollout and the bond offering. However, these were offset by significant challenges, including a decline in adjusted EBITDA, reduced AFFO guidance, and lowered full-year outlook due to external market factors such as tariffs and high food prices, leading to a balanced view of the company's current state.

Company Guidance -

Q3 2025

During Lineage Logistics' second quarter 2025 earnings call, the company provided updated guidance reflecting a reduction in their outlook due to muted seasonal inventory levels. The updated annual AFFO per share guidance was adjusted to a range of $3.20 to $3.40, down from the prior range of $3.40 to $3.60. Additionally, the full-year adjusted EBITDA guidance was revised to $1.29 billion to $1.34 billion, compared to the previous range of $1.35 billion to $1.4 billion. This adjustment was influenced by several factors, including persistently higher food prices, elevated interest rates, tariff impacts, and reduced expectations for inventory build. Despite these challenges, the company reported sequential improvements in same-store NOI, from $336 million to $343 million, and maintained a stable price outlook for storage revenue. Lineage also highlighted its strategic initiatives, such as the rollout of LinOS at six sites, which demonstrated double-digit productivity improvements, and anticipated completing ten conversions by year-end. Furthermore, the company completed a $500 million investment-grade bond offering and deployed $535 million in growth capital during the quarter.

AFFO Per Share Growth

Delivered AFFO per share growth of above 8% for the second quarter.

Global Integrated Solutions Segment Growth

Global Integrated Solutions segment saw 8% year-over-year segment NOI growth, led by U.S. transportation and direct-to-consumer businesses.

LinOS Technology Rollout

The rollout of LinOS, now at 6 sites, continues to accelerate and perform above expectations, showing double-digit productivity improvements.

Inaugural $500 Million Bond Offering

Completed a $500 million investment-grade bond offering successfully.

M&A and Development Pipeline Execution

Executed on M&A and development pipeline with $535 million in growth capital, including agreements with Tyson Foods.

Lineage, Inc. (LINE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LINE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	>-0.01 / -	-2.44	―	―	―
Aug 06, 2025	2025 (Q2)	-0.09 / -0.03	-0.395	92.41% (+0.36)
Apr 30, 2025	2025 (Q1)	-0.10 / 0.01	-0.255	103.92% (+0.27)
Feb 26, 2025	2024 (Q4)	0.09 / -0.33	―	―
Nov 06, 2024	2024 (Q3)	-1.63 / -2.44	-0.259	-842.08% (-2.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LINE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$44.44	$44.69	+0.56%
Apr 30, 2025	$55.81	$47.65	-14.62%
Feb 26, 2025	$54.70	$55.94	+2.27%
Nov 06, 2024	$71.01	$65.79	-7.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lineage, Inc. (LINE) report earnings?

Lineage, Inc. (LINE) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Lineage, Inc. (LINE) earnings time?

Lineage, Inc. (LINE) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LINE EPS forecast?

LINE EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

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