The earnings call presented a mixed outlook. While there were notable achievements in terms of productivity improvements, bond offerings, and growth in specific segments, the company faced significant challenges with reduced guidance, declining same warehouse NOI, and adjusted EBITDA. The highlights and lowlights appear to be balanced.

Company Guidance

During the Lineage Logistics Second Quarter 2025 Earnings Call, the company provided updated guidance, reflecting a challenging market environment. Lineage reported an AFFO per share growth of over 8%, but total revenue increased modestly by 1%, and adjusted EBITDA decreased by 2% due to factors such as high food prices and interest rates impacting market dynamics. The company revised its annual AFFO per share guidance to $3.20-$3.40, down from $3.40-$3.60, and adjusted its full-year EBITDA guidance to $1.29 billion-$1.34 billion from a previous range of $1.35 billion-$1.4 billion. For the third quarter, Lineage expects AFFO per share to be between $0.75 and $0.79, with adjusted EBITDA ranging from $326 million to $336 million. Despite these challenges, Lineage highlighted its strategic initiatives, including the rollout of LinOS, which showed double-digit productivity improvements, and its first $500 million investment-grade bond offering.

Growth in Global Integrated Solutions

The Global Integrated Solutions segment saw an 8% year-over-year NOI growth, driven by the U.S. transportation and direct-to-consumer businesses, with strong momentum expected to continue in the second half of 2025.

LinOS Pilot Program Success

The rollout of LinOS has shown double-digit productivity improvements. It is set to expand from 6 to 10 sites by year-end, with a broader rollout planned for 2026.

Inaugural Bond Offering

Lineage Logistics completed its inaugural $500 million investment-grade bond offering, which has been well-received and traded tighter since the offering.

M&A and Development Pipeline Execution

The company executed on its M&A and development pipeline, deploying $535 million in growth capital, including agreements with Tyson Foods and three smaller acquisitions.

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)	-0.03 / -	-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 -0.03.

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