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Prologis, Inc. (PLD)
:PLD
US Market
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Prologis (PLD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 27, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.7
Last Year’s EPS
1.37
Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 15, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong quarter for Prologis, with record leasing activity, significant advancements in the data center business, and robust financial performance. While some challenges such as elevated bad debt expenses and market rent declines were noted, the overall outlook remains positive with demand improving and strategic growth initiatives underway.
Company Guidance
During the Prologis Third Quarter 2025 Earnings Conference Call, CFO Tim Arndt outlined several key metrics reflecting the company's strong performance and future guidance. The company achieved a record leasing quarter with nearly 62 million square feet signed, and its portfolio occupancy increased by 20 basis points to 95.3%. The net effective rent change was 49%, with cash rent change at 29%. Prologis advanced its data center business with 1.5 gigawatts of additional capacity, contributing to a total of 5.2 gigawatts secured or in advanced stages, translating to a potential $15 billion investment. In terms of financial results, Core FFO per share was reported at $1.49 including net promote expense, and $1.50 excluding it, both surpassing forecasts. The company's guidance indicates an average occupancy midpoint of 95%, with same-store NOI growth projected between 4.25% to 4.75% on a net effective basis and 4.5% to 5.25% on a cash basis. Prologis also increased its development starts guidance to a range of $2.75 billion to $3.25 billion and expects GAAP earnings per share to range between $3.40 and $3.50.
Record Leasing Activity
Prologis achieved a record quarter for leasing with signings of nearly 62 million square feet, indicating strong demand and improved customer sentiment.
Data Center Expansion
Prologis moved another 1.5 gigawatts of additional capacity to advanced stages, with 5.2 gigawatts of power either secured or in advanced stages, representing a significant investment opportunity of $15 billion.
Core FFO Exceeds Forecast
Core FFO, including net promote expense, was $1.49 per share and excluding net promotes was $1.50 per share, each ahead of the forecast.
Strong Rent Change
Rent change during the quarter was 49% on a net effective basis and 29% on cash, highlighting the durability of lease mark to market.
Energy Business Growth
The energy business delivered 28 megawatts of solar generation and storage in the quarter, with 825 megawatts of current capacity, on track to achieve a one-gigawatt goal by year-end.
Successful Financing Activities
Prologis closed on $2.3 billion in financing activities, including a successful €1 billion raise at 3.5%, maintaining an in-place cost of debt at 3.2% with more than eight years of average remaining life.

Prologis (PLD) 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

PLD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 27, 2026
2025 (Q4)
0.70 / -
1.37
Oct 15, 2025
2025 (Q3)
0.67 / 0.82
1.08-24.07% (-0.26)
Jul 17, 2025
2025 (Q2)
0.69 / 0.61
0.92-33.70% (-0.31)
Apr 16, 2025
2025 (Q1)
0.63 / 0.63
0.630.00% (0.00)
Jan 21, 2025
2024 (Q4)
0.71 / 1.37
0.68101.47% (+0.69)
Oct 16, 2024
2024 (Q3)
0.66 / 1.08
0.835.00% (+0.28)
Jul 17, 2024
2024 (Q2)
0.62 / 0.92
1.31-29.77% (-0.39)
Apr 17, 2024
2024 (Q1)
0.58 / 0.63
0.526.00% (+0.13)
Jan 17, 2024
2023 (Q4)
0.59 / 0.68
0.637.94% (+0.05)
Oct 17, 2023
2023 (Q3)
0.60 / 0.80
1.36-41.18% (-0.56)
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

PLD Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 15, 2025
$115.45$122.76+6.33%
Jul 17, 2025
$109.20$105.49-3.40%
Apr 16, 2025
$96.69$98.46+1.83%
Jan 21, 2025
$106.54$114.12+7.11%
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 Prologis, Inc. (PLD) report earnings?
Prologis, Inc. (PLD) is schdueled to report earning on Jan 27, 2026, Before Open (Confirmed).
    What is Prologis, Inc. (PLD) earnings time?
    Prologis, Inc. (PLD) earnings time is at Jan 27, 2026, 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 PLD EPS forecast?
          PLD EPS forecast for the fiscal quarter 2025 (Q4) is 0.7.

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