Prologis, Inc. · PLD · Next earnings

Prologis, Inc. reports Thursday, Oct 15, 2026

PLD reports before market open with consensus EPS at $0.81 and revenue at $2.16B. Last quarter: Prologis Posts Record Leasing and Raises Guidance as Data-Center Strategy Accelerates

Reports Before market open25 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.81 Calendar consensus
Consensus revenue $2.16B Calendar consensus
Report date Oct 15, 2026 Thursday, date estimated
Session Before market open 25 days away

Where PLD left off: FY2026 Q1

Full report

Prologis Posts Record Leasing and Raises Guidance as Data-Center Strategy Accelerates

EPS surprise +30.3% Reported $1.05 vs $0.81
Revenue surprise +0.2% Reported $2.13B vs $2.12B
Stock move +1.7% Event window
Subsequent drift +0.3% Up to 20 sessions

Management raised full-year guidance, citing record leasing activity, higher occupancy, and stronger same-store NOI growth. Development starts are targeted at $4.5-$5.5B with approximately 40% allocated to data-center build-to-suits. Annual acquisitions of $1-$1.5B and total contribution/disposition activity of $3.5-$4.5B are planned. The capex outlook is increasing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical uncertainty from Middle East conflict affecting energy prices and inflation.
  • Potential slowdown in customer lease decision-making due to macroeconomic volatility.
  • Local regulatory and permitting challenges for data-center construction.

Questions analysts left open

  • Leasing spread and occupancy versus rent-change dynamics.
  • Potential municipal or regulatory push-back on data-center projects.
  • Cap-rate trends and whether they will compress or expand in key markets.
  • Sustainability of market-rent growth amid uneven regional performance.

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Recent PLD quarters

All PLD earnings
+1.7%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.