Traders should watch the Q3 2026 earnings call on October 15, 2026, for updated guidance and commentary on rent growth and demand trends. Continued strong leasing spreads could further support the stock.
Price Chart
Executive Summary
Prologis reported Q2 2026 Core FFO per share of $1.41, significantly above the $0.79 GAAP consensus estimate, reflecting strong operational performance in its logistics real estate portfolio. Revenue was $2.25B, slightly above the $2.21B consensus. The strong core earnings beat and solid revenue growth support the bull case for the stock.
Key Financial Metrics
Key Facts
- Reported Core FFO per share of $1.41 for Q2 2026, well above the $0.79 GAAP EPS consensus.
- Q2 2026 revenue of $2.25B exceeded the $2.21B consensus estimate.
- The company is an equity REIT with a 65% bullish analyst consensus.
- Top institutional holders include BlackRock ($14.0B), Vanguard ($8.3B), and State Street ($7.6B) with net accumulation in Q2 2026.
Financial Impact
Core FFO beat consensus by approximately 78% on a per-share basis; revenue beat by ~1.8%.
Risk Factors
- Rising interest rates could increase cap rates and pressure valuations on warehouse assets.
- A slowdown in global trade or e-commerce demand would reduce tenant demand and rent growth.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302869338 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 28d ago | Press Release | $137.34 $135.19 | ▼ −1.57% | ▼ −0.36% | $128.18 (−6.67%) |
Aug 4, 2026 8w ago | Press Release | $139.05 $139.50 | ▲ +0.32% | ▲ +0.42% | $128.18 (−7.82%) |
Aug 4, 2026 8w ago | Press Release | $139.05 $139.50 | ▲ +0.32% | ▲ +0.42% | $128.18 (−7.82%) |
Jul 16, 2026 11w ago | Press Release | $150.06 $145.12 | ▼ −3.29% | ▼ −1.62% | $128.18 (−14.58%) |
Mar 19, 2026 28w ago | DEFA14A | $131.09 $129.74 | ▼ −1.03% | ▲ +1.18% | $128.18 (−2.22%) |
US Market Status
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