At the archive date, Prologis, Inc. was expected to release its Q3 2026 10-Q filing on October 13, 2026. Last quarter: For 2026-Q2, Prologis demonstrated strong operational performance with 6M 2026 Real Estate NOI reaching $3.24B and operating income growing to $2.46B, supported by 34.2% lease rollover rent increases and an expanding $2.1B data center development pipeline.
EPS Estimate
$0.89
Revenue Estimate
$2.3B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the PLD page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
For the six months ended June 30, 2026, Real Estate Segment Net Operating Income (NOI) grew to $3,239 million compared to $3,038 million in 6M 2025, driven by $4,302 million in rental revenues and positive rental rate increases on lease rollovers.
Net effective rent change on lease rollovers reached 36.9% for Q2 2026 and 34.2% for 6M 2026. Prologis estimates its share of remaining lease mark-to-market at approximately 17%, indicating significant embedded rent growth potential.
Prologis commenced $3.0 billion of consolidated total expected investment (TEI) in developments during 6M 2026, including $2.1 billion dedicated to data centers with 680 megawatts of power capacity.
Revenue
$2.43B
+11.06% YoY
EPS (Diluted)
$1.13
+85.25% YoY
Operating Income
$1.25B
+37.10% YoY
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