PLD

Replacement cost rents sit 27% above current market logistics rents. Data center supply chain tenants accounted for 17% of U.S. leasing.

Prologis raises its 2026 same-store growth outlook as rents rebound, while rate volatility tests development returns and a 5.8-gigawatt data center pipeline.

Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.

Prologis NYSE: PLD reported third-quarter core funds from operations of $1.60 per share, or $1.61 excluding net promote expense, as the logistics real estate company cited rising occupancy, strong leasing activity and continued demand from e-commerce, advanced manufacturing and data center-related customers.

Prologis, Inc. (PLD) Q3 2026 Earnings Call Transcript

PLD tops Q3 core FFO estimates as rental revenues jump 7.4% and occupancy improves, while higher expenses and slower rent growth temper the gains.

Prologis (PLD) came out with quarterly funds from operations (FFO) of $1.6 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to FFO of $1.49 per share a year ago.

Healthy customer demand supports continued momentum SAN FRANCISCO, Oct. 15, 2026 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced results for the quarter ended September 30, 2026. Net earnings per diluted share was $0.86, compared with $0.82 for the same period in 2025.

Taiwan Semiconductor Manufacturing (TSM -3.40%) just booked its sixth straight quarter of record profit. The world's largest contract chipmaker builds the advanced processors most of the tech industry designs but doesn't make.

PLD heads into Q3 2026 earnings with strong leasing momentum, rising rental income and higher development guidance, but elevated borrowing costs pose challenges.