$PLD 0.50 Developing

Notable posts

• @wallstengine neutral 85 eng

  Today's Key Events (All EST) — 07/16/2026 08:30: US Retail Sales 08:30: US Initial Jobless Claims 08:30: US Philly Fed Business Index 08:30: US Retail Sales YoY 10:00: US NAHB Housing Market Index 10:00: US Pending Homes Index 12:30: Fed's Logan 13:25: Fed's Schmid 19:00: Fed's Jefferson 21:00: Trump Speaks on 2020 Election Before Open 👇 02:00: Taiwan Semiconductor $TSM 05:55: UnitedHealth $UNH 06:00: Commerce Bancshares $CBSH 06:20: Citizens Financial $CFG 06:30: GE Aerospace $GE 06:30: Insteel Industries $IIIN 06:45: U.S. Bancorp $USB 07:30: Abbott $ABT 07:30: ManpowerGroup $MAN 08:00: Prologis $PLD 08:00: Bank7 $BSVN After Hours 👇 16:05: Netflix $NFLX 16:10: Alcoa $AA 16:15: Independent Bank $INDB 16:20: Cohen & Steers $CNS 16:30: F.N.B. $FNB 16:30: Simmons First National $SFNC 16:40: Intuitive Surgical $ISRG 19:00: Wise Group $WSE

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• @wallstengine bullish 63 eng

  PROLOGIS $PLD Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.43B (Est. $2.14B) 🟢 🔹 Core FFO/Share: $1.63 (Est. $1.53) 🟢; +12% YoY 🔹 Same-Store Cash NOI: +8.5% (Est. ~+6.5%) 🟢 🔹 Period End Occupancy: 95.5% (Est. ~95.3%) 🟡 Raises FY26 Guide: 🔹 Core FFO/Share: $6.22-$6.30; raised from $6.07-$6.23 🔹 Net Earnings/Share: $4.40-$4.55; raised from $3.80-$4.05 🔹 Average Occupancy: 95.25%-95.75%; raised from 95.00%-95.75% 🔹 Cash Same Store NOI: 6.75%-7.25%; raised from 6.25%-7.00% Core FFO by Business Line: 🔹 Real Estate: $1.54; vs $1.40 LY 🔹 Strategic Capital: $0.09; vs $0.06 LY Other Q2 Metrics: 🔹 Leasing Volume: Over 67 million square feet, a record level 🔹 Retention: 72.7% 🔹 Net Effective Rent Change: +36.9% 🔹 Cash Rent Change: +22.3% Comments: 🔸 “Customer demand is broadening, and our opportunity set is expanding as logistics, digital infrastructure and energy needs increasingly intersect. Given our scale and deep customer relationships, we are well positioned for this next cycle.” 🔸 “Embedded rent growth provides clear earnings visibility, and the scale of the opportunity ahead of us, together with our strong balance sheet, positions Prologis to deliver durable earnings growth and compound long-term value.”

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