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LINE · Lineage, Inc.

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$41.75 -1.28 (-2.97%) At close · Aug 14
Customer concentration — top 25 customers 33% of revenue

25 customers — 33% of revenue (the year ended December 31, 2025)

“Our 25 largest customers contributed approximately 33% of our total revenues for the year ended December 31, 2025.”

4 customers — 2% of revenue (the year ended December 31, 2025)

“As of December 31, 2025, we had four customers that each accounted for at least 2% of our total revenues for the year ended December 31, 2025.”
View the 10-K filed Feb 25, 2026
Market Cap
$9.51B
Shares
227.71M

Lineage, Inc. Earnings Call Transcripts

Every quarterly earnings call for Lineage, Inc. (LINE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲0.5% $1.33B −$485.00M '24 Q3 24-11-06 · $1.34B −$71.00M '24 Q4 25-02-26 ▼2.7% $1.29B $ '25 Q1 25-04-30 ▲0.9% $1.35B −$6.00M '25 Q2 25-08-06 ▲3.1% $1.38B −$100.00M '25 Q3 25-11-05 ▼0.2% $1.34B $6.00M '25 Q4 26-02-25 ▲0.4% $1.30B −$46.00M '26 Q1 26-05-06 LATEST ▲0.8% $1.36B −$29.00M '26 Q2 26-08-05
Earnings call
FY26 · Q2
2026-08-05
LINE - 2Q26 Earnings Conference Call
Positive tone Operational and financial performance GIS segment and transportation Big Bear fire incident
Revenue
$1.36B
▲ 0.8% YoY
Diluted EPS
$-0.13
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Lineage, Inc. Q1 FY2026 Earnings Call
Positive tone Portfolio stabilization and guidance Occupancy and throughput trends Industry supply/demand headwinds
Revenue
$1.30B
▲ 0.4% YoY
Diluted EPS
$-0.18
▼ 1900% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Lineage, Inc. Q4 FY2025 Earnings Call
Balanced tone Occupancy stabilization 2026 guidance and outlook Global Integrated Solutions (GIS)
Revenue
$1.34B*
▼ 0.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Lineage, Inc. Q3 FY2025 Earnings Call
Balanced tone Industry supply-demand imbalance Lowered guidance Tariff and container volume headwinds
Revenue
$1.38B
▲ 3.1% YoY
Diluted EPS
$-0.44
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Lineage, Inc. Q2 FY2025 Earnings Call
Cautious tone Guidance reduction Same warehouse performance and occupancy LinOS automation rollout
Revenue
$1.35B
▲ 0.9% YoY
Diluted EPS
$-0.03
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Lineage, Inc. Q1 FY2025 Earnings Call
Positive tone Customer behavior and volume guarantees Tyson Foods strategic agreements Tariff and macroeconomic uncertainty
Revenue
$1.29B
▼ 2.7% YoY
Diluted EPS
$0.01
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Lineage, Inc. Q4 FY2024 Earnings Call
Positive tone Customer service metrics 2025 guidance and outlook Growth capital deployment and M&A
Revenue
$1.34B*
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Lineage, Inc. Q3 FY2024 Earnings Call
Positive tone IPO and Capital Structure Capital Deployment and M&A Technology and Innovation
Revenue
$1.33B
▲ 0.5% YoY
Diluted EPS
$-2.44
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–8 of 8 earnings calls
Key facts CIK 1868159 CUSIP 53566V106 13F (30d) 301 filings 299 filers Visit website Investor relations

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