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PLD · Prologis, Inc. · Earnings Call Transcripts & Audio

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$130.62 -2.00 (-1.50%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Customer concentration — top 10 customers 16.3% of revenue

10 customers — 16.3% of revenue (At December 31, 2025)

“At December 31, 2025, our top 10 customers accounted for 16.3% of our consolidated NER and 15.2% of our O&M NER.”

10 customers — 15.2% of revenue (At December 31, 2025)

“At December 31, 2025, our top 10 customers accounted for 16.3% of our consolidated NER and 15.2% of our O&M NER.”
View the 10-K filed Feb 13, 2026
Market Cap
$124.05B
Shares
932.34M
Volume · Sep 30 2.2M Avg daily vol (3M) 4.02M

Prologis, Inc. Earnings Call Transcripts

Quarterly earnings calls for Prologis, Inc. (PLD), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲37.1% $1.75B $620.07M '22 Q4 23-01-18 ▲45.1% $1.77B $464.62M '23 Q1 23-04-18 ▲95.8% $2.45B $1.22B '23 Q2 23-07-18 ▲9.4% $1.91B $747.63M '23 Q3 23-10-17 ▲7.9% $1.89B $675.88M '23 Q4 24-01-17 ▲10.6% $1.96B $585.72M '24 Q1 24-04-17 ▼18.1% $2.01B $861.35M '24 Q2 24-07-17 ▲6.4% $2.04B $1.01B '24 Q3 24-10-16 ▲16.5% $2.20B $1.34B '24 Q4 25-01-21 ▲9.4% $2.14B $592.95M '25 Q1 25-04-16 ▲8.8% $2.18B $571.23M '25 Q2 25-07-16 ▲8.7% $2.21B $764.27M '25 Q3 25-10-15 ▲2.4% $2.25B $1.48B '25 Q4 26-01-21 LATEST ▲7.4% $2.30B $981.98M '26 Q1 26-04-16
Earnings call
FY26 · Q3
2026-10-15
Prologis, Inc. (PLD) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio Transcript Slides 8-K10-Q
Capital Markets Day
Investor event
2026-07-27
Prologis, Inc. (PLD) July 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-07-16
Prologis, Inc. (PLD) Q2 2026 Earnings Call Transcript
Confident tone Data center and power pipeline Development starts and land bank Capital deployment and strategic capital
Results not yet reported
Audio Transcript Slides 8-K10-Q
Capital Markets Day
Investor event
2026-05-12
Prologis, Inc. (PLD) May 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-04-16
Prologis, Inc. (PLD) Q1 2026 Earnings Call Transcript
Confident tone Data center / digital infrastructure growth Market rent growth and supply/demand Development starts and speculative logistics
Revenue
$2.30B
▲ 7.4% YoY
Diluted EPS
$1.05
▲ 66.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-01-21
Prologis, Inc. (PLD) Q4 2025 Earnings Call Transcript
Confident tone Leasing demand and occupancy Data center / power platform Development and capital deployment
Revenue
$2.25B
▲ 2.4% YoY
Diluted EPS
$1.49
▲ 8.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-15
Prologis, Inc. (PLD) Q3 2025 Earnings Call Transcript
Confident tone Market Conditions & Outlook Leasing Momentum Data Center Growth
Revenue
$2.21B
▲ 8.7% YoY
Diluted EPS
$0.82
▼ 24.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-16
Prologis, Inc. (PLD) Q2 2025 Earnings Call Transcript
Positive tone Development / build-to-suit activity Operating performance / occupancy outperformance Data center and power strategy
Revenue
$2.18B
▲ 8.8% YoY
Diluted EPS
$0.61
▼ 33.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-16
Prologis, Inc. (PLD) Q1 2025 Earnings Call Transcript
Positive tone Tariff uncertainty and customer behavior 2025 guidance and outlook Q1 operating and financial results
Revenue
$2.14B
▲ 9.4% YoY
Diluted EPS
$0.63
▲ 0% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-01-21
Prologis, Inc. (PLD) Q4 2024 Earnings Call Transcript
Positive tone 2025 Guidance & Outlook Data Center Development Market Recovery & Bottoming
Revenue
$2.20B
▲ 16.5% YoY
Diluted EPS
$1.37
▲ 101.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-16
Prologis, Inc. (PLD) Q3 2024 Earnings Call Transcript
Positive tone Operating environment and demand Guidance and forecasts Occupancy and portfolio quality
Revenue
$2.04B
▲ 6.4% YoY
Diluted EPS
$1.08
▲ 35% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-17
Prologis, Inc. (PLD) Q2 2024 Earnings Call Transcript
Positive tone Leasing activity and occupancy Southern California market weakness Lease mark-to-market opportunity
Revenue
$2.01B
▼ 18.1% YoY
Diluted EPS
$0.92
▼ 29.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-17
Prologis, Inc. (PLD) Q1 2024 Earnings Call Transcript
Balanced tone Guidance and outlook Southern California correction Rent change and mark-to-market
Revenue
$1.96B
▲ 10.6% YoY
Diluted EPS
$0.63
▲ 26% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-01-17
Prologis, Inc. (PLD) Q4 2023 Earnings Call Transcript
Positive tone Development and Capital Deployment Rent Growth and Lease Mark-to-Market Financial Performance and Guidance
Revenue
$1.89B
▲ 7.9% YoY
Diluted EPS
$0.68
▲ 7.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-17
Prologis, Inc. (PLD) Q3 2023 Earnings Call Transcript
Revenue
$1.91B
▲ 9.4% YoY
Diluted EPS
$0.80
▼ 41.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-18
Prologis, Inc. (PLD) Q2 2023 Earnings Call Transcript
Revenue
$2.45B
▲ 95.8% YoY
Diluted EPS
$1.31
▲ 59.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-04-18
Prologis, Inc. (PLD) Q1 2023 Earnings Call Transcript
Revenue
$1.77B
▲ 45.1% YoY
Diluted EPS
$0.50
▼ 67.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-01-18
Prologis, Inc. (PLD) Q4 2022 Earnings Call Transcript
Revenue
$1.75B
▲ 37.1% YoY
Diluted EPS
$0.63
▼ 62.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-19
Prologis, Inc. (PLD) Q3 2022 Earnings Call Transcript
Revenue
$1.75B
▲ 48% YoY
Diluted EPS
$1.36
▲ 40.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-18
Prologis, Inc. (PLD) Q2 2022 Earnings Call Transcript
Revenue
$1.25B
▲ 8.8% YoY
Diluted EPS
$0.82
▲ 1.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-19
Prologis, Inc. (PLD) Q1 2022 Earnings Call Transcript
Revenue
$1.22B
▲ 6.2% YoY
Diluted EPS
$1.54
▲ 214.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-01-19
Prologis, Inc. (PLD) Q4 2021 Earnings Call Transcript
Revenue
$1.28B
▲ 14.9% YoY
Diluted EPS
$1.67
▲ 339.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-15
Prologis, Inc. (PLD) Q3 2021 Earnings Call Transcript
Revenue
$1.18B
▲ 9.3% YoY
Diluted EPS
$0.97
▲ 142.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-19
Prologis, Inc. (PLD) Q2 2021 Earnings Call Transcript
Revenue
$1.15B
▼ 9.1% YoY
Diluted EPS
$0.81
▲ 50% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-19
Prologis, Inc. (PLD) Q1 2021 Earnings Call Transcript
Revenue
$1.15B
▲ 17.4% YoY
Diluted EPS
$0.49
▼ 30% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-01-26
Prologis, Inc. (PLD) Q4 2020 Earnings Call Transcript
Revenue
$1.11B
▲ 34.6% YoY
Diluted EPS
$0.38
▼ 37.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-20
Prologis, Inc. (PLD) Q3 2020 Earnings Call Transcript
Revenue
$1.08B
▲ 14.9% YoY
Diluted EPS
$0.40
▼ 43.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-21
Prologis, Inc. (PLD) Q2 2020 Earnings Call Transcript
Revenue
$1.27B
▲ 60.2% YoY
Diluted EPS
$0.54
▼ 10% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-21
Prologis, Inc. (PLD) Q1 2020 Earnings Call Transcript
Revenue
$978.24M
▲ 26.7% YoY
Diluted EPS
$0.70
▲ 27.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-01-22
Prologis, Inc. (PLD) Q4 2019 Earnings Call
Revenue
$826.02M
▲ 2.3% YoY
Diluted EPS
$0.61
▼ 35.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–30 of 30 earnings calls
Key facts CIK 1045609 CUSIP 74340W103 13F (30d) 36 filings 21 filers Visit website Investor relations