PLD · Prologis, Inc.
$141.03
-0.18 (-0.13%)
At close · Aug 14
View the 10-K filed Feb 13, 2026
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.”
Market Cap
$131.21B
Shares
932.34M
Prologis, Inc. Earnings Call Transcripts
Every quarterly earnings call for Prologis, Inc. (PLD) — 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
▲48%
$1.75B
$1.02B
'22 Q3
22-10-19
▲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
Capital Markets Day
Investor event
2026-07-27
PLD Investor Presentation July 2026
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-16
Prologis, Inc. Q2 FY2026 Earnings Call
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
PLD Investor Presentation May 2026
No reported result — non-financial event
Audio
Transcript
Slides
Annual General Meeting
Investor event
2026-04-28
Prologis 2026 Stockholders Meeting
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-16
Prologis, Inc. Q1 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
Raymond James & Associates' 47th Annual Institutional Investors Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-03-02
Citi 2026 Global Property CEO Conference
No reported result — non-financial event
Audio
Transcript
Slides
Capital Markets Day
Investor event
2026-03-01
PLD Investor Presentation March 2026
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-01-21
Prologis, Inc. Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-15
Prologis, Inc. Q3 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-16
Prologis, Inc. Q2 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-16
Prologis, Inc. Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-21
Prologis, Inc. Q4 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-16
Prologis, Inc. Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-17
Prologis, Inc. Q2 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-17
Prologis, Inc. Q1 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-17
Prologis, Inc. Q4 FY2023 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-17
Prologis, Inc. Q3 FY2023 Earnings Call
Revenue
$1.91B
▲ 9.4% YoY Diluted EPS
$0.80
▼ 41.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-18
Prologis, Inc. Q2 FY2023 Earnings Call
Revenue
$2.45B
▲ 95.8% YoY Diluted EPS
$1.31
▲ 59.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-18
Prologis, Inc. Q1 FY2023 Earnings Call
Revenue
$1.77B
▲ 45.1% YoY Diluted EPS
$0.50
▼ 67.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-18
Prologis, Inc. Q4 FY2022 Earnings Call
Revenue
$1.75B
▲ 37.1% YoY Diluted EPS
$0.63
▼ 62.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-19
Prologis, Inc. Q3 FY2022 Earnings Call
Revenue
$1.75B
▲ 48% YoY Diluted EPS
$1.36
▲ 40.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-18
Prologis, Inc. Q2 FY2022 Earnings Call
Revenue
$1.25B
▲ 8.8% YoY Diluted EPS
$0.82
▲ 1.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-19
Prologis, Inc. Q1 FY2022 Earnings Call
Revenue
$1.22B
▲ 6.2% YoY Diluted EPS
$1.54
▲ 214.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-19
Prologis, Inc. Q4 FY2021 Earnings Call
Revenue
$1.28B
▲ 14.9% YoY Diluted EPS
$1.67
▲ 339.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-15
Prologis, Inc. Q3 FY2021 Earnings Call
Revenue
$1.18B
▲ 9.3% YoY Diluted EPS
$0.97
▲ 142.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-19
Prologis, Inc. Q2 FY2021 Earnings Call
Revenue
$1.15B
▼ 9.1% YoY Diluted EPS
$0.81
▲ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-19
Prologis, Inc. Q1 FY2021 Earnings Call
Revenue
$1.15B
▲ 17.4% YoY Diluted EPS
$0.49
▼ 30% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-26
Prologis, Inc. Q4 FY2020 Earnings Call
Revenue
$1.11B
▲ 34.6% YoY Diluted EPS
$0.38
▼ 37.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-20
Prologis, Inc. Q3 FY2020 Earnings Call
Revenue
$1.08B
▲ 14.9% YoY Diluted EPS
$0.40
▼ 43.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-21
Prologis, Inc. Q2 FY2020 Earnings Call
Revenue
$1.27B
▲ 60.2% YoY Diluted EPS
$0.54
▼ 10% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-21
Prologis, Inc. Q1 FY2020 Earnings Call
Revenue
$978.24M
▲ 26.7% YoY Diluted EPS
$0.70
▲ 27.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-22
Prologis, Inc. Q4 FY2019 Earnings Call
Revenue
$826.02M
▲ 2.3% YoY Diluted EPS
$0.61
▼ 35.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–33 of 33 earnings calls
Key facts
CIK
1045609
CUSIP
74340W103
13F (30d)
1572 filings
1498 filers
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