PLD · 8-K · 20261015PR422375
Quarterly Earnings Performance
Prologis, Inc. · 2026-10-15 · Importance 42 · Surprise 14 · No source text
Net earnings attributable to common stockholders increased to $815.7 million in the third quarter of 2026 from $762.9 million in the third quarter of 2025, a 6.9% increase. Diluted net earnings per share rose to $0.86 from $0.82, while diluted Core FFO per share increased to $1.60 from $1.49, an 8.0% increase. Diluted Core FFO attributable to common stockholders and unitholders increased to $1.545 billion from $1.426 billion, and nine-month diluted Core FFO reached $4.545 billion versus $4.178 billion in 2025.
Key facts
- Net earnings attributable to common stockholders for the three months ended September 30, 2026 were $816 million. source
- Consolidated net earnings for the three months ended September 30, 2026 were $879,902 thousand and for the nine months ended were $3,048,671 thousand. source
- Net earnings attributable to common stockholders for the three months ended September 30, 2026 per consolidated statements of income were $815,734 thousand and diluted weighted average common shares outstanding were 968,511. source
- Net earnings (loss) for the Unconsolidated Co-Investment Ventures (at 100%) for the three months ended September 30, 2026: $370,115 (dollars in thousands). source
- Prologis Share of Unconsolidated Co-Investment Ventures Net earnings for the three months ended September 30, 2026: $118,282 (dollars in thousands). source
- Net earnings attributable to common stockholders for the three months ended Sep. 30, 2026: $815,734 (dollars in thousands). source
- Net earnings per diluted common share for the three months ended September 30, 2026 were $0.86 and for the nine months ended were $3.04. source
- Net earnings per share - Diluted for the three months ended Sep. 30, 2026: $0.86. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +36.3% | Consolidated net earnings for the three months ended September 30, 2026 were $879,902 thousand and for the nine months ended were… |
| net_income | positive | realized | +33.6% | Net earnings attributable to common stockholders for the three months ended September 30, 2026 were $816 million. |
| net_income | positive | realized | +33.6% | Net earnings attributable to common stockholders for the three months ended September 30, 2026 per consolidated statements of income were… |
| net_income | positive | realized | +4.9% | Prologis Share of Unconsolidated Co-Investment Ventures Net earnings for the three months ended September 30, 2026: $118,282 (dollars in… |
| net_income | positive | realized | — | Net earnings attributable to common stockholders for the three months ended Sep. 30, 2026: $815,734 (dollars in thousands). |