PLD · Earnings call · 2026Q3T · Full report

Supply Chain And Inventory

Prologis, Inc. · 2026-10-15 · Importance 24 · Surprise 24

Management said the logistics recovery is being supported by e-commerce, advanced manufacturing and the build-out of the data center supply chain. Data center-related logistics customers are building regional distribution networks to support just-in-time equipment delivery, light assembly and modular construction. In data center underwriting, Prologis continues to include buffers for construction risk, supply-chain risk, execution risk and terminal-value uncertainty. The transcript did not provide a material company-wide inventory or lead-time metric.

Key facts