| PLD |
Report |
Core FFO per diluted share |
BEAT |
pred ~$1.55 vs. cons $1.53 |
MEDIUM |
| PLD |
Report |
Prologis Share average occupancy |
IN-LINE |
pred ~95.4% vs. cons 95.3% |
MEDIUM |
| PLD |
Report |
Net effective rent change |
BEAT |
pred ~35.0% vs. cons 34.0% |
LOW |
| PLD |
Guide |
Core FFO per diluted share |
BETTER |
guide ~$6.18 vs. cons $6.17 (FY2026) |
MEDIUM |
| PLD |
Guide |
Cash same-store NOI growth |
BETTER |
guide ~6.75% vs. cons 6.65% (FY2026) |
MEDIUM |
| PLD |
Guide |
Average occupancy |
UNCHANGED |
guide ~95.38% vs. cons 95.38% (FY2026) |
MEDIUM |
| PLD |
Guide |
Owned-and-managed development starts, including data centers |
BETTER |
guide ~$5.25B vs. cons $5.00B (FY2026) |
LOW |
| PLD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| PLD |
Return |
5-day cumulative residual |
+4.2% (FOLLOW-THROUGH) |
A modest ~$0.02 Core-FFO beat versus consensus, a ~$0.01 FY2026 guide increase, and evidence of data-center conversion should support upward out-period FFO revisions; SEGRO uncertainty limits but does not erase the positive revisions path. |
MEDIUM |