| PLD |
Report |
Core FFO/share ex-promote (Q2 2026) |
BEAT |
pred ~$1.58 vs. cons $1.55 |
HIGH |
| PLD |
Report |
Same-Store NOI Growth net eff. (Q2 2026) |
BEAT |
pred ~6.8% vs. cons 6.3% |
MEDIUM |
| PLD |
Report |
Occupancy - Prologis (Q2 2026) |
BEAT |
pred ~95.6% vs. cons 95.4% |
HIGH |
| PLD |
Guide |
Core FFO/share ex-promote (FY 2026) |
BETTER |
guide ~$6.28 mid vs. cons $6.23 |
MEDIUM |
| PLD |
Guide |
Cash SS NOI Growth (FY 2026) |
BETTER |
guide ~7.1% mid vs. cons 5.3% |
MEDIUM |
| PLD |
Guide |
Avg. Occupancy (FY 2026) |
UNCHANGED |
guide ~95.5% mid vs. cons 95.6% |
HIGH |
| PLD |
Guide |
SEGRO / M&A commentary |
UNKNOWN |
firm offer or walk-away signal vs. no guidance |
LOW |
| PLD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| PLD |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — positive H2 estimate revisions provide floor; SEGRO July 22 deadline caps follow-through |
MEDIUM |