Spoken Alpha
PLD
Prologis, Inc.
Overview
Prologis operates a global logistics real estate portfolio of approximately 1.3 billion square feet across 20 countries, leasing modern industrial facilities to over 4,000 customers including Amazon, Home Depot, and FedEx.
Prologis, Inc is a Real Estate company operating in REIT - Industrial with a $131.77B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 15, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-1618 Q&A exchanges
- Q4 FY2025Earnings2026-01-2115 Q&A exchanges
- Q3 FY2025Earnings2025-10-1517 Q&A exchanges
- Q2 FY2025Earnings2025-07-1619 Q&A exchanges
- Q1 FY2025Earnings2025-04-1619 Q&A exchanges
- Q4 FY2024Earnings2025-01-2121 Q&A exchanges
- Q3 FY2024Earnings2024-10-1620 Q&A exchanges
- Q2 FY2024Earnings2024-07-1717 Q&A exchanges
- Q1 FY2024Earnings2024-04-1719 Q&A exchanges
- Q4 FY2023Earnings2024-01-1717 Q&A exchanges
- Q3 FY2023Earnings2023-10-1720 Q&A exchanges
- Q2 FY2023Earnings2023-07-1821 Q&A exchanges
- Q1 FY2023Earnings2023-04-1824 Q&A exchanges
- Q4 FY2022Earnings2023-01-1822 Q&A exchanges
- Q3 FY2022Earnings2022-10-1921 Q&A exchanges
- Q2 FY2022Earnings2022-07-1821 Q&A exchanges
- Q1 FY2022Earnings2022-04-2836 Q&A exchanges
- Q4 FY2021Earnings2022-01-1919 Q&A exchanges
- Q3 FY2021Earnings2021-10-1521 Q&A exchanges
- Q2 FY2021Earnings2021-07-1917 Q&A exchanges
- Q1 FY2021Earnings2021-04-3031 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-15EPS— vs $0.80—Rev— vs ——EODHD
- Q1 FY20262026-04-15EPS$1.03 vs $0.72+43.1%Rev$2.30B vs ——EODHD
- Q4 FY20252026-01-20EPS$1.46 vs $0.69+100.0%Rev$2.25B vs ——EODHD
- Q3 FY20252025-10-14EPS$0.80 vs $0.72+11.1%Rev$2.21B vs ——EODHD
- Q2 FY20252025-07-15EPS$0.60 vs $0.71-15.5%Rev$2.18B vs ——EODHD
- Q1 FY20252025-04-15EPS$0.62 vs $0.63-1.6%Rev$2.14B vs ——EODHD
- Q4 FY20242025-01-20EPS$1.37 vs $0.68+100.0%Rev$2.20B vs ——EODHD
- Q3 FY20242024-10-15EPS$1.08 vs $0.64+68.8%Rev$2.04B vs ——EODHD
- Q2 FY20242024-07-16EPS$0.92 vs $0.60+53.3%Rev$2.01B vs ——EODHD
- Q1 FY20242024-04-16EPS$0.63 vs $0.56+12.5%Rev$1.96B vs ——EODHD
- Q4 FY20232024-01-16EPS$0.68 vs $0.62+9.7%Rev$1.89B vs ——EODHD
- Q3 FY20232023-10-16EPS$0.80 vs $0.59+35.6%Rev$1.91B vs ——EODHD
- Q2 FY20232023-07-17EPS$1.31 vs $0.99+32.3%Rev$2.45B vs ——EODHD
- Q1 FY20232023-04-17EPS$0.50 vs $0.56-10.7%Rev$1.77B vs ——EODHD
- Q4 FY20222023-01-17EPS$0.62 vs $0.54+14.8%Rev$1.75B vs ——EODHD
- Q3 FY20222022-10-18EPS$1.32 vs $1.21+9.1%Rev$1.75B vs ——EODHD
- Q2 FY20222022-07-17EPS$0.80 vs $0.66+21.2%Rev$1.25B vs ——EODHD
- Q1 FY20222022-04-18EPS$1.50 vs $0.58+100.0%Rev$1.22B vs ——EODHD
- Q4 FY20212022-01-18EPS$1.67 vs $0.63+100.0%Rev$1.28B vs ——EODHD
- Q3 FY20212021-10-14EPS$0.97 vs $0.47+100.0%Rev$1.18B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-15 | — | $0.80 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-15 | $1.03 | $0.72 | +43.1% | $2.30B | — | — | EODHD |
| Q4 FY2025 | 2026-01-20 | $1.46 | $0.69 | +100.0% | $2.25B | — | — | EODHD |
| Q3 FY2025 | 2025-10-14 | $0.80 | $0.72 | +11.1% | $2.21B | — | — | EODHD |
| Q2 FY2025 | 2025-07-15 | $0.60 | $0.71 | -15.5% | $2.18B | — | — | EODHD |
| Q1 FY2025 | 2025-04-15 | $0.62 | $0.63 | -1.6% | $2.14B | — | — | EODHD |
| Q4 FY2024 | 2025-01-20 | $1.37 | $0.68 | +100.0% | $2.20B | — | — | EODHD |
| Q3 FY2024 | 2024-10-15 | $1.08 | $0.64 | +68.8% | $2.04B | — | — | EODHD |
| Q2 FY2024 | 2024-07-16 | $0.92 | $0.60 | +53.3% | $2.01B | — | — | EODHD |
| Q1 FY2024 | 2024-04-16 | $0.63 | $0.56 | +12.5% | $1.96B | — | — | EODHD |
| Q4 FY2023 | 2024-01-16 | $0.68 | $0.62 | +9.7% | $1.89B | — | — | EODHD |
| Q3 FY2023 | 2023-10-16 | $0.80 | $0.59 | +35.6% | $1.91B | — | — | EODHD |
| Q2 FY2023 | 2023-07-17 | $1.31 | $0.99 | +32.3% | $2.45B | — | — | EODHD |
| Q1 FY2023 | 2023-04-17 | $0.50 | $0.56 | -10.7% | $1.77B | — | — | EODHD |
| Q4 FY2022 | 2023-01-17 | $0.62 | $0.54 | +14.8% | $1.75B | — | — | EODHD |
| Q3 FY2022 | 2022-10-18 | $1.32 | $1.21 | +9.1% | $1.75B | — | — | EODHD |
| Q2 FY2022 | 2022-07-17 | $0.80 | $0.66 | +21.2% | $1.25B | — | — | EODHD |
| Q1 FY2022 | 2022-04-18 | $1.50 | $0.58 | +100.0% | $1.22B | — | — | EODHD |
| Q4 FY2021 | 2022-01-18 | $1.67 | $0.63 | +100.0% | $1.28B | — | — | EODHD |
| Q3 FY2021 | 2021-10-14 | $0.97 | $0.47 | +100.0% | $1.18B | — | — | EODHD |
Source: EODHD. PLD reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks PLD's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.57 | $2.58 | -0.3% | +1.5% | +0.5% |
| Q4 FY2026 | $2.37 | $2.69 | -11.8% | -5.4% | -6.0% |
| Q3 FY2026 | $2.48 | $2.62 | -5.2% | +5.7% | +3.8% |
| Q2 FY2026 | $2.33 | $2.67 | -12.6% | +3.9% | +5.5% |
| Q1 FY2025 | $2.41 | $2.63 | -8.2% | +4.1% | +4.8% |
| Q4 FY2025 | $2.36 | $2.74 | -14.0% | +3.4% | +0.8% |
| Q3 FY2025 | $2.54 | $2.60 | -2.5% | +0.9% | +2.6% |
| Q2 FY2025 | $2.68 | $2.85 | -5.8% | +0.1% | -0.4% |
| Q1 FY2024 | $2.54 | $2.78 | -8.5% | +4.3% | +4.0% |
| Q4 FY2024 | $2.89 | $2.95 | -2.2% | -4.1% | -2.2% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Daniel LetterCEO3 mo16 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • last guidance raise Q1 FY2026
- Timothy D ArndtCFO5 mo16 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Carter AndrusCOO5 mono recorded callsCurrentSample
COO since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Trisha BurnsChief Accounting Officer2 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Lori A PalazzoloChief Accounting Officer/MD5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Deborah K BrionesChief Legal Officer/GC5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for PLD.
$ curl https://api.spokenalpha.com/v1/companies/PLDFAQ
Frequently asked about PLD
Where can I find Prologis, Inc.'s (PLD) earnings call transcripts?
Spoken Alpha indexes PLD's earnings call transcripts at https://spokenalpha.com/companies/PLD. Each call links to attributed speakers and parsed analyst Q&A. Prologis, Inc.'s own investor relations page is at https://ir.prologis.com/.
When was Prologis, Inc.'s most recent earnings call?
Prologis, Inc. (PLD) held its most recent earnings call on 2026-04-16, covering fiscal Q1 2026.
What sector is PLD in?
Prologis, Inc. (PLD) operates in the Real Estate sector (REIT - Industrial industry).