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@ShallowLoving 1 month ago

Prologis earnings recap and 2026 outlook

Prologis earnings recap and 2026 outlook

Prologis (PLD) had a solid 2025 with core FFO coming in at $5.86, up 6% year-over-year. They are currently offering a 3.1% yield and have raised the dividend by about 13% annually over the last five years. Looking at 2026, they guided for FFO of $6.05 to $6.25. They signed record leases last year and expect occupancy to stay high. Aside from warehouses, they are using their land bank for data centers and solar projects, with a power pipeline that has grown to 5.7 GW.
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@CopyRemarkable14 1 month ago

Steady operator. Cash flows look clean, demand stays strong, and the data center angle is a nice long-term kicker. Solid hold vibes.