{"symbol":"PLD","fiscalQuarter":"Q2-2026","reportDate":"2026-07-15","reportTime":"BMO","status":"upcoming","company":{"name":"Prologis, Inc.","sector":"Real Estate","industry":"Industrial REITs"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/PLD/earnings/Q2-2026","estimates":{"consensusEps":0.7988,"consensusRevenue":2162.62,"epsLow":0.77,"epsHigh":0.83,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Prologis, Inc. (PLD) is a leading real estate investment trust (REIT) that focuses on logistics and industrial properties. With a market cap of $133 billion, it plays a crucial role in the supply chain by providing warehouses and distribution centers that support e-commerce and global trade.","keyMetrics":[{"name":"EPS","why":"Earnings per share (EPS) is a key indicator of profitability and will show how well Prologis is managing its costs and generating income.","consensus":"$0.80"},{"name":"Revenue","why":"Revenue figures will provide insight into the demand for Prologis's properties and overall business growth.","consensus":"$2.2B"}],"lastQuarterRecap":{"summary":"In Q1 2026, Prologis reported an EPS of $1.52, beating estimates by 2.84%. The stock reacted positively, gaining 1.72% the following day.","promises":[]},"wallStreetExpectations":{"summary":"Analysts expect Prologis to continue its strong performance, with a consensus EPS of $0.80 and revenue of $2.2 billion. The market is closely watching these figures for signs of growth.","bullCase":"If Prologis exceeds expectations, it could indicate robust demand for logistics space, driving further stock appreciation.","bearCase":"Conversely, if the company falls short of estimates, it may signal weakening demand in the industrial real estate sector, leading to a negative market reaction."},"optionsSignal":{"impliedMove":"7.07%","context":"The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+2.84%","reaction":"+1.72%"},{"quarter":"Q4-2025","epsSurprise":"+0.14%","reaction":"+0.25%"},{"quarter":"Q3-2025","epsSurprise":"+3.62%","reaction":"+6.33%"},{"quarter":"Q2-2025","epsSurprise":"+3.99%","reaction":"+1.43%"},{"quarter":"Q1-2025","epsSurprise":"+3.12%","reaction":"+1.84%"}],"pivotalQuestions":[{"question":"Will Prologis report an EPS above $0.80?","whyItMatters":"A beat on EPS would reinforce the company's strong performance and indicate effective cost management."},{"question":"What will be the revenue figure compared to the $2.2 billion consensus?","whyItMatters":"Revenue growth is crucial for assessing demand in the logistics sector, and any shortfall could raise concerns about market conditions."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $0.85 or higher would confirm strong operational performance and investor confidence.","bearTrigger":"An EPS below $0.77 would signal potential weakness in demand and could lead to a sell-off.","context":"This quarter's results will be critical in determining whether Prologis can maintain its growth trajectory amid changing market dynamics."},"scenarioPlaybook":{"beatAndRaise":"If Prologis beats expectations, history suggests a potential stock increase of around 1.30%, confirming strong demand in the logistics sector.","inLineCautious":"If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.","miss":"A miss could lead to a decline, with historical patterns suggesting an average drop of around 3.10% if expectations are not met."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Real Estate","sampleSize":30,"fadeRate":"11 of 30 (37%)","insight":"This setup has occurred 30 times across Real Estate in the last 2 years. 19 of 30 (63%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 2.7%, with a raw directional average of +1.0% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating the potential for Prologis to exceed revenue expectations due to strong e-commerce trends and supply chain demands.","supportingPoints":["Prologis has consistently beaten EPS estimates in the past, indicating strong operational efficiency.","The options market is pricing in a larger move than historical averages, suggesting heightened investor expectations.","Recent trends in e-commerce and logistics suggest continued demand for industrial space."],"riskToConsensus":"If revenue comes in below $2.1 billion, it could challenge the bullish narrative around demand for logistics properties."},"whatToListenFor":["Any updates on occupancy rates in Prologis's warehouses.","Insights into rental rate trends and how they are affecting revenue.","Management's outlook on e-commerce growth and its impact on logistics demand.","Comments on any potential acquisitions or expansions in key markets.","Discussion of macroeconomic factors that could influence the industrial real estate sector."],"metaDescription":"Prologis (PLD) reports Q2 2026 earnings July 15. Analysts expect $0.80 EPS on $2.2B revenue. Here's what to watch."}}