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Lineage (LINE) investor relations material
Lineage Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue rose 0.9% to $1,350 million, with results in line with expectations amid industry headwinds and challenging market conditions.
GAAP net loss was $(7) million, or $(0.03) per diluted share; AFFO per share increased 8% to $0.81.
Adjusted EBITDA decreased 2.4% to $326 million, with margin down 90 bps to 24.1%.
Full-year outlook was lowered due to muted seasonal inventory build, delayed occupancy improvement, and ongoing industry challenges.
Internal initiatives, including the rollout of LINOS technology, are delivering double-digit productivity gains and are expected to drive long-term growth.
Financial highlights
Net revenues for Q2 2025 were $1,350 million, up from $1,338 million in Q2 2024.
AFFO per share grew 8% year-over-year to $0.81; adjusted EBITDA margin declined to 24.1% from 25.0%.
Segment NOI for Q2 2025 was $435 million, down 2.7% year-over-year; six-month segment NOI was $852 million, down 4.4%.
Declared quarterly dividend of $0.5275 per share, annualized at $2.11.
Outlook and guidance
Full-year AFFO per share guidance lowered to $3.20–$3.40 (from $3.40–$3.60); adjusted EBITDA guidance now $1.29B–$1.34B (from $1.35B–$1.4B).
Q3 AFFO per share expected at $0.75–$0.79; adjusted EBITDA at $326M–$336M.
Guidance excludes impact of unannounced acquisitions or developments.
Sequential improvement in NOI and EBITDA expected in each quarter; guidance assumes muted seasonality and stable pricing.
No inflection in underlying inventory environment assumed for 2025; long-term growth expected as industry stabilizes.
Why was 2025 full-year guidance lowered?
Assess impact of muted seasonal inventory.
Detail external growth capital investments.
How does LinOS impact employee experience?
Detail occupancy build into the second half.
Discuss private market cold storage valuations.
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Frequently asked questions
Lineage, Inc. is the world's largest global temperature-controlled warehouse Real Estate Investment Trust (REIT). The company operates a vast network of over 480 facilities across North America, Europe, and Asia-Pacific, providing comprehensive cold storage and logistics services. Lineage partners with food and beverage companies to enhance supply chain efficiency, reduce waste, and ensure the safe distribution of perishable goods. Its services include cold storage warehousing, automated and port-centric warehousing, as well as transportation solutions like managed transportation, freight forwarding, and customs brokerage. Lineage, Inc. is headquartered in Novi, Michigan, and its shares are listed on the NASDAQ.
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