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Prologis (PLD) investor relations material
Prologis Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary15 Oct, 2025
Executive summary
Achieved record leasing of 62 million square feet in Q3 2025, with portfolio occupancy rising to 95.3%, signaling strong demand and platform resilience in logistics real estate across 20 countries.
Expanded data center business with 5.2 GW of utility-fed power secured or in progress, positioning as a major power owner for data centers.
Annualized net operating income reached $6.6B, with 85% generated in the U.S.; gross assets under management totaled $215B.
Core FFO per share was $1.49 (including net promote expense) and $1.50 (excluding net promotes), both ahead of forecast and up year-over-year.
Energy business delivered 28 MW of solar generation/storage, on track for 1 GW by year-end, with strong customer interest amid rising energy prices.
Financial highlights
Q3 2025 total revenues were $2.21B, up from $2.04B in Q3 2024; nine-month revenues reached $6.54B, up from $6.00B year-over-year.
Net earnings per diluted share were $0.82, down 24.1% compared to Q3 2024; Core FFO per diluted share was $1.49, up 4.2% year-over-year.
Adjusted EBITDA for Q3 2025 was $1.87B, up from $1.73B in Q3 2024.
Dividends per share increased to $1.01 from $0.96 year-over-year.
Same store NOI increased 3.9% on a net effective basis and 5.2% on a cash basis year-over-year.
Outlook and guidance
2025 Core FFO guidance is $5.78–$5.81 per share; net earnings guidance is $3.40–$3.50 per share.
Average occupancy expected at 94.75–95.25%; same store NOI (cash) growth projected at 4.75–5.25%.
Development starts guidance increased to $2.75–$3.25B; disposition/contribution guidance up by $500M to $1.5B–$2.25B.
Strategic capital revenue (excluding promote) expected at $580–$590M.
G&A guidance increased to $460M–$470M.
Data center capacity: expected impact?
What drives CEO's strong market outlook?
Rationale for increased capital deployment?
Data center investment constraints?
Long-term logistics rent growth potential?
Build-to-suit pipeline strength?
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Frequently asked questions
Prologis operates in logistics real estate. Millions of square feet of Prologis warehouse, distribution and industrial space are leased on a long-term basis to a diverse base of leading companies worldwide, primarily across two major categories: Business-to-Business (B2B) and Retail/Online Fulfillment. Innovative design, state-of-the-art technology, strong local market knowledge and behind-the-scenes logistical support make the Prologis network an unmatched resource for the industry.
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