Citable filing context
PLD's research view summarizes recent SEC filing context, starting with other from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | other | Underwriters exercised an option to purchase an additional 2,250,000 shares of common stock for $312.2 million in proceeds. |
| Aug 5, 2026 | other | Prologis entered an underwriting agreement for a public offering of 15,000,000 shares of common stock. |
| Aug 4, 2026 | acquisition | Prologis announced a recommended offer to acquire SEGRO plc for approximately £14.0 billion in stock and cash. |
| Jul 16, 2026 | Guidance: average_occupancy | 95.25 to 95.75 |
| Jul 16, 2026 | Guidance: core_ffo_per_share | 6.22 to 6.30 |
| Jul 16, 2026 | Guidance: net_earnings_per_share | 4.40 to 4.55 |
| Jul 29, 2026 | mda_quarterly | Prologis continues to leverage its global logistics real estate platform, operating 1.3 billion square feet across 20 countries. The company’s growth strategy centers on capturing significant embedded rent upside—estimated at 17% on a net effective rent basis—as in-place leases roll over to current market rates. Performance is bolstered by high occupancy (95.4% as of June 30, 2026) and a robust development pipeline, which increasingly includes data center projects. During the first half of 2026, Prologis commenced $3.0 billion in consolidated development projects, with $2.1 billion specifically allocated to data centers, supported by strategic power procurement. The company’s Strategic Capital segment remains a vital source of recurring fee-based income and capital recycling, managing $62.4 billion in unconsolidated assets. This segment provides a mechanism to fund development through property contributions, mitigating balance sheet risk. Financial health remains a priority, characterized by $7.6 billion in total liquidity and a conservative debt profile with a weighted average interest rate of 3.3%. Key risks include fluctuations in global economic conditions, interest rate volatility, and foreign currency exposure, which the company manages through natural hedges and derivative instruments. Overall, Prologis maintains a strong competitive position by integrating physical logistics with digital and energy infrastructure. |
| Apr 30, 2026 | mda_quarterly | Prologis, a global leader in logistics real estate, reported strong first-quarter 2026 results, driven by robust demand and significant embedded rent growth. The company operates in high-barrier, high-growth markets across 20 countries, focusing on optimizing supply chains for e-commerce and resiliency, and strategically expanding into data center development. Occupancy in its Owned & Managed (O&M) portfolio remained high at 95.3%. Rent change on lease rollovers was 31.9% on a net effective basis, with an estimated 17% mark-to-market remaining on in-place leases, signaling substantial future organic Net Operating Income (NOI) growth. The Real Estate segment's NOI increased to $1,607 million from $1,501 million year-over-year. Development activity accelerated, with $1.6 billion in Total Expected Investment (TEI) commenced, including $1.3 billion for data centers, leveraging a land bank with $36.3 billion in potential TEI. The Strategic Capital segment, generating fee income from co-investment ventures, saw revenues rise to $161 million. Prologis maintains a strong balance sheet with $6.7 billion in available liquidity and a weighted average debt term of 8 years at a 3.2% interest rate. Core FFO for the quarter increased to $1,440 million from $1,356 million. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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