Prologis Q2 2026 Earnings Preview
Key Questions
What are the consensus estimates for Prologis Q2 2026 earnings?
Analysts project EPS of $0.79 and revenue of $2.16B. This follows a Q1 beat and raised guidance, with expectations for continued growth.
What operational metrics are expected in the Q2 report?
A preview anticipates roughly 5% FFO and revenue growth, 95.3% occupancy, and 32% rent spreads. The company maintains a Hold rating due to valuation and data center power risks.
Which analysts have recently updated ratings on Prologis ahead of earnings?
BMO Capital reiterated Buy with a $158 price target. Updates are also noted from Scotiabank, Raymond James, Wells Fargo, and Morgan Stanley.
Why are data centers a focus for the Q2 earnings preview?
Prologis' micro data center strategy and exposure to AI-related demand remain key growth drivers. Analysts are monitoring power constraints and regulatory developments as potential risks.
When will Prologis report its Q2 2026 results?
The earnings release is scheduled around mid-July 2026. Investors are advised to watch for updates on occupancy, rent growth, and data center pipeline progress.
Prologis projected to report Q2 2026 earnings with consensus EPS $0.79 and revenue $2.16B, following Q1 beat and guidance raise. A recent preview expects ~5% FFO/revenue growth, 95.3% occupancy, 32% rent spreads, but maintains a Hold rating due to valuation and data center power risk. Analyst changes ahead of Q2 print: BMO Capital (Buy, $158), Scotiabank, Raymond James, Wells Fargo, Morgan Stanley updates noted. Calendar reminder for PLD followers.