Prologis Acquisition Speculation and Q2 Beat Send Stock Up 3.8%
Could a massive European takeover solidify this logistics giant's global dominance, or is the market overreacting to the rumors?
Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.P. through which it holds substantially all of its assets. We operate Prologis, Inc. and Prologis, L.P. as one enterprise and, therefore, our discussion and analysis refer to Prologis, Inc. and its consolidated subsidiaries, including Prologis, L.P. We invest in real estate through wholly owned subsidiaries and other entities through which we co-invest with partners and investors (co-investment ventures). We have a significant ownership interest in the co-investment ventures, which are either consolidated or…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $2.30B | +7.4% | $982.0M | $1.05 | +66.7% | 73.8% | 36.0% |
| Q4 2025 Dec 2025 | $2.25B | — | $1.40B | — | — | 74.3% | 37.8% |
| Q3 2025 Sep 2025 | $2.21B | — | $764.3M | $0.82 | -24.1% | 75.0% | 40.3% |
| Q2 2025 Jun 2025 | $2.18B | — | $571.2M | $0.61 | — | 74.7% | 39.2% |
| Q1 2025 Mar 2025 | $2.14B | — | $593.0M | $0.63 | — | 74.3% | 38.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Could a massive European takeover solidify this logistics giant's global dominance, or is the market overreacting to the rumors?