NYSE$PLD

Prologis Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Prologis' performance in Q2 2024 reflected a strong market position.

Prologis reported strong performance in the second quarter of 2024, with significant activity in development stabilizations and strategic capital initiatives. The company maintained high occupancy rates and saw substantial value creation from development projects.

  • Prologis owned or had investments in properties and development projects expected to total approximately 1.2 billion square feet as of June 30, 2024.
  • The company's strategic capital initiatives generated $272 million in fees and promotes.
  • Value creation from stabilizations reached $739 million.
  • Occupancy - Owned and Managed was 97.9%.

Headline financials

Total Revenue

$2.01B

Previous: $2.45B-18.1%
EPS

$0.92

Previous: $1.83-49.7%
Core FFO

$1.28B

No prior period
AFFO

$1.07B

No prior period
Adjusted EBITDA

$1.72B

No prior period
Capital Expenditures

-$2.08B

Previous: -$5.16B+59.7%
Free Cash Flow

-$1.22B

Previous: -$3.94B+69.1%
Net Income

$861M

Previous: $1.22B-29.2%
Operating Income

$1.02B

Previous: $1.41B-27.5%
Gross Profit

$1.56B

Previous: $2.06B-24.3%
Cash & Equivalents

$598M

Previous: $531M+12.7%
Total Assets

$93.5B

Previous: $92.4B+1.2%
Stock-Based Comp

$54.5M

Previous: $89.9M-39.3%

Revenue & EPS history

Prologis · Revenue · Quarterly

$2.01B

Q2 2024-18.1%vs Q2 2023
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Prologis · $137M total across 1 segment · Q3 2023

  • Strategic Capital
    $137M-77.0%

Forward guidance

Our guidance for 2024 is based on management’s current beliefs and assumptions about our business, the industry and the markets in which we operate. We are further adjusting Core FFO to exclude $0.07 of net promote expense. The expense primarily relates to amortization of stock compensation issued to employees related to promote income recognized in prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

56%

37 / 66 earnings

Positive

+6.3%

Q3 2025

Best reaction

-8.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%+1.5%+0.6%
Q4 2025-1.9%-3.3%+8.2%
Q3 2025+6.3%+10.2%+6.4%
Q2 2025-0.3%+4.3%+8.6%
Q1 2025+1.8%+0.2%+12.3%
Q4 2024+5.2%+8.6%+10.4%
Q3 2024+1.1%-3.0%-6.6%
Q2 2024+0.9%+4.3%+1.1%
Q1 2024-8.8%-9.3%-2.8%
Q4 2023-2.9%-0.9%+2.6%
Q3 2023-5.9%-7.7%-0.6%
Q2 2023-4.1%-2.0%-6.1%
Q1 2023+1.6%+0.4%-0.9%
Q4 2022-0.1%+3.8%+3.2%
Q3 2022-3.2%-2.3%+8.2%
Q2 2022+3.4%+4.9%+13.5%
Q1 2022+5.9%+3.5%-26.6%
Q4 2021+0.5%-0.1%-7.1%
Q3 2021+3.0%+5.7%+9.6%
Q2 2021+0.6%+0.5%+4.1%
Q1 2021+1.9%+2.1%+2.5%
Q4 2020+0.6%+0.5%-1.3%
Q3 2020-0.4%+0.2%-2.9%
Q2 2020+3.9%+5.5%+8.4%
Q1 2020-0.7%+0.6%-2.4%
Q4 2019+0.1%-0.6%+3.8%
Q3 2019+3.2%+3.9%+3.3%
Q2 2019+2.1%+1.0%+1.6%
Q1 2019-2.0%-0.2%+4.3%
Q4 2018+0.6%+2.0%+9.8%
Q3 2018-0.3%+0.8%+5.8%
Q2 2018-3.2%-4.0%+0.9%
Q1 2018+4.9%+3.8%+1.1%
Q4 2017+2.2%+2.0%-5.0%
Q3 2017+0.5%-0.9%+3.2%
Q2 2017+2.7%+0.8%+4.8%
Q1 2017-1.7%-1.6%-0.9%
Q4 2016-2.0%-6.8%-4.3%
Q3 2016+0.2%+0.6%-6.4%
Q2 2016-0.0%+1.8%+3.5%
Q1 2016-0.2%
Q4 2015+3.3%
Q3 2015+1.2%
Q2 2015+1.2%
Q1 2015-1.6%
Q4 2014+1.2%
Q3 2014+1.8%
Q2 2014+1.1%
Q1 2014-1.1%
Q4 2011-0.0%
Q4 2013+4.7%
Q3 2013-0.6%
Q2 2013-1.9%
Q1 2013-1.2%
Q4 2012-2.1%
Q3 2012-1.7%
Q2 2012+2.7%
Q1 2012+0.4%
Q4 2009+0.6%
Q1 2010+0.6%
Q3 2011-6.0%
Q2 2011-5.4%
Q4 2010-5.4%
Q1 2011+1.1%
Q3 2010+0.8%
Q2 2010-0.4%

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