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Prologis Inc. (PLD) earnings date & stock reaction

Prologis Inc. · Real Estate

Prologis Inc. earnings date & time

Next earningsThu, October 15 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Thu, October 15
Reporting pattern
12 of last 12 before open
Typical move
±2.0% · 12-report avg

What the market expects

Consensus EPS

$0.79Coming in above this counts as a beat

Year-ago quarter
$0.60→+31.7%
Full earnings calendarFrom an earnings calendar · Schedule last checked October 14

Price after the latest report

Reported April 16, 2026how the stock moved around it
Next-day move
+2.1%
After 5 days
+0.1%
Price around earnings

Prologis Inc. (PLD) rose the day after earnings in 2 of its last 12 reports (17%), moving ±2.0% on average. It has fallen despite beating the consensus estimate 9 times.

Up next day
2/12
17%
Fell despite growth
6/12
Good earnings ignored
Price when beating
-1.5%
avg over 10 beats
Price when missing
-0.8%
avg over 2 misses
Avg earnings move
±2.0%
typical swing on earnings
Biggest single move
-3.5%
'23.10 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 9 of the last 10 times. The number alone doesn't move it.

What really matters here
REIT EPS is distorted: look at cash earnings (FFO) and occupancy
In finance terms: FFO/AFFO · occupancy
What to watch next report

Ignore EPS. Check if FFO (cash earnings) and occupancy improved.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 10 of 12 times
Median beat +41.3%. 9 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 1 of 10 beats (10%)
Reaction is erratic and hard to predict
Avg -1.5% on a beat, -0.8% on a miss
vs Real Estate sector avg (67 peers)
This
-1.4%
Sector
+0.2%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 10 of last 12 times (83%)
9xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth6/12

9/10 beats fell next day · watches FFO/AFFO · occupancy

Next-day reaction
  • Mar 2026 report+2.1%
  • Dec 2025 report-3.4%
  • Sep 2025 report-1.3%
  • Jun 2025 report-3.4%
  • Mar 2025 report+1.8%
  • Dec 2024 report-1.8%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jan–Mar 2026 results
Reported 2026-04-16
Next-day move
+2.1%
After 5 days +0.1%
EPS consensus $0.72 → $1.02 ▲ +41.3% beatRev $2.1B → $2.3B +7% YoY
Price around earnings

Earnings trend · last 12 quarters

EPS$1.02YoY +65%
'23.7'26.4
Revenue$2.3BYoY +7%
'23.7'26.4

Earnings history and price reaction

Prologis Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
3/20262026-04-16+41.3%+2.1%+0.1%
12/20252026-01-21+113.5%†-3.4%-3.1%
9/20252025-10-15+8.8%-1.3%+2.6%
6/20252025-07-16-18.5%-3.4%-0.1%
3/20252025-04-16-1.3%+1.8%+3.1%
12/20242025-01-21+100.8%†-1.8%+2.5%

12 reports, quarters ending 6/2023 to 3/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Prologis Inc. earnings date?

The next Prologis Inc. (PLD) earnings report is expected Thu, October 15 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Prologis Inc.'s next earnings?

Analysts expect EPS of about $0.79 for Prologis Inc. (PLD). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Prologis Inc. (PLD) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 2 of them (17%). The average move on earnings day was ±2.0%.

Does Prologis Inc. react more to the earnings numbers or to guidance?

In 10 of the last 12 reports (83%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Prologis Inc. stock fall even when earnings are good?

Yes. In 6 of the last 12 reports, Prologis Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Prologis Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.