Company Dossier · Real Estate
Prologis Inc.
- S&P 500
- Russell 1000
What Prologis Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $8.95 billion, up 6.8% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2018: $4.90 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 15, 2026): sentiment 0.65 on a −1 to +1 scale (mixed), confidence 0.72 of 1.Palanor Discourse
- Guidance in the last 90 days: 8 outlook figures raised, 4 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 13, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $7.5 million on the open market.SEC Form 4
- 1,743 institutional managers reported a position at June 30, 2026 (+62 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 5 (3 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Prologis Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings5th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Mixed
- Call sentiment67th pct
- Call confidence54th pct
- Guidance changes49th pct
- Risk factors added64th pct
- Insider open-market trades35th pct
- + Call sentiment
- − Insider open-market trades
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver93rd pct
- Stress filings50th pct
Credit
How these are built →Prologis Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$34.7B
- Due within a year $2.1B
- Longer term $32.5B
- Default point $18.4B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Prologis Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralETFs Bought $445.9 Million of Prologis (PLD) on Sept. 28
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (PROLOGIS, L.P.)third_quarter 2026 · $0.3 million
- Oct 18, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2026 · $0.1 million
- Oct 12, 2026LobbyingLobbying report (H.A. CUMBER & COMPANY, INC.)third_quarter 2026 · $0.1 million
- Aug 4, 20268-KMaterial agreement signedItem 1.01
- Jul 17, 2026LobbyingLobbying report (H.A. CUMBER & COMPANY, INC.)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (PROLOGIS, L.P.)second_quarter 2026 · $0.3 million
- Jul 16, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)second_quarter 2026 · $0.1 million
- Jul 1, 20268-KDirector or officer changeItem 5.02
- Apr 30, 20268-KShareholder vote resultsItem 5.07
- Apr 21, 2026LobbyingLobbying report (PROLOGIS, L.P.)first_quarter 2026 · $0.3 million
- Apr 19, 2026LobbyingLobbying report (H.A. CUMBER & COMPANY, INC.)first_quarter 2026 · $0.1 million
- Apr 1, 20268-KDirector or officer changeItem 5.02
- Mar 31, 20268-KMaterial agreement signedItem 1.01
- Feb 13, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 22, 20268-KDirector or officer changeItem 5.02
- Dec 5, 20258-KDirector or officer changeItem 5.02
- Nov 24, 20258-KDirector or officer changeItem 5.02
- Sep 18, 20258-KDirector or officer changeItem 5.02
- Jun 17, 20258-KDirector or officer changeItem 5.02
- May 23, 20258-KMaterial agreement signedItem 1.01
- May 20, 2025Patent
- May 13, 20258-KShareholder vote resultsItem 5.07
- Feb 19, 20258-KDirector or officer changeItem 5.02
- Feb 14, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 13, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Welltower WELL | $9.4B | — | Mar 31, 2026 |
| Equinix EQIX | $9.8B | −$1.0B | Jun 30, 2026 |
| Iron Mountain IRM | $7.6B | −$0.5B | Jun 30, 2026 |
| Simon Property Group SPG | $6.9B | $3.2B | Jun 30, 2026 |
| Weyerhaeuser WY | $6.8B | — | Jun 30, 2026 |
| Ventas VTR | $6.4B | — | Jun 30, 2026 |
| Digital Realty DLR | $6.3B | — | Mar 31, 2026 |
| Host Hotels & Resorts HST | $6.2B | — | Jun 30, 2026 |