Prologis Beats Revenue Expectations as Logistics Real Estate Demand Remains Resilient

Prologis reported fourth-quarter revenue of $2.25 billion as demand for logistics space continues. The firm also expanded its data center power pipeline.

Insights:
Prologis Inc announced its fourth-quarter 2025 financial results on Wednesday, reporting revenue of $2.25 billion that exceeded Wall Street estimates of $2.15 billion. The performance was driven by sustained demand from retailers and manufacturers for warehouse and logistics real estate. For the quarter, core funds from operations (FFO) stood at $1.44 per share, which was in line with analyst estimates. Following the announcement, the company's stock price was up approximately 1% in premarket trading.
The world's largest industrial property developer currently operates approximately 1.3 billion square feet of logistics real estate across nearly 5,900 facilities. The firm maintains a presence in 20 countries, including the US USUS, and serves major customers such as Amazon.com Inc , The Home Depot Inc , FedEx Corporation , and United Parcel Service Inc . Chief Executive Officer Daniel Letter daniel letterstated that customers are making long-term decisions with greater conviction, reflecting the ongoing commitment to e-commerce and logistics infrastructure.
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