Workflow
Lineage, Inc.(LINE)
icon
Search documents
PREFORMED LINE PRODUCTS ANNOUNCES FIRST QUARTERLY DIVIDEND INCREASE SINCE LISTING ON THE NASDAQ
Prnewswire· 2025-12-11 21:15
CLEVELAND, Dec. 11, 2025 /PRNewswire/ -- The Board of Directors of Preformed Line Products (NASDAQ: PLPC) announced that its Board of Directors has approved a 5% increase in the company's quarterly cash dividend. The dividend will rise from $0.20 per share to $0.21 per share, payable on January 20, 2026 to shareholders of record as of January 5, 2026. This is the first dividend increase since 2001 when Preformed Line Products listed its shares on the NASDAQ stock exchange and reflects the company's strong ...
Lineage eyes $110M lift from warehouse tech rollout
Yahoo Finance· 2025-12-09 16:09
Cold storage warehouse operator Lineage, Inc. provided an update on some longer-term initiatives after the market closed on Monday. It also provided an expected financial contribution from the increased adoption of its proprietary warehouse execution system, LinOS. The Novi, Michigan-based company’s management team provided a market update to analysts and investors during a Monday call that was in line with commentary provided on its third-quarter call in early November. It said demand remains muted given ...
Lineage (LINE) Outlook Unchanged as Citigroup Lowers Target by $1
Yahoo Finance· 2025-12-09 02:30
Lineage, Inc. (NASDAQ:LINE) is included among the 11 Worst Performing Dividend Stocks Year-to-Date. Lineage (LINE) Outlook Unchanged as Citigroup Lowers Target by $1 Photo by Annie Spratt on Unsplash On December 4, Citigroup trimmed its price target slightly on Lineage, Inc. (NASDAQ:LINE) to $38 from $39 and maintained a Neutral rating on the shares. In its earnings for the third quarter of 2025, Lineage, Inc. (NASDAQ:LINE) highlighted seasonal gains in occupancy, with pricing trends remaining stable a ...
Lineage, Inc. (LINE) Discusses Warehouse Productivity Initiatives and Digital Strategy Including LinOS Platform Prepared Remarks Transcript
Seeking Alpha· 2025-12-09 00:27
Core Insights - The presentation focuses on Lineage's warehouse productivity initiatives, particularly the LinOS platform, which is expected to differentiate the company from its peers [1][2] Company Overview - Lineage's executive leadership team has extensive experience, with most members having over a decade of service at the company [2] - The new CFO, Robb LeMasters, has recently joined the team and will provide insights on financial impacts and opportunities related to LinOS [2] Industry Positioning - The agenda includes discussions on the state of the industry and how Lineage is strategically positioned for long-term success [2] - The presentation will cover warehouse productivity achievements and the company's approach to enhancing people and processes [2] Technology and Innovation - The Chief Information Officer will discuss Lineage's technological advantages and the journey towards digital enablement [2] - The Vice President and Chief Data Scientist will provide an in-depth look at the LinOS platform [2]
Lineage (NasdaqGS:LINE) Update / Briefing Transcript
2025-12-08 23:02
Summary of Lineage's Update / Briefing (December 08, 2025) Company Overview - **Company**: Lineage (NasdaqGS:LINE) - **Industry**: Cold storage and logistics - **Key Metrics**: - Largest company in the cold storage industry - 3.1 billion cubic feet of warehousing capacity - Generated approximately $1.3 billion in EBITDA last year - Operates 488 facilities across 19 countries, totaling 86 million sq ft [3][4] Core Points and Arguments Warehouse Productivity Initiatives - Introduction of **LinOS**, a next-generation warehouse execution platform aimed at enhancing productivity and operational efficiency [1][2] - Labor expenses account for 60% of total operating expenses, with a focus on improving productivity as a key lever for cost control [4] - Lineage estimates it transports or stores about 30% of temperature-controlled food in the U.S. [4] Supply and Demand Dynamics - Public refrigerated warehouse supply grew by approximately 14.5% from 2021 to 2025, but is expected to slow to 1.5% in 2026 [6] - Demand for food categories stored in Lineage's warehouses grew cumulatively by 5% during the same period, despite high consumer price inflation [7] - Estimated excess capacity in the U.S. market is about 9.5%, with an average physical occupancy of 75% in 2025 [8] Competitive Landscape - New supply is concentrated in select U.S. markets, while European and Asia-Pacific markets are not experiencing similar pressures [9] - Anticipation of new competitors exiting the market due to high operational complexities and costs [11] Digital Transformation and Technology - Lineage has invested significantly in technology and digital enablement over the last decade, focusing on unifying data and modernizing systems [22] - LinOS serves as a real-time decision engine that optimizes labor dispatching, pallet routing, and dock allocation, leading to increased throughput [25][26] - The platform has shown a 30% lift in high-reach operator productivity and a 5% reduction in total labor costs across pilot sites [49][50] Value Creation Levers - Focus on customer excellence, capital allocation, and network effects as key drivers for shareholder value [14][59] - Anticipated annualized EBITDA impact of $110 million from LinOS initiatives over the next three to five years, with a projected 24% return on invested capital (ROIC) [65][74] Other Important Insights - Lineage's approach to continuous improvement through a lean operating system has resulted in over 50% reduction in employee turnover [17] - The company has implemented a stock ownership program to foster an owner mindset among employees [17] - The use of AI-driven controls for energy optimization is expected to lower operating costs significantly [24] - The company is strategically positioned with a diversified real estate portfolio, making it difficult for competitors to replicate its scale and efficiency [12][13] This summary encapsulates the key points discussed during the briefing, highlighting Lineage's strategic initiatives, market dynamics, and technological advancements aimed at enhancing productivity and shareholder value.
Lineage (NasdaqGS:LINE) Earnings Call Presentation
2025-12-08 22:00
Company Overview - Lineage operates 488 warehouses with 3.1 billion cubic feet of space and approximately 86 million square feet across 19 countries[10] - The company's annual operating expense is $2.4 billion, including $1.4 billion in labor and $0.2 billion in energy[10] - Lineage's 2024 Adjusted EBITDA was $1.3 billion[10] Market Dynamics - The estimated US new PRW (Public Refrigerated Warehouse) supply from 2021-2025 is projected to increase by 14.5%[15] - Estimated demand is at 5%, resulting in an excess capacity of 9.5%[15] - Lineage's total physical occupancy is at 78%[15] LinOS and Technology - Lineage expects LinOS to deliver $180 million of NOI (Net Operating Income) upside by 2030[64] - The company plans to implement LinOS at over 250 warehouses by 2029[55] - Initial High Reach Operations (HRO) pilots have driven a +30% average unit per hour improvement[98] Labor and Productivity - Team member turnover has decreased from 56% in 2022 to 25% YTD in 2025[34] - LinOS implementation has shown a 5% average improvement in total labor/throughput pallet[98] Investment and Returns - The total cumulative project investment in LinOS is projected to be approximately $450 million[113] - The base case estimate for annualized savings in 3-5 years is $110 million, with a 24% ROIC (Return on Invested Capital)[113]
NASDAQ: LINE Investors who lost money with Lineage, Inc. (NASDAQ: LINE) shares should contact the Shareholders Foundation in connection with pending Lawsuit
Prnewswire· 2025-12-03 18:29
SAN DIEGO,Dec. 3, 2025/PRNewswire/ -- The Shareholders Foundation, Inc. announced that a lawsuit is pending for certain investors in in shares of Lineage, Inc. (NASDAQ:[LINE](#financial-modal)).Investors who purchased shares of Lineage, Inc. (NASDAQ:[LINE](#financial-modal)) in 2024 have certain options and should contact The Shareholders Foundation at[[emailprotected]](/cdn-cgi/l/email-protection#85e8e4ece9c5f6ede4f7e0edeae9e1e0f7f6e3eaf0ebe1e4f1eceaebabe6eae8)or call +1(858) 779 - 1554.On August 01, 2025, ...
Lineage to Hold Investor Forum on December 8, 2025
Businesswire· 2025-12-02 21:15
NOVI, Mich.--(BUSINESS WIRE)--Lineage, Inc. (NASDAQ: LINE) ("Lineage†or the "Company†), the world's largest global temperature-controlled warehouse REIT, announced today that it will hold an Investor Forum on Operational Excellence and Digital Strategy on Monday, December 8, 2025 at 5:00 p.m. E.T., as well as provide financial updates. A live webcast of the event will be available in the Events & Presentations section of the Company's Investor Relations website at ir.onelineage.com. About. ...
Is Lineage Stock a Buy? Pennington Partners Opens New $3 Million Position in the Company
Yahoo Finance· 2025-11-25 21:45
Company Overview - Lineage is a leading REIT focused on temperature-controlled warehousing and logistics, with a significant presence in the industrial real estate sector [1] - The company provides temperature-controlled warehousing and integrated cold-chain logistics solutions through its Global Warehousing and Global Integrated Solutions segments [1] Financial Performance - As of Nov. 25, 2025, shares of Lineage were priced at $35.66, down 44% over the past year, underperforming the S&P 500 by 58 percentage points [1] - Lineage generated $884 million in cash from operations and $1.1 billion in EBITDA over the last year, with an enterprise value of $17 billion [7] - The company has a 6.3% dividend yield, which may be at risk unless it manages capital expenditures and debt effectively [8] Investment Activity - Pennington Partners & Co., LLC initiated a new position in Lineage, adding 74,370 shares valued at approximately $2.91 million as of Sept. 30, 2025 [3][2] - This new position represents 1.38% of the fund's reportable assets under management, making it the firm's largest individual stock position [2][5] Strategic Positioning - Lineage leverages scale and integrated solutions to address complex cold-chain requirements for major food and retail clients, supporting consistent demand for its specialized services [4] - The company is positioned in an industry expected to grow in importance over time, indicating potential for future growth [7]
Lineage Stands Ready to Help Customers Seize Market Opportunities as Tariffs on Food Products Roll Back
Businesswire· 2025-11-20 19:11
Core Insights - Lineage, Inc. has expanded its import and export services to enhance customer confidence and efficiency in moving products in and out of the U.S. [1] - The expansion comes in response to changing trade conditions, including the recent rollback of tariffs on over 200 food products [1] - Lineage's extensive network and cold chain expertise position the company to support global companies adapting to these shifts [1]