company called Symbotic, S YM. This company is automating warehouses. In fact, they are automating all 47 of Walmart's warehouses.Get rid of the people and replace them with robots. They are faster. They're more efficient.They don't make mistakes. They can work 24/7. >> What happens to all those people that just got displaced.>> They need to go find other jobs. >> Correct. And so, where are they going to find them.>> Well, I don't know. Some of them might go into construction. We've got a housing shortage.I ...

Group 1 - Lineage, Inc. reported $1.35 billion in revenue for the quarter ended June 2025, a year-over-year increase of 0.9% [1] - The EPS for the same period was $0.81, compared to -$0.46 a year ago, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.33 billion, resulting in a surprise of +1.47% [1] Group 2 - The company delivered an EPS surprise of +8%, with the consensus EPS estimate being $0.75 [1] - Lineage, Inc. shares returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - In the Global Warehousing Segment, total revenues reached $970 million, surpassing the average estimate of $950.13 million [4] - The Global Integrated Solutions segment generated revenues of $380 million, exceeding the average estimate of $372.7 million [4] - The warehouse storage revenue was $514 million, compared to the four-analyst average estimate of $494.38 million [4]

Politics & Government2 Warehouses To Replace 10 Fuel Tanks At Fairfax City DepotBrookfield hopes to attract corporations like Walmart and Target to the two warehouses it plans to build at the Fairfax City tank farm.Brookfield plans to demolish 10 fuel tanks at the Pickett Road Tank Farm and replace them with two warehouses of a combined 311,580 square feet in size. (BV1 Logistics Acquisitions LLC)FAIRFAX CITY, VA — On a unanimous vote, the five members of the Fairfax City Board of Architectural Review appro ...

Core Viewpoint - Prologis is positioned as a stronger investment opportunity compared to Union Pacific due to its significant growth potential in the e-commerce sector and its ability to generate income through its extensive warehouse operations [1][15]. Prologis Overview - Prologis is a major real estate investment trust (REIT) with a warehouse footprint of 1.3 billion square feet, equivalent to two Manhattans, and facilitates the flow of $2.7 trillion in goods annually, ranking it as the eighth-largest economy globally [3]. - The company has strategically located warehouses near major metro areas and transportation hubs, making it ideal for rapid delivery services, with notable clients including Amazon, Home Depot, and FedEx [4]. Recent Performance - In Q1 2025, Prologis signed 58 million square feet of new leases, an increase from 48 million in Q1 2024, and initiated $650 million in new developments, up from $273 million the previous year [5]. - The company achieved a 10.9% increase in funds from operations (FFO) in Q1, driven by strong tenant retention and rising rents, while net operating income rose by 6.2% [6]. Market Demand and Future Growth - E-commerce currently accounts for approximately 24% of U.S. retail sales and is projected to exceed 30% by 2030, necessitating an additional 60 to 70 million square feet of warehouse space for each percentage point increase [8]. - Prologis possesses enough undeveloped land to support $41.2 billion in future warehouse constructions, positioning it well to meet increasing demand [9]. Union Pacific Overview - Union Pacific operates a vast network of 32,693 miles of track, generating revenue primarily from freight transportation, including coal, grain, and automobiles [10]. - Unlike Prologis, Union Pacific faces limitations in expanding its operations due to the nature of its railroad business, which requires significant capital for maintenance rather than new construction [11]. Recent Performance - Under CEO Jim Vena, Union Pacific has improved operational efficiency, resulting in a 7% increase in carload revenue and generating $2.2 billion in cash in its latest quarter [12]. Investment Considerations - While Union Pacific has solid fundamentals, its growth is constrained by market cycles and a near-capacity network, limiting long-term upside potential [13]. - Prologis offers a more attractive investment profile with a 3.8% dividend yield compared to Union Pacific's 2.4%, making it a better choice for investors seeking both income and growth [15].

Core Viewpoint - ARGAN and REXEL have inaugurated a new sustainable heating system at the Cestas logistics center, which will significantly reduce CO2 emissions and improve energy efficiency [2][4][8]. Group 1: Project Overview - The Cestas logistics center, owned by ARGAN, spans 18,000 sq.m and serves B2B clients in the Aquitaine region, storing 25,000 SKUs with D+1 lead times [3]. - The new heating system combines electric heat pumps and green gas, replacing the former gas heating system, and includes a Building Management System for optimized resource use [5][6]. Group 2: Environmental Impact - The new system is expected to reduce the site's energy consumption by a factor of 7 and CO2 emissions by a factor of 14 [8]. - REXEL has reduced its carbon emissions by 30% over three years, aligning with its strategy to decarbonize buildings [9]. Group 3: Strategic Importance - The project exemplifies effective collaboration between ARGAN and REXEL, showcasing innovation and expertise in deploying sustainable solutions [9]. - The installation is designed to be compatible with future hydrogen hybridization, indicating a forward-looking approach to energy solutions [7]. Group 4: Company Profiles - ARGAN specializes in the development and rental of premium warehouses, with a portfolio of 3.7 million sq.m valued at €3.9 billion, generating nearly €205 million in annual rental income [10]. - REXEL is committed to sustainability and has made significant progress in reducing its carbon footprint, reflecting its dedication to environmental responsibility [9][11].

Core Insights - ARGAN reported a rental income of €105.8 million in the first half of 2025, reflecting an 8% increase compared to the same period in 2024, driven by the impact of previous deliveries and rent indexation [2][3] Financial Performance - Rental income for Q1 2025 was €52.9 million, up 10% from €48.1 million in Q1 2024, while Q2 2025 rental income was also €52.9 million, a 6% increase from €50.0 million in Q2 2024 [1] - The company confirmed its annual target of a 6% increase in rental income for 2025, aiming for a total of €210 million, despite anticipated negative impacts from asset sales in the latter half of the year [3] Development and Investment Strategy - ARGAN has completed two new site deliveries in Q1 2025 as part of a sustained development plan, targeting around €200 million in investments for 2025-2026 [4][6] - The current development plan includes 10 secured projects, all pre-let to blue-chip clients, with two acquisitions representing approximately 50% of total investments [5] Financial Management and Debt Reduction - The company plans to self-finance its 2025-2026 developments through operational cash flow and selective asset disposals, targeting net cash from asset sales of €135 million, reduced from a previous target of €180 million [8] - ARGAN aims to maintain a loan-to-value (LTV) ratio below 40% and a net debt to EBITDA ratio of around 8X by the end of 2025 [9] Sustainability and Market Position - ARGAN's development model is supported by its Aut0nom® carbon-neutral warehouses, reflecting the company's commitment to sustainability in a challenging economic environment [7] - As of December 31, 2024, ARGAN's portfolio consisted of 3.7 million square meters, appraised at €3.9 billion, generating an annual rental income of nearly €205 million [10]

Financial Performance Highlights - Total revenue for Q4 2019 increased by 169% to $4860 million compared to the same quarter of the prior year[12] - Total NOI for Q4 2019 increased by 268% to $1378 million compared to the same quarter of the prior year[12] - Core EBITDA for Q4 2019 increased by 288% to $1091 million or 296% on a constant currency basis[12] - Global Warehouse segment revenue increased 256% to $3838 million for Q4 2019[12] - Global Warehouse segment NOI increased 289% to $1295 million for Q4 2019[19] Warehouse Operations - As of December 31 2019 the company operated 178 temperature-controlled warehouses encompassing over one billion cubic feet[4] - Global Warehouse segment same store revenue grew 34% or 45% on a constant currency basis for Q4 2019[19] - Global Warehouse segment same store NOI improved 91% or 100% on a constant currency basis for Q4 2019[19] - Economic occupancy for the total warehouse segment was 831% and warehouse segment same store pool was 846% for Q4 2019[29] Capital Activities - The company completed $14 billion of strategic acquisitions during 2019[11] - The company had total liquidity of approximately $14 billion as of December 31 2019[31]

EARNINGS RELEASE & FINANCIAL SUPPLEMENT Second Quarter 2020 Financial Supplement Second Quarter 2020 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Condensed Consolidated Balance Sheets | 18 | | Condensed Consolidated Statements of Operations | 19 | | Reconciliation of Net Income to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net Income to EBITDA, NAREIT EBITDAre, and ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT First Quarter 2024 Financial Supplement First Quarter 2024 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 13 | | Financial Information | | | Condensed Consolidated Balance Sheets | 15 | | Condensed Consolidated Statements of Operations | 16 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and Adjusted FFO | 17 | | Reconciliation of Net Income (Loss) to EBITDA, ...

In the spring of 2025, fears of new import tariffs flared up again. Companies rushed to bring goods forward, fearing higher costs. This led to an unexpected boost in demand for warehouse space. In this environment Prologis (NYSE:I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are ...