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What's Behind Prologis' 12.9% Surge? Will the Momentum Last?
ZACKSยท 2025-12-05 17:10
Key Takeaways PLD shares jumped 12.9% as record leasing, improved occupancy and strong Q3 execution lifted sentiment.PLD cites healthier industrial demand, stabilized vacancy and a clearer pickup in customer decision-making.Its expanding data center platform and solid liquidity add further support to Prologis' improving outlook.Prologis (PLD) shares have climbed 12.9% over the past three months, outperforming the industry's growth of 1.7%. This marks a sharp reversal from the more uneven performance seen ea ...
Digital Realty Trust(DLR) - 2025 Q3 - Earnings Call Presentation
2025-10-23 21:00
Financial Performance - Data center revenue increased by 9% year-over-year[6] - Record CFFO (Core Funds From Operations) per share of $1.89[6] - Total bookings reached $201 million at 100% share[6] - The company expects Core FFO per Share to be between $7.32 and $7.38[36] Capacity and Development - In-place IT capacity is approximately 2,890 MW[9] - Future development capacity is greater than 5 GW[11] - 52% of the future development capacity is in blocks greater than 100 MW[11] Bookings and Renewals - $85 million in bookings from 0-1MW + Interconnection (IX), representing 52% of total 3Q bookings[12] - Signed renewals represent $192 million of annualized rental revenue[27] - Renewal spreads for >1 MW increased by 19.9% (GAAP) and 17.5% (Cash)[27] Sustainability - The company has contracted 1.7 GW of renewable energy[16] - $7.2 billion in aggregate principal amount of green bonds issued[16]