Prologis公司财务表现 - Prologis公司2024年第一季度核心资金运营（FFO）每股盈利为1.28美元，与Zacks Consensus Estimate一致[1] - 公司的租金收入为18.3亿美元，超过了Zacks Consensus Estimate的18.1亿美元，同比增长[3] - 公司在1-3月季度的现金租金变化为48.2%，现金同店净营业收入（NOI）增长5.7%[6] Prologis公司运营情况 - 公司拥有和管理的投资组合中，第一季度启动了48.1百万平方英尺的租赁，保留率为74.3%[4] - 公司在第一季度的建筑收购金额为500万美元，开发稳定化金额为5.17亿美元[7] - 公司在2024年第一季度结束时，现金及现金等价物为5.06亿美元，总流动性为58.5亿美元[9] Prologis公司财务状况 - 公司的债务占总市值的比例为21.0%，总债务的加权平均利率为3.1%，无重大债务到期直至2026年[10] - Prologis及其合作投资公司在报告季度发行了41亿美元的债务，加权平均利率为4.7%，加权平均期限为9.5年[11] - 公司下调了2024年核心FFO每股盈利指导范围至5.37-5.47美元，低于之前的5.42-5.56美元，预计平均占用率将下降[12]

For the quarter ended March 2024, Prologis (PLD) reported revenue of $1.83 billion, up 11.9% over the same period last year. EPS came in at $1.28, compared to $0.50 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.81 billion, representing a surprise of +1.00%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.28. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compa ...

Prologis (PLD) came out with quarterly funds from operations (FFO) of $1.28 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $1.22 per share a year ago. These figures are adjusted for non- recurring items. A quarter ago, it was expected that this industrial real estate developer would post FFO of $1.26 per share when it actually produced FFO of $1.26, delivering no surprise. Over the last four quarters, the company has surpassed consensus FFO estimates two times. Prologis, which ...

财务表现 - 第一季度2024年，Prologis的每股稀释净收益为0.63美元，较去年同期的0.50美元增长26%[2] - 第一季度2024年，Prologis的核心经营资金（Core FFO）每股稀释收益为1.28美元，较去年同期的1.22美元增长5%[3] - Prologis预计2024年净收益为每股3.15至3.35美元，核心FFO为每股5.37至5.47美元[10] 资产负债表 - Prologis的资产负债表强劲，截至2024年3月31日，债务占总市值的比例为21.0%，总债务的加权平均利率为3.1%[6] - Prologis通过在投资货币中借款和使用衍生金融工具来对冲外汇波动风险，截至2024年3月31日，96.5%的股本为美元[7] 预期增长 - Prologis预计2024年核心FFO增长将近8%，现金同店净营业收入增长为6.75%[10] 全球市场地位 - Prologis在高壁垒、高增长市场是全球物流地产领导者，截至2024年3月31日，公司在19个国家拥有或投资了约12亿平方英尺的物业和开发项目[14] 未来展望 - Prologis的前瞻性声明指出，公司预计未来运营绩效、收购和发展活动、贡献和处置活动等方面将发生变化[15]

Key Points The real estate sector has been the worst performer this year, but not all branches are created equal. Logistics and warehousing may be needed during the new manufacturing breakout in the United States when Prologis stock shines. Valuations show it as a preferred name with a double-digit upside ahead for its shareholders. 5 stocks we like better than Prologis The U.S. real estate sector has been one of the worst-performing spaces in the past 12 months. The Vanguard Real Estate ETF NYSEARCA: VNQ f ...

股息投资 - 优先选择复利股息增长者而非追逐高股息股票[1] - 投资一家起始股息收益率仅为2％的公司，每年增长率为12％，在20年内将产生17.2％的成本收益率[3] - 相反，一家当前收益率为5％的高股息股票，20年后增长率为5％，仅产生12.6％的成本收益率，同时资本增值较低[4] 联合健康集团（UNH） - 联合健康集团（UNH）是世界上最大的医疗保健公司，总收入为3710亿美元，总部位于明尼苏达州[6] - 联合健康保险是一家医疗保险部门，为公司和个人收取保费以换取医疗保障，服务全球超过1.47亿人，保费收入是UNH的最大收入来源，占总收入的77％[7] - Optum是第二个部门，贡献约21％的总收入，专注于提供药房管理服务，销售数据分析和技术解决方案给其他医疗提供商，销售家庭护理设备和医疗设备治疗慢性疾病[8] - UNH的股价在过去10年中上涨了4.5倍，投资者得到了丰厚的回报[9] - UNH是一家质量优秀的企业，但最近面临挑战，股价目前比历史最高价低20％，为长期投资者提供了以更便宜的估值积累股票的机会[10] - UNH的股息增长速度自2010年以来增长了61倍，目前的股息为每股1.88美元，股息收益率为1.7％[13] - UNH的历史每股收益增长平均为14.81％，分析师预测增长将继续，尽管速度略有放缓[17] PLD房地产投资信托公司 - PLD是全球最大的房地产投资信托公司，市值为1130亿美元，是美国塔（AMT）之后的第二大REIT[20] - PLD的分红目前为每股0.96美元，股息收益率为3.2％，虽然不是最高的，但PLD的管理层致力于奖励股东，自2010年以来将股息增加了243％[27] - PLD的FFO自2010年以来年均增长11.63％，尽管2024年预计会出现负增长，但2025年的FFO增长应该会恢复到历史水平[30]

Waiting for Godot mantonino/iStock via Getty Images Where valuation is concerned, things play out over very long timeframes. Investors tend to have the attention span of a bumblebee and are always enthralled with the "latest development". But the dial of valuation swings slowly and surely. We made such a case for one REIT that we took a lot of flack for. We go over how that is proceeding and why we are even more confident that we will see $80. Last Coverage On our last update, we felt the worst was still ah ...

SAN FRANCISCO, April 1, 2024 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD), the global leader in logistics real estate, will host its annual stockholders meeting on Thursday, May 9, 2024, at 2:00 p.m. PT/5:00 p.m. ET. The meeting, which will be open to all Prologis stockholders of record as of March 12, 2024, will be conducted via a virtual live webcast. The link for the live webcast is PLD Annual Shareholder Meeting. A replay of the meeting will be posted when available in the Investor Relations "Events & Pre ...

SAN FRANCISCO, March 19, 2024 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD), the global leader in logistics real estate, will host a webcast and conference call with senior management to discuss first quarter results, current market conditions and future outlook on Wednesday, April 17, 2024, at 9:00 a.m. PT/12:00 p.m. ET. To access a live broadcast of the call, please dial +1 (877) 897-2615 (toll-free from the United States and Canada) or +1 (201) 689-8514 (from all other countries). A live webcast can be acce ...

Prologis (PLD) closed at $134.12 in the latest trading session, marking a -0.7% move from the prior day. This move lagged the S&P 500's daily loss of 0.11%. At the same time, the Dow added 0.12%, and the tech-heavy Nasdaq lost 0.41%. Shares of the industrial real estate developer have appreciated by 1.96% over the course of the past month, underperforming the Finance sector's gain of 4.89% and the S&P 500's gain of 2.7%. Analysts and investors alike will be keeping a close eye on the performance of Prologis ...