Lineage Inc (LINE) News & EventsLINELineage Inc

Consensus for FY26 AFFO at $2.94

Consensus is for FY26 AFFO $2.94. Sees FY26 adjusted EBITDA of $1.26B-$1.29B.

Lineage Reports Q2 Revenue of $1.361B, Exceeds Expectations

Reports Q2 revenue $1.361B, consensus $1.35B. "We delivered a solid Q2, with adjusted EBITDA and AFFO per share both ahead of expectations," said Greg Lehmkuhl, president and CEO of Lineage. "Importantly, we achieved a 90bps year-over-year increase in same warehouse physical occupancy, a positive signal that inventory levels have further normalized and that the industry is stabilizing. We also want to acknowledge the fire at our Big Bear facility. Lineage acted quickly to support the surrounding community, and I want to thank the Los Angeles first responders and Lineage team members for their extraordinary response. We remain committed to a full recovery."

Company Reports Q1 Revenue of $1.30B, Below Expectations

Reports Q1 revenue $1.30B, consensus $1.32B. "In Q1, we delivered results ahead of our expectations while navigating a highly dynamic operating environment," said CEO Greg Lehmkuhl. "We again saw core business trends align closely with typical seasonal patterns, further reinforcing our view that the industry is stabilizing. Supply chain conditions remain challenging due to tariff uncertainty and geopolitical disruptions. Our teams have responded effectively, leveraging the flexibility of our network to adjust to shifting customer needs while controlling costs and providing strong service levels. We believe our operating model positions us well to navigate uncertainty and drive durable performance through 2026 and beyond".