Prologis (PLD) FY2025 10-K Annual Report

Filed: Feb 13, 2026
Financials
Real Estate Investment TrustsSEC EDGAR

Prologis (PLD) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 13, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Prologis FY2025 10-K Analysis

Business Overview

  • Core business model: Real estate investment and management focused on O&M portfolio combining owned and co-invested properties
  • No new products or segments introduced; continued emphasis on managing consolidated and unconsolidated co-investment ventures
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Management Discussion & Analysis

  • Revenue $8.2B, up $644M YoY primarily due to higher rental revenues ($8.16B vs $7.52B)
  • Real Estate NOI $6.19B up 8.2% ($471M increase), Strategic Capital NOI $321M down 15.5%, Operating margin ~53.5% (Operating income $4.36B on revenue $8.79B)
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Risk Factors

  • Regulatory risk: Compliance with Foreign Corrupt Practices Act and U.K. Bribery Act, noncompliance may cause substantial fines or damages
  • Geopolitical risk: $788M revenue (9% consolidated) from international ops exposed to political instability and trade wars
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Prologis FY2025 Key Financial Metrics
XBRL

Revenue

$8.8B

+7.2% YoY

Net Income

$3.3B

-10.8% YoY

Operating Margin

49.6%

-427bp YoY

Net Margin

37.9%

-764bp YoY

ROE

6.3%

-66bp YoY

Total Assets

$98.7B

+3.6% YoY

EPS (Diluted)

$3.56

-11.2% YoY

Operating Cash Flow

$5.0B

+2.0% YoY

Source: XBRL data from Prologis FY2025 10-K filing on SEC EDGAR. All figures in USD.

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