
PLD · NYSE
Prologis is a self-administered real estate company and a U.S.-based logistics real estate investment trust. It owns, operates and leases industrial properties used for warehousing, distribution and supply-chain activities, earning rental and related real-estate income from business customers. Its proposed acquisition of SEGRO would expand that logistics and industrial-property footprint internationally. The supplied evidence does not provide a segment revenue split or customer concentration. At the consolidated level, Prologis reported $8.8 billion of revenue and $3.3 billion of net income in fiscal 2025, versus $8.2 billion and $3.7 billion, respectively, in fiscal 2024.
Prologis fell $8.07, or 5.49%, from $147.12 to $139.05 over the week, with the decline concentrated on Tuesday, August 4. The stock slipped from $147.12 on July 28 to $144.15 on August 3 before dropping 3.53% in one session on volume of 16.28 million shares, nearly five times the prior day’s volume. The clearest company-specific catalysts were Prologis’ launch of a 15 million-share underwritten common-stock offering and its agreement to acquire SEGRO in a £14 billion share-and-cash combination, both announced Tuesday. The offering raised dilution and funding concerns, while the SEGRO transaction introduced integration and execution uncertainty. No material within-week reversal was evident after Tuesday’s selloff.
