Prologis (PLD Quick QuotePLD - Free Report) reported $2.09 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8%. EPS of $1.49 for the same period compares to $1.37 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.17 billion, representing a surprise of -3.54%. The company delivered an EPS surprise of +3.6%, with the consensus EPS estimate being $1.44.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Prologis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Average Occupancy: 95.2% versus 94.9% estimated by three analysts on average.
• Revenues- Strategic capital: $153.7 million versus the three-analyst average estimate of $142.86 million. The reported number represents a year-over-year change of -39.3%.
• Revenues- Development management and other: $6.9 million versus the three-analyst average estimate of $7.11 million. The reported number represents a year-over-year change of -29.2%.
• Revenues- Rental: $2.09 billion versus the two-analyst average estimate of $2.1 billion. The reported number represents a year-over-year change of +8%.
• Net Earnings Per Share (Diluted): $1.49 versus the four-analyst average estimate of $0.85.

View all Key Company Metrics for Prologis here>>>

Shares of Prologis have returned +2.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.