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Dec 31, 2025
Lineage Inc Q4 2025 Earnings Report
Lineage reported slightly lower fourth quarter 2025 revenue with stable profitability and modest net income.
Key Takeaways
In Q4 2025, Lineage generated revenue of 1336000000 and GAAP net income of 6000000, as operating income improved year over year despite a slight decline in total revenue and lower adjusted EBITDA.
Total revenue decreased 0.2% year over year to 1336000000.
GAAP net income was 6000000, compared to a net loss in the prior year quarter.
Adjusted EBITDA was 327000000 with a 24.5% margin.
Global Warehousing segment revenue increased 4.4% year over year.
Revenue by Segment
Forward Guidance
For full year 2026, Lineage expects adjusted EBITDA between 1250000000 and 1300000000 and Adjusted FFO per share between 2.75 and 3.00.
Positive Outlook
- Expected 2026 adjusted EBITDA of 1250000000 to 1300000000.
- Adjusted FFO per share guidance of 2.75 to 3.00.
- Disciplined approach to cost and capital management.
- Focus on labor productivity and energy efficiency.
- Leveraging network to meet shifting customer needs.
Challenges Ahead
- Guidance excludes impact of unannounced acquisitions or developments.
- Challenging industry conditions noted in 2025.
- Adjusted EBITDA declined year over year in Q4.
- Adjusted EBITDA margin decreased 50 basis points year over year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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