Prologis, Inc. PLD
Revenue Intelligence Report • 36 quarters of SEC filing data • Updated 2026-03-15
Prologis, Inc. has a forecasted full-year revenue of $9.8B, a +12.0% year-over-year change, based on 36 quarters of SEC filing data. Key revenue drivers include SG&A (elasticity 0.30x). The ARDL model has 7.4% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (7.4% MAPE), suggesting Prologis, Inc.'s revenue trajectory is well-characterized by its spending patterns. Sales & marketing spend shows a 0.30x elasticity, suggesting effective go-to-market execution.
Next FY Revenue
$9.85B
+12.0% YoY
SG&A Elasticity
0.30x
Model Accuracy
7.4% MAPE
Holdout validation: The model predicted $2.3B vs the actual $2.3B — an error of 2.2%.
Note:
Prologis, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $2.3B | $2.3B | $1.9B – $2.8B | +4.6% | ✓ In range |
| Q2 2026 | $2.4B | $1.8B – $3.1B | +10.8% | ||
| Q3 2026 | $2.4B | $1.7B – $3.4B | +10.9% | ||
| Q4 2026 | $2.5B | $1.7B – $3.7B | +12.6% | ||
| Q1 2027 | $2.6B | $1.6B – $4.0B | +13.7% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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