Current guidance
35 items
Each item compared with the same item in the previous release (Apr 23, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | Non-core expenses and revenue streams | for FY2026 | “$0.40 - $0.40” | “$0.25 - $0.25” | Filing ↗ |
| New | Total revenue (excluding promote income) | for FY2026 | — | “$6.600 - $6.700 billion” | Filing ↗ |
| Raised | Net income per diluted share | for FY2026 | “$2.65 - $2.75” | “$3.10 - $3.15” | Filing ↗ |
| Raised | "Same-Capital" cash NOI growth | for FY2026 | “4.0% - 5.0%” | “4.25% - 5.25%” | Filing ↗ |
| New | Average stabilized yields | for FY2026 | — | “10.0%+” | Filing ↗ |
| New | Constant-Currency Core FFO / share (excluding net promote) | for FY2026 | — | “$7.90 - $8.00” | Filing ↗ |
| New | Constant-Currency Core FFO per share (excluding net promote) outlook | for FY2026 | — | “$8.10 - $8.15” | Filing ↗ |
| New | Core FFO per share (excluding net promote) outlook | for FY2026 | — | “$8.15 - $8.20” | Filing ↗ |
| New | Core Funds From Operations / share (excluding net promote) | for FY2026 | — | “$8.15 - $8.20” | Filing ↗ |
| Raised | Development CapEx (Net of Partner Contributions) | for FY2026 | “$3,500 - $4,000 million” | “$4,250 - $4,750 million” | Filing ↗ |
| Raised | Dispositions / Joint Venture Capital - Dollar volume | for FY2026 | “$500 - $1,000 million” | “$1,000 - $1,500 million” | Filing ↗ |
| Raised | Funds From Operations / share (NAREIT-Defined) | for FY2026 | “$7.60 - $7.70” | “$8.40 - $8.45” | Filing ↗ |
| Raised | Net non-cash rent adjustments | for FY2026 | “($90 - $95 million)” | “($145 - $150 million)” | Filing ↗ |
| New | Net Promote | for FY2026 | — | “($0.50) - ($0.50)” | Filing ↗ |
| Raised | Rental rates on renewal leases - Cash basis | for FY2026 | “6.0% - 8.0%” | “9.0% - 11.0%” | Filing ↗ |
| Raised | Rental rates on renewal leases - GAAP basis | for FY2026 | “8.5% - 10.5%” | “12.0% - 14.0%” | Filing ↗ |
| Lowered | U.S. Dollar / Euro | for FY2026 | “$1.15 - $1.20” | “$1.13 - $1.18” | Filing ↗ |
| Raised | Year-end portfolio occupancy | for FY2026 | “+50 - 100 bps” | “+75 - 125 bps” | Filing ↗ |
| Raised | Long-term debt issuance - Pricing | for the long term | “4.0% - 4.5%” | “4.5% - 5.5%” | Filing ↗ |
| Changed | Long-term debt issuance - Timing | for the long term | “Sep-24” | “2H-2026” | Filing ↗ |
| Reiterated | Adjusted EBITDA | for FY2026 | “$3.600 - $3.700 billion” | “$3.600 - $3.700 billion” | Filing ↗ |
| Reiterated | Dispositions / Joint Venture Capital - Cap rate | for FY2026 | “0.0% - 10.0%” | “0.0% - 10.0%” | Filing ↗ |
| Reiterated | Enhancements and other non-recurring CapEx | for FY2026 | “$30 - $35 million” | “$30 - $35 million” | Filing ↗ |
| Reiterated | Foreign currency translation adjustments | for FY2026 | “($0.05) - ($0.05)” | “($0.05) - ($0.05)” | Filing ↗ |
| Reiterated | Recurring CapEx + capitalized leasing costs | for FY2026 | “$400 - $425 million” | “$400 - $425 million” | Filing ↗ |
| Reiterated | U.S. Dollar / Pound Sterling | for FY2026 | “$1.32 - $1.37” | “$1.32 - $1.37” | Filing ↗ |
| Reiterated | Long-term debt issuance - Dollar amount | for the long term | “$1,500 - $2,000 million” | “$1,500 - $2,000 million” | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Non-core expenses and revenue streams | “$0.25 - $0.25” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Total revenue | “$6.600 - $6.700 billion” | for FY2026 | GAAP-tied | Feb 5, 2026 | 2 | Filing ↗ |
| Total revenue (excluding promote income) | “$6.600 - $6.700 billion” | for FY2026 | GAAP-tied | Jul 23, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$3.600 - $3.700 billion” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Net income per diluted share | “$3.10 - $3.15” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| "Same-Capital" cash NOI growth | “4.25% - 5.25%” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Average stabilized yields | “10.0%+” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Constant-Currency Core FFO / share (excluding net promote) | “$7.90 - $8.00” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Constant-Currency Core FFO per share (excluding net promote) outlook | “$8.10 - $8.15” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Constant-Currency Core FFO per share outlook | “$7.95 - $8.05” | for FY2026 | Company-defined | Apr 23, 2026 | 1 | Filing ↗ |
| Constant-Currency Core Funds From Operations / share | “$7.90 - $8.00” | for FY2026 | Company-defined | Feb 5, 2026 | 2 | Filing ↗ |
| Core FFO per share (excluding net promote) outlook | “$8.15 - $8.20” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Core FFO per share outlook | “$8.00 - $8.10” | for FY2026 | Company-defined | Feb 5, 2026 | 2 | Filing ↗ |
| Core FFO per share outlook (reported and Constant-Currency basis) | “$7.90 - $8.00” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Core Funds From Operations / share | “$8.00 - $8.10” | for FY2026 | Company-defined | Apr 23, 2026 | 1 | Filing ↗ |
| Core Funds From Operations / share (excluding net promote) | “$8.15 - $8.20” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Development - Average stabilized yields | “10.0%+” | for FY2026 | Company-defined | Feb 5, 2026 | 2 | Filing ↗ |
| Development CapEx (Net of Partner Contributions) | “$4,250 - $4,750 million” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Dispositions / Joint Venture Capital - Cap rate | “0.0% - 10.0%” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Dispositions / Joint Venture Capital - Dollar volume | “$1,000 - $1,500 million” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Enhancements and other non-recurring CapEx | “$30 - $35 million” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Foreign currency translation adjustments | “($0.05) - ($0.05)” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Funds From Operations / share (NAREIT-Defined) | “$8.40 - $8.45” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Net non-cash rent adjustments | “($145 - $150 million)” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Net Promote | “($0.50) - ($0.50)” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Recurring CapEx + capitalized leasing costs | “$400 - $425 million” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Rental rates on renewal leases - Cash basis | “9.0% - 11.0%” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Rental rates on renewal leases - GAAP basis | “12.0% - 14.0%” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| U.S. Dollar / Euro | “$1.13 - $1.18” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| U.S. Dollar / Pound Sterling | “$1.32 - $1.37” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Year-end portfolio occupancy | “+75 - 125 bps” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Long-term debt issuance - Dollar amount | “$1,500 - $2,000 million” | for the long term | Company-defined | Feb 13, 2025 | 5 | Filing ↗ |
| Long-term debt issuance - Pricing | “4.5% - 5.5%” | for the long term | Company-defined | Oct 24, 2024 | 8 | Filing ↗ |
| Long-term debt issuance - Timing | “2H-2026” | for the long term | Company-defined | Oct 24, 2024 | 2 | Filing ↗ |
| U.S. Hyperscale Data Center Fund LP equity commitments target | “$2.5 billion” | for the long term | Company-defined | Apr 24, 2025 | 1 | Filing ↗ |
Long-term debt issuance - Pricing, for the long term — every statement across the year, each linked to its filing.
12 companies in Logistics & diversified REITs. What they guide on, and who reported this season.
| Prologis | Oct 15, 2026 | 18 changes |
| Simon Property Group | Aug 10, 2026 | 17 changes |
| Realty Income | Aug 5, 2026 | 8 changes |
| Equinix | Jul 29, 2026 | 26 changes |
| Public Storage | Jul 29, 2026 | 19 changes |
| Ventas | Jul 29, 2026 | 14 changes |
| American Tower | Jul 28, 2026 | 39 changes |
| Extra Space Storage | Jul 28, 2026 | 6 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term |
|---|---|---|---|---|
| Non-core expenses and revenue streams | 3 statements | 1 statement | 1 statement | — |
| Total revenue | 3 statements | 4 statements | 1 statement | — |
| Adjusted EBITDA | 3 statements | 4 statements | 1 statement | — |
| Net income per diluted share | 3 statements | 4 statements | 1 statement | — |
| "Same-Capital" cash NOI growth | 3 statements | 4 statements | 1 statement | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 23, 2026 | FY2026 Q2 | 0001104659-26-086270 | 27 | Open filing ↗ |
| Apr 23, 2026 | FY2026 Q1 | 0001104659-26-047702 | 25 | Open filing ↗ |
| Feb 5, 2026 | FY2025 Q4 | 0001104659-26-010887 | 24 | Open filing ↗ |
| Oct 23, 2025 | FY2025 Q3 | 0001104659-25-101827 | 22 | Open filing ↗ |
| Jul 24, 2025 | FY2025 Q2 | 0001558370-25-009543 | 22 | Open filing ↗ |
| Apr 24, 2025 | FY2025 Q1 | 0001558370-25-005434 | 24 | Open filing ↗ |
| Feb 13, 2025 | FY2024 Q4 | 0001558370-25-000945 | 22 | Open filing ↗ |
| Oct 24, 2024 | FY2024 Q3 | 0001558370-24-013620 | 23 | Open filing ↗ |