Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue was $1,361M vs. $1,352M expected, while GAAP EPS of -$0.13 significantly outperformed the -$0.23 mean estimate. Despite a 1.8% YoY decline in Adjusted EBITDA to $320M, occupancy stabilization was a key highlight, with same-warehouse physical occupancy up 90bps. Full-year FY26 AFFO guidance of $2.80-$3.05 provides a solid floor for valuation, reinforcing a recovery narrative following industry normalization.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Lineage(LINE) the Revenue is 1.361 B (+0.81%), Beat estimate;the EBIT is 54 M (+134.8%), Beat estimate;the EPS is -0.13 (-333.3%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.36B0.81%
1.35B0.16%
+0.01B0.65%
EBITExceed expectations
0.05B134.78%
0.03B38.79%
+0.02B95.99%
EPSExceed expectations
-0.13333.33%
-0.2327675.53%
+0.1027342.20%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf