LINE Lineage (LINE) Q1 FY26 earnings call
Lineage reported better-than-expected Q1 FY26 results, showing signs of stabilization despite industry headwinds like elevated new supply and trade challenges. While maintaining full-year guidance, management expressed increased conviction in achieving the midpoint, supported by disciplined execution and productivity improvements. A strategic portfolio review is underway to enhance financial flexibility and drive shareholder value.
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LINE operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Occupancy rate Same-Store | 79.3%Same-store physical occupancy improved sequentially by 400 basis points to 79.3%, further signaling that our business is returning to a more normalized seasonality just as we anticipated when providing second half guidance last year.Source: earnings call transcript | 76.4%Same-store physical occupancy sequentially declined by 290 basis points to 76.4%, in line with our expectations.Source: earnings call transcript | -2.9 pt |
| Capital expenditures Growth | $170MIn the quarter, we invested $170 million of growth capital primarily in our development projects, and we're pleased with the continued progress on these projects.Source: earnings call transcript | $130MIn the quarter, we invested $130 million in growth capital, primarily in development projects.Source: earnings call transcript | -23.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.