)
Visual
earnings real time
Lineage (LINE) investor relations material
Lineage Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary8 Dec, 2025
Industry Overview and Market Positioning
Operates the largest global network with 488 facilities, 3.1 billion cubic feet of warehousing capacity, and 86 million square feet across 19 countries, with 244 port-centric and 82 automated sites.
Maintains a leading market position, with 96% of revenue from #1 positions and 49% of NOI from port-adjacent warehouses.
Focuses on modern, strategically located assets and integrated cold chain solutions, with the largest network of automated warehouses worldwide.
Labor expense constitutes 60% of total operating costs, making productivity improvements a key lever.
U.S. market has seen a 14.5% supply growth since 2021, but new capacity is expected to slow to 1.5% in 2026, with a projected 75% average physical occupancy for 2025.
Productivity and Operational Excellence
Lean management and standardized processes have reduced team member turnover by over 50% since 2022, supporting growth and consistency.
Over 80 facilities and 9,000+ team members are engaged in Lean initiatives, driving superior site EBITDA and improved service metrics.
Deployed a real-time metrics platform, Metrics One, providing visibility to 100 metrics per facility and enabling rapid problem identification.
Productivity improvements have offset inflation, resulting in only slight year-over-year increases in labor cost per throughput pallet.
Achieved $20 million in savings from nearly 1,000 Kaizen events, with labor costs remaining flat despite industry wage inflation.
Technology and Digital Enablement
Five strategic pillars guide digital transformation: scalable digital core, operationalized decision algorithms, connected customer experience, energy intelligence, and warehouse automation.
Built a scalable digital core with unified data and integration, supporting global deployment of capabilities.
LinOS, the proprietary warehouse execution platform, automates real-time decisions for labor dispatch, pallet routing, and dock allocation, driving measurable productivity gains and orchestrating both humans and robots.
LinOS modules include real-time labor and asset optimization, with 157 patents issued and 126 pending.
AI-driven controls optimize energy usage, reducing power consumption and operating costs.
How will GIS drive volume in excess capacity?
What is LinOS's projected ROIC and rollout plan?
How do Lean and LinOS create long-term advantage?
LinOS rollout strategy for remaining phases
Strategy to absorb competitor capacity
How does Lineage offset wage inflation impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Lineage earnings date
Q4 202525 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Lineage, Inc. is the world's largest global temperature-controlled warehouse Real Estate Investment Trust (REIT). The company operates a vast network of over 480 facilities across North America, Europe, and Asia-Pacific, providing comprehensive cold storage and logistics services. Lineage partners with food and beverage companies to enhance supply chain efficiency, reduce waste, and ensure the safe distribution of perishable goods. Its services include cold storage warehousing, automated and port-centric warehousing, as well as transportation solutions like managed transportation, freight forwarding, and customs brokerage. Lineage, Inc. is headquartered in Novi, Michigan, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage