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Lineage
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 in its sector, with 488 facilities, 86M square feet, and 3.1 billion cubic feet of warehousing capacity across 19 countries, generating $1.3 billion in EBITDA last year.
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, including 244 port-centric and 82 automated warehouses worldwide.
U.S. warehouse supply grew 14.5% from 2021–2025, but new capacity growth is expected to slow to 1.5% in 2026.
Despite a 9.5% excess capacity in the U.S., average physical occupancy is projected at 75% for 2025, only three points below 2021.
Operational excellence and people strategy
Emphasizes a values-driven culture, with over 26,000 team members and a focus on purpose and engagement.
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.
Real-time metrics platform (MetricsOne) provides visibility into 100 metrics per facility, supporting continuous improvement.
Achieved $20 million in savings from nearly 1,000 Kaizen events, keeping labor costs flat despite industry wage inflation.
Technology and digital enablement
Five digital transformation pillars: scalable digital core, decision algorithms, customer experience, energy optimization, and warehouse execution layer.
LinOS, the proprietary warehouse execution platform, automates real-time decisions for labor dispatch, pallet routing, and dock allocation, driving measurable productivity gains.
LinOS modules include real-time labor and asset optimization, with 157 patents issued and 126 pending.
AI-driven controls optimize energy usage, reducing operating costs.
LinOS integrates with both humans and robotics, providing spatial awareness and dynamic task assignment.
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?
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Next Lineage earnings date
Q4 202525 Feb, 2026
Lineage
Next Lineage earnings date
Q4 202525 Feb, 2026
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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.
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