Lineage, Inc.

Informe acción NasdaqGS:LINE

Capitalización de mercado: US$10.1b

Lineage Dirección

Dirección controles de criterios 2/4

El CEO de Lineage es Greg Lehmkuhl , nombrado en Jun 2015, tiene una permanencia de 10.92 años. compensación anual total es $19.96M, compuesta por 6% salario y 94% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.009% de las acciones de la empresa, por valor de $912.21K. La antigüedad media del equipo directivo y de la junta directiva es de 4 años y 1.8 años, respectivamente.

Información clave

Greg Lehmkuhl

Chief Executive Officer (CEO)

US$20.0m

Compensación total

Porcentaje del salario del CEO6.01%
Permanencia del CEO10.9yrs
Participación del CEO0.009%
Permanencia media de la dirección4yrs
Promedio de permanencia en la Junta Directiva1.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 11

Lineage: Robots Could Add $30 Per Share

Summary Lineage, the largest cold storage REIT, currently trades at 25% above recent lows, but 50% below the 2024 IPO price. With 24,000 employees, headcount intensity is 20-100x that of typical industrial REITs. Adoption of humanoid robots as the next step in LINE's automation strategy could dramatically reduce headcount and improve financial results. A base case impact assessment estimates a $500 million annual expense reduction, which could add $30 per share to valuation. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

Lineage, Inc.'s Stock Might Be Cold But Fundamentals Have Potential

Summary Lineage, Inc. has significant growth potential through market share gains, margin expansion, and occupancy growth, despite current oversupply and inventory challenges. The cold storage industry benefits from rising global food demand and increased use of temperature-controlled logistics, although recent overbuilding has led to oversupply. LINE's growth prospects include occupancy recovery, margin improvement through automation and proprietary software, and accretive consolidation of smaller competitors. While LINE's long-term outlook is promising, I remain neutral until there is more clarity on operating initiatives and the impact of pre-IPO share lock-up expirations. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Lineage: Leaving Investors In The Cold

Summary Lineage, Inc. went public at a high valuation, but shares have since dropped significantly in a short period of time. Lineage's cold storage solutions should be in great demand in the long haul, but 2024 results have been soft. Despite a solid dividend yield and ongoing acquisitions, Lineage's growth is lackluster, and its valuation remains demanding. While LINE shares have become more appealing post-selloff, I remain cautious due to high valuations and limited near-term growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

An Ice Cold Hold: Lineage

Summary Lineage, Inc., a new REIT specializing in cold storage, has seen a 23% drop in share prices since its IPO this summer. Despite solid business fundamentals and a promising market position, the current valuation isn't compelling enough, leading to a Hold rating. The company's recent moves, including debt reduction and acquisition of ColdPoint Logistics, have strengthened its financial standing. While the long-term outlook is positive with expected steady growth, the current yield of 3.3% isn't attractive compared to short-term rates. Read the full article on Seeking Alpha
Seeking Alpha Sep 01

How Hot Is Cold Storage? A First Look At Lineage

Summary Lineage Inc., the world's largest cold storage REIT, has a mission-critical role in the supply chain with significant industry advantages and impressive growth. Despite its compelling business model, Lineage's current valuation is high, leaving limited room for upside, making it wise to wait for a better entry price. The company boasts a diversified customer base, automation investments, and potential future dividends, enhancing its attractiveness for long-term investors. Investing in new public companies like Lineage can be challenging due to limited data and often lofty valuations, so monitoring for a more attractive price is recommended. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Lineage: Interesting High-Tech REIT At A Nosebleed Valuation

Summary Lineage, Inc., a high-tech cold-storage REIT, had a successful IPO with strong investor demand, but its current valuation appears overly expensive. The company leverages advanced data science and AI to optimize operations, positioning itself as a leader in a resilient and growing industry. Despite its innovative approach and growth potential, Lineage's high valuation and significant debt burden raise concerns about its future performance. Read the full article on Seeking Alpha
Seeking Alpha Aug 02

Lineage: Industry Leader Starting At A Premium

Summary Lineage aims to transform the global food supply chain with 482 warehouses, focusing on quality and sustainability. Lineage's successful public offering saw shares sold above the midpoint of the range, having seen some 10% returns ever since in volatile market conditions. Valuation of Lineage post-IPO is demanding, with high multiples on sales and adjusted FFO, making near to medium term risk-reward unattractive. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Greg Lehmkuhl en comparación con los beneficios de Lineage?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$141m

Dec 31 2025US$20mUS$1m

-US$98m

Sep 30 2025n/an/a

-US$179m

Jun 30 2025n/an/a

-US$591m

Mar 31 2025n/an/a

-US$659m

Dec 31 2024US$69mUS$1m

-US$706m

Sep 30 2024n/an/a

-US$700m

Jun 30 2024n/an/a

-US$230m

Mar 31 2024n/an/a

-US$169m

Dec 31 2023US$12mUS$1m

-US$118m

Compensación vs. Mercado: La compensación total de Greg($USD19.96M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.80M).

Compensación vs. Ingresos: La compensación de Greg ha sido consistente con los resultados de la empresa en el último año.


CEO

Greg Lehmkuhl (52 yo)

10.9yrs
Permanencia
US$19,964,787
Compensación

Mr. W. Gregory Lehmkuhl, also known as Greg, is the President & CEO of Lineage Inc., since June 2015 and serves as Director from July 2024. He serves as CEO & President of Preferred Freezer Holdings Inc. H...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
W. Lehmkuhl
CEO, President & Director10.9yrsUS$19.96m0.0091%
$ 912.2k
Robb LeMasters
Chief Financial Officerless than a yearUS$1.85m0.039%
$ 4.0m
Jeffrey Rivera
Global Chief Operations Officer9.8yrsUS$4.15m0.0038%
$ 383.2k
Sean Vanderelzen
President of North America Eastless than a yearUS$3.78m0.0060%
$ 607.5k
Sudarsan Thattai
Chief Transformation Officerno dataUS$3.90m0.0046%
$ 466.7k
Timothy Smith
Chief Commercial Officer4.3yrsUS$2.82m0.0011%
$ 109.6k
Adam Forste
Co-Founder & Co-Executive Chairman18.3yrssin datos0.13%
$ 13.2m
Kevin Marchetti
Co-Founder & Co-Executive Chairman18.3yrssin datos0.13%
$ 12.7m
Abigail Fleming
Senior VP & Chief Accounting Officer2.3yrssin datos0.0015%
$ 154.9k
Chris Johnson
Vice President of Technology Projectsno datasin datossin datos
Ki Bin Kim
Vice President of Investor Relationsno datasin datossin datos
Natalie Matsler
Chief Legal Officer & Corporate Secretary4yrssin datos0.00099%
$ 99.6k
4.0yrs
Permanencia media
50.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LINE se considera experimentado (4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
W. Lehmkuhl
CEO, President & Director1.8yrsUS$19.96m0.0091%
$ 912.2k
Adam Forste
Co-Founder & Co-Executive Chairman18.3yrssin datos0.13%
$ 13.2m
Kevin Marchetti
Co-Founder & Co-Executive Chairman18.3yrssin datos0.13%
$ 12.7m
Shellye Archambeau
Independent Director1.8yrsUS$330.03k0.0014%
$ 138.8k
Lynn Wentworth
Lead Independent Director1.8yrsUS$400.03k0.0036%
$ 364.1k
John Carrafiell
Independent Director1.8yrssin datossin datos
Luke Taylor
Independent Director1.8yrssin datossin datos
James Wyper
Independent Director1.8yrssin datossin datos
Nancy Falotico
Independent Director1.8yrsUS$350.03k0.0042%
$ 421.4k
Michael Turner
Independent Director1.8yrsUS$350.03k0.0012%
$ 116.7k
1.8yrs
Permanencia media
52yo
Promedio de edad

Junta con experiencia: La junta directiva de LINE no se considera experimentada (1.8 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 05:30
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lineage, Inc. está cubierta por 25 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brendan LynchBarclays
Nathan CrossettBNP Paribas
Samir KhanalBofA Global Research