Lineage, Inc.

NasdaqGS:LINE 株式レポート

時価総額：US$11.1b

Lineage マネジメント

マネジメント 基準チェック /24

Lineageの CEO はGreg Lehmkuhlで、 Jun2015年に任命され、 の在任期間は 11.08年です。 の年間総報酬は$ 19.96Mで、 6%給与と94%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.009%を直接所有しており、その価値は$ 1.01M 。経営陣と取締役会の平均在任期間はそれぞれ4.2年と2年です。

主要情報

Greg Lehmkuhl

最高経営責任者

US$20.0m

報酬総額

CEO給与比率6.01%
CEO在任期間11.1yrs
CEOの所有権0.009%
経営陣の平均在職期間4.2yrs
取締役会の平均在任期間2yrs

経営陣の近況

Recent updates

ナラティブの更新 • Jun 26

LINE: Fire Fallout And Margin Outlook Will Shape Future Risk Profile

Analysts have lifted their price target on Lineage to $43.00 from $40.44, citing updated assumptions that include a slightly lower discount rate, a modestly revised revenue growth outlook, a higher projected profit margin, and a reduced future P/E multiple. What’s in the News for Lineage A large fire at a 500,000 square foot Lineage Logistics cold storage warehouse in Boyle Heights near downtown Los Angeles has been burning for six days, affecting the surrounding area with thick smoke.
Seeking Alpha • Jun 25

Lineage: Another Serious Fire Could Spell Trouble

Summary Lineage Logistics faces significant operational and financial risks after two catastrophic fires at major cold storage facilities. Recent fires have led to lawsuits, public health concerns, and potential long-term brand damage, particularly in Los Angeles. Immediate costs include emergency relief and remediation, while longer-term impacts may include higher insurance premiums and increased operating expenses. I assign a sell rating to LINE due to heightened financial risk, anticipated earnings drag, and persistent operational uncertainties. 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

CEO報酬分析

Lineage の収益と比較して、Greg Lehmkuhl の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Gregの 総報酬 ($USD 19.96M ) は、 US市場 ($USD 14.46M ) の同規模の企業の平均を上回っています。

報酬と収益: Gregの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Greg Lehmkuhl (53 yo)

11.1yrs
在職期間
US$19,964,787
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
W. Lehmkuhl
CEO, President & Director11.1yrsUS$19.96m0.0091%
$ 1.0m
Robb LeMasters
Chief Financial Officerless than a yearUS$1.85m0.039%
$ 4.4m
Jeffrey Rivera
Global Chief Operations Officer9.9yrsUS$4.15m0.0038%
$ 424.1k
Sean Vanderelzen
President of North America Eastless than a yearUS$3.78m0.0060%
$ 672.3k
Sudarsan Thattai
Chief Transformation Officerno dataUS$3.90m0.0046%
$ 516.4k
Timothy Smith
Chief Commercial Officer4.4yrsUS$2.82m0.0011%
$ 121.3k
Adam Forste
Co-Founder & Co-Executive Chairman18.5yrsデータなし0.13%
$ 14.6m
Kevin Marchetti
Co-Founder & Co-Executive Chairman18.5yrsデータなし0.13%
$ 14.1m
Abigail Fleming
Senior VP & Chief Accounting Officer2.5yrsデータなし0.0015%
$ 171.4k
Chris Johnson
Vice President of Technology Projectsno dataデータなしデータなし
Ki Bin Kim
Vice President of Investor Relationsno dataデータなしデータなし
Natalie Matsler
Chief Legal Officer & Corporate Secretary4.2yrsデータなし0.00099%
$ 110.2k
4.2yrs
平均在職期間
51.5yo
平均年齢

経験豊富な経営陣: LINEの経営陣は 経験豊富 であると考えられます ( 4.2年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
W. Lehmkuhl
CEO, President & Director2yrsUS$19.96m0.0091%
$ 1.0m
Adam Forste
Co-Founder & Co-Executive Chairman18.5yrsデータなし0.13%
$ 14.6m
Kevin Marchetti
Co-Founder & Co-Executive Chairman18.5yrsデータなし0.13%
$ 14.1m
Shellye Archambeau
Independent Director2yrsUS$330.03k0.0034%
$ 372.9k
Lynn Wentworth
Lead Independent Director2yrsUS$400.03k0.0056%
$ 622.2k
John Carrafiell
Independent Director2yrsデータなしデータなし
Luke Taylor
Independent Director2yrsデータなしデータなし
James Wyper
Independent Director2yrsデータなしデータなし
Nancy Falotico
Independent Director2yrsUS$350.03k0.0062%
$ 685.6k
Michael Turner
Independent Director2yrsUS$350.03k0.0031%
$ 348.4k
2.0yrs
平均在職期間
53yo
平均年齢

経験豊富なボード: LINEの 取締役会 は 経験豊富 ではない ( 2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 08:31
終値2026/07/02 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lineage, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Brendan LynchBarclays
Nathan CrossettBNP Paribas
Samir KhanalBofA Global Research