Lineage Toekomstige groei
Future criteriumcontroles 0/6
Lineage zal naar verwachting groeien in winst en omzet met respectievelijk 19.6% en 3.7% per jaar. De winst per aandeel zal naar verwachting groeien met 27.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting -1.8% zijn.
Belangrijke informatie
19.6%
Groei van de winst
27.11%
Groei van de winst per aandeel
| Industrial REITs winstgroei | 2.0% |
| Inkomstengroei | 3.7% |
| Toekomstig rendement op eigen vermogen | -1.77% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 26 Jun 2026 |
Recente toekomstige groei-updates
Recent updates
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.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 AlphaLineage, 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 AlphaLineage: 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 AlphaAn 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 AlphaHow 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 AlphaLineage: 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 AlphaLineage: 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 5,821 | -128 | N/A | N/A | 7 |
| 12/31/2027 | 5,545 | -157 | N/A | N/A | 10 |
| 12/31/2026 | 5,395 | -194 | N/A | N/A | 10 |
| 3/31/2026 | 5,360 | -141 | 934 | 934 | N/A |
| 12/31/2025 | 5,355 | -98 | 943 | 943 | N/A |
| 9/30/2025 | 5,358 | -179 | 884 | 884 | N/A |
| 6/30/2025 | 5,316 | -591 | 840 | 840 | N/A |
| 3/31/2025 | 5,304 | -659 | 737 | 737 | N/A |
| 12/31/2024 | 5,340 | -706 | 703 | 703 | N/A |
| 9/30/2024 | 5,335 | -700 | 677 | 677 | N/A |
| 6/30/2024 | 5,329 | -230 | 720 | 720 | N/A |
| 3/31/2024 | 5,337 | -169 | 794 | 794 | N/A |
| 12/31/2023 | 5,342 | -118 | 796 | 796 | N/A |
| 12/31/2022 | 4,928 | -78 | 501 | 501 | N/A |
| 12/31/2021 | 3,702 | -174 | 330 | 330 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachting is dat LINE de komende 3 jaar verliesgevend zal blijven.
Winst versus markt: De verwachting is dat LINE de komende 3 jaar verliesgevend zal blijven.
Hoge groeiwinsten: De verwachting is dat LINE de komende 3 jaar verliesgevend zal blijven.
Omzet versus markt: De omzet van LINE ( 3.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 12.7% per jaar).
Hoge groei-inkomsten: De omzet van LINE ( 3.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Er wordt voorspeld dat LINE binnen 3 jaar verliesgevend zal zijn.
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/05 18:17 |
| Aandelenkoers aan het einde van de dag | 2026/07/02 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lineage, Inc. wordt gevolgd door 24 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brendan Lynch | Barclays |
| Nathan Crossett | BNP Paribas |
| Samir Khanal | BofA Global Research |