Lineage, Inc.

NasdaqGS:LINE Stock Report

Market Cap: US$10.4b

Lineage Future Growth

Future criteria checks 0/6

Lineage is forecast to grow earnings and revenue by 18.4% and 3.7% per annum respectively. EPS is expected to grow by 25.9% per annum. Return on equity is forecast to be -1.8% in 3 years.

Key information

18.4%

Earnings growth rate

25.86%

EPS growth rate

Industrial REITs earnings growth1.6%
Revenue growth rate3.7%
Future return on equity-1.77%
Analyst coverage

Good

Last updated18 Jun 2026

Recent future growth updates

Recent updates

Seeking Alpha • 15h

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

Earnings and Revenue Growth Forecasts

NasdaqGS:LINE - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20285,821-128N/AN/A7
12/31/20275,539-163N/AN/A11
12/31/20265,392-194N/AN/A11
3/31/20265,360-141934934N/A
12/31/20255,355-98943943N/A
9/30/20255,358-179884884N/A
6/30/20255,316-591840840N/A
3/31/20255,304-659737737N/A
12/31/20245,340-706703703N/A
9/30/20245,335-700677677N/A
6/30/20245,329-230720720N/A
3/31/20245,337-169794794N/A
12/31/20235,342-118796796N/A
12/31/20224,928-78501501N/A
12/31/20213,702-174330330N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LINE is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: LINE is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: LINE is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: LINE's revenue (3.7% per year) is forecast to grow slower than the US market (12.7% per year).

High Growth Revenue: LINE's revenue (3.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LINE is forecast to be unprofitable in 3 years.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/25 22:07
End of Day Share Price 2026/06/25 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lineage, Inc. is covered by 24 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brendan LynchBarclays
Nathan CrossettBNP Paribas
Samir KhanalBofA Global Research