Every 8-K that LINEAGE INC (LINE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LINE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LINE filings page.
Lineage, Inc. reported second-quarter 2026 net revenues of $1,361 million, up 0.8% year over year. GAAP net loss was $32 million, or $(0.13) per diluted share. Adjusted EBITDA was $320 million, down 1.8%, with a 23.5% margin, while Adjusted FFO was $198 million and AFFO per share $0.76, both down 6.2%. The company declared a quarterly dividend of $0.5325 per share, or $2.13 annualized.
In the Global Warehousing segment, revenues rose to $1,005 million and segment NOI held at $367 million; same-warehouse NOI declined 2.9% as higher labor and power costs offset a 90-basis-point increase in physical occupancy to 75.8%. Global Integrated Solutions revenues were $356 million and NOI $61 million, down 6.3% and 10.3%, respectively; management noted impacts from a $7 million legal settlement and the prior Spain transportation divestiture.
Lineage updated full-year 2026 guidance to Adjusted EBITDA of $1.26–$1.29 billion and AFFO per share of $2.80–$3.05, and expects same-store NOI growth between (3)% and 0%. It reaffirmed the midpoint of total warehousing NOI and Adjusted EBITDA guidance despite an estimated $15 million second-half 2026 headwind from a fire at its Big Bear facility. As of June 30, 2026, net debt was $7.83 billion, equal to 6.0x LTM Adjusted EBITDA, with an adjusted leverage ratio of 5.3x and total liquidity of approximately $1.6 billion.
Lineage, Inc. reported the results of its 2026 annual stockholder meeting held on June 9, 2026. Stockholders elected all ten director nominees to serve until the 2027 annual meeting, with most nominees receiving over 200 million votes in favor.
Stockholders also ratified PricewaterhouseCoopers LLP as independent auditor for fiscal year 2026, with 219,759,582 votes for and minimal opposition. In addition, the advisory vote on executive compensation (“say-on-pay”) was approved, receiving 180,303,971 votes for and 34,372,476 votes against, indicating broad but not unanimous support for the Company’s pay practices.
Lineage, Inc. reported first-quarter 2026 results with total revenue of $1,297 million, up 0.4% from a year ago. The company posted a GAAP net loss of $51 million, or $(0.18) per diluted share, as higher depreciation and interest costs outweighed operating income.
Adjusted EBITDA rose 3.3% to $314 million, lifting the adjusted EBITDA margin to 24.2%. Adjusted FFO was $201 million, with Adjusted FFO per share of $0.78, down 9.3% year over year. Lineage declared a quarterly dividend of $0.5325 per share, or $2.13 annualized, 1% higher than the prior rate.
The global warehousing segment grew revenue 4.3% and segment NOI 1.1%, supported by higher storage pricing despite slightly lower occupancy. Global Integrated Solutions revenue declined 10.3% due to portfolio changes, but segment NOI held steady. Lineage maintained full-year 2026 guidance for adjusted EBITDA of $1.25–$1.30 billion and AFFO per share of $2.75–$3.00, and highlighted ongoing cost-reduction initiatives targeting more than $50 million of annualized SG&A and indirect savings by 2027.
Lineage, Inc. announced that Sudarsan Thattai, its Chief Information Officer and Chief Transformation Officer, plans to retire from the company on April 2, 2027. His CIO duties will be transitioned to other leaders before then, while he continues as Chief Transformation Officer through the retirement date.
The company is implementing a phased handover, with day-to-day leadership of the global IT and Technology organization moving to Chris Johnson, Vice President of Technology Projects. A related press release detailing the transition and leadership continuity plan is furnished as an exhibit.
Lineage, Inc. reported largely flat 2025 revenue but much stronger cash-based metrics while remaining loss-making on GAAP earnings. Full-year revenue was $5,355 million, essentially unchanged, with a GAAP net loss of $113 million, or $(0.43) per diluted share, a significant improvement from a $751 million loss in 2024.
Adjusted EBITDA was $1,298 million, down 2.3%, and the margin slipped to 24.2%. However, Adjusted FFO rose 22.7% to $865 million, and Adjusted FFO per share increased to $3.37. In the fourth quarter, revenue was $1,336 million, Adjusted EBITDA was $327 million with a 24.5% margin, and Adjusted FFO per share held at $0.83.
The global warehousing segment delivered modest revenue growth but lower NOI and margins as costs rose, while the Integrated Solutions segment expanded NOI and margins despite lower revenue. Net debt was $7,735 million, or 6.0x last‑twelve‑months Adjusted EBITDA, and the company highlighted a $1.1 billion development pipeline expected to produce $185 million of annual NOI at stabilization.
For 2026, Lineage issued guidance for Adjusted EBITDA of $1.25 to $1.30 billion and Adjusted FFO per share of $2.75 to $3.00, assuming a macro environment similar to 2025, and plans $170 to $180 million of recurring maintenance capital expenditures while targeting $50 million of annualized administrative and indirect cost reductions.
Lineage, Inc. reported that its indirect subsidiary Lineage Europe Finco B.V. has priced an offering of €700,000,000 aggregate principal amount of 4.125% senior unsecured notes due 2031 at 99.324% of principal. The notes will be fully and unconditionally guaranteed by Lineage, Inc., Lineage OP, LP, Lineage Logistics Holdings, LLC, and certain other subsidiaries that guarantee the company’s revolving credit and term loan agreement.
The notes will be sold only to qualified institutional buyers under Rule 144A in the United States and to non‑U.S. persons under Regulation S, and will not be registered under the Securities Act. Interest will be paid annually on November 26, starting in 2026, with settlement of the offering expected on November 26, 2025, subject to customary closing conditions. Lineage, Inc. intends to use the net proceeds primarily to repay borrowings under its revolving credit facility and for general corporate and working capital purposes.
Lineage, Inc. reported that its indirect subsidiary, Lineage Europe Finco B.V., has begun a private offering of euro-denominated senior notes. The notes are being offered to qualified institutional buyers under Rule 144A of the Securities Act and to certain non-U.S. persons under Regulation S, meaning the transaction is targeted at professional and international investors rather than the general public. The company attached a press release as Exhibit 99.1 to provide further detail. The disclosure emphasizes that this is not an offer to sell securities in any jurisdiction where such an offer would be unlawful and includes customary forward-looking statement cautions about market conditions, closing conditions, use of proceeds and overall industry risks.
Lineage, Inc. furnished materials related to its financial results for the quarter ended September 30, 2025. The company issued an earnings release and made an accompanying presentation available on its website.
These materials were provided via an 8-K, with the earnings release included as Exhibit 99.1 and the earnings presentation and supplemental financial information as Exhibit 99.2. The disclosures under Items 2.02 and 7.01 are being furnished and not deemed filed.
Lineage, Inc. (Nasdaq: LINE) reported the results of its 18 June 2025 Annual Meeting of Stockholders via Form 8-K.
Key outcomes:
- All ten director nominees received strong shareholder support, each securing roughly 99% of votes cast.
- Shareholders ratified PricewaterhouseCoopers LLP as independent auditor for fiscal-year 2025 with 99.99% approval (222.55 million for, 28 thousand against).
- The non-binding say-on-pay resolution passed with 84.4% support (185.52 million for, 34.22 million against).
- Investors elected a one-year frequency for future say-on-pay votes (219.40 million votes), prompting the Board to schedule the compensation vote annually until the next frequency assessment.
No other material business or financial disclosures were provided in the filing.