{"filings":[{"id":96408,"accession_number":"0001868159-26-000027","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lineage Q1 2026: revenue flat, GAAP loss $0.18/sh; adj. EBITDA +3.3%, dividend raised 1%","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.297B (+0.4% YoY); GAAP net loss $51M ($0.18 per diluted share).","Adjusted EBITDA $314M (+3.3%); margin 24.2%, up 70bps.","AFFO $201M (-8.2%); AFFO per share $0.78 (-9.3% YoY).","Quarterly dividend $0.5325/share, annualized $2.13 (+1% increase).","Maintained FY2026 guidance: adj. EBITDA $1.25-1.30B, AFFO/share $2.75-3.00."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":1297000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96407,"accession_number":"0001868159-26-000015","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lineage CIO/CTO Sudarsan Thattai to retire by April 2027; Chris Johnson to lead IT","event_type":"leadership","confidence":"high","bullets":["Sudarsan Thattai notified Lineage of retirement on April 7, 2026; retirement effective April 2, 2027.","He will continue as CTO through transition; day-to-day IT leadership moves to Chris Johnson (VP Tech Projects).","Thattai joined Lineage in 2013 and led development of the LinOS warehouse execution platform.","Phased transition aims to maintain momentum on mission-critical initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110286,"accession_number":"0001868159-26-000010","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lineage reports mixed Q4/FY2025; net loss $113M for year; initiates 2026 guidance","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1,336M (flat YoY); GAAP net income $6M ($0.03 diluted EPS).","Full-year 2025 revenue $5,355M (flat); GAAP net loss $(113)M ($(0.43) diluted EPS).","Full-year adjusted EBITDA $1,298M (-2.3%); AFFO $865M (+22.7%), AFFO per share $3.37 (+2.4%).","Initiates FY2026 guidance: adjusted EBITDA $1.25-$1.30B, AFFO per share $2.75-$3.00.","Declared quarterly dividend $0.5275/share (annualized $2.11)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":5355000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126870,"accession_number":"0001868159-25-000119","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lineage issues €700M 4.125% Senior Notes due 2031, uses proceeds to repay revolver","event_type":"debt","confidence":"high","bullets":["€700 million aggregate principal amount of 4.125% Senior Notes due November 26, 2031.","Net proceeds of approximately €689 million after discounts and estimated expenses.","Proceeds used to repay revolver borrowings and for general corporate and working capital purposes.","Notes are senior unsecured, fully and unconditionally guaranteed by Lineage Inc., OP, LLC, and certain subsidiaries.","Issuer may redeem notes at any time prior to Sept 26, 2031 at a make-whole premium, then at par."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126869,"accession_number":"0001868159-25-000116","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Lineage prices €700M 4.125% senior notes due 2031; proceeds to repay revolver","event_type":"debt","confidence":"high","bullets":["€700M aggregate principal of 4.125% Senior Notes due 2031 priced at 99.324% of par.","Interest payable annually on Nov 26, commencing Nov 26, 2026; maturity Nov 26, 2031.","Net proceeds to repay revolving credit facility and for general corporate purposes.","Notes are senior unsecured, guaranteed by Lineage and certain subsidiaries; not registered under Securities Act.","Settlement expected Nov 26, 2025 subject to customary closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126868,"accession_number":"0001868159-25-000114","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lineage subsidiary proposes euro-denominated senior notes offering; terms not disclosed","event_type":"debt","confidence":"medium","bullets":["Lineage Europe Finco B.V., an indirect subsidiary of Lineage, Inc., intends to offer euro-denominated senior notes in a private placement.","Notes will be senior unsecured obligations of the issuer, fully and unconditionally guaranteed by Lineage, Inc. and certain subsidiaries.","Net proceeds to be used to repay amounts drawn under its revolving credit facility and for other general corporate purposes.","The offering is subject to market conditions; specific principal amount, interest rate, and maturity are not provided.","Notes not registered under the Securities Act; offered only to QIBs and non-U.S. persons under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126867,"accession_number":"0001868159-25-000109","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lineage Q3 net loss $112M; cuts 2025 adj EBITDA & AFFO guidance to lower end","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $(112)M ($0.44/diluted); revenue $1.377B +3.1% YoY.","Adjusted EBITDA $341M (+2.4%), margin 24.8%; AFFO $221M (+6.3%), AFFO/share $0.85 (-5.6%).","Full-year adj EBITDA guidance reduced to $1.290-$1.305B; AFFO/share to $3.20-$3.30 (prev $3.20-$3.40).","Q4 2025 adj EBITDA outlook $319-$334M; AFFO/share $0.68-$0.78.","Quarterly dividend $0.5275/share (annual $2.11); CEO cites tariff uncertainty and lower NOI outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":4019000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126866,"accession_number":"0001868159-25-000102","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lineage appoints Robb LeMasters as CFO effective Nov 10, 2025; also names Ki Bin Kim as VP of IR","event_type":"leadership","confidence":"high","bullets":["Robb LeMasters named CFO, succeeding Robert Crisci who retires; LeMasters previously CFO of BWX Technologies.","LeMasters receives $700k base salary, 125% target bonus, and $3.425M sign-on equity award with time and performance vesting.","Ki Bin Kim appointed VP of Investor Relations, joining from Truist Securities where he was Managing Director of U.S. REIT Equity Research.","LeMasters brings over 20 years of finance and executive experience, including roles at Blue Harbour Group and Morgan Stanley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143662,"accession_number":"0001868159-25-000093","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lineage reports Q2 net loss of $7M; cuts FY2025 EBITDA and AFFO guidance","event_type":"earnings","confidence":"high","bullets":["Total revenue $1,350M (+0.9% YoY); GAAP net loss $(7)M ($(0.03) diluted EPS).","Adjusted EBITDA $326M (-2.4% YoY); AFFO $211M (+55.1% YoY), AFFO per share $0.81 (+8.0%).","FY2025 adj. EBITDA guidance lowered to $1.29-$1.34B from $1.35-$1.40B; AFFO per share to $3.20-$3.40 from $3.40-$3.60.","Completed $500M 5.25% unsecured notes offering; declared quarterly dividend $0.5275/share ($2.11 annualized).","CEO cites muted seasonal inventory; expects sequential improvement in H2 but reduced full-year outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2642000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161884,"accession_number":"0001868159-25-000078","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lineage shareholders elect all 10 directors, ratify auditor, approve say-on-pay on advisory basis","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with >199M votes for each; broker non-votes ~2.85M.","PricewaterhouseCoopers LLP ratified as auditor for FY2025 with ~222.6M votes for.","Say-on-pay approved on advisory basis: ~185.5M for, ~34.2M against.","Advisory vote on frequency: ~219.4M voted for 1-year; board adopts annual say-on-pay until next frequency vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161883,"accession_number":"0001868159-25-000076","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lineage OP issues $500M 5.250% Senior Notes due 2030 to repay revolver","event_type":"debt","confidence":"high","bullets":["Net proceeds ~$489M after discounts and expenses; used to repay revolving credit facility and for general corporate purposes.","Notes mature July 15, 2030; interest payable semi-annually on Jan 15 and Jul 15, starting Jan 15, 2026.","Redeemable at make-whole premium (T+25bps) prior to June 15, 2030, and at par thereafter.","Fully and unconditionally guaranteed by Lineage, Inc. and certain subsidiary guarantors.","Sold in private placement to QIBs under Rule 144A/Reg S; registration rights agreement filed to exchange for registered notes by June 17, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161882,"accession_number":"0001868159-25-000074","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Lineage OP prices $500M 5.250% Senior Notes due 2030","event_type":"debt","confidence":"high","bullets":["Priced $500M aggregate principal of 5.250% Senior Notes due 2030 at 98.991% of par.","Notes mature July 15, 2030; interest payable semi-annually on Jan 15 and Jul 15.","Net proceeds to repay revolver credit facility and for general corporate purposes.","Closing expected June 17, 2025; notes unregistered, offered to QIBs and non-U.S. persons."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161881,"accession_number":"0001868159-25-000071","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lineage OP announces proposed private offering of senior notes; proceeds to repay revolver","event_type":"debt","confidence":"medium","bullets":["Lineage OP, LP commences private offering of senior notes (amount not disclosed) to qualified institutional buyers.","Notes will be senior unsecured obligations, fully guaranteed by Lineage, Inc. and its subsidiaries.","Net proceeds to repay revolving credit facility borrowings and for general corporate purposes.","Offering not registered under Securities Act; offered only to QIBs and non-U.S. persons."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161880,"accession_number":"0001868159-25-000069","cik":1868159,"company_name":"Lineage, Inc.","ticker":"LINE","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lineage CFO Robert Crisci announces retirement; reaffirms FY2025 guidance","event_type":"leadership","confidence":"high","bullets":["CFO Robert Crisci plans to retire; will continue until successor is in place.","Company reaffirms FY2025 adjusted EBITDA guidance of $1.35-$1.40B.","Reaffirms FY2025 adjusted FFO per share of $3.40-$3.60.","Q2-to-date performance in line with expectations.","Successor search underway with leading executive search firm."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}