Lineage Inc. (LINE) USDA Check-in April 2026

April USDA cold storage data shows encouraging signs for Lineage Inc., with all-warehouse inventory turning year-over-year positive for the first time since 2023. Public warehouses saw even stronger growth, exceeding pre-pandemic levels and signaling healthy occupancy trends.

Key Takeaways

• 1.April 2026 USDA cold storage data shows encouraging trends with a sequential inventory decline that was smaller than in April 2025.
• 2.Year-over-year inventory for all warehouses grew by 0.6%, representing the first positive y/y result since April 2023.
• 3.Public warehouse inventory levels are particularly strong, rising +5.9% y/y and now slightly exceeding pre-pandemic levels.

Table of Contents

• USDA data and interpretation - All Warehouses
• USDA data and interpretation - Public Warehouses
• Takeaway
• Price target and risks
• Downside risks
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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