Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
TTM vs. 5-year historical average (annual ratios)
| Metric | REXR | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -18.3x | 57.6x · sector 35.5x | Discount |
| Forward P/E (FY26E) | -30.6x | EPS est. -1.26 | Elevated |
| Price / Book | 1.2x | 1.5x | Discount |
| Price / Sales | 9.1x | 14.4x | Discount |
| EV / EBITDA | -143.3x | 27.9x | Discount |
| Return on equity | -5.9% | — | Weak |
| Gross margin | 60.5% | 76.8% | Below hist. |
| Debt / Equity | 0.39 | 0.34 | Conservative |
| Piotroski / Altman Z | 5/9 | Z 1.44 | Distress |
Discounted cash flow model
Current price $38.71
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 13, 26 |
| Mizuho |
| upgrade |
| Neutral |
| Outperform |
| Oct 12, 26 | Truist Securities | maintain | Buy | Buy |
| Sep 28, 26 | BMO Capital | maintain | Outperform | Outperform |
| Sep 16, 26 | Raymond James | upgrade | Underperform | Market Perform |
| Sep 1, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Aug 31, 26 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| Aug 19, 26 | Mizuho | maintain | Neutral | Neutral |
| Aug 12, 26 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| Aug 6, 26 | Jefferies | downgrade | Buy | Hold |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 60.16 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 45.80 | Oscillator | Neutral |
| Williams %R (14) | -5.99 | Oscillator | Sell |
| MACD (12, 26, 9) | -0.02 (Hist 0.08) | Oscillator | Buy |
| Average Directional Index (14) | 16.29 (+DI 31.7 / -DI 18.0) | Trend | Neutral |
| EMA 20 | 37.16 | MA | Strong Buy |
| SMA 20 | 36.95 | MA | Strong Buy |
| EMA 50 | 37.09 | MA | Strong Buy |
| SMA 50 | 37.28 | MA | Strong Buy |
| SMA 200 | 36.47 | MA | Strong Buy |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| S-3ASR | Oct 23, 2026 | 2026-10-23 16:21:24 | View |
| 8-K | Oct 22, 2026 | 2026-10-22 16:28:26 | View |
| 8-K | Sep 17, 2026 | 2026-09-17 16:16:33 | View |
| 8-K | Aug 18, 2026 | 2026-08-18 09:16:42 | View |
| SC 13G/A | Aug 12, 2026 | 2026-08-12 10:28:16 | View |
| S-8 | Jul 30, 2026 | 2026-07-30 17:17:19 | View |
| 10-Q | Jul 28, 2026 | 2026-07-27 21:52:44 | View |
| 8-K | Jul 23, 2026 | 2026-07-23 17:06:48 | View |
| 4 | Jun 16, 2026 | 2026-06-16 17:01:58 | View |
| 4 | May 21, 2026 | 2026-05-21 19:52:26 | View |
Proxy statement (DEF 14A) disclosures
Stock news · updated daily
Rexford Industrial Realty, Inc. (REXR) Q3 2026 Earnings Call Transcript
Rexford Industrial Realty NYSE: REXR reported third-quarter execution marked by higher leasing activity, improved occupancy, a major portfolio sale and an increase to its full-year Core FFO guidance.
Warehouse landlords are raising rents, cutting deals, and collecting checks while most investors overlook the industrial corner of the REIT market. Four names stand out, but one carries a risk hiding behind its highest yield.
Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.6 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.6 per share a year ago.
Raises 2026 Core FFO per share guidance Advances portfolio realignment with $1.5 billion of dispositions year to date Executes 3.7 million square feet of leasing, including 600,000 square feet of repositioning and development LOS ANGELES, Oct. 22, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR) today announced financial and operating results for the third quarter of 2026. Third Quarter 2026 Financial and Operational Highlights (all comparisons to Third Quarter 2025) Net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, as compared to net income of $87.1 million, or $0.37 per diluted share.
REIT rent growth could accelerate significantly starting in 2027. Falling construction activity could give landlords stronger pricing power. Some heavily discounted REITs could offer substantial upside as growth recovers.
Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.
REITs are trading at materially higher implied cap rates than private real estate, creating a significant public-private valuation gap and potential opportunity. Historical cap rate cycles highlight the importance of asset durability, balance sheet strength, and sustainable cash flow over headline yields or discounts. Select REITs like Prologis, VICI Properties, and Equinix exemplify the HALO philosophy—owning irreplaceable assets with embedded growth and strong financials.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 22, 2026 | 0.28 | 0.07 | Miss -74.8% | $239.1M |
| Jul 23, 2026 | 0.29 | -2.26 | Miss -866.9% | $243.0M |
| Apr 23, 2026 | 0.27 | 0.38 | Beat 42.4% | $242.1M |
| Feb 4, 2026 | 0.25 | -0.30 | Miss -221.5% | $243.2M |
| Oct 15, 2025 | 0.31 | 0.37 | Beat 19.4% | $246.8M |
| Jul 16, 2025 | 0.25 | 0.48 | Beat 93.4% | $241.6M |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Jun 13, 26 | Nahas John | officer: Chief Operating Officer | F-InKind | 127 @ $35.09 | $4.46K |
| May 19, 26 | Kleiman Angela L. | director | A-Award | 4,855 | — |
| May 19, 26 | Ingram Diana J | director | A-Award | 4,855 | — |
| May 19, 26 | Rose Tyler H | director | A-Award | 4,855 | — |
| May 19, 26 | Morris Debra L | director | A-Award | 4,855 | — |
| May 19, 26 | Stockert David P | director | A-Award | 4,855 | — |
| May 19, 26 | Antin Robert L | director | A-Award | 4,855 | — |
| Apr 24, 26 | Lanzer David E. | officer: General Counsel & Secretary | M-Exempt | 2,301 | — |