Rexford Industrial Realty, Inc. REXR

37.47 (0.52) (1.37%) as of 25 Sep
Market cap
$8.5B
P/E
0.0×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.49
Total sells 3.53
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 3 — — — — — — —
Sell — — 2 — — — 1 — — — — —
Insider Ownership 0.74%

Capital & Financial Ratios

Market Cap 8,470.00
Revenue 991.92
Net Income (403.93)
Free Cash Flow 227.15
Net Debt 3,231.50
Current Ratio 1.70
Debt/Equity 0.41
P/E ratio 0.00
P/S ratio 8.45
P/B ratio 1.08
Past 5Y EPS Growth 20.55%
This Y EPS Growth (238.95%)
Next Y EPS Growth 227.63%
Next 5Y EPS Growth 14.40%
in millions of $

Dividends

Payout Ratio 1.42
Annual Dividend Rate 1.52
Annual Dividend Yield 3.08%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.75
0.44
0.44
0.44
2025 1.72
0.43
0.43
0.43
0.43
2024 1.67
0.42
0.42
0.42
0.42
2023 1.52
0.38
0.38
0.38
0.38
2022 1.26
0.32
0.32
0.32
0.32
2021 0.96
0.24
0.24
0.24
0.24
2020 0.86
0.22
0.22
0.22
0.22
2019 0.74
0.19
0.19
0.19
0.19
2018 0.64
0.16
0.16
0.16
0.16
2017 0.95
0.15
0.37
0.15
0.15
0.15
2016 0.54
0.14
0.14
0.14
0.14
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 33 56 166 32
Receivables 140 139 138 136
Inventory — — — —
Other — — — —
174 195 303 168
2023 2024 2025 Q'26
Payables 129 150 121 99
ST’ Debt — — — —
Other — — — —
129 150 121 99
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 26.73% 24.89% 16.70%
Cash Flow 29.61% 24.26% 18.27%
Earnings 61.57% 26.68% 8.32%
Book Value 28.98% 20.14% 8.48%

Revenue

Mar Jun Sep Dec Year
’26 245 246 — — —
’25 252 250 253 248 1,003
’24 214 238 242 243 936
’23 186 196 205 210 798
’22 141 149 163 179 631
’21 100 104 115 133 452
’20 78 80 84 89 330
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 141 107 — — —
’25 153 128 150 112 542
’24 134 102 127 116 479
’23 120 83 109 116 428
’22 92 71 98 67 328
’21 36 65 78 52 231
’20 46 25 75 36 183
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 78 59 — — —
’25 73 45 60 30 209
’24 54 17 7 28 106
’23 75 35 34 17 161
’22 64 43 63 22 193
’21 13 39 56 21 129
’20 31 7 51 15 104
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.38 (2.26) — — —
’25 0.30 0.48 0.37 (0.30) 0.86
’24 0.27 0.37 0.30 0.27 1.20
’23 0.30 0.26 0.27 0.29 1.12
’22 0.27 0.22 0.21 0.22 0.92
’21 0.19 0.15 0.23 0.23 0.80
’20 0.09 0.10 0.21 0.10 0.51
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.6
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
15.14 21.34 26.32 28.45 31.79 45.90 48.74 41.56 37.67 29.68

Analyst estimates 2026–2028

Powerpack
Low Price
23.60 31.71 33.54 48.80 53.48 81.68 84.68 66.71 56.87 44.38
High Price
90 98 108 123 147 186 223 242 271 256
Employees
1 2 2 2 2 2 3 3 3 4
Revenue/Emp
126 161 212 267 330 452 631 798 936 1,003
Revenue
73.36% 73.88% 75.68% 76.32% 75.85% 76.18% 76.16% 76.88% 77.55% 77.30%
Gross Margin
26 12 47 64 81 136 177 250 286 220
EBT
20.51% 7.49% 22.15% 23.95% 24.50% 30.13% 28.07% 31.28% 30.53% 21.91%
EBT Margin
26 42 47 64 81 136 177 250 286 220
Net Income
52 63 75 92 106 140 169 220 257 303
Depreciation
2.01 2.27 2.45 2.51 2.73 3.25 3.70 3.93 4.29 4.32
Revenue/Sh
0.36 0.48 0.42 0.47 0.51 0.80 0.92 1.12 1.20 0.86
Earnings/Sh
0.90 1.08 1.18 1.31 1.51 1.66 1.92 2.11 2.19 2.33
Cash Flow/Sh
(0.51) (0.59) (0.67) (0.44) (0.65) (0.74) (0.79) (1.31) (1.71) (1.43)
Capex/Sh
0.39 0.48 0.52 0.87 0.86 0.93 1.13 0.79 0.48 0.90
Free CF/Sh
15.34 19.18 21.98 24.65 29.21 36.38 40.61 40.14 39.98 38.02
Book Value/Sh
63 71 87 106 121 139 170 203 218 232
Shares
66.51 60.46 70.17 97.17 96.29 101.39 59.03 50.28 31.95 45.55
PE Ratio
11.57 12.81 12.04 18.19 17.98 24.98 14.67 14.32 9.01 8.97
PS Ratio
1.67 1.71 1.46 2.04 1.81 2.30 1.37 1.43 0.98 1.04
PB Ratio
15.41 16.91 14.76 21.10 21.13 27.98 17.68 17.07 12.53 12.05
EV/Sales
79.37 79.46 69.95 61.06 66.92 98.10 57.93 84.59 111.15 57.93
EV/FCF
56 77 103 140 183 231 328 428 479 542
Op' Cash Flow
(32) (42) (58) (47) (79) (102) (135) (267) (373) (333)
Capex
25 34 45 92 104 129 193 161 106 209
FCF
11 (11) 164 54 142 (11) (45) 45 45 183
Working Cap'
500 669 757 858 1,216 1,400 1,936 2,226 3,346 3,252
Total Debt
485 662 577 779 1,039 1,356 1,900 2,192 3,290 3,086
Net Debt
962 1,365 1,908 2,622 3,531 5,068 6,923 8,144 8,726 8,838
Sh' Equity
1.71% 1.90% 1.48% 1.57% 1.43% 1.91% 1.96% 2.25% 2.23% 1.58%
ROA
1.03% 1.01% 1.40% 1.37% 1.35% 1.40% 1.56% 1.78% 1.92% 2.00%
ROIC
2.91% 3.31% 2.45% 2.44% 2.16% 2.73% 2.70% 3.08% 3.17% 2.32%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Rexford Industrial Realty, Inc. peers in Reit Industrial

All 15 Reit Industrial stocks →

Rexford Industrial Realty, Inc. (REXR) key facts

  • Rexford Industrial Realty, Inc. (REXR) is a Reit Industrial company in the Real Estate sector, listed on the New York Stock Exchange.
  • Rexford Industrial Realty, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 7.13% from fiscal 2024.
  • As of September 25, 2026, REXR traded at $37.47, a market capitalization of $8.5 billion.
  • Rexford Industrial Realty, Inc. pays an annual dividend of $1.52 per share, a yield of 3.08%, with a payout ratio of 141.8%.
  • Return on equity was 2.32% and debt-to-equity 0.41.

Source: company filings (standardised) and stockrow calculations.

Rexford Industrial Realty, Inc. (REXR) Latest News

News by impact score

Fine-tune

22 Sep

3

EQT Real Estate acquired a 5.2 million-square-foot Southern California logistics portfolio from Rexford Industrial Realty, bringing together 32 buildings across five submarkets. More than half of the space sits in coastal infill markets near the Los Angeles and Long Beach ports, with the remaining 46% in Inland Empire West. The portfolio is 96% leased to 36 tenants with a 2.7-year weighted average lease term. The deal was completed by EQT Real Estate Industrial Value Fund VI and blends infill access with IE scale, providing immediate income diversification and regional distribution capacity. Coastal markets show tight occupancy (93–94%), Inland Empire around 91.5%, and roughly 23–25 million people live within 250 miles of the area. EQT plans active management as leases roll to capitalize on strongest SoCal logistics demand. Rexford’s sale of a 5.2M SF portfolio could materially affect its near-term income base and liquidity, though proceeds may support strategic redeployment.

18 Sep

4

Rexford Industrial Realty, Inc. sells $1.2B in assets to advance portfolio realignment. $1.2B asset sale marks major strategic portfolio shift with substantial effects on financials and positioning.

17 Sep

4

Rexford Industrial Realty completed the sale of a $1.2 billion industrial portfolio. A $1.2 billion portfolio sale constitutes a major capital transaction that alters asset base and strategic options.

4

Rexford Industrial Realty commits $1.2 billion to streamline its industrial property portfolio and operations for improved efficiency and future positioning. $1.2 billion commitment signals a major strategic portfolio adjustment with strong potential to alter operational scale and investor outlook.

24 Jul

4 transcript

Rexford Industrial Realty Inc (REXR) reported strong leasing volume in Q2 2026 earnings call. Strong leasing volume signals higher occupancy and revenue growth ahead for the industrial REIT.

4

Rexford Industrial Realty resets portfolio and launches US$1 billion buyback, directly affecting REXR investor holdings and returns. Portfolio reset paired with $1 billion buyback alters REXR financial structure and market trajectory.

3

Rexford Industrial Realty, Inc. (REXR) Q2 earnings call highlighted financial results, operational metrics, and forward outlook for its industrial property portfolio. Q2 earnings call updates on results and outlook can moderately shift near-term investor sentiment and stock performance.

3 transcript

Rexford Industrial Realty, Inc. held its Q2 2026 earnings call covering quarterly financial results, occupancy metrics, acquisition pipeline and forward guidance for industrial properties. Quarterly earnings release and call supply financial metrics and outlook that typically move investor sentiment and near-term share price.

23 Jul

3

Rexford Industrial Realty announced financial results for the second quarter of 2026. Quarterly results provide performance data that can shift near-term investor views and valuation.

27 Apr

4

Rexford Industrial Realty (REXR) raises guidance and launches $500 million share buyback, prompting valuation review amid positive outlook. Raised guidance and $500 million buyback demonstrate strong financial confidence and likely drive significant valuation uplift.

4

Rexford Industrial Realty shared Q1 earnings call highlights, covering financial results, leasing activity, acquisitions, occupancy rates, and outlook for Southern California's industrial market. Q1 earnings highlights detail financial metrics, operational progress, and guidance that significantly shape investor expectations and stock trajectory.

25 Apr

4

Rexford Industrial Realty Inc (REXR) reported record leasing activity in Q1 2026 earnings call highlights. Record leasing activity boosts occupancy, rental income, and growth prospects for REXR.

24 Apr

4

Rexford Industrial Realty, Inc. summarized Q1 2026 earnings call, reporting core FFO, rental revenues, high occupancy rates, strong leasing activity in Southern California industrial portfolio, and raised full-year guidance amid favorable market dynamics. Quarterly earnings highlights and raised guidance signal strong operational performance and positive market positioning for REXR.

23 Apr

4

Rexford Industrial Realty (REXR) reported Q1 FFO that beat analyst estimates. Q1 FFO beat signals strong financial performance likely to drive positive stock reaction and enhanced investor confidence.

3

Rexford Industrial Realty, Inc. announced First Quarter 2026 financial results. Quarterly financial results influence REXR's reported performance, occupancy rates, and investor sentiment in the industrial REIT sector.

21 Apr

4 transcript

Rexford Industrial Realty, Inc. (REXR) released the transcript of its Q4 2025 earnings call. Q4 earnings transcript discloses financial results, operational updates, and forward guidance that significantly influence stock performance and investor sentiment.

2 Apr

3

Rexford Industrial Realty, Inc. announces property sales in Q1 2026 and progress on its share repurchase program. Property sales optimize the portfolio while share repurchases enhance shareholder value and support financial performance.

1 Apr

3

Rexford Industrial Realty, Inc. (REXR) announced updates on property dispositions and its share repurchase program. Disposition and share repurchase updates optimize portfolio and enhance shareholder value with moderate financial impact.

19 Mar

3

Scotiabank revised its outlook on Rexford Industrial Realty (REXR) amid shifts in the REIT's strategy. Scotiabank's revised outlook highlights Rexford Industrial's strategy shifts, expected to moderately influence financial performance and market sentiment.

8 Feb

4

Rexford Industrial Realty, Inc. is undergoing a narrative shift due to CEO succession and new strategic targets. The leadership transition is expected to influence the company's direction and operational focus, potentially impacting investor sentiment and market performance. As the new CEO implements changes, stakeholders are closely monitoring how these developments will affect Rexford's growth and competitive positioning in the industrial real estate sector. CEO succession and strategic targets are likely to significantly impact the company's future and market performance.

7 Feb

4 transcript

Rexford Industrial Realty, Inc. reported its Q4 earnings, highlighting strong financial performance driven by increased rental income and strategic acquisitions. The company emphasized its commitment to expanding its industrial real estate portfolio in key markets. Management provided insights into future growth strategies and market conditions, indicating optimism about continued demand for logistics and distribution facilities. The earnings call also addressed challenges such as rising interest rates and supply chain disruptions but reaffirmed the company's resilience and adaptability in navigating these issues. Significant strategic moves and market dynamics discussed could alter the company's trajectory and investor sentiment.

5 Feb

4

Rexford Industrial Realty, Inc. (REXR) reported its Q4 2025 earnings, highlighting strategic initiatives aimed at enhancing operational efficiency and expanding its portfolio. The company emphasized its focus on acquiring high-quality industrial properties in key markets, which is expected to drive future growth. Management discussed ongoing projects and potential market opportunities, indicating a positive outlook despite current economic challenges. The earnings call also addressed investor concerns regarding market conditions and the company's adaptability in a competitive landscape. Strategic initiatives and portfolio expansion are likely to significantly impact future performance and investor sentiment.

4 Feb

4

Rexford Industrial Realty, Inc. (REXR) reported fourth-quarter funds from operations (FFO) that exceeded analysts' expectations, showcasing strong financial performance. The company continues to benefit from robust demand in the industrial real estate sector, driven by e-commerce growth and supply chain optimization. REXR's strategic acquisitions and developments have further solidified its market position, contributing to positive investor sentiment and confidence in future growth. Strong financial performance and strategic positioning indicate significant future impact on the company's trajectory.

4

Rexford Industrial Realty, Inc. reported its Q4 earnings, showcasing strong financial performance and growth in its industrial real estate portfolio. The company highlighted increased rental income and occupancy rates, reflecting robust demand in the logistics sector. Management provided an optimistic outlook for the upcoming year, citing strategic acquisitions and developments as key drivers for future growth. Investors reacted positively to the earnings report, indicating confidence in Rexford's market position. Strong financial performance and strategic growth initiatives are likely to significantly impact future market positioning.

4

Rexford Industrial Realty, Inc. (REXR) reported its financial results for the fourth quarter and full year of 2025, highlighting significant revenue growth and increased net income. The company attributed its success to strong demand for industrial properties and effective management strategies. Key metrics showed improvements in occupancy rates and rental income, positioning REXR favorably in the competitive industrial real estate market. The outlook for 2026 remains positive, with expectations for continued growth driven by market trends and strategic investments. Significant revenue growth and positive outlook indicate a major strategic move that could alter the company's trajectory.

3

Rexford Industrial Realty, Inc. (REXR) reported its Q4 earnings, revealing key metrics that were compared against Wall Street estimates. The results highlighted the company's performance in the industrial real estate sector, showcasing growth and operational efficiency. Analysts noted the implications of these earnings on REXR's future outlook and market positioning. The earnings report indicates moderate growth and operational efficiency, which may influence financial performance but is balanced by other market factors.

22 Jan

3

Rexford Industrial Realty, Inc. announced the tax treatment of its dividend distributions for 2025, indicating that the dividends will be classified as a return of capital. This classification may affect shareholders' tax liabilities, as it typically reduces the cost basis of their shares rather than being taxed as ordinary income. The company aims to provide clarity on the financial implications for investors regarding their dividend income. The tax treatment of dividends can influence investor sentiment and financial planning, but it is not expected to significantly alter the company's overall trajectory.

8 Jan

4

Rexford Industrial Realty, Inc. reported its Q4 2025 results, highlighting a strong performance in infill Southern California industrial properties. The company demonstrated a durable value-add edge, driven by strategic acquisitions and effective management of its portfolio. Increased demand for logistics and distribution spaces in the region contributed to revenue growth and improved occupancy rates. Analysts noted that Rexford's focus on infill locations positions it well to capitalize on ongoing market trends, suggesting a positive outlook for future performance. Strong performance in a high-demand market indicates significant potential for future growth and investor interest.

29 Dec

3

Rexford Industrial Realty, Inc. has announced a $60 million reduction in its growth projections, signaling a potential shift in the industrial REIT sector as growth slows. This adjustment reflects broader market trends affecting industrial real estate, raising concerns about future performance and investor sentiment. The reduction in growth projections indicates a moderately noticeable influence on Rexford's financial performance and market positioning.

22 Dec

3

Rexford Industrial Realty, Inc. (REXR) is highlighted for its effective dividend strategy that aids retirees in navigating down markets without the need to sell assets. The approach focuses on maintaining steady income through dividends, which can provide financial stability during economic downturns. This strategy is particularly relevant for investors seeking to preserve capital while still generating returns, emphasizing the importance of reliable dividend-paying stocks in a diversified portfolio. The emphasis on dividend strategies may influence investor sentiment and financial performance, but it is not expected to fundamentally alter the company's trajectory.

stockrow.com/REXR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com