LXP Industrial Trust

NYSE:LXP 株式レポート

時価総額：US$3.6b

LXP Industrial Trust 将来の成長

Future 基準チェック /06

LXP Industrial Trustの収益は年間40.7%で減少すると予測されていますが、年間収益は年間5.1%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に1% 20.4%なると予測されています。

主要情報

-40.7%

収益成長率

-20.40%

EPS成長率

Industrial REITs 収益成長4.3%
収益成長率5.1%
将来の株主資本利益率1.03%
アナリストカバレッジ

Good

最終更新日06 Aug 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 30

LXP Industrial Trust's Q2: Stable Results, But Uncertainty Surrounding The Brookfield/CPPIB Deal Keeps Our Rating At HOLD

Summary LXP Industrial Trust is being acquired by Brookfield and CPPIB in a $5.2B all-cash deal, closing Q4 2026. LXP trades at a 1.84 P/B premium and a forward AFFO yield of ~5.2%, prompting a HOLD rating for both common and convertible preferred shares. Fitch and S&P have placed LXP on CreditWatch/Rating Watch Negative due to uncertainty over post-acquisition capital structure and potential increased leverage. LXP.PR.C preferred shares offer 'fundamental change' protection, allowing redemption at par if the acquisition qualifies, but deal terms remain uncertain. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 23

LXP: Future Returns Will Balance Take-Private Deal Terms And Leasing Execution

Analysts have nudged their fair value estimate for LXP Industrial Trust higher to about $60.20, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E following a mix of recent initiations, target changes and the announced $61.20 per share acquisition proposal. Analyst Commentary Recent research on LXP Industrial Trust reflects a mix of optimism around the company’s repositioning and operating profile, alongside caution tied to the proposed acquisition and near term operating risks.
ナラティブ更新 • Jul 09

LXP: Future Returns Will Reflect Industrial Leasing Progress And Phoenix Development Execution

Analysts have raised the fair value estimate for LXP Industrial Trust from about $53.67 to $56.57, reflecting updated assumptions around earnings growth, profit margins and valuation multiples following recent research coverage and price target revisions. Analyst Commentary Recent Street research on LXP Industrial Trust gives you a mixed but useful snapshot of how professionals are framing the stock, with opinions clustering around its repositioned industrial portfolio, valuation gap and execution risks over the next few years.
分析記事 • Jun 19

LXP Industrial Trust (LXP) Stock Could Be 1% Undervalued As Debt Progress Supports The Narrative

LXP Industrial Trust (LXP) has drawn fresh attention after its recent share price move, with the stock showing gains over the month and the past 3 months. Investors are reassessing the REIT’s warehouse focused portfolio. See our latest analysis for LXP Industrial Trust. At a latest share price of $53.18, LXP Industrial Trust has built momentum, with a 30 day share price return of 3.30% and a 90 day share price return of 14.22%, while the 1 year total shareholder return of 30.01% points to a...
ナラティブ更新 • Jun 09

LXP: Future Returns Will Reflect Steady Leasing And Capital Recycling Progress

Analysts have raised their price target on LXP Industrial Trust to $54 from $53, citing refreshed assumptions from the recent NAREIT conference that slightly adjust fair value, discount rate, revenue growth, profit margin, and forward P/E expectations. What's in the News LXP Industrial Trust raised its 2026 Adjusted Company FFO guidance, citing strong leasing momentum and demand tied to e commerce, data centers, and advanced manufacturing, according to recent news reports.
ナラティブ更新 • May 25

LXP: Future Returns Will Reflect Reset 2026 To 2027 Earnings Expectations

The analyst price target for LXP Industrial Trust has shifted slightly lower to $49. Analysts point to reduced 2026 and 2027 estimates as the key driver behind this adjustment.
ナラティブ更新 • Apr 25

LXP: Future Returns Will Hinge On Reset 2026 To 2027 Earnings Path

Analysts now see only a modest uptick in fair value to $53.17, even as they lower price targets, such as JPMorgan's move to $49, and trim out year estimates. This reflects more cautious assumptions on revenue growth, along with slightly higher profit margin and P/E expectations.
ナラティブ更新 • Apr 09

LXP: Future Returns Will Depend On Adjusted 2026 To 2027 Estimates

Analysts have trimmed their average price target for LXP Industrial Trust by $1 to $49. This reflects updated 2026 and 2027 estimates that leave the stock's implied fair value and supporting assumptions broadly unchanged.
ナラティブ更新 • Mar 26

LXP: Future Returns Will Hinge On Refined 2026 To 2027 Outlook

Analysts have modestly trimmed their price targets for LXP Industrial Trust, with one moving to $49 and another cutting by $4.50. The changes reflect updated 2026 and 2027 estimates while leaving the broader valuation inputs largely unchanged.
ナラティブ更新 • Mar 12

LXP: Future Returns Will Reflect Cleaner 2026 To 2027 Earnings Baseline

Analysts have trimmed their average price target for LXP Industrial Trust by about $0.17 to roughly $52.83, reflecting refreshed assumptions on long term growth, profitability, discount rates, and future P/E following recent target cuts from firms revisiting 2026 and 2027 estimates. Analyst Commentary Recent research updates on LXP Industrial Trust focus on refreshed 2026 and 2027 assumptions, with JPMorgan and other firms revisiting how earnings power, valuation, and execution risks compare with current trading levels.
ナラティブ更新 • Feb 26

LXP: Future Returns Will Reflect Reset Discount Rates And Execution Risks

Narrative Update Analysts have trimmed their price target on LXP Industrial Trust by $1.36 to $53.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. Analyst Commentary Street research around the latest price target move focuses on how current assumptions for discount rates, revenue growth, profit margins, and future P/E multiples compare with the trust's execution risks and potential upside.
ナラティブ更新 • Feb 11

LXP: Stable Outlook Will Reflect Unchanged Fair Value And Profitability Assumptions

Analysts kept their $54.36 price target for LXP Industrial Trust effectively unchanged, citing only small adjustments to inputs such as discount rate, revenue growth, profit margin, and long term P/E assumptions in their updated models. Valuation Changes Fair Value: Model fair value remains at $54.36 with no change in the latest update.
ナラティブ更新 • Jan 27

LXP: Stable Outlook Will Reflect Buybacks Split And Dividend Policy

Analysts have kept their price target for LXP Industrial Trust broadly stable, with only a marginal adjustment reflecting minor tweaks to assumptions around the discount rate, profit margin and very large forward P/E, rather than any major change in the underlying outlook. What's in the News A planned 1 for 5 stock split or significant stock dividend is scheduled for November 11, 2025.
ナラティブ更新 • Jan 13

LXP: Asset Sales And Policy Tailwinds Will Shape Balanced Future Returns

Narrative Update on LXP Industrial Trust Analysts have lifted their price target on LXP Industrial Trust to $11.50, citing the recent sale of two vacant developments as a key factor. They noted that the sale removed an overhang on the shares, supported earnings accretion, strengthened the balance sheet, and left the remaining portfolio positioned to benefit from current policy measures.
ナラティブ更新 • Dec 25

LXP: Asset Sales Will Drive Balance Sheet Repair And Rerating Potential

Analysts nudged their price target for LXP Industrial Trust slightly higher to $11.50, citing the sale of two vacant developments that removed a key overhang, strengthened the balance sheet, and allowed focus to shift toward rent growth among peers and an attractive valuation. Analyst Commentary Recent research updates have turned incrementally more constructive on LXP Industrial Trust following the sale of the two vacant developments, with analysts highlighting both improved balance sheet positioning and clearer visibility on growth drivers.
ナラティブ更新 • Dec 11

LXP: Asset Sales And Balance Sheet Actions Will Shape Rerating Prospects

Analysts have modestly raised their price target on LXP Industrial Trust to $11.50 from $11.00, citing the accretive sale of vacant development projects, improved balance sheet strength, and expectations that investors will refocus on the company’s rent growth and valuation discount to industrial peers. Analyst Commentary Analyst commentary on LXP Industrial Trust has turned increasingly constructive following the sale of its vacant development projects, with most views skewing positively toward the company’s growth prospects and valuation.
ナラティブ更新 • Nov 27

LXP: Recent Asset Sales Will Alleviate Overhang As Balance Sheet Improves

Analysts have raised their price target for LXP Industrial Trust to $11.50. This upgrade is attributed to recent asset sales that strengthened the balance sheet and alleviated overhang concerns, positioning the stock more favorably among its industrial peers.
ナラティブ更新 • Nov 12

LXP: Share Overhang Will Lift Following Sale of Vacant Properties

Analysts have substantially raised their price target for LXP Industrial Trust from $10.64 to $53.93, citing the accretive sale of vacant development projects and an improved rent growth outlook. Analyst Commentary Following recent strategic moves by LXP Industrial Trust, analysts have offered perspectives on the company’s positioning, valuation, and growth outlook.
ナラティブ更新 • Oct 28

Industrial Sector Strength Will Drive Momentum As Overhangs Are Eliminated

The analyst price target for LXP Industrial Trust has increased from $10.33 to $10.64. Analysts cite the accretive impact of recent asset sales and an improved financial outlook as key factors for this change.
Seeking Alpha • Mar 12

LXP Industrial Trust Is Strong Buy At Cheap Price And Growing Sunbelt Portfolio

Summary LXP Industrial Trust gets a strong buy rating today for my initial coverage. This industrial REIT has a growing and diversified portfolio of warehouses with a strong focus on the US Sunbelt region, and tenants like Amazon and Walmart. It has proven itself in growing dividends, profits, and cash flow, while also keeping leverage low and getting investment-grade credit ratings. Some macro-level risks to consider include the elevated interest rate environment impacting real estate, and tariffs impacting import trade. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

LXP Industrial: The Common, The Preferred, Or The Bonds?

Summary We identified mispricing in LXP Industrial Trust's capital structure, particularly in its preferred stock, amidst a challenging market for undervalued high-yield instruments. LXP's bonds, with yields between 5% and 5.4%, are reasonably priced and offer no significant alpha compared to similar REIT bonds. LXP's 6.5% convertible preferred stock, yielding 6.87%, shows a notable spread to similar REIT preferred stocks, indicating a potential mispricing. Despite not being a massive bargain, LXP-C's near 7% yield and relative safety make it a valuable addition to our portfolio. Read the full article on Seeking Alpha
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新しいナラティブ • Feb 09

Sun Belt Expansion And Leasing Gains Will Strengthen Future Prospects

Strategic focus on high-growth markets like the Sun Belt should drive revenue growth from favorable demographic trends in population and job growth.
Seeking Alpha • Jan 02

LXP Industrial: Great Assets, Great Dividend, But No Growth

Summary Industrial REITs, including LXP Industrial, are trading at low valuations, with LXP offering a compelling 6.6% dividend yield, higher than the sector average. LXP's portfolio focuses on large, single-tenant properties in the Sunbelt and Midwest, with a high occupancy. LXP's revenue growth lags behind peers, and recent transactions do not suggest significant earnings growth for 2025. LXP is a stable income play with a high dividend yield, but limited growth potential means this investment is not for everyone. Read the full article on Seeking Alpha
Seeking Alpha • Oct 01

LXP Industrial: Attractive Dividend Yield, Upside Potential In A Lower Rate Environment

Summary LXP Industrial owns a high-quality portfolio of single-tenant industrial properties across the U.S. The company recently became a pure-play industrial REIT after fully exiting its office portfolio. While LXP carries higher leverage, it has maintained its high-yield dividend. Shares have held flat since my last update, but I remain bullish on its prospects. In my view, strong leasing momentum, robust same-property performance, and positive trends in its debt profile position LXP well for future gains. Read the full article on Seeking Alpha
Seeking Alpha • Jul 09

LXP Industrial: Dividend Bargain Flying Under The Radar

Summary I find value in underfollowed stocks with attractive prices and high yields, like LXP Industrial. LXP has transitioned to an industrial REIT with strong portfolio fundamentals, strong tenant profile, and growth potential through rent escalations and new developments. LXP's 5.6% dividend yield, strategic market positioning, and solid balance sheet make it an attractive buy for value investors compared to more expensive peers in the industrial sector. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:LXP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202839915N/A2434
12/31/202737219N/A2307
12/31/20263514N/A1874
6/30/202634858173192N/A
3/31/202634787162187N/A
12/31/2025350106164189N/A
9/30/2025364111191216N/A
6/30/202536381191217N/A
3/31/202536157193211N/A
12/31/202435838193211N/A
9/30/202434120181198N/A
6/30/202434026180194N/A
3/31/202434212194211N/A
12/31/202334124192209N/A
9/30/202333948174194N/A
6/30/202333358167192N/A
3/31/2023326108159190N/A
12/31/2022321107162194N/A
9/30/2022327331176207N/A
6/30/2022330314179207N/A
3/31/2022332345185205N/A
12/31/2021344376205220N/A
9/30/2021341218205217N/A
6/30/2021342253206217N/A
3/31/2021342200197214N/A
12/31/2020330177185202N/A
9/30/2020330158181202N/A
6/30/2020327259179197N/A
3/31/2020326263N/A190N/A
12/31/2019326273N/A192N/A
9/30/2019331213N/A191N/A
6/30/2019350288N/A195N/A
3/31/2019375263N/A209N/A
12/31/2018397221N/A218N/A
9/30/2018411226N/A225N/A
6/30/201840814N/A233N/A
3/31/201839823N/A227N/A
12/31/201739379N/A228N/A
9/30/201738564N/A227N/A
6/30/201739333N/A224N/A
3/31/201741482N/A233N/A
12/31/201642989N/A240N/A
9/30/2016441108N/A244N/A
6/30/2016440127N/A249N/A
3/31/2016434121N/A246N/A
12/31/2015431103N/A245N/A
9/30/201543273N/A231N/A

アナリストによる今後の成長予測

収入対貯蓄率: LXPの収益は今後 3 年間で減少すると予測されています (年間-40.7% )。

収益対市場: LXPの収益は今後 3 年間で減少すると予測されています (年間-40.7% )。

高成長収益: LXPの収益は今後 3 年間で減少すると予測されています。

収益対市場: LXPの収益 ( 5.1% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: LXPの収益 ( 5.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LXPの 自己資本利益率 は、3年後には低くなると予測されています ( 1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/07 17:03
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LXP Industrial Trust 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research
Nathan CrossettBNP Paribas