LXP Industrial Trust

NYSE:LXP 주식 리포트

시가총액: US$3.2b

LXP Industrial Trust 향후 성장

Future 기준 점검 0/6

LXP Industrial Trust 의 수익은 연간 63.7% 감소할 것으로 예상되는 반면, 연간 수익은 5% 로 증가할 것으로 예상됩니다. EPS는 연간 33.2% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 1% 로 예상됩니다.

핵심 정보

-63.7%

이익 성장률

-33.23%

EPS 성장률

Industrial REITs 이익 성장2.0%
매출 성장률5.0%
향후 자기자본이익률0.95%
애널리스트 커버리지

Low

마지막 업데이트01 Jul 2026

최근 향후 성장 업데이트

Recent updates

분석 기사 • 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...
Seeking Alpha • Jun 14

LXP Industrial Trust: A Good REIT In An Increasingly Uncertain Environment (Rating Downgrade)

Summary LXP Industrial Trust is downgraded to Hold as shares now trade near intrinsic value following the price jump, diminishing the prior margin of safety. LXP’s Q1 results showed resilient FFO growth, continued debt reduction, and a $103M Phoenix acquisition with a 15.6% initial cash yield. Guidance was raised recently: 2026 Adj. Company FFO is expected at $3.30–$3.40/share, with $200M in non-core dispositions planned for H2 2026. While LXP benefits from industrial demand and even data center adjacency, macro risks and high payout ratios temper enthusiasm at current valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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
Seeking Alpha • Apr 08

LXP Industrial Trust: A Speculative Case For M&A

Summary 54 million square foot Class A warehouse/distribution portfolio. Reasonable 14 P/FFO valuation, with 5.9% dividend. Underperformed vs. peers over 1, 3, and 5 years. We speculate that good assets, reasonable valuation, and underperformance might create an attractive M&A target for larger industrial REITs, and discuss some possibilities. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:LXP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202840015N/A2433
12/31/20273699N/A2305
12/31/20263464N/A1875
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
3/31/2020326263174190N/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

애널리스트 향후 성장 전망

수입 대 저축률: LXP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -63.7%).

수익 vs 시장: LXP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -63.7%).

고성장 수익: LXP 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: LXP 의 수익(연간 5%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: LXP 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LXP의 자본 수익률은 3년 후 1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/01 10:25
종가2026/07/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

LXP Industrial Trust는 19명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ross SmotrichBarclays
Nathan CrossettBNP Paribas
Jing Xian Tan BonnelBofA Global Research