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U.S. Industrial REITs Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies13
  • 7D0.1%
  • 3M9.6%
  • 1Y5.7%
  • YTD6.1%

In the last week, the Industrial REITs industry is flat overall, with Lineage standing out by going down 3.8%. The past year has been better, since the industry has gained 5.7% in that time. Earnings are forecast to grow by 3.2% annually.

Industry Valuation and Performance

Has the U.S. Industrial REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$192.0bUS$22.2bUS$4.7b26.5x41.2x8.7x
Thu, 15 Jan 2026US$184.4bUS$22.1bUS$4.6b26.8x39.8x8.3x
Sat, 13 Dec 2025US$185.1bUS$22.1bUS$4.6b26.6x40x8.4x
Mon, 10 Nov 2025US$178.8bUS$22.1bUS$4.7b25.7x38.3x8.1x
Wed, 08 Oct 2025US$170.7bUS$21.9bUS$4.4b25.3x38.8x7.8x
Fri, 05 Sep 2025US$163.6bUS$21.8bUS$4.4b27.4x37.4x7.5x
Sun, 03 Aug 2025US$155.4bUS$21.8bUS$4.2b27.6x36.9x7.1x
Tue, 01 Jul 2025US$158.1bUS$21.5bUS$4.4b27x35.6x7.3x
Thu, 29 May 2025US$158.8bUS$21.5bUS$4.4b27x35.8x7.4x
Sat, 26 Apr 2025US$157.8bUS$21.6bUS$4.3b27x36.4x7.3x
Mon, 24 Mar 2025US$166.9bUS$21.3bUS$4.3b30.3x38.5x7.8x
Wed, 19 Feb 2025US$179.8bUS$21.3bUS$4.0b35x44.8x8.4x
Fri, 17 Jan 2025US$162.6bUS$20.9bUS$3.3b34.1x48.6x7.8x
Sun, 15 Dec 2024US$171.8bUS$20.9bUS$3.3b35.3x51.3x8.2x
Tue, 12 Nov 2024US$179.0bUS$20.9bUS$3.3b36.5x53.4x8.6x
Thu, 10 Oct 2024US$187.0bUS$20.7bUS$3.6b38.3x52.6x9.1x
Sat, 07 Sep 2024US$198.3bUS$20.7bUS$3.6b40.8x55.8x9.6x
Mon, 05 Aug 2024US$194.4bUS$20.6bUS$3.6b39.9x54.2x9.4x
Wed, 03 Jul 2024US$156.8bUS$15.6bUS$4.0b36.1x38.8x10x
Fri, 31 May 2024US$151.7bUS$15.6bUS$4.0b34.1x37.5x9.7x
Sun, 28 Apr 2024US$146.1bUS$15.6bUS$4.0b33.6x36.2x9.4x
Tue, 26 Mar 2024US$175.0bUS$15.4bUS$3.9b38.4x45x11.4x
Thu, 22 Feb 2024US$180.3bUS$15.4bUS$4.1b36.8x44x11.7x
Sat, 20 Jan 2024US$173.8bUS$15.3bUS$4.1b38.2x42.9x11.3x
Mon, 18 Dec 2023US$183.0bUS$15.2bUS$4.0b38.8x45.7x12.1x
Wed, 15 Nov 2023US$143.6bUS$15.2bUS$4.0b33.6x35.8x9.5x
Fri, 13 Oct 2023US$156.1bUS$15.0bUS$4.3b31.9x36.6x10.4x
Sun, 10 Sep 2023US$167.2bUS$15.0bUS$4.3b34.5x39.2x11.2x
Tue, 08 Aug 2023US$171.1bUS$15.0bUS$4.3b34.6x40.1x11.4x
Thu, 06 Jul 2023US$170.9bUS$13.8bUS$3.8b26.8x45.2x12.4x
Sat, 03 Jun 2023US$170.8bUS$13.8bUS$3.8b28.7x45.2x12.4x
Mon, 01 May 2023US$169.5bUS$13.8bUS$3.8b30.3x45.1x12.3x
Wed, 29 Mar 2023US$160.3bUS$13.0bUS$4.4b29.5x36x12.3x
Price to Earnings Ratio

36x


Total Market Cap: US$160.3bTotal Earnings: US$4.4bTotal Revenue: US$13.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 42.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Industrial REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 42.2x.
  • The industry is trading close to its 3-year average PS ratio of 9.5x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 19% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-1.93%
Real Estate1.46%
Industrial REITs0.14%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TRNO Terreno RealtyUS$66.101.1%
+US$71.9m		-1.5%PB1.7x
OLP One Liberty PropertiesUS$22.760.6%
+US$3.0m		-13.5%PB1.6x

Latest News

COLD
US$12.36
Americold Realty Trust
7D
-4.0%
1Y
-41.0%

COLD: Discounted Cold Storage Portfolio Is Expected To Benefit From 2026 REIT Turnaround

The analyst price target for Americold Realty Trust has been trimmed by about $0.12. Analysts cited sector-level caution on cold storage REITs and expectations for tougher pricing and occupancy conditions, partly offset by slightly stronger assumptions for revenue growth, profit margins, and a lower future P/E multiple.
PLD
US$138.97
Prologis
7D
-1.1%
1Y
14.6%
LXP
US$47.66
LXP Industrial Trust
7D
-7.7%
1Y
11.6%
STAG
US$38.06
STAG Industrial
7D
-3.5%
1Y
8.7%
TRNO
US$66.10
Terreno Realty
7D
1.1%
1Y
-1.5%
FR
US$58.92
First Industrial Realty Trust
7D
-2.0%
1Y
5.7%

FR: Activist Pressure And Dividend Outlook Will Shape A Measured Future

Analysts have adjusted their price target on First Industrial Realty Trust to $63.60 from $62.63. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.
EGP
US$190.92
EastGroup Properties
7D
-0.6%
1Y
6.3%

EGP: Capital Allocation And Leadership Changes Support Balanced Industrial Leasing Outlook

Narrative Update The analyst price target for EastGroup Properties has edged higher to about $200.63 from $199.84. Analysts point to recent sector research that highlights the company’s capital allocation program, industrial leasing trends, and broader REIT earnings commentary as key supports for their updated views.
REXR
US$37.20
Rexford Industrial Realty
7D
-2.7%
1Y
-9.2%
OLP
US$22.76
One Liberty Properties
7D
0.6%
1Y
-13.5%
LINE
US$37.83
Lineage
7D
-5.9%
1Y
-31.9%