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U.S. Industrial REITs Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies13
  • 7D4.5%
  • 3M7.5%
  • 1Y7.6%
  • YTD5.7%

Over the last 7 days, the Industrial REITs industry has risen 4.5%, driven by gains from Prologis of 4.9%. This takes the industry's 12 month performance to a gain of 7.6%. Looking forward, earnings are forecast to grow by 3.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$189.6bUS$22.1bUS$4.6b29x41x8.6x
Mon, 05 Jan 2026US$181.8bUS$22.1bUS$4.6b26.5x39.3x8.2x
Wed, 03 Dec 2025US$182.3bUS$22.1bUS$4.6b26x39.4x8.2x
Fri, 31 Oct 2025US$176.9bUS$22.1bUS$4.2b29.2x42.5x8x
Sun, 28 Sep 2025US$165.6bUS$21.8bUS$4.4b26.5x37.9x7.6x
Tue, 26 Aug 2025US$164.5bUS$21.8bUS$4.4b27.1x37.6x7.6x
Thu, 24 Jul 2025US$162.0bUS$21.7bUS$4.2b28.6x38.7x7.5x
Sat, 21 Jun 2025US$158.4bUS$21.5bUS$4.4b27.1x35.7x7.4x
Mon, 19 May 2025US$164.6bUS$21.5bUS$4.4b27.5x37.1x7.7x
Wed, 16 Apr 2025US$150.8bUS$21.3bUS$4.3b26.3x34.8x7.1x
Fri, 14 Mar 2025US$175.5bUS$21.3bUS$4.3b30.5x40.4x8.2x
Sun, 09 Feb 2025US$176.0bUS$21.3bUS$4.0b34.5x44.1x8.3x
Tue, 07 Jan 2025US$162.0bUS$20.9bUS$3.3b33x48.4x7.7x
Thu, 05 Dec 2024US$177.3bUS$20.9bUS$3.3b35.3x52.9x8.5x
Sat, 02 Nov 2024US$178.5bUS$20.9bUS$3.8b36x46.4x8.6x
Mon, 30 Sep 2024US$196.7bUS$20.7bUS$3.6b40.7x55.3x9.5x
Wed, 28 Aug 2024US$202.5bUS$20.7bUS$3.6b41.2x57x9.8x
Fri, 26 Jul 2024US$173.4bUS$15.3bUS$3.7b39.6x46.5x11.3x
Sun, 23 Jun 2024US$154.0bUS$15.6bUS$4.0b35.1x38.1x9.9x
Tue, 21 May 2024US$156.9bUS$15.6bUS$4.0b35.5x38.8x10x
Thu, 18 Apr 2024US$149.2bUS$15.5bUS$4.0b34.2x37.2x9.6x
Sat, 16 Mar 2024US$176.7bUS$15.4bUS$3.9b37.9x45.5x11.5x
Mon, 12 Feb 2024US$179.3bUS$15.4bUS$4.1b37.7x43.9x11.7x
Wed, 10 Jan 2024US$181.7bUS$15.2bUS$4.0b38.8x45.3x12x
Fri, 08 Dec 2023US$164.8bUS$15.2bUS$4.0b36.4x41.1x10.9x
Sun, 05 Nov 2023US$149.6bUS$15.2bUS$4.0b32.7x37.3x9.9x
Tue, 03 Oct 2023US$155.9bUS$15.0bUS$4.3b31.4x36.5x10.4x
Thu, 31 Aug 2023US$173.1bUS$15.0bUS$4.3b35.1x40.6x11.5x
Sat, 29 Jul 2023US$171.7bUS$15.0bUS$4.5b27.9x38.4x11.4x
Mon, 26 Jun 2023US$161.0bUS$13.8bUS$3.8b25.3x42.6x11.7x
Wed, 24 May 2023US$168.3bUS$13.8bUS$3.8b27.8x44.6x12.2x
Fri, 21 Apr 2023US$167.8bUS$13.6bUS$3.8b30.1x44.5x12.3x
Price to Earnings Ratio

36.9x


Total Market Cap: US$164.1bTotal 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 3-year average PS ratio of 9.5x is higher than the industry's current PS ratio of 8.6x.
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-0.12%
Real Estate1.74%
Industrial REITs4.46%
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
PLD PrologisUS$136.954.9%
+US$5.9b		16.7%PB2.4x
LINE LineageUS$38.638.2%
+US$666.6m		-33.3%PB1.1x
TRNO Terreno RealtyUS$66.107.4%
+US$523.2m		-1.8%PB1.7x
EGP EastGroup PropertiesUS$189.914.6%
+US$440.5m		8.7%PB2.9x
STAG STAG IndustrialUS$39.314.8%
+US$336.2m		13.4%PB2.1x

Latest News

REXR
US$38.97
Rexford Industrial Realty
7D
-3.8%
1Y
-1.4%
EGP
US$189.91
EastGroup Properties
7D
4.6%
1Y
8.7%
TRNO
US$66.10
Terreno Realty
7D
7.4%
1Y
-1.8%
FR
US$59.79
First Industrial Realty Trust
7D
3.0%
1Y
8.9%
STAG
US$39.31
STAG Industrial
7D
4.8%
1Y
13.4%

STAG: Broad Market Exposure And Dividend Shift Will Shape A Cautiously Balanced Outlook

Analysts have nudged their fair value estimate for STAG Industrial slightly lower, from about $41.09 to $40.91. This reflects a modest trim to the price target to $39 and concerns that its exposure across roughly 60 markets could weigh on fundamentals relative to other REITs. Analyst Commentary Recent Street research on STAG Industrial points to a more cautious tone, with attention on how its broad market exposure and current valuation could affect future execution and growth expectations.
COLD
US$12.66
Americold Realty Trust
7D
2.0%
1Y
-41.7%

COLD: Future Recovery Will Rely On Occupancy And Pricing Conditions Improving

Analysts have trimmed their price target on Americold Realty Trust by $0.20 to $14.80. This reflects a more cautious stance on cold storage REITs overall, even as some see selective upside and ongoing challenges around demand, pricing, and occupancy.
LXP
US$51.55
LXP Industrial Trust
7D
4.0%
1Y
24.4%
PLD
US$136.95
Prologis
7D
4.9%
1Y
16.7%

PLD: Fair Outlook Balances 2026 Earnings Guidance With Premium Industrial REIT Multiples

Analysts have lifted their Prologis fair value estimate by about $5 to $138.25, pointing to updated expectations for revenue growth and future P/E, even as recent research includes a mix of price target hikes and some valuation driven downgrades. Analyst Commentary Recent research on Prologis clusters around valuation, with several firms lifting price targets while others temper ratings on concerns that current pricing already reflects a lot of the good news.
LINE
US$38.63
Lineage
7D
8.2%
1Y
-33.3%