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U.S. Industrial REITs Industry Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies13
  • 7D-0.7%
  • 3M2.0%
  • 1Y-9.3%
  • YTD12.1%

The Industrial REITs industry has been flat over the last week, but Lineage has lost 3.4%. Unfortunately though, the industry is down 9.3% over the past 12 months. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025US$179.8bUS$21.3bUS$4.0b35x44.8x8.4x
Sun, 19 Jan 2025US$165.7bUS$20.9bUS$3.3b33.6x49.5x7.9x
Tue, 17 Dec 2024US$171.8bUS$20.9bUS$3.3b34.8x51.3x8.2x
Thu, 14 Nov 2024US$174.6bUS$20.9bUS$3.3b36.2x52.2x8.4x
Sat, 12 Oct 2024US$185.0bUS$20.7bUS$3.6b38.5x52x9x
Mon, 09 Sep 2024US$198.3bUS$20.7bUS$3.6b40.8x55.8x9.6x
Wed, 07 Aug 2024US$189.3bUS$20.6bUS$3.6b39.2x52.8x9.2x
Fri, 05 Jul 2024US$158.9bUS$15.6bUS$4.0b36.1x39.3x10.2x
Sun, 02 Jun 2024US$155.2bUS$15.6bUS$4.0b34.5x38.4x9.9x
Tue, 30 Apr 2024US$146.1bUS$15.6bUS$4.0b34x36.2x9.4x
Thu, 28 Mar 2024US$176.2bUS$15.4bUS$3.9b40.3x45.3x11.5x
Sat, 24 Feb 2024US$179.3bUS$15.3bUS$3.9b38.5x46.2x11.7x
Mon, 22 Jan 2024US$176.6bUS$15.3bUS$4.1b38.2x43.6x11.5x
Wed, 20 Dec 2023US$182.6bUS$15.2bUS$4.0b39x45.6x12x
Fri, 17 Nov 2023US$153.3bUS$15.2bUS$4.0b33.9x38.2x10.1x
Sun, 15 Oct 2023US$151.9bUS$15.0bUS$4.3b31.9x35.6x10.1x
Tue, 12 Sep 2023US$169.4bUS$15.0bUS$4.3b34.4x39.7x11.3x
Thu, 10 Aug 2023US$168.9bUS$15.0bUS$4.3b34.2x39.6x11.3x
Sat, 08 Jul 2023US$167.8bUS$13.8bUS$3.8b26.4x44.4x12.2x
Mon, 05 Jun 2023US$170.8bUS$13.8bUS$3.8b28.7x45.2x12.4x
Wed, 03 May 2023US$166.3bUS$13.8bUS$3.8b30.4x44.3x12.1x
Fri, 31 Mar 2023US$166.2bUS$13.0bUS$4.4b30.4x37.4x12.7x
Price to Earnings Ratio

37.4x


Total Market Cap: US$166.2bTotal 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 44.2xAprilJulyOctober2024AprilJulyOctober2025
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 44.2x.
  • The 3-year average PS ratio of 10.4x is higher than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 3.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 18% 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, which has decreased profits.

Industry Trends

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

US Market1.21%
Real Estate0.22%
Industrial REITs-0.68%
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
COLD Americold Realty TrustUS$22.324.0%
+US$241.6m
-21.1%PB1.9x
PLD PrologisUS$120.900%
US$82.8m
-9.4%PB2.1x
REXR Rexford Industrial RealtyUS$40.780.5%
+US$47.8m
-21.9%PB1.1x
LXP LXP Industrial TrustUS$8.630.9%
+US$23.7m
-0.7%PB1.3x
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Latest News

IIPR

US$72.87

Innovative Industrial Properties

7D

-2.3%

1Y

-20.0%

COLD

US$22.32

Americold Realty Trust

7D

4.0%

1Y

-21.1%

STAG

US$35.13

STAG Industrial

7D

-0.6%

1Y

-9.3%

PLD

US$120.90

Prologis

7D

0%

1Y

-9.4%

ILPT

US$3.97

Industrial Logistics Properties Trust

7D

-2.0%

1Y

2.3%

LXP

US$8.63

LXP Industrial Trust

7D

0.9%

1Y

-0.7%

TRNO

US$66.82

Terreno Realty

7D

-0.7%

1Y

6.0%

FR

US$55.77

First Industrial Realty Trust

7D

-0.1%

1Y

1.8%

EGP

US$179.66

EastGroup Properties

7D

-0.4%

1Y

-1.3%

REXR

US$40.78

Rexford Industrial Realty

7D

0.5%

1Y

-21.9%