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U.S. Industrial REITs Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies15
  • 7D2.5%
  • 3M4.6%
  • 1Y25.3%
  • YTD10.6%

All of the companies in the Industrial REITs industry have been up over the last week, with the industry up 2.5%. In the last 12 months, the industry was up 25%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 May 2026US$198.5bUS$22.8bUS$5.3b24.3x37.1x8.7x
Tue, 07 Apr 2026US$184.4bUS$22.5bUS$4.9b25.4x38x8.2x
Thu, 05 Mar 2026US$195.8bUS$22.1bUS$4.7b27.5x41.7x8.8x
Sat, 31 Jan 2026US$182.7bUS$22.1bUS$4.7b27.6x39.2x8.3x
Mon, 29 Dec 2025US$181.7bUS$22.1bUS$4.6b27.1x39.3x8.2x
Wed, 26 Nov 2025US$179.5bUS$22.1bUS$4.6b25.9x38.8x8.1x
Fri, 24 Oct 2025US$180.7bUS$22.1bUS$4.1b30.2x43.6x8.2x
Sun, 21 Sep 2025US$166.0bUS$21.8bUS$4.4b26.6x37.9x7.6x
Tue, 19 Aug 2025US$157.3bUS$21.8bUS$4.4b25.6x36x7.2x
Thu, 17 Jul 2025US$159.7bUS$21.5bUS$4.4b27.4x36x7.4x
Sat, 14 Jun 2025US$162.2bUS$21.5bUS$4.4b27.3x36.6x7.5x
Mon, 12 May 2025US$158.9bUS$21.5bUS$4.4b26.5x35.8x7.4x
Wed, 09 Apr 2025US$145.4bUS$21.3bUS$4.3b24.8x33.5x6.8x
Fri, 07 Mar 2025US$186.5bUS$21.3bUS$4.3b32.6x43x8.8x
Sun, 02 Feb 2025US$177.3bUS$21.2bUS$4.0b34.3x44.4x8.4x
Tue, 31 Dec 2024US$161.7bUS$20.9bUS$3.3b33.3x48.3x7.7x
Thu, 28 Nov 2024US$178.2bUS$20.9bUS$3.3b36.3x53.2x8.5x
Sat, 26 Oct 2024US$188.2bUS$20.9bUS$3.9b36.1x48.9x9x
Mon, 23 Sep 2024US$197.2bUS$20.7bUS$3.6b40.7x55.5x9.5x
Wed, 21 Aug 2024US$197.6bUS$20.7bUS$3.6b40.1x54.7x9.6x
Fri, 19 Jul 2024US$172.8bUS$15.2bUS$3.7b39.9x46.5x11.3x
Sun, 16 Jun 2024US$156.7bUS$15.6bUS$4.0b34.9x38.8x10x
Tue, 14 May 2024US$151.5bUS$15.6bUS$4.0b34.1x37.5x9.7x
Thu, 11 Apr 2024US$173.2bUS$15.4bUS$3.9b38x44.6x11.3x
Sat, 09 Mar 2024US$181.7bUS$15.4bUS$3.9b39.2x46.8x11.8x
Mon, 05 Feb 2024US$176.5bUS$15.3bUS$4.1b37.8x43.6x11.5x
Wed, 03 Jan 2024US$183.8bUS$15.2bUS$4.0b39.8x45.9x12.1x
Fri, 01 Dec 2023US$157.4bUS$15.2bUS$4.0b35.3x39.3x10.4x
Sun, 29 Oct 2023US$136.6bUS$15.2bUS$4.0b29.9x34.3x9x
Tue, 26 Sep 2023US$158.3bUS$15.0bUS$4.3b32.2x37.1x10.6x
Thu, 24 Aug 2023US$169.7bUS$15.0bUS$4.3b34.5x39.8x11.3x
Sat, 22 Jul 2023US$173.0bUS$15.0bUS$4.3b28.2x39.9x11.5x
Mon, 19 Jun 2023US$169.4bUS$13.8bUS$3.8b28x44.8x12.3x
Wed, 17 May 2023US$165.9bUS$13.8bUS$3.8b26.7x43.9x12x
Price to Earnings Ratio

43.9x


Total Market Cap: US$165.9bTotal Earnings: US$3.8bTotal Revenue: US$13.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 41.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 37.1x which is lower than its 3-year average PE of 41.9x.
  • The industry is trading close to its 3-year average PS ratio of 9.3x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 18% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market2.14%
Real Estate0.75%
Industrial REITs2.51%
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$14.9722.4%
+US$781.7m		-13.7%PB1.5x
LINE LineageUS$39.978.4%
+US$701.9m		-10.6%PB1.1x
PLD PrologisUS$142.290.2%
+US$251.7m		34.9%PB2.5x
EGP EastGroup PropertiesUS$203.891.3%
+US$144.4m		22.1%PB3.1x
TRNO Terreno RealtyUS$66.542.1%
+US$142.4m		17.9%PB1.6x

Latest News

EGP
US$203.89
EastGroup Properties
7D
1.3%
1Y
22.1%
IIPR
US$56.59
Innovative Industrial Properties
7D
4.3%
1Y
1.7%
TRNO
US$66.54
Terreno Realty
7D
2.1%
1Y
17.9%
COLD
US$14.97
Americold Realty Trust
7D
22.4%
1Y
-13.7%
PLD
US$142.29
Prologis
7D
0.2%
1Y
34.9%
LINE
US$39.97
Lineage
7D
8.4%
1Y
-10.6%
FR
US$62.42
First Industrial Realty Trust
7D
0.7%
1Y
26.3%
LXP
US$51.76
LXP Industrial Trust
7D
1.6%
1Y
28.0%