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U.S. Industrial REITs Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies13
  • 7D-1.7%
  • 3M4.1%
  • 1Y-18.1%
  • YTD1.3%

Over the last 7 days, the Industrial REITs industry has dropped 1.7%, driven by pullbacks in Prologis and Lineage of 0.9% and 10.0%, respectively. However, the industry is down 18% over the past year. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$166.6bUS$21.8bUS$4.4b26.3x38.1x7.7x
Sat, 23 Aug 2025US$159.5bUS$21.8bUS$4.4b27.3x36.5x7.3x
Mon, 21 Jul 2025US$154.8bUS$21.7bUS$4.2b27.7x37x7.1x
Wed, 18 Jun 2025US$159.5bUS$21.5bUS$4.4b26.9x36x7.4x
Fri, 16 May 2025US$160.4bUS$21.5bUS$4.4b27.2x36.2x7.5x
Sun, 13 Apr 2025US$148.0bUS$21.3bUS$4.3b26x34.1x6.9x
Tue, 11 Mar 2025US$181.9bUS$21.3bUS$4.3b31.8x41.9x8.5x
Thu, 06 Feb 2025US$176.4bUS$21.2bUS$4.0b34.6x44.1x8.3x
Sat, 04 Jan 2025US$159.8bUS$20.9bUS$3.3b33.2x47.7x7.6x
Mon, 02 Dec 2024US$178.4bUS$20.9bUS$3.3b35.9x53.3x8.5x
Wed, 30 Oct 2024US$184.8bUS$20.9bUS$3.9b36.4x48x8.9x
Fri, 27 Sep 2024US$196.9bUS$20.7bUS$3.6b40.6x55.4x9.5x
Sun, 25 Aug 2024US$202.4bUS$20.7bUS$3.6b41.4x57x9.8x
Tue, 23 Jul 2024US$173.7bUS$15.3bUS$3.7b41.2x46.8x11.4x
Thu, 20 Jun 2024US$154.7bUS$15.6bUS$4.0b35.3x38.3x9.9x
Sat, 18 May 2024US$156.1bUS$15.6bUS$4.0b35.6x38.6x10x
Mon, 15 Apr 2024US$164.0bUS$15.4bUS$3.9b37.5x42.2x10.7x
Wed, 13 Mar 2024US$180.9bUS$15.4bUS$3.9b39.2x46.6x11.8x
Fri, 09 Feb 2024US$174.4bUS$15.4bUS$4.1b37.7x42.7x11.4x
Sun, 07 Jan 2024US$178.7bUS$15.2bUS$4.0b38.7x44.6x11.8x
Tue, 05 Dec 2023US$164.0bUS$15.2bUS$4.0b36.9x40.9x10.8x
Thu, 02 Nov 2023US$141.3bUS$15.2bUS$4.0b31.6x35.5x9.3x
Sat, 30 Sep 2023US$155.9bUS$15.0bUS$4.3b32x36.5x10.4x
Mon, 28 Aug 2023US$169.1bUS$15.0bUS$4.3b34.6x39.6x11.3x
Wed, 26 Jul 2023US$175.0bUS$15.0bUS$4.3b28.7x40.4x11.7x
Fri, 23 Jun 2023US$166.8bUS$13.8bUS$3.8b26.1x44.2x12.1x
Sun, 21 May 2023US$168.0bUS$13.8bUS$3.8b27.6x44.5x12.2x
Tue, 18 Apr 2023US$166.5bUS$13.0bUS$4.4b29.9x37.4x12.8x
Price to Earnings Ratio

37.6x


Total Market Cap: US$167.1bTotal 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 42.5x20242025
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 38.1x which is lower than its 3-year average PE of 42.5x.
  • The 3-year average PS ratio of 9.8x is higher than the industry's current PS ratio of 7.7x.
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 Market0.26%
Real Estate-1.11%
Industrial REITs-1.67%
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
LXP LXP Industrial TrustUS$9.241.2%
+US$32.5m		-9.0%PB1.4x
PLYM Plymouth Industrial REITUS$21.950.4%
+US$3.6m		-3.6%PB1.8x

Latest News

COLD
US$12.45
Americold Realty Trust
7D
-6.0%
1Y
-56.7%

Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage

Americold Realty Trust’s analyst price target was revised downward as persistent industry headwinds, ongoing estimate resets, and a deteriorating long-term outlook for demand and profitability have tempered sentiment, resulting in a modest fair value reduction from $19.67 to $19.27. Analyst Commentary Lowered 2026 consensus estimates and ongoing risk of further estimate resets as management signals expectations may still be too optimistic.
PLYM
US$21.95
Plymouth Industrial REIT
7D
0.4%
1Y
-3.6%

Robust Leasing And Logistics Demand Will Boost Value Amid Risks

Plymouth Industrial REIT’s consensus price target has been raised to $22.00, reflecting sector rerating, acquisition interest led by Sixth Street’s premium bid, and improved valuation certainty, driving a notable upward revision in perceived fair value. Analyst Commentary Raised price targets reflect a revaluation of the U.S. industrial REIT sector.
FR
US$51.13
First Industrial Realty Trust
7D
-1.1%
1Y
-8.6%
REXR
US$41.76
Rexford Industrial Realty
7D
-1.2%
1Y
-19.1%
TRNO
US$57.25
Terreno Realty
7D
-1.1%
1Y
-15.3%
PLD
US$112.86
Prologis
7D
-0.9%
1Y
-10.0%
LXP
US$9.24
LXP Industrial Trust
7D
1.2%
1Y
-9.0%
IIPR
US$54.35
Innovative Industrial Properties
7D
-4.1%
1Y
-59.4%
STAG
US$34.64
STAG Industrial
7D
-2.1%
1Y
-11.6%
LINE
US$37.35
Lineage
7D
-10.0%
1Y
-52.7%