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U.S. Industrial REITs Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies13
  • 7D-0.6%
  • 3M10.9%
  • 1Y5.7%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has remained flat, although notably Lineage declined by 5.8%. The past year has been better, since the industry has gained 6.9% in that time. As for the next few years, earnings are expected to grow by 3.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026US$194.9bUS$22.2bUS$4.7b26.7x41.9x8.8x
Sat, 17 Jan 2026US$187.2bUS$22.1bUS$4.6b27.4x40.5x8.5x
Mon, 15 Dec 2025US$184.4bUS$22.1bUS$4.6b26.6x39.9x8.3x
Wed, 12 Nov 2025US$177.8bUS$22.2bUS$4.6b25.6x38.4x8x
Fri, 10 Oct 2025US$169.5bUS$21.9bUS$4.4b25.1x38.5x7.8x
Sun, 07 Sep 2025US$165.9bUS$21.8bUS$4.4b27.5x37.9x7.6x
Tue, 05 Aug 2025US$155.4bUS$21.8bUS$4.2b27.8x36.9x7.1x
Thu, 03 Jul 2025US$158.7bUS$21.5bUS$4.4b27.5x35.8x7.4x
Sat, 31 May 2025US$161.4bUS$21.5bUS$4.4b27.1x36.4x7.5x
Mon, 28 Apr 2025US$156.2bUS$21.6bUS$4.3b27x36x7.2x
Wed, 26 Mar 2025US$170.1bUS$21.3bUS$4.3b30.7x39.2x8x
Fri, 21 Feb 2025US$180.2bUS$21.3bUS$4.2b35x42.8x8.5x
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$195.4bUS$16.5bUS$5.0b36.6x39.1x11.9x
Wed, 20 Dec 2023US$201.4bUS$16.3bUS$5.0b37.2x40.6x12.4x
Fri, 17 Nov 2023US$172.1bUS$16.3bUS$5.0b32.7x34.7x10.6x
Sun, 15 Oct 2023US$170.6bUS$16.1bUS$5.2b31.4x32.7x10.6x
Tue, 12 Sep 2023US$188.2bUS$16.1bUS$5.2b34.2x36.1x11.7x
Thu, 10 Aug 2023US$187.7bUS$16.1bUS$5.2b33.7x36x11.6x
Sat, 08 Jul 2023US$186.6bUS$14.9bUS$4.7b25.2x39.5x12.5x
Mon, 05 Jun 2023US$189.6bUS$14.9bUS$4.7b27.1x40.1x12.7x
Wed, 03 May 2023US$185.0bUS$14.9bUS$4.7b25.4x39.3x12.4x
Fri, 31 Mar 2023US$185.0bUS$14.2bUS$5.4b27.4x34.3x13.1x
Sun, 26 Feb 2023US$186.3bUS$14.2bUS$5.4b28.5x34.5x13.2x
Price to Earnings Ratio

34.5x


Total Market Cap: US$186.3bTotal Earnings: US$5.4bTotal Revenue: US$14.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 40.6x202420252026
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 40.6x.
  • The 3-year average PS ratio of 9.8x is higher than the industry's current PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 16% 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 Comparison

How does U.S. Industrial REITs compare with similar industries?

US Market-0.74%
Real Estate0.67%
REITS-0.67%
Industrial REITs-0.63%
Retail REITs1.50%
Specialized REITs0.72%
Healthcare REITs0.50%
Hotel and Resort REITs-0.29%
Diversified REITs-0.67%
Office REITs-1.45%
Residential 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
FR First Industrial Realty TrustUS$60.401.7%
+US$135.2m		8.6%PB3x
EGP EastGroup PropertiesUS$191.300.7%
+US$74.0m		6.3%PB2.9x
TRNO Terreno RealtyUS$65.620.3%
+US$19.8m		-2.0%PB1.6x
ILPT Industrial Logistics Properties TrustUS$5.551.6%
+US$6.0m		43.4%PB0.7x
OLP One Liberty PropertiesUS$22.680.6%
+US$2.8m		-13.4%PB1.6x

Latest News

TRNO
US$65.62
Terreno Realty
7D
0.3%
1Y
-2.0%
COLD
US$12.00
Americold Realty Trust
7D
-4.4%
1Y
-42.9%

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$139.63
Prologis
7D
-0.2%
1Y
14.8%
LXP
US$47.95
LXP Industrial Trust
7D
-7.0%
1Y
12.3%
IIPR
US$46.26
Innovative Industrial Properties
7D
-1.4%
1Y
-37.0%
STAG
US$38.20
STAG Industrial
7D
-2.6%
1Y
8.5%
FR
US$60.40
First Industrial Realty Trust
7D
1.7%
1Y
8.6%

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$191.30
EastGroup Properties
7D
0.7%
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$37.22
Rexford Industrial Realty
7D
-0.7%
1Y
-9.0%
OLP
US$22.68
One Liberty Properties
7D
0.6%
1Y
-13.4%
ILPT
US$5.55
Industrial Logistics Properties Trust
7D
1.6%
1Y
43.4%
LINE
US$36.61
Lineage
7D
-5.8%
1Y
-33.0%