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U.S. Industrial REITs Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies14
  • 7D0.04%
  • 3M6.3%
  • 1Y10.2%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has remained flat. The past year has been better, since the industry has gained 10% in that time. Looking forward, earnings are forecast to grow by 6.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Jan 2026US$180.0bUS$22.1bUS$4.6b26.5x38.9x8.1x
Mon, 01 Dec 2025US$182.1bUS$22.1bUS$4.6b25.9x39.4x8.2x
Wed, 29 Oct 2025US$182.2bUS$22.1bUS$4.2b30.1x43.8x8.3x
Fri, 26 Sep 2025US$164.0bUS$21.8bUS$4.4b26.3x37.5x7.5x
Sun, 24 Aug 2025US$165.2bUS$21.8bUS$4.4b27.3x37.8x7.6x
Tue, 22 Jul 2025US$158.2bUS$21.7bUS$4.2b27.8x37.8x7.3x
Thu, 19 Jun 2025US$158.0bUS$21.5bUS$4.4b27x35.6x7.3x
Sat, 17 May 2025US$162.8bUS$21.5bUS$4.4b27.5x36.7x7.6x
Mon, 14 Apr 2025US$148.0bUS$21.3bUS$4.3b26x34.1x6.9x
Wed, 12 Mar 2025US$178.9bUS$21.3bUS$4.3b31.7x41.2x8.4x
Fri, 07 Feb 2025US$177.1bUS$21.3bUS$4.0b35x44.4x8.3x
Sun, 05 Jan 2025US$162.0bUS$20.9bUS$3.3b33.2x48.4x7.7x
Tue, 03 Dec 2024US$178.4bUS$20.9bUS$3.3b35.8x53.3x8.5x
Thu, 31 Oct 2024US$181.9bUS$20.9bUS$3.8b36.9x47.3x8.7x
Sat, 28 Sep 2024US$196.2bUS$20.7bUS$3.6b40.7x55.2x9.5x
Mon, 26 Aug 2024US$202.4bUS$20.7bUS$3.6b41.4x57x9.8x
Wed, 24 Jul 2024US$177.6bUS$15.3bUS$3.7b41x47.8x11.6x
Fri, 21 Jun 2024US$154.7bUS$15.6bUS$4.0b35x38.3x9.9x
Sun, 19 May 2024US$156.9bUS$15.6bUS$4.0b35.6x38.8x10x
Tue, 16 Apr 2024US$164.0bUS$15.4bUS$3.9b36.6x42.2x10.7x
Thu, 14 Mar 2024US$181.2bUS$15.4bUS$3.9b39x46.6x11.8x
Sat, 10 Feb 2024US$179.3bUS$15.4bUS$4.1b37.7x43.9x11.7x
Mon, 08 Jan 2024US$197.5bUS$16.3bUS$5.0b36.7x39.8x12.1x
Wed, 06 Dec 2023US$185.6bUS$16.3bUS$5.0b34.3x37.4x11.4x
Fri, 03 Nov 2023US$161.7bUS$16.4bUS$5.0b31.2x32.6x9.9x
Sun, 01 Oct 2023US$174.7bUS$16.1bUS$5.2b31.8x33.5x10.8x
Tue, 29 Aug 2023US$187.8bUS$16.1bUS$5.2b34.1x36x11.7x
Thu, 27 Jul 2023US$196.1bUS$16.1bUS$5.4b27.2x36.3x12.1x
Sat, 24 Jun 2023US$179.8bUS$14.9bUS$4.7b24.3x38.1x12.1x
Mon, 22 May 2023US$186.8bUS$14.9bUS$4.7b26.4x39.5x12.5x
Wed, 19 Apr 2023US$185.9bUS$14.2bUS$5.4b26x34.5x13.1x
Fri, 17 Mar 2023US$183.4bUS$14.2bUS$5.4b27.1x34x12.9x
Sun, 12 Feb 2023US$192.9bUS$13.8bUS$5.8b26.1x33.5x13.9x
Tue, 10 Jan 2023US$177.2bUS$13.6bUS$6.5b25.5x27.5x13x
Price to Earnings Ratio

27.5x


Total Market Cap: US$177.2bTotal Earnings: US$6.5bTotal Revenue: US$13.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 40.3x202420252026
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 40.3x.
  • The 3-year average PS ratio of 10.0x is higher than the industry's current PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 11% 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 Comparison

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

US Market-1.05%
Real Estate-0.74%
REITS0.55%
Industrial REITs0.035%
Diversified REITs0.55%
Specialized REITs-0.55%
Healthcare REITs-0.56%
Residential REITs-0.67%
Office REITs-0.71%
Hotel and Resort REITs-1.08%
Retail REITs-1.18%
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$129.050.3%
+US$315.8m		22.2%PB2.3x
LINE LineageUS$35.422.2%
+US$171.2m		-40.0%PB1x
COLD Americold Realty TrustUS$12.941.0%
+US$37.0m		-40.1%PB1.2x
OLP One Liberty PropertiesUS$20.411.1%
+US$5.0m		-25.0%PB1.4x
ILPT Industrial Logistics Properties TrustUS$5.530.4%
+US$1.3m		50.3%PB0.7x

Latest News

STAG
US$36.92
STAG Industrial
7D
-0.9%
1Y
10.6%
REXR
US$39.03
Rexford Industrial Realty
7D
-1.0%
1Y
0.03%
LXP
US$49.58
LXP Industrial Trust
7D
-2.2%
1Y
23.0%

LXP: Asset Sales Will Drive Balance Sheet Repair And Rerating Potential

Analysts nudged their price target for LXP Industrial Trust slightly higher to $11.50, citing the sale of two vacant developments that removed a key overhang, strengthened the balance sheet, and allowed focus to shift toward rent growth among peers and an attractive valuation. Analyst Commentary Recent research updates have turned incrementally more constructive on LXP Industrial Trust following the sale of the two vacant developments, with analysts highlighting both improved balance sheet positioning and clearer visibility on growth drivers.
COLD
US$12.94
Americold Realty Trust
7D
1.0%
1Y
-40.1%
EGP
US$179.90
EastGroup Properties
7D
-0.6%
1Y
11.8%

EGP: Strengthening Industrial Leasing And Leadership Shift Will Support Future Earnings Stability

We are raising our fair value estimate for EastGroup Properties to $196.00 from $193.85, reflecting analysts’ higher price targets in the $188 to $207 range as they point to a solid Q3 earnings season for REITs, strengthening industrial leasing fundamentals, and a continued runway for earnings growth despite mixed near term stock performance. Analyst Commentary Recent Street research on EastGroup Properties has been broadly constructive, with several bullish analysts lifting price targets into the high $180s to low $200s and one more cautious voice nudging estimates higher from a lower base.
FR
US$57.90
First Industrial Realty Trust
7D
-0.7%
1Y
15.3%
LINE
US$35.42
Lineage
7D
2.2%
1Y
-40.0%
PLD
US$129.05
Prologis
7D
0.3%
1Y
22.2%

PLD: Earnings Guidance And Industrial Leasing Fundamentals Will Shape Future Returns

Analysts have nudged their price target for Prologis modestly higher, with fair value rising from approximately $131.30 to $131.90. This reflects slightly faster revenue growth, resilient profit margins, and a series of upward target revisions following a strong Q3 earnings season for U.S. REITs. Analyst Commentary Recent Street research reflects a generally constructive view on Prologis, with multiple upward adjustments to price targets following Q3 results and updated forecasts.
IIPR
US$49.47
Innovative Industrial Properties
7D
-2.8%
1Y
-27.3%
OLP
US$20.41
One Liberty Properties
7D
1.1%
1Y
-25.0%
ILPT
US$5.53
Industrial Logistics Properties Trust
7D
0.4%
1Y
50.3%
TRNO
US$59.02
Terreno Realty
7D
-2.1%
1Y
0.6%