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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%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has dropped 1.7%, driven by declines in Prologis and Lineage of 0.9% and 10.0%, respectively. Overall the industry is down 18% in 12 months. 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$197.5bUS$16.3bUS$5.0b36.7x39.8x12.1x
Tue, 05 Dec 2023US$182.8bUS$16.3bUS$5.0b35.2x36.9x11.2x
Thu, 02 Nov 2023US$160.1bUS$16.4bUS$4.9b31.4x32.5x9.8x
Sat, 30 Sep 2023US$174.6bUS$16.1bUS$5.2b31.8x33.5x10.8x
Mon, 28 Aug 2023US$187.8bUS$16.1bUS$5.2b34.1x36x11.7x
Wed, 26 Jul 2023US$193.7bUS$16.1bUS$5.3b26.9x36.7x12x
Fri, 23 Jun 2023US$185.6bUS$14.9bUS$4.7b24.7x39.3x12.5x
Sun, 21 May 2023US$186.8bUS$14.9bUS$4.7b26.4x39.5x12.5x
Tue, 18 Apr 2023US$185.3bUS$14.2bUS$5.4b26.3x34.3x13.1x
Thu, 16 Mar 2023US$183.4bUS$14.2bUS$5.4b27.2x34x12.9x
Sat, 11 Feb 2023US$192.9bUS$13.8bUS$5.8b26.1x33.5x13.9x
Mon, 09 Jan 2023US$177.8bUS$13.6bUS$6.5b25.6x27.5x13.1x
Wed, 07 Dec 2022US$175.6bUS$13.6bUS$6.5b24.5x27.2x12.9x
Fri, 04 Nov 2022US$165.9bUS$13.5bUS$6.4b24.1x25.8x12.3x
Sun, 02 Oct 2022US$139.5bUS$12.8bUS$6.1b20.2x22.9x10.9x
Price to Earnings Ratio

22.9x


Total Market Cap: US$139.5bTotal Earnings: US$6.1bTotal Revenue: US$12.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 39x202320242025
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 39.0x.
  • The 3-year average PS ratio of 10.4x 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 declined 10% per year 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, which has decreased profits.

Industry Comparison

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

US Market0.26%
Real Estate-1.11%
REITS-1.49%
Industrial REITs-1.67%
Healthcare REITs1.88%
Residential REITs0.12%
Retail REITs-0.16%
Office REITs-1.11%
Diversified REITs-1.49%
Hotel and Resort REITs-1.79%
Specialized REITs-2.29%
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%
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%