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U.S. Industrial REITs Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies13
  • 7D-0.2%
  • 3M0.9%
  • 1Y-9.4%
  • YTDn/a

In the last week, the Industrial REITs industry is flat overall, with Lineage standing out by going down 3.4%. As for the longer term, the industry has declined 9.3% in the last year. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 24 Jan 2023US$190.0bUS$13.7bUS$5.8b26.9x32.8x13.9x
Thu, 22 Dec 2022US$174.2bUS$13.6bUS$6.5b24.9x27x12.8x
Sat, 19 Nov 2022US$176.2bUS$13.6bUS$6.5b24.8x27.3x13x
Mon, 17 Oct 2022US$135.3bUS$12.8bUS$6.1b19.8x22.2x10.6x
Wed, 14 Sep 2022US$175.2bUS$12.8bUS$6.1b25.9x28.7x13.7x
Fri, 12 Aug 2022US$180.3bUS$12.8bUS$6.1b26.7x29.6x14.1x
Sun, 10 Jul 2022US$164.7bUS$12.4bUS$6.1b26.1x26.8x13.3x
Tue, 07 Jun 2022US$170.8bUS$12.4bUS$6.1b29x27.8x13.8x
Thu, 05 May 2022US$193.3bUS$12.3bUS$6.2b33.7x31.4x15.7x
Sat, 02 Apr 2022US$214.5bUS$12.3bUS$5.2b47.1x41.2x17.5x
Mon, 28 Feb 2022US$195.2bUS$12.3bUS$5.2b40.8x37.7x15.9x
Price to Earnings Ratio

37.7x


Total Market Cap: US$195.2bTotal Earnings: US$5.2bTotal Revenue: US$12.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 37.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Industrial REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 44.8x which is higher than its 3-year average PE of 37.7x.
  • The 3-year average PS ratio of 11.8x is higher than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 8.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 20% 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-0.41%
Real Estate0.51%
REITS0.75%
Industrial REITs-0.16%
Hotel and Resort REITs1.19%
Diversified REITs0.75%
Residential REITs0.61%
Healthcare REITs-0.11%
Specialized REITs-0.46%
Retail REITs-0.47%
Office REITs-2.46%
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$22.324.0%
+US$241.6m
-21.1%PB1.9x
PLD PrologisUS$120.900%
US$82.8m
-9.4%PB2.1x
REXR Rexford Industrial RealtyUS$40.780.5%
+US$47.8m
-21.9%PB1.1x
LXP LXP Industrial TrustUS$8.630.9%
+US$23.7m
-0.7%PB1.3x
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Latest News

PLD

US$120.90

Prologis

7D

0%

1Y

-9.4%

STAG

US$35.13

STAG Industrial

7D

-0.6%

1Y

-9.3%

IIPR

US$72.87

Innovative Industrial Properties

7D

-2.3%

1Y

-20.0%

COLD

US$22.32

Americold Realty Trust

7D

4.0%

1Y

-21.1%

ILPT

US$3.97

Industrial Logistics Properties Trust

7D

-2.0%

1Y

2.3%

LXP

US$8.63

LXP Industrial Trust

7D

0.9%

1Y

-0.7%

TRNO

US$66.82

Terreno Realty

7D

-0.7%

1Y

6.0%

FR

US$55.77

First Industrial Realty Trust

7D

-0.1%

1Y

1.8%

EGP

US$179.66

EastGroup Properties

7D

-0.4%

1Y

-1.3%

REXR

US$40.78

Rexford Industrial Realty

7D

0.5%

1Y

-21.9%