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U.S. Industrial REITs Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies13
  • 7D0.2%
  • 3M-5.3%
  • 1Y-21.1%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has remained flat, although notably Americold Realty Trust declined by 7.5%. Unfortunately though, the industry is down 21% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Aug 2025US$155.7bUS$21.8bUS$4.4b25.6x35.6x7.2x
Wed, 09 Jul 2025US$158.3bUS$21.5bUS$4.4b27.2x35.7x7.4x
Fri, 06 Jun 2025US$160.6bUS$21.5bUS$4.4b27.2x36.2x7.5x
Sun, 04 May 2025US$157.9bUS$21.5bUS$4.5b26.1x35.4x7.3x
Tue, 01 Apr 2025US$169.7bUS$21.3bUS$4.3b30.9x39.1x8x
Thu, 27 Feb 2025US$182.2bUS$21.3bUS$4.2b35.1x42.9x8.5x
Sat, 25 Jan 2025US$176.3bUS$21.2bUS$4.0b34.5x44.1x8.3x
Mon, 23 Dec 2024US$159.9bUS$20.9bUS$3.3b33.1x47.7x7.7x
Wed, 20 Nov 2024US$175.6bUS$20.9bUS$3.3b36.2x52.4x8.4x
Fri, 18 Oct 2024US$196.5bUS$20.8bUS$3.8b37.2x51.1x9.4x
Sun, 15 Sep 2024US$202.4bUS$20.7bUS$3.6b41.4x56.9x9.8x
Tue, 13 Aug 2024US$194.4bUS$20.7bUS$3.6b39x53.8x9.4x
Thu, 11 Jul 2024US$159.9bUS$15.6bUS$4.0b36.8x39.6x10.2x
Sat, 08 Jun 2024US$154.8bUS$15.6bUS$4.0b34.3x38.3x9.9x
Mon, 06 May 2024US$149.3bUS$15.6bUS$4.0b35.4x37.1x9.6x
Wed, 03 Apr 2024US$173.8bUS$15.4bUS$3.9b39.1x44.7x11.3x
Fri, 01 Mar 2024US$179.2bUS$15.4bUS$3.9b39x46.1x11.7x
Sun, 28 Jan 2024US$193.0bUS$16.5bUS$5.0b36x38.6x11.7x
Tue, 26 Dec 2023US$200.2bUS$16.3bUS$5.0b37.3x40.4x12.3x
Thu, 23 Nov 2023US$173.1bUS$16.3bUS$5.0b32.6x34.9x10.6x
Sat, 21 Oct 2023US$161.2bUS$16.3bUS$4.9b30.3x32.8x9.9x
Mon, 18 Sep 2023US$188.7bUS$16.1bUS$5.2b34.3x36.2x11.7x
Wed, 16 Aug 2023US$187.0bUS$16.1bUS$5.2b33.4x35.9x11.6x
Fri, 14 Jul 2023US$193.8bUS$14.9bUS$4.7b26.3x41x13x
Sun, 11 Jun 2023US$185.0bUS$14.9bUS$4.7b25.8x39.2x12.4x
Tue, 09 May 2023US$191.6bUS$14.9bUS$4.7b25.8x40.6x12.9x
Thu, 06 Apr 2023US$185.3bUS$14.2bUS$5.4b27.1x34.3x13.1x
Sat, 04 Mar 2023US$192.4bUS$14.2bUS$5.4b28.6x35.5x13.6x
Mon, 30 Jan 2023US$194.5bUS$13.7bUS$5.8b27.4x33.6x14.2x
Wed, 28 Dec 2022US$173.9bUS$13.6bUS$6.5b25.2x26.9x12.8x
Fri, 25 Nov 2022US$177.3bUS$13.6bUS$6.5b25x27.5x13x
Sun, 23 Oct 2022US$140.3bUS$13.4bUS$6.5b21.1x21.6x10.5x
Tue, 20 Sep 2022US$155.2bUS$12.8bUS$6.1b22.4x25.4x12.1x
Thu, 18 Aug 2022US$184.3bUS$12.8bUS$6.1b27.3x30.2x14.4x
Price to Earnings Ratio

30.2x


Total Market Cap: US$184.3bTotal 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 38.6x202320242025
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 38.6x.
  • The 3-year average PS ratio of 10.6x is higher than the industry's current PS ratio of 7.2x.
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 Market2.39%
Real Estate0.20%
REITS1.68%
Industrial REITs0.21%
Diversified REITs1.68%
Retail REITs1.51%
Healthcare REITs1.11%
Residential REITs0.20%
Office REITs-0.70%
Hotel and Resort REITs-0.75%
Specialized REITs-0.98%
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$105.680.7%
+US$714.6m		-13.3%PB1.9x
REXR Rexford Industrial RealtyUS$36.722.2%
+US$188.9m		-26.1%PB1x
LXP LXP Industrial TrustUS$8.043.7%
+US$85.8m		-17.1%PB1.2x
STAG STAG IndustrialUS$34.630.7%
+US$44.8m		-12.7%PB1.9x
ILPT Industrial Logistics Properties TrustUS$5.716.3%
+US$22.6m		20.0%PB0.7x

Latest News

IIPR
US$45.83
Innovative Industrial Properties
7D
-10.8%
1Y
-60.4%
TRNO
US$53.77
Terreno Realty
7D
-0.9%
1Y
-20.9%
PLYM
US$14.37
Plymouth Industrial REIT
7D
-0.1%
1Y
-38.4%
COLD
US$14.53
Americold Realty Trust
7D
-7.5%
1Y
-50.0%
LINE
US$41.64
Lineage
7D
-1.7%
1Y
-52.7%
LXP
US$8.04
LXP Industrial Trust
7D
3.7%
1Y
-17.1%
ILPT
US$5.71
Industrial Logistics Properties Trust
7D
6.3%
1Y
20.0%
STAG
US$34.63
STAG Industrial
7D
0.7%
1Y
-12.7%
REXR
US$36.72
Rexford Industrial Realty
7D
2.2%
1Y
-26.1%
EGP
US$161.10
EastGroup Properties
7D
-0.5%
1Y
-11.3%
PLD
US$105.68
Prologis
7D
0.7%
1Y
-13.3%
FR
US$48.05
First Industrial Realty Trust
7D
0.4%
1Y
-10.3%