Sign In
Buy REXR
Rexford Industrial Realty Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.267 |
| EPS actual | $0.380 |
| EPS Surprise | 42.38% |
| Revenue estimate | 242.421M |
| Revenue actual | 242.141M |
| Revenue Surprise | -0.115% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.269 |
| EPS actual | $0.590 |
| EPS Surprise | 119.41% |
| Revenue estimate | 247.858M |
| Revenue actual | 243.23M |
| Revenue Surprise | -1.87% |
| Release date | Oct 15, 2025 |
| EPS estimate | $0.590 |
| EPS actual | $0.600 |
| EPS Surprise | 1.69% |
| Revenue estimate | 249.048M |
| Revenue actual | 253.242M |
| Revenue Surprise | 1.68% |
| Release date | Jul 16, 2025 |
| EPS estimate | $0.580 |
| EPS actual | $0.590 |
| EPS Surprise | 1.72% |
| Revenue estimate | 251.723M |
| Revenue actual | 249.507M |
| Revenue Surprise | -0.88% |
Last 4 Quarters for Rexford Industrial Realty
Below you can see how REXR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 16, 2025 |
| Price on release | $36.32 |
| EPS estimate | $0.580 |
| EPS actual | $0.590 |
| EPS surprise | 1.72% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $36.93 |
| Jul 11, 2025 | $37.06 |
| Jul 14, 2025 | $37.07 |
| Jul 15, 2025 | $36.20 |
| Jul 16, 2025 | $36.32 |
| Jul 17, 2025 | $35.43 |
| Jul 18, 2025 | $36.51 |
| Jul 21, 2025 | $36.88 |
| Jul 22, 2025 | $37.37 |
| 4 days before | -1.65% |
| 4 days after | 2.89% |
| On release day | -2.45% |
| Change in period | 1.19% |
| Release date | Oct 15, 2025 |
| Price on release | $42.17 |
| EPS estimate | $0.590 |
| EPS actual | $0.600 |
| EPS surprise | 1.69% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $41.25 |
| Oct 10, 2025 | $39.36 |
| Oct 13, 2025 | $40.54 |
| Oct 14, 2025 | $40.94 |
| Oct 15, 2025 | $42.17 |
| Oct 16, 2025 | $43.12 |
| Oct 17, 2025 | $43.76 |
| Oct 20, 2025 | $44.26 |
| Oct 21, 2025 | $43.41 |
| 4 days before | 2.23% |
| 4 days after | 2.94% |
| On release day | 2.25% |
| Change in period | 5.24% |
| Release date | Feb 04, 2026 |
| Price on release | $41.39 |
| EPS estimate | $0.269 |
| EPS actual | $0.590 |
| EPS surprise | 119.41% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $40.17 |
| Jan 30, 2026 | $40.53 |
| Feb 02, 2026 | $40.29 |
| Feb 03, 2026 | $40.56 |
| Feb 04, 2026 | $41.39 |
| Feb 05, 2026 | $38.72 |
| Feb 06, 2026 | $38.97 |
| Feb 09, 2026 | $38.48 |
| Feb 10, 2026 | $38.23 |
| 4 days before | 3.04% |
| 4 days after | -7.63% |
| On release day | -6.45% |
| Change in period | -4.83% |
| Release date | Apr 23, 2026 |
| Price on release | $36.33 |
| EPS estimate | $0.267 |
| EPS actual | $0.380 |
| EPS surprise | 42.38% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $37.01 |
| Apr 20, 2026 | $37.44 |
| Apr 21, 2026 | $36.68 |
| Apr 22, 2026 | $36.26 |
| Apr 23, 2026 | $36.33 |
| Apr 24, 2026 | $35.47 |
| Apr 27, 2026 | $35.98 |
| Apr 28, 2026 | $35.84 |
| Apr 29, 2026 | $35.51 |
| 4 days before | -1.84% |
| 4 days after | -2.26% |
| On release day | -2.37% |
| Change in period | -4.05% |
Rexford Industrial Realty Earnings Call Transcript Summary of Q1 2026
Rexford reported a strong Q1 2026 driven by record leasing activity (4.1 million sq ft across 144 deals, ~70% renewals) and disciplined capital recycling. Management closed $144M of dispositions with ~$170M under contract, and redeployed proceeds into $200M of share repurchases in the quarter (weighted avg price $36), bringing cumulative buybacks since mid-2025 to $450M. They raised full‑year Core FFO per share guidance (midpoint +$0.02) and improved same-property NOI growth outlook, with average occupancy now expected at 95.1%–95.6% for 2026. Balance sheet remains conservative: net debt/adjusted EBITDA ~4.5x, ~$1.3B liquidity, and no near-term significant maturities. Management is prioritizing occupancy, pruning lower-return development projects, and selling noncore assets to fund accretive opportunities (buybacks, select repositionings and developments). Near-term headwinds include negative net absorption in the broader infill SoCal market, some rent declines and elevated but concentrated bad debt this quarter, while demand remains strongest for sub-50k sq ft, consumption-related uses, advanced manufacturing and 3PLs in certain submarkets. Long‑term thesis emphasizes constrained small-format supply, operational efficiency (reducing G&A % of revenue) and driving per‑share growth through accretive capital allocation.
