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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 | $0.247 |
| EPS actual | -$0.300 |
| EPS Surprise | -221.51% |
| Revenue estimate | 247.858M |
| Revenue actual | 243.23M |
| Revenue Surprise | -1.87% |
| Release date | Oct 14, 2025 |
| EPS estimate | $0.310 |
| EPS actual | $0.381 |
| EPS Surprise | 22.98% |
| Revenue estimate | 245.894M |
| Revenue actual | 253.242M |
| Revenue Surprise | 2.99% |
| Release date | Jul 15, 2025 |
| EPS estimate | $0.248 |
| EPS actual | $0.493 |
| EPS Surprise | 98.51% |
| Revenue estimate | 249.059M |
| Revenue actual | 249.507M |
| Revenue Surprise | 0.180% |
Last 4 Quarters for Rexford Industrial Realty
Below you can see how REXR-PB 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 15, 2025 |
| Price on release | $22.80 |
| EPS estimate | $0.248 |
| EPS actual | $0.493 |
| EPS surprise | 98.51% |
| Date | Price |
|---|---|
| Jul 09, 2025 | $22.65 |
| Jul 10, 2025 | $22.43 |
| Jul 11, 2025 | $22.67 |
| Jul 14, 2025 | $22.66 |
| Jul 15, 2025 | $22.80 |
| Jul 16, 2025 | $22.94 |
| Jul 17, 2025 | $22.81 |
| Jul 18, 2025 | $22.48 |
| Jul 21, 2025 | $22.57 |
| 4 days before | 0.662% |
| 4 days after | -1.01% |
| On release day | 0.614% |
| Change in period | -0.353% |
| Release date | Oct 14, 2025 |
| Price on release | $23.25 |
| EPS estimate | $0.310 |
| EPS actual | $0.381 |
| EPS surprise | 22.98% |
| Date | Price |
|---|---|
| Oct 08, 2025 | $23.75 |
| Oct 09, 2025 | $23.14 |
| Oct 10, 2025 | $23.06 |
| Oct 13, 2025 | $23.08 |
| Oct 14, 2025 | $23.25 |
| Oct 15, 2025 | $23.13 |
| Oct 16, 2025 | $22.86 |
| Oct 17, 2025 | $22.90 |
| Oct 20, 2025 | $22.95 |
| 4 days before | -2.11% |
| 4 days after | -1.29% |
| On release day | -0.538% |
| Change in period | -3.37% |
| Release date | Feb 04, 2026 |
| Price on release | $22.56 |
| EPS estimate | $0.247 |
| EPS actual | -$0.300 |
| EPS surprise | -221.51% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $22.50 |
| Jan 30, 2026 | $22.57 |
| Feb 02, 2026 | $22.50 |
| Feb 03, 2026 | $22.44 |
| Feb 04, 2026 | $22.56 |
| Feb 05, 2026 | $22.40 |
| Feb 06, 2026 | $22.35 |
| Feb 09, 2026 | $22.31 |
| Feb 10, 2026 | $22.30 |
| 4 days before | 0.267% |
| 4 days after | -1.15% |
| On release day | -0.709% |
| Change in period | -0.89% |
| Release date | Apr 23, 2026 |
| Price on release | $21.80 |
| EPS estimate | $0.267 |
| EPS actual | $0.380 |
| EPS surprise | 42.38% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $21.70 |
| Apr 20, 2026 | $21.70 |
| Apr 21, 2026 | $21.65 |
| Apr 22, 2026 | $21.75 |
| Apr 23, 2026 | $21.80 |
| Apr 24, 2026 | $21.73 |
| Apr 27, 2026 | $21.76 |
| Apr 28, 2026 | $21.65 |
| Apr 29, 2026 | $21.65 |
| 4 days before | 0.461% |
| 4 days after | -0.688% |
| On release day | -0.321% |
| Change in period | -0.230% |
Rexford Industrial Realty Earnings Call Transcript Summary of Q1 2026
Rexford Industrial reported a stronger-than-expected Q1 2026 driven by record leasing activity (4.1 million sq ft across 144 deals, ~70% renewals), disciplined capital recycling and opportunistic dispositions. Management closed $144M of dispositions with ~$170M under contract and redeployed proceeds into $200M of share repurchases in the quarter (cumulative $450M since mid-2025), viewing buybacks as highly accretive given a perceived disconnect between intrinsic value and market price. Same-property NOI showed modest improvement (net effective +90 bps, cash -40 bps), occupancy guidance was raised (average same-property occupancy now 95.1%–95.6%), and full-year Core FFO per share guidance was increased modestly (midpoint +$0.02). Leasing momentum strengthened late in the quarter, especially for sub-50,000 sq ft product and certain submarkets (Inland Empire West, South Bay, pockets of San Fernando Valley and San Diego), while larger Class A product and some submarkets remain softer. Management emphasized prioritizing occupancy, operational rigor (G&A reductions), balance sheet flexibility (net debt/EBITDA ~4.5x, $1.3B liquidity), and a continued mix of accretive buybacks, selective development, and disposals to drive FFO and NAV per share accretion.
