Rexford Industrial Realty, Inc. (REXR)
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Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript
Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript
Rexford Industrial (REXR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Rexford Industrial (REXR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Rexford Industrial (REXR) Surpasses Q4 FFO Estimates
Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.59 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to FFO of $0.58 per share a year ago.
Three Ways To Play The Rexford Recovery
Rexford (REXR) is recovering after a challenging year, with valuation multiples now reset to more reasonable levels. Despite California concentration and tariff risks, REXR has delivered steady FFO per share growth, outperforming peers on this metric. The stock's multiple compressed by about 60%, erasing its premium to PLD, while FFO per share grew nearly 65% over five years.
Rexford Industrial Realty: A Growing 4% Yield For Lifelong Income
Rexford Industrial Realty offers essential infill industrial real estate in Southern California, benefiting from constrained supply and strong pricing power. REXR projects steady core FFO per share growth through 2028, supported by organic rent steps and redevelopment activity. With a 4.4% dividend yield, low-70% payout ratio, and a 12-year growth streak, REXR provides attractive, secure income.
Rexford Industrial Realty: Checking The Credit Quality Again
REXR's preferred stocks are compared with other REIT investment-grade preferred stocks currently trading below par. REXR holds total assets of around $12.85 billion and a market capitalization close to $10 billion as of Q3. The company's portfolio consists of approximately $155.6 million in preferred stocks and nearly $3.26 billion in debt.
Rexford Industrial Realty, Inc. (REXR) Q3 2025 Earnings Call Transcript
Rexford Industrial Realty, Inc. (NYSE:REXR ) Q3 2025 Earnings Call October 16, 2025 1:00 PM EDT Company Participants Mikayla Lynch Laura Clark - Chief Operating Officer Michael Fitzmaurice - Chief Financial Officer Howard Schwimmer - Co-CEO & Director Michael Frankel - Co-CEO & Director Conference Call Participants Samir Khanal - BofA Securities, Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Craig Mailman - Citigroup Inc., Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Vikram Malhotra - Mizuho Securities USA LLC, Research Division Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Nicholas Thillman - Robert W. Baird & Co. Incorporated, Research Division Jonathan Petersen - Jefferies LLC, Research Division John Kim - BMO Capital Markets Equity Research Brendan Lynch - Barclays Bank PLC, Research Division Presentation Operator Good afternoon.
Rexford Industrial (REXR) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Rexford Industrial (REXR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Rexford Industrial (REXR) Q3 FFO and Revenues Surpass Estimates
Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to FFO of $0.59 per share a year ago.
REXR Leases 1.9M Square Feet, Disposes $32M, Grows Rental Rates in QTD
Rexford executes 1.9M sq. ft. of leases, posts 30% comparable rent growth, completes $32M in sales and authorizes a new $500M share repurchase plan.
Elliott sees opportunities to create value at warehouse REIT Rexford Industrial
Rexford's premium assets, its consolidation in the REIT industry and discounted valuation makes the company a natural acquisition candidate.
Double-Checking The Credit Rating (Part 17): Rexford Industrial Realty
Rexford Industrial Realty boasts $13B in assets, a strong $8.7B market cap, and a diversified capital structure. REXR maintains investment-grade credit ratings (Moody's Baa2, Fitch BBB+, S&P BBB+), reflecting its financial strength and low-risk profile. Preferred shares (REXR.PR.B and REXR.PR.C) offer attractive yields above 6%, trade below par, and are rated investment grade.
