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REREXR

Rexford Industrial Realty, Inc.

$REXR·$8.9B·REIT - Industrial·Real Estate
$38.73+0.1%YTD-0.1%1Y+4.7%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 15 posts2026-07-24: 44 posts2026-07-25: 9 posts2026-07-26: 1 posts69
Price updated just now·X counts updated 2d ago
REREXR
$REXRRexford Industrial Realty, Inc.
$38.73+0.05%69 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term. The Company’s highly differentiated strategy enables internal and external growth opportunities through its proprietary value creation and asset management capabilities. Rexford Industrial’s high-quality, irreplaceable portfolio comprised 419 properties with approximately 51.2 million rentable square feet occupied by a stable and diverse tenant base. Structured as a real estate investment trust (REIT) listed on the New York Stock Exchange. Rexford Industrial is an S&P MidCap 400 Index member. Rexford Industrial Realty, Inc. was incorporated on January 18th, 2013 in Maryland, USA.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Industrial sits in its cycle right now — and what that implies for $REXR.

REIT - Industrial · Real Estate

No material change from last week — Digital Realty's interconnection-dense campuses in Tier 1 cloud markets benefit directly as owned-DC capacity fills faster than new-build timelines allow.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-21.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
39.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-4.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
61.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$-2.26$0.29-866.9%
Q1 2026Apr 23, 2026$0.38$0.27+42.4%
Q4 2025Feb 4, 2026$0.59$0.27+119.4%
Q3 2025Oct 15, 2025$0.60$0.59+1.7%
Next earningsWed, Oct 21·consensus EPS $0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$245.5M-1.6%77.1%41.6%$-2.26—
Q1 FY26$245.1M-2.9%76.8%41.0%$0.38$78.1M
Q4 FY25$240.7M-0.9%11.5%38.6%$-0.30$29.8M
Q3 FY25$253.2M+4.7%77.1%37.2%$0.35$60.5M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$959.3M$955.7M – $962.9M$1.25$1.23 – $1.264
FY27$946.6M$924.2M – $965.2M$1.11$1.08 – $1.166
FY28$963.9M$904.0M – $1.0B$1.06$1.02 – $1.114
FY29$1.0B$976.3M – $1.0B$1.06$1.02 – $1.113
FY30$1.1B$1.1B – $1.1B$1.27$1.21 – $1.323

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 221.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 28David E. LanzerGeneral Counsel & Secretary33.3K sh$1.2MSellMar 17Michael S. FrankelCEO23.1K sh$816KBuyFeb 27Laura E ClarkCOO5.3K sh$200KBuyFeb 27David P StockertDirector5.0K sh$187KBuyFeb 27Michael FitzmauriceCFO2.6K sh$100K
+ 17 other (12 awards · 3 inkinds · 1 exempt · 1 conversion) in window

See when $REXR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 5.05 · Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 103
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (7 13Gs · 1 10-Q · 1 ARS · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Rexford Industrial Realty Q2 Earnings Call Highlightsdefenseworld.net·3d agoRexford Industrial Realty, Inc. (REXR) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoRexford Industrial Realty Q2 Earnings Call Highlightsmarketbeat.com·4d agoRexford Industrial: Buy This Undervalued REIT Before It Recoversseekingalpha.com·5d agoRexford Industrial (REXR) Beats Q2 FFO Estimateszacks.com·5d ago

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