undamentalytics Newsletter

Industrial REITs stocks

10 US-listed companies in industrial reits, with $21.4bn of combined revenue in their latest fiscal years. Prologis is the largest ($8.8bn). The fastest grower with at least $100m of revenue in both years is Ftai Infrastructure Inc., up 51.6%. The median company grew 7.9% with a net margin of 32.3%.

Companies10
Combined revenue$21.4bn
Median revenue growth7.9%
Median net margin32.3%
Median return on equity5.8%
#CompanyRevenueGrowthNet marginROEFiscal year
1 PrologisPLD $8.8bn 7.2% 37.9% 6.2% 2025
2 Lineage, Inc.LINE $5.4bn 0.3% −1.9% −1.2% 2025
3 Americold Realty TrustCOLD $2.6bn −2.4% −4.4% −3.7% 2025
4 Rexford Industrial Realty, Inc.REXR $1.0bn 7.1% 21.1% 2.5% 2025
5 Stag Industrial, Inc.STAG $845m 10.1% 32.4% 7.8% 2025
6 First Industrial Realty Trust IncFR $727m 8.6% 34.0% 9.3% 2025
7 Eastgroup Properties IncEGP $721m 12.7% 35.7% 7.6% 2025
8 Ftai Infrastructure Inc.FIP $503m 51.6% −41.3% −185.2% 2025
9 Terreno Realty CorpTRNO $476m 24.5% 84.6% 10.3% 2025
10 LXP Industrial TrustLXP $350m −2.3% 32.3% 5.5% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other real estate industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.