REXR
Q4 2026 EPS Estimate
$0.33
Oct 21, 2026 · Reports after close
Revenue Estimate
$238M
FY2026E EPS$0.75
FY2027E EPS$1.21

Analyst Sentiment

Wall St. Consensus
Hold
20 analysts·High coverage
61
Score
11 Buy (55%)7 Hold (35%)2 Sell (10%)
Rating Breakdown
Strong Buy
00%
Buy
1155%
Hold
735%
Sell
210%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$35.00
-3.9%
Consensus
$37.00
+1.6%
Bull
$40.00
+9.8%
12-Month Target Range20 analysts
$35.00$37.00$40.00
Current $36.42Consensus
Current Price
$36.42
Upside to Consensus
$0.58

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev-1.74%
EPS+60.40%
FY2028
Rev+2.48%
EPS-11.93%
FY2029
Rev+4.98%
EPS+0.00%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$957M$941M$964M$1.01B$1.09B
Low$954M$918M$846M$958M$1.03B
High$961M$959M$1.05B$1.06B$1.14B
EBITDA Avg$650M$639M$655M$687M$740M
Low$648M$624M$574M$650M$700M
High$653M$651M$713M$718M$774M
EBIT Avg$338M$332M$340M$357M$384M
Low$337M$324M$298M$338M$364M
High$339M$338M$371M$373M$402M
Net Income Avg$175M$292M$246M$248M$295M
Low$175M$269M$230M$230M$275M
High$176M$294M$262M$262M$313M
EPS Avg$0.75$1.21$1.06$1.06$1.27
Low$0.75$1.16$0.99$0.99$1.18
High$0.76$1.27$1.13$1.13$1.35
Analysts (Rev / EPS)5 / 26 / 34 / 12 / 12 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$238M$237M$232M$234M$235M$237M$253M$259M
Low$237M$237M$230M$231M$233M$234M$250M$256M
High$239M$237M$235M$236M$238M$240M$256M$262M
EBITDA Avg$162M$161M$158M$159M$160M$161M$172M$176M
Low$161M$161M$156M$157M$158M$159M$170M$174M
High$162M$161M$159M$160M$162M$163M$174M$178M
EBIT Avg$84M$84M$82M$83M$83M$84M$89M$91M
Low$84M$83M$81M$82M$82M$83M$88M$90M
High$84M$84M$83M$83M$84M$85M$90M$92M
Net Income Avg$71M$64M$56M$52M$51M$52M
Low$70M$62M$55M$51M$50M$52M
High$72M$65M$57M$53M$52M$53M
EPS Avg$0.32$0.28$0.25$0.23$0.23$0.23
Low$0.31$0.28$0.25$0.23$0.22$0.23
High$0.32$0.29$0.25$0.24$0.23$0.24
Analysts (Rev / EPS)4 / 24 / 22 / 12 / 12 / 12 / 11 / 11 / 1

Earnings Surprises

Recent Analyst Actions

Aug 6, 2026Jefferies
Jefferies Downgrades Rexford Industrial Realty (REXR) to Hold
Target:$40.00
+8.0%from $37.04
Jun 18, 2026Scotiabank
Rexford Industrial upgraded to Outperform from Sector Perform at Scotiabank
Target:$36.00
+10.9%from $32.47
Jun 17, 2026Industrial Alliance Securities
Rexford Industrial downgraded to Underweight from Neutral at JPMorgan
Target:$36.00
+4.5%from $34.45
Jun 10, 2026Mizuho Securities
Rexford Industrial Realty (REXR) PT Lowered to $35 at Mizuho
Target:$35.00
+0.0%from $34.99
May 21, 2026Scotiabank
Rexford Industrial price target lowered to $38 from $39 at Scotiabank
Target:$38.00
+6.7%from $35.60
May 21, 2026Truist Financial
Rexford Industrial price target lowered to $38 from $40 at Truist
Target:$38.00
+6.4%from $35.72
Feb 17, 2026Robert W. Baird
Rexford Industrial price target lowered to $40 from $41 at Baird
Target:$40.00
+6.9%from $37.41
Feb 6, 2026Industrial Alliance Securities
Rexford Industrial price target lowered to $45 from $50 at Cantor Fitzgerald
Target:$45.00
+16.2%from $38.72
Jan 8, 2026Robert W. Baird
Rexford Industrial price target lowered to $41 from $44 at Baird
Target:$41.00
+4.1%from $39.37
Dec 4, 2025Mizuho Securities
Rexford Industrial price target raised to $41 from $40 at Mizuho
Target:$41.00
-1.5%from $41.64
Nov 19, 2025Industrial Alliance Securities
Rexford Industrial Realty (REXR) PT Raised to $42 at Evercore ISI
Target:$42.00
+2.9%from $40.81
Nov 10, 2025UBS
Rexford Industrial price target raised to $44 from $43 at Scotiabank
Target:$44.00
+5.5%from $41.73
Oct 15, 2025Truist Financial
Rexford Industrial price target raised to $44 from $42 at Truist
Target:$44.00
+7.5%from $40.94
Sep 15, 2025Industrial Alliance Securities
Rexford Industrial price target raised to $40 from $39 at Evercore ISI
Target:$40.00
-7.7%from $43.36
Sep 8, 2025Industrial Alliance Securities
Rexford Industrial price target raised to $39 from $38 at Evercore ISI
Target:$39.00
-9.3%from $42.98
Sep 2, 2025Industrial Alliance Securities
Rexford Industrial Realty (REXR) PT Raised to $44 at BMO CapitalMember Login
Target:$44.00
+9.2%from $40.28
May 6, 2025Robert W. Baird
Rexford Industrial price target lowered to $43 from $47 at Baird
Target:$43.00
+27.7%from $33.68
May 1, 2025Truist Financial
Rexford Industrial price target lowered to $37 from $44 at Truist
Target:$37.00
+11.5%from $33.17
Mar 25, 2025Industrial Alliance Securities
Rexford Industrial price target lowered to $38 from $41 at Barclays
Target:$38.00
-4.1%from $39.61
Mar 4, 2025Robert W. Baird
Rexford Industrial price target lowered to $47 from $48 at Baird
Target:$47.00
+16.3%from $40.40
Feb 28, 2025Scotiabank
Rexford Industrial price target lowered to $47 from $48 at Scotiabank
Target:$47.00
+13.7%from $41.32
Jan 13, 2025Industrial Alliance Securities
Rexford Industrial price target lowered to $41 from $44 at Barclays
Target:$41.00
+6.5%from $38.48
Jan 8, 2025Mizuho Securities
Rexford Industrial price target lowered to $45 from $46 at Mizuho
Target:$45.00
+16.9%from $38.48
Oct 22, 2024Robert W. Baird
Baird Reiterates Neutral Rating on Rexford Industrial Realty (REXR), 'adding bullish Fresh Pick'
Target:$52.00
+16.4%from $44.69
Oct 21, 2024Industrial Alliance Securities
BofA Securities Downgrades Rexford Industrial Realty (REXR) to Buy
Target:$49.00
+6.5%from $46.03
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.