Industry top-down
REIT - Industrial
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The Industrial REIT sector showed mixed results in its Q1 2026 earnings. While some companies, such as Prologis (PLD) and EastGroup Properties (EGP), recorded robust revenue growth, many others, including LINE (LINE) and LXP Industrial Trust (LXP), experienced a decline in revenue. In terms of Earnings Per Share (EPS), Extra Space Storage (EXR) was the only one to show strong growth, while most companies, including Public Storage (PSA) and National Storage Affiliates (NSA), saw their EPS decline or stagnate. This suggests significant performance discrepancies among companies across the industry and the presence of overall growth pressures.
- Mixed Sales Growth: Some companies show high growth, while many experience negative growth
- Declining EPS Trend: EPS is falling or stagnant for the majority of companies
- Industry-wide Growth Pressure: Mixed performance in revenue and EPS metrics
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| PLDPrologis, Inc. | FY2026 Q1 | $2.3B | +7.4% | $1.05 | +66.7% | — |
| PSAPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| EXRExtra Space Storage Inc. | FY2026 Q3 | $34.76M | +6.8% | $1.17 | +50.0% | — |
| EGPEASTGROUP PROPERTIES INC | FY2026 Q3 | $199.44M | +9.5% | $1.46 | +15.9% | — |
| CUBECubeSmart | FY2026 Q1 | $281.93M | +3.3% | $0.36 | -7.7% | — |
| LINELineage, Inc. | FY2026 Q3 | $1.36B | -1.2% | $-0.68 | — | — |
| REXRRexford Industrial Realty, Inc. | FY2026 Q3 | $0 | -100.0% | $0.07 | -81.1% | — |
| FRFIRST INDUSTRIAL REALTY TRUST INC | FY2026 Q2 | $194.94M | +8.2% | $0.58 | +38.1% | — |
| TRNOTerreno Realty Corp | FY2026 Q3 | $132.23M | +13.7% | $0.62 | -38.0% | — |
| NSANational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| COLDAMERICOLD REALTY TRUST | FY2026 Q3 | $675.95M | +4.2% | $2.38 | — | — |
| LXPLXP Industrial Trust | FY2026 Q3 | $969K | -11.2% | $1.54 | — | — |
| SMASmartStop Self Storage REIT, Inc. | FY2025 Q3 | $70.43M | +17.1% | $0.09 | — | — |
| IIPRINNOVATIVE INDUSTRIAL PROPERTIES INC | FY2026 Q3 | $64.92M | +0.4% | $0.99 | +2.1% | — |
| 365550ESR Kendall Square REIT Co., Ltd. | FY2026 Q2 | ₩33.43B | +14.8% | ₩-10.00 | — | — |
| MDVMODIV INDUSTRIAL, INC. | FY2026 Q1 | $11.79M | -1.5% | $-0.01 | — | — |
| PSA-PLPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PPPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| LXP-PCLXP Industrial Trust | FY2026 Q3 | $969K | -11.2% | $1.54 | — | — |
| IIPR-PAINNOVATIVE INDUSTRIAL PROPERTIES INC | FY2026 Q3 | $64.92M | +0.4% | $0.99 | +2.1% | — |
| NSA-PANational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| PSA-PHPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| REXR-PBRexford Industrial Realty, Inc. | FY2026 Q3 | $0 | -100.0% | $0.07 | -81.1% | — |
| PSA-PRPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PKPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PGPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PSPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PIPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PMPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| MDV-PAMODIV INDUSTRIAL, INC. | FY2026 Q1 | $11.79M | -1.5% | $-0.01 | — | — |
| REXR-PCRexford Industrial Realty, Inc. | FY2026 Q3 | $0 | -100.0% | $0.07 | -81.1% | — |
| NSA-PBNational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| PSA-PJPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PNPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-POPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PSA-PQPublic Storage | FY2026 Q3 | $1.37B | +11.6% | $1.69 | -35.5% | — |
| PLDGPPrologis, Inc. | FY2026 Q1 | $2.3B | +7.4% | $1.05 | +66.7% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).