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REXR · Rexford Industrial Realty, Inc.
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$36.02 -0.25 (-0.69%) At close · Oct 1
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$8.36B
Shares
222.99M
Volume · Oct 1 2.65M Avg daily vol (3M) 2.68M
All webcasts

Earnings call · FY2026 Q1

Rexford Industrial Realty, Inc. (REXR) Q1 2026 Earnings Call

Concluded Apr 24, 2026
Apr 24, 2026 0 turns
Period
FY2026 Q1
Runtime
—
Sources
3 artifacts
Slides 37 8-K 10-Q

Executive readout · one minute

Webcast research workspace

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Tenant demand drivers (advanced manufacturing) 11 Leasing activity and momentum 10 Capital recycling and dispositions 9 Market fundamentals and supply constraints 9 Cash releasing spreads and rent 7 Lease term strategy 7

Management tone

Confident

Net tone +62 · low hedging

Grounding quotes
  • “The Rexford Industrial Realty, Inc. team delivered a strong quarter. We set a record for leasing activity, executing 4.1 million square feet of leases, reflecting increased tenant activity and demand for our higher-quality portfolio.”
  • “first quarter leasing activity for the Rexford Industrial Realty, Inc. portfolio was over 70% higher year over year. In addition, current leasing interest on our vacant spaces increased to approximately 90% compared to 75% last quarter and a year ago.”
  • “While demand in certain submarkets and product types remained soft and market fundamentals are still under pressure, we are encouraged by the early positive signs we are seeing within our portfolio and the market.”
  • “Cash releasing spreads for the quarter were negative 15.4% inclusive of the Tireco renewal and negative 1.8% excluding the Tireco renewal, in line with our expectations.”

Research coverage

3 live sources

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Revenue $245.08M -2.9% YoY
Diluted EPS $0.38 +26.7% YoY
Net income $91.19M +28.1% YoY

Research materials

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Presentation 37 pages 8-K earnings release Filed Apr 23, 2026 10-Q report Filed Apr 28, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks
$200.11M
Shares repurchased
5.53M
Dividend / share
$0.44
Full-screen source Call document

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Rexford Industrial Realty, Inc.

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