REXR Earnings

REXR reported its earnings on 2026-02-04, showcasing a revenue of 248.10M against an estimate of 250.22M, resulting in a -0.85% surprise. The EPS was 0.59, surpassing the expected 0.58 by 1.72%. The stock experienced a -6.45% price change on the earnings day and a -7.63% change over the next five days, reflecting market reactions to the results.

Following REXR's earnings announcement on 2026-02-04, the stock price moved by -6.45% on the day of the release. Over the subsequent five days, it saw a -7.63% change. Historically, REXR's stock price tends to shift by an average of 1.7% in the 10 days leading up to earnings and -1.84% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate REXR's annual revenue to reach 268.01M, while the EPS is projected at 0.32. These estimates reflect recent revisions, with revenue estimates revised downward by -0.11% and EPS estimates revised upward by 0.03% over the past three months, indicating analyst expectation in the company's performance.

The correlation between REXR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.11%, while EPS estimates moved revised upward by 0.03%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, REXR's stock price typically moves by 1.7% in the 10 days before its earnings and -1.84% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.32 and revenue of 268.01M.

The earnings call presented a mixed outlook. The company raised guidance slightly, indicating positive sentiment, but faced challenges with occupancy declines and tenant issues. The Q&A revealed uncertainties about rent stabilization and unclear timelines for earnings recovery. Despite strong leasing activity and capital recycling, the negative same-store guidance and potential tenant risks offset positives. Overall, the sentiment is neutral as positive factors are balanced by significant uncertainties and challenges.