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 | $2.14B | +9.4% | $0.63 | 0.0% | — |
| PSAPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| EXRExtra Space Storage Inc. | FY2026 Q1 | $30.91M | +2.5% | $1.28 | +26.7% | — |
| LINELineage, Inc. | FY2026 Q1 | $1.29B | -2.7% | $0.01 | — | — |
| EGPEASTGROUP PROPERTIES INC | FY2026 Q1 | $174.45M | +13.1% | $1.14 | -6.6% | — |
| CUBECubeSmart | FY2026 Q1 | $273.04M | +4.4% | $0.39 | -7.1% | — |
| FRFIRST INDUSTRIAL REALTY TRUST INC | FY2026 Q1 | $177.07M | +9.1% | $0.36 | -30.8% | — |
| NSANational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| COLDAMERICOLD REALTY TRUST | FY2026 Q1 | $613.7M | -5.8% | $-0.06 | — | — |
| LXPLXP Industrial Trust | FY2026 Q1 | $970K | -7.1% | $0.30 | — | — |
| IIPRINNOVATIVE INDUSTRIAL PROPERTIES INC | FY2026 Q1 | $71.72M | -4.9% | $1.03 | -24.3% | — |
| MDVMODIV INDUSTRIAL, INC. | FY2026 Q1 | $11.79M | -1.5% | $-0.01 | — | — |
| PSA-PKPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PLPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PNPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PPPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| LXP-PCLXP Industrial Trust | FY2026 Q1 | $970K | -7.1% | $0.30 | — | — |
| PSA-PRPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-POPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PQPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PIPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PGPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PSPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PJPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| 365550ESR Kendall Square REIT Co., Ltd. | FY2026 Q2 | ₩32.46B | +11.5% | ₩22.00 | — | — |
| PLDGPPrologis, Inc. | FY2026 Q1 | $2.14B | +9.4% | $0.63 | 0.0% | — |
| MDV-PAMODIV INDUSTRIAL, INC. | FY2026 Q1 | $11.79M | -1.5% | $-0.01 | — | — |
| PSA-PFPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| PSA-PMPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
| NSA-PANational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| NSA-PBNational Storage Affiliates Trust | FY2026 Q1 | $188.35M | -4.0% | $0.10 | -84.6% | — |
| PSA-PHPublic Storage | FY2026 Q1 | $1.18B | +2.2% | $2.04 | -21.5% | — |
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).