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Companies / Logistics & diversified REITs / REXR

Rexford Industrial Realty

REXR · Logistics & diversified REITs sector group
Guidance from Rexford Industrial Realty’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
14 items
Releases tracked
8
Latest release
Jul 23, 2026
Data checked
Jul 23, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Jul 23, 2026 release

Each item compared with the same item in the previous release (Apr 21, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewDispositionfor FY2026—“$1.5 to $2.0 billion”Filing ↗
NewPlanned disposition of identified non-core assetsfor FY2026—“approximately $2 billion”Filing ↗
Show 6 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedCompany share of Core FFO per diluted sharefor FY2026“$2.35 - $2.40”—Filing ↗
Not restatedRepositioning/Development Starts (SF)for FY2026“1.1M”—Filing ↗
Not restatedRepositioning/Development Starts (SF) - Highfor FY2026“1.1M”—Filing ↗
Not restatedRepositioning/Development Starts (Total Estimated Project Costs)for FY2026“$140M - $150M”—Filing ↗
Not restatedNear-term acquisition pipelineNo period stated“approximately $200 million”—Filing ↗
Not restatedNet Interest ExpenseNo period stated“$110.5M - $111.5M”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Net Income Attributable to Common Stockholders per diluted share“$1.15 - $1.20”for FY2026GAAP-tiedFeb 4, 20262Filing ↗
Average Same Property Portfolio Occupancy (Full Year)“94.8% - 95.3%”for FY2026Company-definedFeb 4, 20262Filing ↗
Company share of Core FFO per diluted share“$2.35 - $2.40”for FY2026Company-definedFeb 4, 20262Filing ↗
Disposition“$1.5 to $2.0 billion”for FY2026Company-definedJul 23, 20261Filing ↗
Dispositions“$400M” – “$500M”for FY2026Company-definedFeb 4, 20261Filing ↗
Dividend“$0.435 per share”for Q3 FY2026Declared actionJul 23, 20261Filing ↗
Dividend per share of common stock“$0.435 per share”for Q3 FY2026Declared actionJul 23, 20261Filing ↗
General and Administrative Expenses“+/-$60M”for FY2026GAAP-tiedFeb 4, 20261Filing ↗
Interest Expense“+/- $112M”for FY2026GAAP-tiedFeb 4, 20261Filing ↗
Planned disposition of identified non-core assets“approximately $2 billion”for FY2026Company-definedJul 23, 20261Filing ↗
Quarterly dividend per share of Series B Cumulative Redeemable Preferred Stock“$0.367188 per share”for Q3 FY2026Declared actionJul 23, 20261Filing ↗
Quarterly dividend per share of Series C Cumulative Redeemable Preferred Stock“$0.351563 per share”for Q3 FY2026Declared actionJul 23, 20261Filing ↗
Repositioning/Development Annualized Stabilized Cash NOI“$19M - $21M”for FY2026Company-definedFeb 4, 20262Filing ↗
Repositioning/Development Starts (SF)“1.1M”for FY2026Company-definedApr 21, 20261Filing ↗
Repositioning/Development Starts (SF) - High“1.1M”for FY2026Company-definedFeb 4, 20261Filing ↗
Repositioning/Development Starts (Total Estimated Project Costs)“$140M - $150M”for FY2026Company-definedFeb 4, 20262Filing ↗
Same Property Portfolio NOI Growth - Cash“(1.0)%” – “(2.0)%”for FY2026Company-definedFeb 4, 20261Filing ↗
Same Property Portfolio NOI Growth - Net Effective“(2.5)% - (1.5)%”for FY2026Company-definedFeb 4, 20262Filing ↗
Next year and medium term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
New stock repurchase program authorization“$1.0 billion”for FY2028Declared actionApr 21, 20262Filing ↗
Common stock repurchase program authorization“$300 million”for FY2027Declared actionApr 16, 20251Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
New stock repurchase program authorization“$500 million”—Declared actionFeb 4, 20261Filing ↗
Quarterly dividend of Series B Cumulative Redeemable Preferred Stock“$0.367188 per share”—Declared actionOct 16, 20247Filing ↗
Quarterly dividend of Series C Cumulative Redeemable Preferred Stock“$0.351563 per share”—Declared actionOct 16, 20247Filing ↗
Repurchase of common stock“up to $300 million”—Declared actionFeb 5, 20251Filing ↗
Share repurchase program authorized“$300 million”—Declared actionFeb 5, 20251Filing ↗
Stock repurchase program authorization“$500.0 million”—Declared actionOct 15, 20251Filing ↗

How one item moved

New stock repurchase program authorization, for FY2028 — every statement across the year, each linked to its filing.

Apr 21, 2026
New
“$500 million”
Filing ↗
Jul 23, 2026
Raised
“$1.0 billion”
Filing ↗

How your Logistics & diversified REITs sector group guides

12 companies in Logistics & diversified REITs. What they guide on, and who reported this season.

Most-guided metric families
GAAP EPS
11
Dividends
8
Revenue
7
Capex
6
Buybacks
6
Adjusted EBITDA
5
Interest expense
4
Same-store sales
3
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American TowerJul 28, 202639 changes
Extra Space StorageJul 28, 20266 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2028FY2027FY2026FY2025FY2024No period
Net Income Attributable to Common Stockholders per diluted share——5 statements6 statements2 statements1 statement
Additional dispositions under contract or accepted offer—————1 statement
Average Same Property Portfolio Occupancy (Full Year)——5 statements6 statements2 statements—
Common Stock Dividend per Share——2 statements1 statement——
Common stock repurchase program authorization—1 statement————
The full record for Rexford Industrial Realty and its Logistics & diversified REITs peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Jul 23, 2026FY2026 Q20001571283-26-00003731Open filing ↗
Apr 21, 2026FY2026 Q10001571283-26-00001726Open filing ↗
Feb 4, 2026FY2025 Q40001571283-26-00000319Open filing ↗
Oct 15, 2025FY2025 Q30001571283-25-00005122Open filing ↗
Jul 16, 2025FY2025 Q20001571283-25-00003321Open filing ↗
Apr 16, 2025FY2025 Q10001571283-25-00002016Open filing ↗
Feb 5, 2025FY2024 Q40001571283-25-00000313Open filing ↗
Oct 16, 2024FY2024 Q30001571283-24-00005222Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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