Inferra AI / Company / REXR
Rexford Industrial Realty, Inc.
REXR · Real Estate
Last earnings Oct 22, 2026
Key results
Net incomequarter
$14.6 million
Third Quarter 2026 Financial and Operational Highlights (all comparisons to Third Quarter 2025) Net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, as compared to net income of $87.1 million, or $0.37 per diluted share.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Financial The Company reported net income attributable to common stockholders for the third quarter of $14.6 million, or $0.07 per diluted share, compared to net income of $87.1 million, or $0.37 per diluted share, in the prior year quarter.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Net income in the third quarter includes $71.8 million of impairments and $23.2 million of gains on sale of real estate, as compared to $0 and $28.6 million, respectively, for the prior year quarter.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
AI analysis
Q3 2026 · reported Oct 22, 2026
Based on: Earnings release + Q3 2026 deck — transcript not held
Guidance · company-stated
No guidance located in the held release
“01 Projected higher average occupancy driven by better-than-expected leasing lower projected bad debt expense Current 2026 Core FFO Per Diluted Share Guidance $2.”
Capital allocation
17,385 89,919 (395,574) 277,452 Less preferred stock dividends (2,314) (2,314) (6,943) (6,943) Less earnings allocated to participating securities (430) (519) (1,879) (1,650) Net income (loss) attributable to common stockholders $ 14,641 $ 87,086 $ (404,396) $ 268,859 Net income (loss) attributable to common stockholders per share basic and diluted $ 0.07 $ 0.37 $ (1.80) $ 1.16 Weighted-average shares of common stock outstanding basic and diluted 220,509,521 234,586,980 224,182,859 232,720,272 Third Quarter 2026 Supplemental Financial Reporting Package Page 10 Non-GAAP FFO and Core FFO Reconciliations .
Event summary
Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those anticipated, estimated or projected
Based on: Earnings release + Q3 2026 deck — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
17,385 89,919 (395,574) 277,452 Less preferred stock dividends (2,314) (2,314) (6,943) (6,943) Less earnings allocated to participating securities (430) (519) (1,879) (1,650) Net income (loss) attributable to common stockholders $ 14,641 $ 87,086 $ (404,396) $ 268,859 Net income (loss) attributable to common stockholders per share basic and diluted $ 0.07 $ 0.37 $ (1.80) $ 1.16 Weighted-average shares of common stock outstanding basic and diluted 220,509,521 234,586,980 224,182,859 232,720,272 Third Quarter 2026 Supplemental Financial Reporting Package Page 10 Non-GAAP FFO and Core FFO Reconciliations .
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
During the three months ended September 30, 2026, June 30, 2026, March 31, 2026, December 31, 2025 and September 30, 2025, the Company repurchased 8,143,611, 2,801,307, 5,534,357, 2,443,438 and 3,883,845 shares of common stock under its stock repurchase programs at a weighted average price of $37.91, $35.70, $36.14, $40.93 and $38.62 per share for a total of $308.9 million, $100.1 million, $200.1 million, $100.0 million and $150.1 million, respectively.
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Repurchased 10.9 million shares of common stock for $408.7 million at a weighted average price of $37.59 per share, including $100.0 million of repurchases completed subsequent to quarter end.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
In the third quarter of 2026 and subsequent to quarter end, the Company repurchased 10.9 million shares of its common stock for $408.7 million at a weig hted average price of $37.59 per sh are, bringing year-to-date repurchases as of October 22, 2026, t o $708.7 million at a weighted average price of $36.90 per share.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
As of October 22, 2026, the Company has $591.3 million remaining available under its current stock repurchase program.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Dividends On October 20, 2026, the Company s Board of Directors authorized a dividend in the amount of $0.435 per share for the fourth quarter of 2026, payable in cash on January 15, 2027, to common stockholders and common unit holders of record as of December 31, 2026.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Strategy & priorities
(3) Retention rate is calculated as renewal lease SF plus relocation expansion SF, divided by expiring lease SF.
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Our third quarter performance reflects strong execution across our strategic priorities, said Laura Clark, Chief Executive Officer.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
We remain focused on disciplined execution and capital allocation to drive sustainable cash flow growth and long-term shareholder value creation.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Forward-looking statements relate to expectations, beliefs, projections, future plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
(REXR) Skip to main content Skip to section navigation Skip to footer Tenant Portal Broker Opportunities About Rexford Investment Strategy Property Search Broker 2026 10 22 Rexford Industrial Announces Third Quarter 2026 381.
Original ↗Rexford Industrial Realty, Inc. — 2026 10 22 Rexford Industrial Announces Third Quarter 2026 381 (company IR deck)IR-PDFOct 22, 2026
Risks & headwinds
* A number of factors could impact the Company s ability to deliver results in line with its guidance, including, but not limited to, interest rates, inflation, the economy, tariffs, geopolitical risks including impacts from the war in the Middle East, the supply and demand of industrial real estate, the availability and terms of financing to the Company or to potential acquirers of real estate and the timing and yields for divestment and investment.
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
A number of factors could impact the Company s ability to deliver results in line with its guidance, including, but not limited to, the potential impacts related to interest rates, inflation, the economy, tariffs, geopolitical risks including impacts from the war in the Middle East, the supply and demand of industrial real estate, the availability and terms of financing to the Company or to potential acquirers of real estate and the timing and yields for divestment and investment.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Such statements are subject to risks, uncertainties and assumptions and may be affected by known and unknown risks, trends, uncertainties and factors that are beyond our control.
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those anticipated, estimated or projected.
SEC original ↗Rexford Industrial Realty, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Forward Looking Statements This press release may contain forward-looking statements within the meaning of the federal securities laws, which are based on current expectations, forecasts and assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
In addition, projections, assumptions and estimates of our future performance and the future performance of the industry in which we operate are necessarily subject to a high degree of uncertainty and risk due to a variety of factors, including those described above.
SEC original ↗Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Earnings deck slides
4 decks with slide viewRexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rexford Industrial Realty, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
9 documentsPresentations
16 documents
Transcripts
0 documentsNo transcripts for Rexford Industrial Realty, Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Rexford Industrial Realty, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ Full-Year Disposition Guidance of $1.5 to $2.0 Billion Los Angeles — August 18, 2026 — Rexford Industrial Realty, Inc. (the… …2027, opportunistic repurchases of common stock under the Company's previously announced $1.0 billion share repurchase ”
“FICE TRENDS Office Supply is Shrinking and Creating a Shortage … …CUZ) include: PLD, EGP, REXR, ESS, MAA, UDR, SPG, O, KIM, BXP, VNO, KRC. Excluding VMRK due to recent merger. CUZ Total 9.4%7.6% 4.3% 7.4% 0.1% 19.5 16.2 14.4 11.4 9.6 0.0 5.0 10.0 15.”
See also the earnings calendar for every tracked company’s next earnings date.