Rexford Industrial (REXR) Surpasses Q4 FFO Estimates

Core Viewpoint - Rexford Industrial (REXR) reported quarterly funds from operations (FFO) of $0.59 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, and showing an increase from $0.58 per share a year ago [1] Financial Performance - The company achieved an FFO surprise of +1.01% for the quarter, and previously had an FFO of $0.6 per share, resulting in a surprise of +1.69% [1][2] - Revenues for the quarter ended December 2025 were $248.1 million, which fell short of the Zacks Consensus Estimate by 0.85%, compared to $242.9 million in the same quarter last year [2] - Over the last four quarters, Rexford Industrial has surpassed consensus FFO estimates four times and revenue estimates three times [2] Stock Performance - Rexford Industrial shares have increased by approximately 4.8% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] Future Outlook - The future performance of Rexford Industrial's stock will largely depend on management's commentary during the earnings call and the company's FFO outlook [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.62 on revenues of $249.29 million, and for the current fiscal year, it is $2.46 on revenues of $1.01 billion [7] Industry Context - The REIT and Equity Trust - Other industry, to which Rexford Industrial belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges ahead [8]