REXR Earnings

REXR reported its FY2025Q4 earnings on 2026-02-04, showcasing a revenue of 0.00 against an estimate of 250.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.58 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following REXR's FY2025Q4 earnings announcement on 2026-02-04, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, REXR's stock price tends to shift by an average of +2.34% in the 10 days leading up to earnings and -0.90% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate REXR’s annual revenue to reach 250.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.06% and EPS estimates Revise Upward by 0.09% 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 Revise Downward by -0.06%, while EPS estimates moved Revise Upward by 0.09% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, REXR's stock price typically moves by +2.34% in the 10 days before its earnings and -0.90% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 250.00M.

The earnings call summary and Q&A reveal strong financial performance, a strategic focus on occupancy and cash flow, and resilience against macroeconomic uncertainties. Despite some market challenges, the company has a robust pipeline for redevelopment and acquisitions, and tenant health remains strong. The reaffirmed FFO outlook and significant leasing activity support a positive sentiment. However, macroeconomic uncertainty and some unclear responses regarding shareholder discussions slightly temper the overall outlook, but not enough to outweigh the positive factors.