Discontinued — last reported Q4 '25

Products & Services · Revenue

Industrial — Revenue

Realty Income Industrial — Revenue increased by 1.5% to $222.68M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 10.9%, from $200.78M to $222.68M. Over 4 years (FY 2021 to FY 2025), Industrial — Revenue shows an upward trend with a 33.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2020
Last reportedQ4 2025
Rolls up toTotal Revenue

How to read this metric

An increase indicates successful expansion or higher occupancy and rental rates within the industrial real estate segment, while a decrease may signal portfolio divestment or weakening demand for industrial space.

Detailed definition

This metric represents the total gross rental income generated specifically from industrial and distribution-focused rea...

Peer comparison

Comparable to industrial rental revenue reported by other diversified REITs or specialized industrial REITs, often evaluated based on portfolio square footage and lease renewal spreads.

Metric ID: o_segment_industrial_revenues

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$67.78M$67.78M$67.78M$123.85M$123.85M$123.85M$123.85M$139.78M$139.78M$139.78M$139.78M$188.90M$203.22M$202.20M$200.78M$208.10M$214.32M$219.35M$222.68M
QoQ Change+0.0%+0.0%+82.7%+0.0%+0.0%+0.0%+12.9%+0.0%+0.0%+0.0%+35.1%+7.6%-0.5%-0.7%+3.6%+3.0%+2.3%+1.5%
YoY Change+82.7%+82.7%+82.7%+12.9%+12.9%+12.9%+12.9%+35.1%+45.4%+44.7%+43.6%+10.2%+5.5%+8.5%+10.9%
Range$67.78M$222.68M
CAGR+30.3%
Avg YoY Growth+33.6%
Median YoY Growth+12.9%
Current Streak4 quarters growth

Frequently Asked Questions

What is Realty Income's industrial — revenue?
Realty Income (O) reported industrial — revenue of $222.68M in Q4 2025.
How has Realty Income's industrial — revenue changed year-over-year?
Realty Income's industrial — revenue increased by 10.9% year-over-year, from $200.78M to $222.68M.
What is the long-term trend for Realty Income's industrial — revenue?
Over 4 years (2021 to 2025), Realty Income's industrial — revenue has grown at a 33.6% compound annual growth rate (CAGR), from $271.10M to $864.45M.
What does industrial — revenue mean?
The total rental income earned from the company's industrial and logistics property portfolio.