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Reported July 23, 2026 · After market close

Revenue$245.5MBeat by $5.3M
EPS-$2.26Miss by $2.55
Revenue estimate$240.2M
EPS estimate$0.29
The realignment of our portfolio through the planned disposition of approximately $2 billion of identified non-core assets will further strengthen our portfolio, enhance cash flow durability and increase financial flexibility, positioning Rexford to maximize long-term shareholder value. We are also encouraged by the continued improvement we are seeing in fundamentals across the infill Southern California industrial market, including increasing tenant demand, positive net absorption and declining vacancy—all early signs of strengthening market conditions. We are confident that our strategic actions, combined with the strength of our value creation platform, will enable Rexford to deliver outsized returns for shareholders moving forward.
Laura Clark

Next report

Oct 21, 2026 (in 2 months)
Revenue estimate$234.4M
EPS estimate$0.35

Financials

Q2 2026

Income statement

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Revenue$245.5M-1.6%
Net income-$504.1M-533%
EPS (diluted)-$2.26-571%

Balance sheet

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Cash & equivalents$32.2M-94.3%
Total debt$4.3B+25.3%
Total equity$7.5B-14.7%
Total assets$11.6B-11.0%

Cash flow

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Operating cash flow$106.8M-16.7%
CapEx$48.1M-42.2%
Free cash flow$58.7M+30.6%

Valuation & ratios

Valuation

as of 08/27/26
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Market cap$8.31B-16.0%
Enterprise value$12.57B-1.4%
P/S8.4×-1.6×

Profitability

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FCF margin22.9%+7.3pp

Returns & leverage

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Debt / equity0.6×+0.2×

FAQ

When did Rexford Industrial Realty report Q2 2026 earnings?
Rexford Industrial Realty (REXR) reported Q2 2026 earnings on July 23, 2026 after market close.
What were Rexford Industrial Realty's Q2 2026 revenue and EPS?
Rexford Industrial Realty reported revenue of $245.5M and eps of $-2.26 for Q2 2026.
Did Rexford Industrial Realty beat estimates in Q2 2026?
Revenue beat the consensus estimate of $240.2M by $5.3M. EPS missed the consensus estimate of $0.29 by $2.55.
How did Rexford Industrial Realty's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 1.6% from $249.5M a year earlier.
Where can I find Rexford Industrial Realty's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001571283-26-000037) and the 10-Q periodic report (0001571283-26-000040) directly on SEC EDGAR. The filing index links above go to sec.gov.