FR
First Industrial Realty Trust·NYSE
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FR fundamentals
First Industrial Realty Trust (FR) released its earnings on Feb 4, 2026: revenue was 188.41M (YoY +7.30%), beat estimates; EPS was 0.59 (YoY +13.46%), beat estimates.
Revenue / YoY
188.41M
+7.30%
EPS / YoY
0.59
+13.46%
Report date
Feb 4, 2026
FR Earnings Call Summary for Q4,2025
- Revenue Growth: 2025 FFO per share up 12% to $2.96, driven by 7.1% cash same-store NOI growth. 2026 guidance of $3.09-3.19 per share reflects 5-6% cash same-store NOI growth and 1.7 million sq. ft. development lease-up.
- Market Leadership: 36% of 2025 leasing by 3PLs, with Amazon and 3PLs driving demand. Vacancy rates stabilized at 6.7%, with 149 million sq. ft. net absorption.
- Balance Sheet Strength: $725 million in refinanced debt extends maturities. 2026 interest expense is $0.80 per share, with G&A stable at $42-43 million.
- Development Pipeline: 2.5 million sq. ft. of 2026 starts in Miami and Dallas, but no immediate disposition plans.
- Risk Management: Bad debt expense guidance of $1 million reflects stable credit metrics.
EPS
Actual | 0.32 | 0.28 | 0.28 | 0.65 | 0.48 | 0.4 | 0.33 | 0.87 | 0.27 | 0.88 | 0.94 | 0.62 | 0.42 | 0.41 | 0.57 | 0.67 | 0.52 | 0.39 | 0.75 | 0.52 | 0.36 | 0.42 | 0.59 | ||||||||||
Forecast | 0.1983 | 0.236 | 0.2317 | 0.181 | 0.2342 | 0.2209 | 0.2473 | 0.2581 | 0.256 | 0.3057 | 0.2689 | 0.2604 | 0.3364 | 0.2844 | 0.3025 | 0.3066 | 0.305 | 0.3536 | 0.3817 | 0.3533 | 0.3709 | 0.3826 | 0.42 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +61.37% | +18.64% | +20.85% | +259.12% | +104.95% | +81.08% | +33.44% | +237.08% | +5.47% | +187.86% | +249.57% | +138.10% | +24.85% | +44.16% | +88.43% | +118.53% | +70.49% | +10.29% | +96.49% | +47.18% | -2.94% | +9.78% | +40.48% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 110.34M | 109.20M | 116.19M | 112.29M | 116.26M | 117.40M | 121.08M | 121.55M | 125.51M | 130.05M | 139.75M | 144.61M | 149.42M | 152.22M | 155.10M | 157.28M | 162.27M | 164.14M | 167.65M | 175.59M | 177.07M | 180.16M | 188.41M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 110.57M | 108.56M | 108.44M | 109.69M | 113.04M | 115.53M | 118.40M | 121.64M | 123.72M | 127.47M | 129.68M | 135.98M | 143.68M | 149.48M | 153.11M | 156.93M | 161.18M | 163.48M | 169.15M | 170.32M | 176.32M | 177.59M | 186.18M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.21% | +0.59% | +7.15% | +2.37% | +2.85% | +1.62% | +2.26% | -0.08% | +1.45% | +2.02% | +7.77% | +6.35% | +4.00% | +1.84% | +1.30% | +0.22% | +0.68% | +0.40% | -0.89% | +3.09% | +0.43% | +1.45% | +1.20% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for First Industrial Realty Trust year over year?What were the key takeaways from First Industrial Realty Trust's earnings call?What factors drove the changes in First Industrial Realty Trust's revenue and profit?Did First Industrial Realty Trust beat or miss consensus estimates last quarter?What does First Industrial Realty Trust do and what are its main business segments?What is the market's earnings forecast for First Industrial Realty Trust next quarter?What were the key takeaways from First Industrial Realty Trust’s earnings call?What is First Industrial Realty Trust's gross profit margin?
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