Rexford Industrial Q1 net income $87.9M; raises full-year Core FFO guidance; new $500M buyback

Rexford Industrial Realty, Inc.

2026-Q1 EPS reported $0.38 revenue$245,078,000

Q1 net income $87.9M ($0.38 diluted EPS) vs $68.3M ($0.30) YoY; Core FFO $0.61/diluted share, down 1.6% YoY.
Total Portfolio NOI fell 4.2% YoY, but Same Property NOI up 0.9% (Cash NOI -0.4%).
Repurchased 5.5M shares for $200M at $36.14; new $500M buyback authorized through April 2028.
Laura Clark appointed CEO, John Nahas COO effective Apr 1 as part of succession plan.
Raised FY 2026 Core FFO guidance to $2.37-$2.42 per diluted share from $2.35-$2.40.

item 2.02 item 5.05 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Rexford Industrial Realty, Inc. reported the first quarter of 2026 results: net income $87.9 million, EPS $0.38 per diluted share. Guidance raised.

Period: the first quarter of 2026
Net income: $87.9 million
EPS: $0.38 per diluted share
Guidance: raised
Result: reported results

Exact text from the filing

the first quarter of 2026. First Quarter 2026 Financial and Operational Highlights (all comparisons to First Quarter 2025) • Net income attributable to common stockholders of $87.9 million, or $0.38 per diluted share, as compared to $68.3 million, or $0.30 per diluted share. • Company share of Core FFO of $139.8 million, a decrease of 0.9%. • Company share of Core

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Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.9

Rexford Industrial Realty, Inc.: Amendments to the Code of Business Conduct and Ethics approved as part of ordinary course recurrent review (effective 2026-04-21).

Change: code of ethics
Effective: 2026-04-21

Exact text from the filing

On April 21, 2026, the Board of Directors (the “Board”) of the Company approved amendments to the Company’s Code of Business Conduct and Ethics (the “Code of Conduct”) as part of its ordinary course recurrent review of the Company's codes and policies.

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Rexford Industrial Realty, Inc. filing history →

Source: SEC EDGAR

accession 0001571283-26-000017

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