First Industrial Realty Trust IncFR
Price$58.87Intrinsic value$51.9112% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.2%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
16analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$786.4Mnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$2.50next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release15 Oct 2026
Monitoring Framework
Key Performance Indicators
In-Service Occupancy Quarterly9,430.0%Target: 94.0% to 95.0%
Cash Same-Store NOI Growth (before termination fees) Quarterly870.0%Target: 5.0% to 6.0%
Cash Rental Rate Increase on New and Renewal Leases Quarterly4,100.0%Target: 35.0% to 40.0%
Watch Items
  • Industrial Market Supply-Demand BalanceTrigger: National vacancy rates rising above 6.5% or supply outpacing demand for three consecutive quartersAction: Re-evaluate speculative development starts and adjust the self-imposed development exposure cap (currently $410 million).
  • Tenant Credit Risk and Watchlist MonitoringTrigger: Default or missed payments from major 3PL (third-party logistics) tenantsAction: Enforce structured payment plans to collect outstanding balances and secure backup leasing commitments.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.