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FR Real Estate Latest YouTube: Q1 2026 Published 2026-04-23

First Industrial Realty Trust, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

FR Stock: EPS Beats by 11% — Q1 2026 Earnings Analysis

Published 2026-04-23

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-04-23
Podcast available
Yes
Current price
$62.93
+0.31 (+0.50%)
Trailing / Forward P/E
22.88x
Forward: 33.78x
Market cap / Volume
Volume:
Revenue / Earnings Growth
8.4%
Earnings: 39.3%
Margins
45.1% op
Gross: 73.7% · Net: 47.9%
Balance sheet
1.50x current
Debt / Equity: 90.0
52-week range / Beta
$50.24 - $69.88
Beta: 1.06
Analyst target
$71.94
Upside: 14.3%
Cash / shareholder return
3.48% FCF yield
Dividend yield: 3.02%

Company context

Industry: REIT - Industrial
Country: United States
Employees:
Price to book: 3.01x
Return on equity: 13.6%
First Industrial Realty Trust, Inc. is a leading U.S.-only owner, operator, developer and acquirer of logistics properties. Through our fully integrated operating and investing platform, we provide high quality facilities and industry-leading customer service to multinational corporations and regional firms that are essential for their supply chains. In total, we own and have under development approximately 72.1 million square feet of industrial space concentrated in 15 target MSAs as of June 30, 2026. First Industrial Realty Trust, Inc. was established on August 10, 1993 and is based in Chicago, United States.

Price chart

Market context for FR

Competitive view

FR vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

First Industrial Realty Trust, Inc. latest YouTube video thumbnail YouTube
First Industrial Realty Trust, Inc.
FR
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Simon Property Group, Inc. latest YouTube video thumbnail YouTube
Simon Property Group, Inc.
SPG
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Prologis Inc latest YouTube video thumbnail YouTube
Prologis Inc
PLD
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
FR
$8.34B
First Industrial Realty Trust, Inc.
SPG
$70.63B
Simon Property Group, Inc.
PLD
$134.76B
Prologis Inc
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
FR
22.9x
First Industrial Realty Trust, Inc.
SPG
15.4x
Simon Property Group, Inc.
PLD
31.5x
Prologis Inc
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
FR
33.8x
First Industrial Realty Trust, Inc.
SPG
32.6x
Simon Property Group, Inc.
PLD
41.6x
Prologis Inc
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
FR
8.4%
First Industrial Realty Trust, Inc.
SPG
19.5%
Simon Property Group, Inc.
PLD
12.3%
Prologis Inc
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
FR
39.3%
First Industrial Realty Trust, Inc.
SPG
-12.5%
Simon Property Group, Inc.
PLD
85.3%
Prologis Inc
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
FR
45.1%
First Industrial Realty Trust, Inc.
SPG
46.0%
Simon Property Group, Inc.
PLD
43.0%
Prologis Inc
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
FR
73.7%
First Industrial Realty Trust, Inc.
SPG
81.4%
Simon Property Group, Inc.
PLD
75.5%
Prologis Inc
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
FR
47.9%
First Industrial Realty Trust, Inc.
SPG
66.6%
Simon Property Group, Inc.
PLD
43.6%
Prologis Inc
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
FR
13.6%
First Industrial Realty Trust, Inc.
SPG
120.5%
Simon Property Group, Inc.
PLD
7.7%
Prologis Inc
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
FR
3.5%
First Industrial Realty Trust, Inc.
SPG
3.7%
Simon Property Group, Inc.
PLD
4.0%
Prologis Inc
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
FR
90.05x
First Industrial Realty Trust, Inc.
SPG
503.50x
Simon Property Group, Inc.
PLD
63.82x
Prologis Inc
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
FR
1.50x
First Industrial Realty Trust, Inc.
SPG
0.27x
Simon Property Group, Inc.
PLD
0.65x
Prologis Inc
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
FR
1.06
First Industrial Realty Trust, Inc.
SPG
1.33
Simon Property Group, Inc.
PLD
1.32
Prologis Inc
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
FR
3.0%
First Industrial Realty Trust, Inc.
SPG
4.0%
Simon Property Group, Inc.
PLD
3.0%
Prologis Inc
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
FR
14.3%
First Industrial Realty Trust, Inc.
SPG
8.1%
Simon Property Group, Inc.
PLD
11.6%
Prologis Inc

Episode timeline

Episode archive for FR

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-04-23
Published youtube complete
FR Stock: EPS Beats by 11% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for First Industrial Realty Trust, Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-22
Published podcast complete
Charged Alpha | First Industrial Realty Trust, Inc. (FR) | S&P 500 Deep Dive — Ep. 0
Quarterly earnings-analysis entry for First Industrial Realty Trust, Inc.. Use the links on the right to open the video or podcast episode.