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TRNO

Terreno Realty Corporation

TRNO

NYSE·Real Estate·REIT - Industrial·Mkt cap $7.0B

$65.80

+0.09%

P/E

17.69

Mkt Cap

$7.0B

52-Wk Range

$55.92–$78.94

52-Week Range

$55.92 - $78.94

P/E

17.69

Fwd P/E

31.18

Beta

1.05

Div Yield

3.16%

Avg Vol

809.7K

Shares Out

106.3M

Mkt Cap

$7.0B

Price action

Price chart

Up 15.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Strategic coastal market positioning in high-growth logistics corridors
  • Internally managed structure reducing operating costs and improving capital efficiency
  • Diversified portfolio across six major metropolitan areas reducing concentration risk
  • REIT tax structure enabling tax-efficient capital returns to shareholders

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Industrial REITs peers

Growth

Stable outlook

E-commerce expansion driving demand for last-mile industrial logistics facilities

Value

Premium valuation to Industrial REITs peers

Momentum

Stable

+2.6% over 3m

Quality

Excellent

Excellent business quality

Dividend

Solid

3.16% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.54 vs $0.41 consensus (+31.7% surprise). Revenue of $124.7M vs $127.1M expected (-1.9%).

EPS beat +31.7%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+31.7%

Revenue trend · last 8Q

+20%

+30%

+19%

+17%

+33%

+13%

+11%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$99.6M

$103.7M

$110.4M

$112.2M

$116.2M

$137.5M

$124.4M

$124.7M

Margins · last 8Q

Gross

0.0%

Operating

0.0%

Profit

46.2%

Wall Street consensus

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

1

14%

Sell

1

14%

Median Price Target

Latest: Scotiabank · Aug 12, 2026

vs Industry

How TRNO stacks vs REIT - Industrial

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.