Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TRNO
BUYTerreno Realty Corporation · Real Estate · United States · $7.0B · Avg Vol: $73M/d
COMPANY DESCRIPTION
Terreno Realty Corporation is an industrial real estate investment trust (REIT) focused on acquiring and operating infill logistics and transshipment properties in six major coastal markets across the United States. The company strategically targets properties in supply-constrained urban locations, benefiting from the growing demand for last-mile distribution and e-commerce fulfillment. Its concentrated portfolio in high-barrier-to-entry markets drives strong occupancy rates and rental growth.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 276.2M | 323.6M | 382.6M | 476.4M | 19.9% | 490.4M | 516.3M | 574.5M | 9.8% |
| EPS | 2.61 | 1.81 | 1.92 | 3.92 | 14.5% | 4.10 | 4.80 | 4.30 | 4.7% |
| Shares | 76.5M | 88.0M | 99.7M | 104.1M | +36.1% | 105.7M | — | — | — |
| Debt | 770.8M | 771.6M | 823.4M | 943.3M | 7.0% | 945.1M | — | — | — |
| Equity | 2.2B | 2.9B | 3.7B | 4.1B | 23.0% | — | — | — | — |
| Op CF | 143.2M | 179.7M | 232.7M | 271.9M | 23.8% | 272.4M | — | — | — |
| Inv CF | -337.7M | -570.4M | -915.5M | -452.4M | — | — | — | — | — |
| Fin CF | 17.7M | 528.9M | 534.9M | 187.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of TRNO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TRNO | Terreno Realty Corporation(you) | $7.0B | 75 | BUY |
| NSA | National Storage Affiliates Trust | $6.7B | 72 | BUY |
| CUBE | CubeSmart | $9.4B | 74 | BUY |
| FR | First Industrial Realty Trust, Inc. | $8.7B | 72 | BUY |
| STAG | STAG Industrial, Inc. | $7.7B | 63 | HOLD |
| LINE | Lineage, Inc. | $11.0B | 70 | BUY |
| COLD | Americold Realty Trust, Inc. | $4.6B | 67 | BUY |
| EGP | EastGroup Properties, Inc. | $11.1B | 67 | BUY |
| LXP | LXP Industrial Trust | $3.3B | 62 | HOLD |
| REXR | Rexford Industrial Realty, Inc. | $7.9B | 36 | HOLD |
Peer medians: ROE 5.7% · P/E 27.0x · Gross margin 67.2%