LXP Industrial Trust (NYSE:LXP) Updates FY 2026 Earnings Guidance

LXP Industrial Trust (NYSE:LXP) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.220-3.370 for the period, compared to the consensus estimate of 1.400. The company issued revenue guidance of -.

LXP Industrial Trust Trading Down 1.0%

Shares of LXP stock opened at $47.76 on Friday. LXP Industrial Trust has a 1-year low of $44.17 and a 1-year high of $97.90. The company has a current ratio of 0.24, a quick ratio of 0.26 and a debt-to-equity ratio of 0.18. The stock has a market cap of $2.83 billion, a price-to-earnings ratio of 26.39 and a beta of 1.10. The stock has a 50-day moving average of $50.05 and a 200-day moving average of $46.77.

LXP Industrial Trust (NYSE:LXP) last posted its quarterly earnings data on Thursday, February 12th. The real estate investment trust reported $0.79 earnings per share for the quarter, missing the consensus estimate of $0.85 by ($0.06). The firm had revenue of $86.74 million for the quarter, compared to analyst estimates of $86.05 million. LXP Industrial Trust had a return on equity of 5.70% and a net margin of 32.27%.The company’s quarterly revenue was down 14.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.16 earnings per share. LXP Industrial Trust has set its FY 2026 guidance at 3.220-3.370 EPS. On average, equities research analysts forecast that LXP Industrial Trust will post 0.63 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Weiss Ratings downgraded LXP Industrial Trust from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Citigroup reaffirmed an “outperform” rating on shares of LXP Industrial Trust in a research report on Friday. KeyCorp cut LXP Industrial Trust from an “overweight” rating to a “sector weight” rating in a research note on Thursday, December 4th. JMP Securities set a $57.50 price target on shares of LXP Industrial Trust and gave the company a “market outperform” rating in a research report on Tuesday, October 28th. Finally, Evercore ISI set a $51.00 price objective on shares of LXP Industrial Trust in a report on Friday. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $53.50.

Key Headlines Impacting LXP Industrial Trust

Here are the key news stories impacting LXP Industrial Trust this week:

• Positive Sentiment: Company issued aggressive FY‑2026 EPS guidance of $3.220–$3.370, well above the prior consensus (reported at ~1.40), signaling management expects substantially higher earnings next year — a major positive for long‑term outlook and valuation. Press Release
• Positive Sentiment: LXP is actively refocusing its portfolio and advancing a Phoenix development project, suggesting growth and value‑creation from development and disposition activity over time. This supports the stronger FY guide if redeployments and development stabilise cash flow. Article
• Positive Sentiment: Management emphasized deleveraging and a healthy balance sheet (low debt/equity ~0.18) on the call, which reduces financial risk and gives capacity for selective growth or shareholder returns. Note
• Neutral Sentiment: Detailed Q4 results, slide deck and call transcript published — useful for modeling the FY guide drivers (dispositions, development ramps, and one‑offs). Investors will parse these to reconcile the big guide with the modest quarter. Slide Deck Presentation
• Negative Sentiment: Q4 FFO (reported as $0.79) missed consensus (~$0.85) and revenue was down ~14% year‑over‑year, raising near‑term growth concerns and likely explaining the intraday selling pressure. Zacks
• Negative Sentiment: Despite the strong FY guide, the Q4 miss and a sharp year‑over‑year revenue decline increase short‑term uncertainty; markets may be discounting execution risk on development/disposition assumptions and timing of earnings realization. Earnings Summary

Institutional Investors Weigh In On LXP Industrial Trust

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Kestra Advisory Services LLC purchased a new stake in shares of LXP Industrial Trust in the 4th quarter valued at $197,000. GW&K Investment Management LLC purchased a new stake in LXP Industrial Trust during the fourth quarter valued at about $2,378,000. Pinebridge Investments LLC bought a new position in shares of LXP Industrial Trust during the fourth quarter valued at about $679,000. CIBC Bancorp USA Inc. purchased a new position in shares of LXP Industrial Trust in the third quarter worth about $279,000. Finally, Coldstream Capital Management Inc. bought a new stake in shares of LXP Industrial Trust in the 3rd quarter valued at about $113,000. Hedge funds and other institutional investors own 93.52% of the company’s stock.

LXP Industrial Trust Company Profile

LXP Industrial Trust is a real estate investment trust that specializes in the ownership, acquisition and management of industrial properties across North America. The company’s portfolio consists of warehouses, distribution centers and manufacturing facilities designed to support supply-chain and logistics operations. By focusing on long-term leasing arrangements, LXP Industrial Trust aims to provide stable income streams while delivering value to tenants through modern, well-positioned industrial space.

The firm’s primary business activities include sourcing and under-writing new property investments, overseeing development and redevelopment projects, and implementing asset-management strategies to enhance the performance of its holdings.