Spoken Alpha
FR
FIRST INDUSTRIAL REALTY TRUST INC
Overview
First Industrial Realty Trust operates as a self-administered real estate investment trust that owns, manages, acquires, develops and redevelops industrial properties. As of December 31, 2025, the company owned 414 industrial properties containing approximately 69.9 million square feet across 19 states, primarily leased to tenants on net lease arrangements.
FIRST INDUSTRIAL REALTY TRUST INC is a Real Estate company operating in REIT - Industrial with a $8.65B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2329 Q&A exchanges
- Q4 FY2025Earnings2026-02-0532 Q&A exchanges
- Q3 FY2025Earnings2025-10-1638 Q&A exchanges
- Q2 FY2025Earnings2025-07-1728 Q&A exchanges
- Q1 FY2025Earnings2025-04-1735 Q&A exchanges
- Q4 FY2024Earnings2025-02-0643 Q&A exchanges
- Q3 FY2024Earnings2024-10-1743 Q&A exchanges
- Q2 FY2024Earnings2024-07-1846 Q&A exchanges
- Q1 FY2024Earnings2024-04-1854 Q&A exchanges
- Q4 FY2023Earnings2024-02-0848 Q&A exchanges
- Q3 FY2023Earnings2023-10-1935 Q&A exchanges
- Q2 FY2023Earnings2023-07-2050 Q&A exchanges
- Q1 FY2023Earnings2023-04-2043 Q&A exchanges
- Q4 FY2022Earnings2023-02-0926 Q&A exchanges
- Q3 FY2022Earnings2022-10-2037 Q&A exchanges
- Q2 FY2022Earnings2022-07-2134 Q&A exchanges
- Q1 FY2022Earnings2022-04-2125 Q&A exchanges
- Q4 FY2021Earnings2022-02-1044 Q&A exchanges
- Q3 FY2021Earnings2021-10-2148 Q&A exchanges
- Q2 FY2021Earnings2021-07-2230 Q&A exchanges
- Q1 FY2021Earnings2021-04-2326 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs $0.42—Rev— vs ——EODHD
- Q1 FY20262026-04-21EPS$1.08 vs $0.34+100.0%Rev$194.8M vs ——EODHD
- Q4 FY20252026-02-03EPS$0.59 vs $0.42+40.5%Rev$188.4M vs ——EODHD
- Q3 FY20252025-10-14EPS$0.49 vs $0.39+25.6%Rev$181.4M vs ——EODHD
- Q2 FY20252025-07-14EPS$0.42 vs $0.38+9.6%Rev$179.8M vs ——EODHD
- Q1 FY20252025-04-14EPS$0.36 vs $0.37-3.3%Rev$177.2M vs ——EODHD
- Q4 FY20242025-02-04EPS$0.52 vs $0.35+48.6%Rev$175.3M vs ——EODHD
- Q3 FY20242024-10-15EPS$0.75 vs $0.38+97.4%Rev$168.2M vs ——EODHD
- Q2 FY20242024-07-16EPS$0.39 vs $0.36+8.3%Rev$165.2M vs ——EODHD
- Q1 FY20242024-04-16EPS$0.52 vs $0.31+67.7%Rev$163.5M vs ——EODHD
- Q4 FY20232024-02-06EPS$0.67 vs $0.31+100.0%Rev$158.7M vs ——EODHD
- Q3 FY20232023-10-17EPS$0.57 vs $0.30+90.0%Rev$156.5M vs ——EODHD
- Q2 FY20232023-07-18EPS$0.41 vs $0.28+46.4%Rev$153.6M vs ——EODHD
- Q1 FY20232023-04-18EPS$0.42 vs $0.28+50.0%Rev$149.4M vs ——EODHD
- Q4 FY20222023-02-07EPS$0.62 vs $0.26+100.0%Rev$144.6M vs ——EODHD
- Q3 FY20222022-10-18EPS$0.94 vs $0.27+100.0%Rev$139.7M vs ——EODHD
- Q2 FY20222022-07-19EPS$0.88 vs $0.28+100.0%Rev$130.0M vs ——EODHD
- Q1 FY20222022-04-19EPS$0.27 vs $0.26+3.9%Rev$125.5M vs ——EODHD
- Q4 FY20212022-02-08EPS$0.87 vs $0.26+100.0%Rev$121.5M vs ——EODHD
- Q3 FY20212021-10-19EPS$0.33 vs $0.28+17.9%Rev$121.1M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $0.42 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-21 | $1.08 | $0.34 | +100.0% | $194.8M | — | — | EODHD |
| Q4 FY2025 | 2026-02-03 | $0.59 | $0.42 | +40.5% | $188.4M | — | — | EODHD |
| Q3 FY2025 | 2025-10-14 | $0.49 | $0.39 | +25.6% | $181.4M | — | — | EODHD |
| Q2 FY2025 | 2025-07-14 | $0.42 | $0.38 | +9.6% | $179.8M | — | — | EODHD |
| Q1 FY2025 | 2025-04-14 | $0.36 | $0.37 | -3.3% | $177.2M | — | — | EODHD |
| Q4 FY2024 | 2025-02-04 | $0.52 | $0.35 | +48.6% | $175.3M | — | — | EODHD |
| Q3 FY2024 | 2024-10-15 | $0.75 | $0.38 | +97.4% | $168.2M | — | — | EODHD |
| Q2 FY2024 | 2024-07-16 | $0.39 | $0.36 | +8.3% | $165.2M | — | — | EODHD |
| Q1 FY2024 | 2024-04-16 | $0.52 | $0.31 | +67.7% | $163.5M | — | — | EODHD |
| Q4 FY2023 | 2024-02-06 | $0.67 | $0.31 | +100.0% | $158.7M | — | — | EODHD |
| Q3 FY2023 | 2023-10-17 | $0.57 | $0.30 | +90.0% | $156.5M | — | — | EODHD |
| Q2 FY2023 | 2023-07-18 | $0.41 | $0.28 | +46.4% | $153.6M | — | — | EODHD |
| Q1 FY2023 | 2023-04-18 | $0.42 | $0.28 | +50.0% | $149.4M | — | — | EODHD |
| Q4 FY2022 | 2023-02-07 | $0.62 | $0.26 | +100.0% | $144.6M | — | — | EODHD |
| Q3 FY2022 | 2022-10-18 | $0.94 | $0.27 | +100.0% | $139.7M | — | — | EODHD |
| Q2 FY2022 | 2022-07-19 | $0.88 | $0.28 | +100.0% | $130.0M | — | — | EODHD |
| Q1 FY2022 | 2022-04-19 | $0.27 | $0.26 | +3.9% | $125.5M | — | — | EODHD |
| Q4 FY2021 | 2022-02-08 | $0.87 | $0.26 | +100.0% | $121.5M | — | — | EODHD |
| Q3 FY2021 | 2021-10-19 | $0.33 | $0.28 | +17.9% | $121.1M | — | — | EODHD |
Source: EODHD. FR reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks FR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.08 | $1.57 | -31.3% | +5.5% | +3.9% |
| Q4 FY2026 | $1.28 | $1.56 | -17.7% | -3.7% | -1.2% |
| Q3 FY2026 | $1.10 | $1.60 | -31.2% | +3.6% | +0.8% |
| Q2 FY2026 | $1.44 | $1.76 | -18.0% | +0.8% | +0.9% |
| Q1 FY2025 | $1.16 | $1.62 | -28.5% | -2.0% | 0.0% |
| Q4 FY2025 | $1.27 | $1.64 | -22.4% | -0.5% | -2.1% |
| Q3 FY2025 | $1.27 | $1.79 | -29.1% | +1.7% | +1.9% |
| Q2 FY2025 | $1.41 | $1.78 | -21.0% | +5.0% | +2.4% |
| Q1 FY2024 | $1.26 | $1.69 | -25.3% | +4.9% | +3.7% |
| Q4 FY2024 | $1.29 | $1.69 | -23.4% | +4.2% | +4.9% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Peter E BaccileCEO2 yr 5 mo21 callsCurrentSample
CEO since 2024 • 5/8 beats (63%) • last guidance raise Q1 FY2026
- Scott A MusilCFO2 yr 5 mo21 callsCurrentSample
CFO since 2024 • 5/8 beats (63%) • guidance suspended Q3 FY2026
- Johannson L YapChief Investment Officer2 yr 5 mo12 callsCurrentSample
OTHER_C_SUITE since 2024 • 6/8 beats (75%) • last guidance cut Q2 FY2026
- Peter SchultzEVP - East Region2 yr 4 mo20 callsCurrentSample
DIVISION_HEAD since 2024 • 6/8 beats (75%) • guidance suspended Q1 FY2026
- Rice Jennifer MatthewsGeneral Counsel2 yr 5 mono recorded callsCurrentSample
OTHER since 2024 • 6/8 beats (75%) • last call held guidance Q3 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for FR.
$ curl https://api.spokenalpha.com/v1/companies/FRFAQ
Frequently asked about FR
Where can I find FIRST INDUSTRIAL REALTY TRUST INC's (FR) earnings call transcripts?
Spoken Alpha indexes FR's earnings call transcripts at https://spokenalpha.com/companies/FR. Each call links to attributed speakers and parsed analyst Q&A. FIRST INDUSTRIAL REALTY TRUST INC's own investor relations page is at https://investor.firstindustrial.com/.
When was FIRST INDUSTRIAL REALTY TRUST INC's most recent earnings call?
FIRST INDUSTRIAL REALTY TRUST INC (FR) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
What sector is FR in?
FIRST INDUSTRIAL REALTY TRUST INC (FR) operates in the Real Estate sector (REIT - Industrial industry).