Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Terreno Realty Corp
Next earnings Aug 4, 2026 · consensus $0.38 EPS, $129M rev
Terreno is a fast-growing, almost unlevered infill-industrial REIT with a rising dividend — quality that justifies its premium.
Sources: SEC EDGAR (CIK 0001476150, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:56:32 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~131% below fair value) — the rarer case where both the business and the entry look good.
Terreno Realty owns infill industrial/logistics properties in six major coastal U.S. markets, a supply-constrained niche with structural demand from e-commerce and last-mile distribution. The growth is among the best in the REIT space: revenue rose 24.5% to $476M in FY2025, extending a steep multi-year ramp ($222M in FY2021 to $476M in FY2025). Net income jumped 118.4% to $403M and EPS to $3.91, though the 84.6% net margin signals that figure is inflated by property gains and should be read alongside the cleaner operating cash flow of $272M (up 16.8%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $222M | $276M | $324M | $383M | $476M |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $87.3M | $198M | $151M | $184M | $403M |
| Diluted EPS | $1.23 | $2.61 | $1.81 | $1.92 | $3.91 |
| Net margin | 39.3% | 71.7% | 46.8% | 48.2% | 84.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-05 | Boston Gary N Director | Award | 2.46K | |
| 2026-05-05 | CARLSON LEROY E Director | Award | 2.46K | |
| 2026-05-05 | DONAHUE PAUL JOSEPH Director | Award | 2.46K | |
| 2026-05-05 | Oh Irene H Director | Award | 2.46K | |
| 2026-05-05 | PASQUALE DOUGLAS M Director | Award | 2.46K | |
| 2026-05-05 | VON MUEHLEN CONSTANCE E Director | Award | 2.46K | |
| 2026-02-09 | Cannon Jaime Jackson CFO | Sell | 7.00K @ $65.99 | $462K |
| 2026-01-07 | Meyer John Tull EVP | Award | 7.13K |