Terreno Realty Corporation (TRNO)
NYSEReal EstateReit - IndustrialSnapshot 2026-11-04
$67.99+2.00%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-11-04
QuarterlyIQ Insights · TRNO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.5% |
| Our one-year growth estimate | diamond | 11.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 3.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers · Company calendar date is not available
TRNO — debt issuance
Dated 2026-02-17
Other Events. In connection with the commencement of an “at the market” equity offering program (the “ATM Program”), Terreno Realty Corporation (the “Company”) filed with the Securities and Exchange Commission (the “SEC”) a prospectus supplement dated February 17, 2026 (the “Prospectus Supplement”), pursuant to which the Company may issue and sell shares of its common stock having an aggregate offering price of up to $500,000,000 (the “Shares”) in amounts and at times to be determined by the…
Why it matters: The sector has been in a mature phase for about four years. Faster revenue growth would point to a change in that trend.
Supportive ifSector data shows revenue growth rising toward its prior highs.
Worry ifSector data shows revenue growth staying slow or falling further.
Why it matters: The sector margin trend is near -3% year over year. A move above zero would show that trend has turned.
Supportive ifThe sector's margin trend rises above 0% year over year.
Worry ifThe sector's margin trend stays near -3% or falls further below zero.
Why it matters: The report is the next direct check on rent growth and property demand. The inputs give no company forecast or recent results.
Watch forThe report shows revenue growth speeding up from the prior year and a positive year-over-year margin trend.
Also watch forThe report shows revenue growth slowing and margins still down year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$75 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $186 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,564 loss on $10,000 · 15.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.