Terreno Realty Corp (TRNO) FY2025 10-K Annual Report

Filed: Feb 4, 2026
Real Estate
Real EstateSEC EDGAR

Terreno Realty Corp (TRNO) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 4, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Terreno Realty Corp FY2025 10-K Analysis

Business Overview

  • Core business: Acquisition, ownership, operation of industrial real estate in six major U.S. coastal markets totaling 19.8M sq ft and 46 land parcels
  • New emphasis on properties under development/redevelopment, holding 6 projects as of 2025 year-end
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Management Discussion & Analysis

  • Revenue from disposition properties fell to $10.9M in 2025 from $19.6M in 2024, with $386.4M sales price and $238.4M gain on eight properties sold
  • Operating margin info not explicit; capitalized interest on developments $5.0M in 2025 vs $11.0M in 2024
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Risk Factors

  • Regulatory risk: Compliance with SEC Accounting Standards Update (ASU) No. 2018-11 on lease income presentation affecting revenue reporting
  • Macroeconomic threat: Elevated U.S. inflation increasing construction and operating costs despite 68.9% leases expiring within five years for rent resets
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Terreno Realty Corp FY2025 Key Financial Metrics
XBRL

Revenue

$476M

+24.5% YoY

Net Income

$403M

+118.4% YoY

Net Margin

84.6%

+3637bp YoY

ROE

9.7%

+468bp YoY

Total Assets

$5.4B

+13.0% YoY

EPS (Diluted)

$3.91

+103.6% YoY

Operating Cash Flow

$272M

+16.8% YoY

Source: XBRL data from Terreno Realty Corp FY2025 10-K filing on SEC EDGAR. All figures in USD.

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