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TOST compared with REXR: revenue, margins and what each company keeps, and the suppliers and customers both name
TOST
Toast, Inc.
Change
Mkt cap
Revenue
Revenue
REXR
Rexford Industrial Realty, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
TOST
Toast, Inc.
vs
REXR
Rexford Industrial Realty, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only TOST
4
AMZN
Amazon Web Services
supplier
V
Visa
supplier
MA
Mastercard
supplier
—
Android
unlisted
supplier
Shared
0
No shared counterparties.
Only REXR
6
BX
Blackstone Industrial Assets
supplier
—
Ernst & Young LLP
unlisted
supplier
—
Kpmg LLP
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
The Science Based Targets initiative (SBTi)
unlisted
supplier
2 more · REXR chain
›
TOST
Toast, Inc.
Change
31.64
· pre 31.65
· delayed
Mkt cap
$18.3B
Revenue
$1.9B
Q2 FY26
Revenue
$6.2B
FY25
REXR
Rexford Industrial Realty, Inc.
Change
38.22
· pre 38.22
· delayed
Pre-market
Oct 30 '26
delayed
Mkt cap
$8.1B
Revenue
$239M
Q3 FY26
Revenue
$1.0B
FY25
vs
Compare
Pre-market
Oct 30 '26
delayed
TOST
Toast, Inc.
vs
REXR
Rexford Industrial Realty, Inc.
31.64
pre 31.65
delayed
Price
38.22
pre 38.22
delayed
$18.3B
Mkt cap
$8.1B
Q2 FY26
$1.9B
Revenue
$239M
Q3 FY26
FY25
$6.2B
Revenue
$1.0B
FY25
Change
Change
TOST
31.64
vs
REXR
38.22
Pre-market
Oct 30 '26
delayed