Industrial Logistics Properties Trust ILPT

7.37 (0.15) (1.99%) as of 25 Sep
Market cap
$501.9M
P/E
0.0×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.02
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — 1 — — — —
Sell — — — — — — — — — — — —
Insider Ownership 16.90%

Capital & Financial Ratios

Market Cap 501.93
Revenue 455.39
Net Income (81.95)
Free Cash Flow 58.17
Net Debt 4,001.94
Current Ratio 4.11
Debt/Equity 4.97
P/E ratio 0.00
P/S ratio 1.07
P/B ratio 0.58
Past 5Y EPS Growth —
This Y EPS Growth 36.50%
Next Y EPS Growth 28.35%
Next 5Y EPS Growth 22.81%
in millions of $

Dividends

Payout Ratio 0.92
Annual Dividend Rate 0.04
Annual Dividend Yield 1.00%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.30
0.05
0.05
0.10
2025 0.12
0.01
0.01
0.05
0.05
2024 0.04
0.01
0.01
0.01
0.01
2023 0.04
0.01
0.01
0.01
0.01
2022 0.68
0.33
0.33
0.01
0.01
2021 1.32
0.33
0.33
0.33
0.33
2020 1.32
0.33
0.33
0.33
0.33
2019 1.32
0.33
0.33
0.33
0.33
2018 0.93
0.27
0.33
0.33
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 246 242 183 182
Receivables 119 129 137 139
Inventory — — — —
Other — — — —
365 372 320 321
2023 2024 2025 Q'26
Payables 72 77 75 78
ST’ Debt — — — —
Other — — — —
72 77 75 78
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 11.74% 12.01% 4.96%
Cash Flow (3.59%) (11.94%) (10.01%)
Earnings 0.00% 0.00% 0.00%
Book Value (3.85%) (2.13%) (12.20%)

Revenue

Mar Jun Sep Dec Year
’26 116 114 — — —
’25 112 112 111 114 449
’24 112 111 109 111 442
’23 110 108 110 109 437
’22 71 107 103 106 388
’21 54 54 55 56 220
’20 64 65 65 60 255
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 16 22 — — —
’25 11 18 23 8 61
’24 8 11 (3) (13) 2
’23 1 9 3 (8) 6
’22 57 24 1 1 83
’21 30 33 26 22 111
’20 29 33 30 22 115
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 13 20 — — —
’25 5 15 18 8 46
’24 6 9 (6) (13) (4)
’23 (2) 6 (3) 10 11
’22 (3,502) 26 (40) (8) (3,524)
’21 29 (2) (74) 180 133
’20 (44) 33 29 (13) 3
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.14) (0.22) — — —
’25 (0.33) (0.32) (0.33) (0.03) (1.00)
’24 (0.36) (0.35) (0.38) (0.37) (1.46)
’23 (0.38) (0.40) (0.40) (0.48) (1.65)
’22 (0.10) (2.20) (0.70) (0.48) (3.47)
’21 0.30 0.29 0.28 0.97 1.83
’20 0.20 0.23 0.22 0.62 1.26
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — 17.21 18.03 12.95 21.01 3.05 1.65 3.15 2.45

Analyst estimates 2026–2028

Powerpack
Low Price
— — 24.70 23.16 24.37 28.66 25.73 4.98 5.45 6.57
High Price
— — — — — — — — — —
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
153 157 163 229 255 220 388 437 442 449
Revenue
88.78% 88.58% 88.10% 86.75% 86.18% 86.29% 86.96% 86.27% 85.86% 86.26%
Gross Margin
87 80 74 52 81 79 (294) (151) (142) (122)
EBT
56.71% 51.21% 45.79% 22.69% 31.80% 35.95% (75.71%) (34.42%) (32.18%) (27.28%)
EBT Margin
87 80 74 52 81 120 (287) (150) (137) (103)
Net Income
26 26 29 63 72 52 254 229 226 197
Depreciation
3.41 3.48 2.53 3.52 3.91 3.37 5.95 6.68 6.73 6.80
Revenue/Sh
1.93 1.78 1.16 0.81 1.26 1.83 (3.47) (1.65) (1.46) (1.00)
Earnings/Sh
2.43 2.30 1.51 1.79 1.76 1.70 1.28 0.09 0.03 0.92
Cash Flow/Sh
(0.03) (0.14) (1.98) (13.86) (1.71) 0.34 (55.28) 0.07 (0.09) (0.23)
Capex/Sh
2.40 2.16 (0.47) (12.07) 0.05 2.04 (54.01) 0.17 (0.06) 0.69
Free CF/Sh
29.18 12.49 16.03 15.31 15.41 15.93 20.40 17.76 15.36 13.65
Book Value/Sh
45 45 64 65 65 65 65 65 66 66
Shares
13.12 13.12 16.96 27.68 18.34 13.61 0.00 0.00 0.00 0.00
PE Ratio
6.71 6.71 7.76 6.36 5.96 7.42 0.59 0.71 0.54 0.81
PS Ratio
1.87 1.87 1.23 1.46 1.51 1.57 0.17 0.27 0.24 0.41
PB Ratio
11.82 11.82 10.55 12.35 9.27 11.06 11.16 9.99 9.72 9.75
EV/Sales
19.04 19.04 (56.89) (3.60) 679.73 18.32 (1.23) 399.34 (1,150.70) 95.64
EV/FCF
109 103 97 116 115 111 83 6 2 61
Op' Cash Flow
(1) (6) (127) (902) (111) 22 (3,607) 5 (6) (15)
Capex
108 97 (30) (785) 3 133 (3,524) 11 (4) 46
FCF
37 41 55 81 78 78 174 292 295 245
Working Cap'
64 799 462 1,407 867 828 4,245 4,306 4,301 4,193
Total Debt
64 799 453 1,372 844 799 4,104 4,060 4,058 4,010
Net Debt
1,313 562 1,028 996 1,003 1,038 1,331 1,162 1,009 901
Sh' Equity
6.07% 5.65% 5.05% 2.63% 3.76% 6.26% (5.98%) (1.92%) (1.74%) (1.25%)
ROA
4.05% 3.79% 3.81% 2.70% 3.67% 3.49% 0.13% 1.54% 1.71% 1.81%
ROIC
6.56% 8.54% 9.35% 5.19% 8.21% 11.73% (19.14%) (8.66%) (8.81%) (6.93%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Industrial Logistics Properties Trust (ILPT) key facts

  • Industrial Logistics Properties Trust (ILPT) is a Reit Industrial company in the Real Estate sector, listed on Nasdaq.
  • Industrial Logistics Properties Trust’s revenue for fiscal 2025 (year ended December 2025) was $448.8 million, up 1.48% from fiscal 2024.
  • Industrial Logistics Properties Trust reported a net loss of $102.6 million, or a loss of $1.00 per share, for fiscal 2025.
  • As of September 25, 2026, ILPT traded at $7.37, a market capitalization of $501.9 million.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 1.1× sales.
  • Industrial Logistics Properties Trust pays an annual dividend of $0.04 per share, a yield of 1.00%, with a payout ratio of 92.3%.
  • Return on equity was −6.93% and debt-to-equity 4.97.

Source: company filings (standardised) and stockrow calculations.

Industrial Logistics Properties Trust (ILPT) Latest News

News by impact score

Fine-tune

21 Sep

3

Industrial Logistics Properties Trust announced the appointment of Anthony Paula as Chief Financial Officer and Treasurer, effective October 1, 2026. Paula, a Vice President at The RMR Group, leads accounting, SEC reporting and corporate finance, and has more than 15 years in commercial real estate, including capital markets, compliance and reporting. He also serves as Vice President of Diversified Healthcare Trust and will resign that post upon joining ILPT. He is a certified public accountant with a master's in accounting from the University of Massachusetts Amherst. Paula succeeds Tiffany Sy, who resigned effective September 30, 2026, in a move described as unrelated to ILPT or RMR. ILPT, a Maryland REIT managed by RMR, owns 409 industrial/logistics properties across 39 states, with about 59.6 million rentable square feet; about 79% of revenue from investment-grade tenants or Hawaii land leases. Adds a seasoned CRE finance executive with SEC reporting expertise, likely modestly boosting financial governance and investor confidence.

30 Jul

3 transcript

ILPT reported record leasing activity during its Q2 2026 earnings call. Record leasing improves near-term occupancy and revenue outlook for ILPT.

3 transcript

ILPT held its Q2 earnings call, covering financial results, portfolio occupancy, leasing activity, and operational outlook for its industrial logistics properties. Q2 earnings details can shift short-term investor views on financial health and leasing trends but rarely alter long-term company trajectory.

3 transcript

Industrial Logistics Properties Trust held its Q2 2026 earnings call covering financial results and operational updates. Quarterly earnings releases directly influence stock valuation and market expectations for ILPT.

29 Jul

3

Industrial Logistics Properties Trust missed estimates for Q2 funds from operations and revenues. Q2 earnings miss will likely weigh on near-term investor sentiment and share price.

11 Jun

3

ILPT secured two new leases totaling over 2.7 million square feet at sites in Indianapolis, Indiana and Kapolei, Hawaii. Large new leases improve occupancy and recurring revenue but do not signal fundamental strategic shifts.

26 May

3

New fair value targets signal a shift in the ILPT investment narrative and valuation outlook. Updated fair value targets can alter near-term investor sentiment and share-price expectations for ILPT.

8 May

3

The RMR Group shared Q2 earnings call highlights covering Industrial Logistics Properties Trust (ILPT) operations, financial results, and strategic updates. Q2 earnings call highlights from ILPT's manager reveal financial performance and operational metrics with moderate influence on investor sentiment and stock trajectory.

3 May

3

Industrial Logistics Properties Trust (ILPT) narrative shifts as analysts refine price target to US$9.50. Refined US$9.50 price target signals moderate shift in investor narrative and potential sentiment influence for ILPT.

30 Apr

4

Industrial Logistics Properties Trust (ILPT) released Q1 earnings call highlights covering financial performance, operational updates, and future outlook. Q1 earnings call highlights detail ILPT's financial results and guidance, likely driving significant shifts in investor sentiment and stock trajectory.

4 transcript

Industrial Logistics Properties Trust (ILPT) Q1 2026 earnings call transcript covers quarterly financial results, operational updates, management discussion, and forward-looking guidance. Q1 2026 earnings disclosure includes financial performance and strategic insights likely to significantly sway investor sentiment and stock trajectory.

4

Industrial Logistics Properties Trust (ILPT) released its Q1 2026 earnings call summary, covering quarterly financial results, industrial property portfolio performance, leasing updates, and management's outlook on operations and market conditions. Q1 2026 earnings call details financial results and strategic guidance, significantly influencing ILPT's valuation and investor confidence.

29 Apr

4

Industrial Logistics Properties Trust (ILPT) Q1 FFO and revenues surpassed analyst estimates. Q1 FFO and revenue beats demonstrate strong financial performance, likely boosting investor sentiment and stock trajectory.

3

Industrial Logistics Properties Trust (ILPT) announced first quarter 2026 results, detailing financial performance including revenue, net income, occupancy rates, and funds from operations. Quarterly results reports moderately influence ILPT's financial performance and market sentiment through key metrics like FFO and occupancy.

23 Apr

4

Industrial Logistics Properties Trust (ILPT) rating upgraded to Strong Buy by analysts. Strong Buy upgrade signals heightened analyst optimism, likely boosting investor sentiment and stock performance significantly.

22 Apr

4

Industrial Logistics Properties Trust (ILPT) priced $1.62 billion in fixed-rate mortgage financing for its consolidated joint venture. Securing $1.62 billion fixed-rate financing supports major property expansions or acquisitions, significantly boosting ILPT's growth trajectory and financial position.

3 Mar

3

Industrial Logistics Properties Trust (ILPT) upgraded to Buy by analysts, signaling strong buy recommendation and potential stock upside amid improved outlook. Buy upgrade expected to moderately boost investor sentiment and short-term stock performance without fundamentally altering long-term trajectory.

19 Feb

4

Industrial Logistics Properties Trust (ILPT) reported record leasing in its Q4 2025 earnings call, alongside key financial and operational highlights. Record leasing reflects strong demand and revenue potential, significantly boosting ILPT's market performance and trajectory.

4

Industrial Logistics Properties Trust (ILPT) released Q4 2025 earnings call summary highlighting financial results, operational updates, and future outlook for the industrial logistics REIT. Q4 2025 earnings call summary discloses key financial metrics, occupancy rates, and guidance directly impacting ILPT's valuation and investor sentiment.

3

Industrial Logistics Properties Trust (ILPT) shared Q4 earnings call highlights, detailing financial results, operational performance, portfolio updates, and forward guidance. Q4 earnings highlights influence ILPT's financial metrics, occupancy rates, and investor outlook but remain routine quarterly updates.

18 Feb

4

Industrial Logistics Properties Trust (ILPT) surpassed Q4 FFO and revenue estimates. Exceeding Q4 FFO and revenue estimates boosts ILPT's financial standing and investor sentiment, potentially driving significant stock performance gains.

4

Industrial Logistics Properties Trust (ILPT) announced its fourth quarter 2025 results. Q4 earnings announcements reveal critical financial metrics like FFO, occupancy, and dividends that significantly shape ILPT's valuation and investor outlook.

28 Jan

3

RMR has shared the results of the 2025 incentive fee for Industrial Logistics Properties Trust (ILPT) following the initiation of coverage by Ladenburg. The announcement highlights key financial metrics and projections that may influence investor sentiment and market performance for ILPT moving forward. The incentive fee results and coverage initiation may moderately influence ILPT's financial performance and market positioning.

22 Jan

3

Industrial Logistics Properties Trust (ILPT) is highlighted as one of five bargain stocks with attractive EV-to-EBITDA ratios, suggesting potential undervaluation in the market. The article emphasizes the importance of this financial metric in assessing the company's valuation relative to its earnings before interest, taxes, depreciation, and amortization. Investors are encouraged to consider ILPT as a viable option for investment based on its favorable financial indicators. ILPT's attractive EV-to-EBITDA ratio indicates potential for improved financial performance, but broader market factors may limit the overall impact.

20 Jan

3

Industrial Logistics Properties Trust (ILPT) has announced its dividend allocation for 2025, detailing the distribution strategy aimed at enhancing shareholder value. The allocation reflects the company's commitment to providing consistent returns to investors while navigating the evolving logistics market. ILPT's focus on industrial properties positions it to capitalize on growing demand in the sector, further solidifying its financial stability and growth potential. The dividend allocation indicates a commitment to shareholder returns, which may positively influence market sentiment but does not fundamentally alter the company's trajectory.

14 Jan

3

The RMR Group announced that it earned $23.6 million in incentive business management fees for Industrial Logistics Properties Trust (ILPT) in the calendar year 2025, reflecting the company's performance and management effectiveness. Earnings from management fees indicate a moderately noticeable influence on ILPT's financial performance.

13 Jan

4

Industrial Logistics Properties Trust (ILPT) is highlighted as a top equity REIT stock to consider as market conditions improve. The article emphasizes the potential for growth in the logistics sector, driven by increasing demand for industrial spaces and favorable economic indicators. ILPT's strategic positioning and portfolio diversification are noted as key strengths that could enhance its performance in the recovering market. Improving market conditions and demand for logistics properties are likely to significantly impact ILPT's future performance and investor sentiment.

7 Jan

3

Industrial Logistics Properties Trust (ILPT) experienced a notable surge of 6.5%, raising questions about the potential for further gains. Analysts are evaluating the factors contributing to this increase, including market trends and investor sentiment, which may indicate a positive outlook for the company. The rise in stock price could reflect growing confidence in ILPT's operational strategies and market positioning. The stock surge suggests a moderately noticeable influence on investor sentiment and market performance, but it is not expected to fundamentally alter the company's trajectory.

6 Jan

4

Industrial Logistics Properties Trust (ILPT) has been identified as a strong buy stock for January 6th, reflecting positive market sentiment and potential for growth. Analysts highlight ILPT's strategic positioning in the logistics sector, which is expected to benefit from ongoing demand for industrial properties. The company's financial health and operational efficiency further bolster its attractiveness to investors, suggesting a favorable outlook in the current economic climate. ILPT's strong buy status indicates significant potential for growth and positive market sentiment that could impact its future performance.

3

Industrial Logistics Properties Trust (ILPT) has been highlighted as one of the best value stocks to consider for investment as of January 6th. The company is noted for its strong fundamentals and potential for growth in the industrial real estate sector, which is experiencing increased demand due to e-commerce and supply chain needs. Investors are encouraged to evaluate ILPT's financial performance and market position as part of their investment strategy. ILPT's positioning in the growing industrial real estate sector suggests a moderately noticeable influence on its future performance.

stockrow.com/ILPT · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com