Industrial Logistics Properties Trust (ILPT) Resumen de Acciones
Industrial Logistics Properties Trust es un fondo de inversión inmobiliaria centrado en la propiedad y el arrendamiento de inmuebles industriales y logísticos de alta calidad. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 3/6 |
ILPT Community Fair Values
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Analyst Price Targets
Competidores de Industrial Logistics Properties Trust
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$9.28 |
| Máximo en las últimas 52 semanas | US$9.35 |
| Mínimo de 52 semanas | US$4.50 |
| Beta | 2.51 |
| Cambio en 1 mes | 3.46% |
| Variación en 3 meses | 60.55% |
| Cambio de 1 año | 100.43% |
| Variación en 3 años | 181.21% |
| Variación en 5 años | -64.53% |
| Variación desde la OPV | -60.26% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 25
ILPT: Higher P/E Assumptions And New Leases Will Shape Balanced Returns
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around profit margin and forward P/E that support a slightly higher valuation framework. Analyst Commentary Recent research updates on Industrial Logistics Properties Trust focus on how revised assumptions around profit margins and forward P/E feed into the refreshed US$9.50 price target.Actualización de narrativa • Jun 10
ILPT: Fine Tuned Earnings Assumptions Will Shape Balanced Future Return Potential
Analyst price targets for Industrial Logistics Properties Trust have been lifted from $8 to $9.50, then adjusted again to $9.50 from $9, as analysts point to updated assumptions around earnings power and valuation multiples while leaving fair value and key model inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as a reflection of confidence in the trust's earnings power, even with only modest tweaks to core assumptions.Actualización de narrativa • May 26
ILPT: Updated Margin And Discount Rate Assumptions Will Support Future Upside Potential
Analysts have lifted their price target for Industrial Logistics Properties Trust by $0.25 to $9.65, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that align with recent Street research target moves to around $9.50. Analyst Commentary Recent Street research has focused on how Industrial Logistics Properties Trust is priced relative to updated fair value assumptions, with price targets now clustered around US$9.50 to US$9.65.Actualización de narrativa • May 02
ILPT: Higher Profitability Assumptions And P/E Multiple Will Support Upside Potential
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around fair value and profitability that support a slightly higher forward P/E multiple. Analyst Commentary Analysts lifting the price target to $9.50 describe the move as a refinement of fair value assumptions, not a major reset.Recent updates
Actualización de narrativa • Jun 25
ILPT: Higher P/E Assumptions And New Leases Will Shape Balanced Returns
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around profit margin and forward P/E that support a slightly higher valuation framework. Analyst Commentary Recent research updates on Industrial Logistics Properties Trust focus on how revised assumptions around profit margins and forward P/E feed into the refreshed US$9.50 price target.Actualización de narrativa • Jun 10
ILPT: Fine Tuned Earnings Assumptions Will Shape Balanced Future Return Potential
Analyst price targets for Industrial Logistics Properties Trust have been lifted from $8 to $9.50, then adjusted again to $9.50 from $9, as analysts point to updated assumptions around earnings power and valuation multiples while leaving fair value and key model inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as a reflection of confidence in the trust's earnings power, even with only modest tweaks to core assumptions.Actualización de narrativa • May 26
ILPT: Updated Margin And Discount Rate Assumptions Will Support Future Upside Potential
Analysts have lifted their price target for Industrial Logistics Properties Trust by $0.25 to $9.65, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that align with recent Street research target moves to around $9.50. Analyst Commentary Recent Street research has focused on how Industrial Logistics Properties Trust is priced relative to updated fair value assumptions, with price targets now clustered around US$9.50 to US$9.65.Actualización de narrativa • May 02
ILPT: Higher Profitability Assumptions And P/E Multiple Will Support Upside Potential
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around fair value and profitability that support a slightly higher forward P/E multiple. Analyst Commentary Analysts lifting the price target to $9.50 describe the move as a refinement of fair value assumptions, not a major reset.Seeking Alpha • May 01
Industrial Logistics Properties Trust: Upside Remains After A Strong Start To 2026
Summary Industrial Logistics Properties Trust stock has soared early in 2026, building on the impressive gains achieved in 2025. This comes as ILPT managed to address near-term debt maturities, allowing for incremental normalized FFO growth thanks to robust leasing spreads. ILPT's 2026 guidance reflects a somewhat weaker Q2 2026 followed by strong performance in H2 2026. High leverage is a principal risk in the investment case. Even so, the company benefits from below-market fixed rate debt maturing in 2031-2038. Even after accounting for ILPT's sizable debt pile, the REIT's enterprise-level valuation remains attractive. Read the full article on Seeking Alpha
Nueva narrativa • Apr 26
Leasing Momentum And Hawaii Portfolio Strength Will Support A Stronger Long Term Outlook
Catalysts About Industrial Logistics Properties Trust Industrial Logistics Properties Trust owns and leases industrial and logistics real estate across the U.S., including a large footprint in Hawaii. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 18
ILPT: Stable Assumptions And Slightly Higher Future P/E Will Support Upside Potential
Analysts have maintained their price target for Industrial Logistics Properties Trust at approximately $7.70 per share, citing largely unchanged fair value, discount rate, revenue growth assumptions, profit margin outlook, and forward P/E expectations. Valuation Changes Fair Value: Held steady at $7.70 per share, with no change in the stated estimate.Actualización de narrativa • Apr 02
ILPT: Stable Assumptions And Higher Future P/E Will Support Upside Potential
Analysts have kept their price target for Industrial Logistics Properties Trust effectively unchanged at around $7.70. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their latest update.Actualización de narrativa • Mar 19
ILPT: Stable Fair Value Assumptions Will Support Recovered Earnings Multiple
Analysts have kept their price target for Industrial Logistics Properties Trust unchanged at $7.70. This reflects steady assumptions on fair value and discount rate, together with small adjustments to profit margin and future P/E expectations.Actualización de narrativa • Mar 03
ILPT: Incoming CEO Appointment Will Support Recovered Earnings Multiple
Analysts have raised their price target for Industrial Logistics Properties Trust from $6.85 to $7.70, citing updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E that they view as more closely aligned with the stock’s underlying fundamentals. What's in the News Industrial Logistics Properties Trust announced that its Board of Trustees appointed Yael Duffy as President and Chief Executive Officer, effective January 1, 2026, succeeding her current role as President and Chief Operating Officer (company filing).Nueva narrativa • Jun 02
Domestic Supply Chain Shift Will Secure Logistics Stability
Strong demand for domestic logistics space, high tenant retention, and sustainability focus are supporting ILPT's rent growth and occupancy stability.Seeking Alpha • Nov 24
Lack Of Liquidity Holds Back Industrial Logistics Properties
Summary Industrial Logistics Properties Trust shows potential for a turnaround after major dividend cuts in recent years. With a portfolio of warehousing assets, it's benefiting from retail and consumer trends that create demand for their use. The future outlook is mixed; rate cuts may reduce interest expenses, but the lack of a credit facility and floating-rate debt remain concerns. Despite potential dividend recovery and the discount to book, a hold makes more sense for the risks one would assume with such a position. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Industrial Logistics Properties Trust: In A Tough Place
Summary Industrial Logistics Properties Trust shares have plummeted due to high leverage, an ill-timed acquisition, higher interest rates, and governance issues. Industrial Logistics Properties owns over 400 industrial and logistics properties with a 99% occupancy rate and a weighted average remaining lease term of 8 years. The company's overleverage, variable rates, and poor governance have created a nightmare scenario for investors, despite the potential for value unlocking through asset sales. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Industrial Logistics: A Potential Value Trap
Summary Industrial Logistics owns and leases industrial and logistics properties across 39 states. Its portfolio is well-diversified and its shares are trading at a very large discount to NAV. Regardless, the REIT's high leverage, decreasing cash flow, and low dividend make it a highly speculative investment. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ILPT | US Industrial REITs | Mercado US | |
|---|---|---|---|
| 7D | 14.6% | 1.2% | -2.5% |
| 1Y | 100.4% | 24.6% | 19.0% |
Rentabilidad vs. Industria: ILPT superó a la industria US Industrial REITs, que obtuvo un rendimiento del 24.6% el año pasado.
Rentabilidad vs. Mercado: ILPT superó al mercado US, que obtuvo un rendimiento del 19% el año pasado.
Volatilidad de los precios
| ILPT volatility | |
|---|---|
| ILPT Average Weekly Movement | 7.1% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: ILPT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ILPT (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2017 | n/a | Yael Duffy | www.ilptreit.com |
Industrial Logistics Properties Trust es un fondo de inversión inmobiliaria centrado en la propiedad y el arrendamiento de inmuebles industriales y logísticos de alta calidad. A 31 de marzo de 2026, la cartera de ILPT constaba de 409 propiedades que contenían aproximadamente 59,6 millones de pies cuadrados alquilables ubicados en 39 estados. Aproximadamente el 77% de los ingresos por alquiler anualizados de ILPT a 31 de marzo de 2026 proceden de arrendatarios con grado de inversión, de arrendatarios que son filiales de entidades con grado de inversión o de arrendamientos de terrenos hawaianos.
Resumen de fundamentos de Industrial Logistics Properties Trust
| Estadísticas fundamentales de ILPT | |
|---|---|
| Capitalización bursátil | US$618.66m |
| Beneficios(TTM) | -US$54.13m |
| Ingresos (TTM) | US$453.36m |
1.4x
Ratio precio-ventas (PS)-11.4x
Ratio precio-beneficio (PE)¿Está ILPT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ILPT | |
|---|---|
| Ingresos | US$453.36m |
| Coste de los ingresos | US$63.54m |
| Beneficio bruto | US$389.82m |
| Otros gastos | US$443.95m |
| Beneficios | -US$54.13m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.81 |
| Margen bruto | 85.98% |
| Margen de beneficio neto | -11.94% |
| Ratio deuda/patrimonio | 474.1% |
¿Cómo se ha desempeñado ILPT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.2%
Rentabilidad actual por dividendo18%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/28 06:40 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Industrial Logistics Properties Trust está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Connor Siversky | Berenberg |
| Jing Xian Tan Bonnel | BofA Global Research |
| John Massocca | B. Riley Securities, Inc. |