Industrial Logistics Properties Trust

Informe acción NasdaqGS:ILPT

Capitalización de mercado: US$596.7m

Industrial Logistics Properties Trust Crecimiento futuro

Future controles de criterios 0/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Industrial Logistics Properties Trust de 14.1% y 3% respectivamente, mientras que el BPA crecerá en un 13.9% al año.

Información clave

14.1%

Tasa de crecimiento de los beneficios

13.90%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Industrial REITs2.0%
Tasa de crecimiento de los ingresos3.0%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización11 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

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).
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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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:ILPT - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028495N/AN/AN/A1
12/31/2027479-42N/AN/A3
12/31/2026469-48N/AN/A3
3/31/2026453-546565N/A
12/31/2025449-666161N/A
9/30/2025445-893939N/A
6/30/2025443-921313N/A
3/31/2025442-9455N/A
12/31/2024442-9622N/A
9/30/2024441-10377N/A
6/30/2024442-1041414N/A
3/31/2024439-1071313N/A
12/31/2023437-10866N/A
9/30/2023435-1081515N/A
6/30/2023428-1271313N/A
3/31/2023427-2452828N/A
12/31/2022388-2278383N/A
9/30/2022338-133104104N/A
6/30/2022290-69129129N/A
3/31/202223794138138N/A
12/31/2021220119111111N/A
9/30/202122397111111N/A
6/30/202123492114114N/A
3/31/202124588115115N/A
12/31/202025582115115N/A
9/30/202025753120120N/A
6/30/202025350115115N/A
3/31/202024849117117N/A
12/31/201922952N/A116N/A
9/30/201920959N/A116N/A
6/30/201918966N/A115N/A
3/31/201916872N/A103N/A
12/31/201816374N/A97N/A
9/30/201816071N/A95N/A
6/30/201815876N/A96N/A
3/31/201815879N/A102N/A
12/31/201715780N/A103N/A
9/30/201715587N/A107N/A
12/31/201615387N/A109N/A
12/31/201514872N/A87N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que ILPT siga sin ser rentable en los próximos 3 años.

Beneficios vs. Mercado: Se prevé que ILPT siga sin ser rentable en los próximos 3 años.

Beneficios de alto crecimiento: Se prevé que ILPT siga sin ser rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (3% al año) de ILPT crezcan más despacio que el mercado de US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3% al año) de ILPT crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de ILPT se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/05 04:02
Precio de las acciones al final del día2026/07/02 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Connor SiverskyBerenberg
Jing Xian Tan BonnelBofA Global Research
John MassoccaB. Riley Securities, Inc.