Industrial Logistics Properties Trust (ILPT) Aperçu de l'action
Industrial Logistics Properties Trust est un fonds d'investissement immobilier axé sur la propriété et la location de biens industriels et logistiques de haute qualité. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
ILPT Community Fair Values
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Analyst Price Targets
Industrial Logistics Properties Trust Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$8.69 |
| Plus haut sur 52 semaines | US$9.15 |
| Plus bas sur 52 semaines | US$3.24 |
| Bêta | 2.47 |
| Variation sur 1 mois | 15.41% |
| Variation sur 3 mois | 35.36% |
| Variation sur 1 an | 162.54% |
| Variation sur 3 ans | 336.68% |
| Variation sur 5 ans | -66.97% |
| Évolution depuis l'introduction en bourse | -62.78% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaRecent updates
Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Nouveau récit • 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 AlphaSeeking Alpha • Oct 13
Industrial Logistics Properties declares $0.01 dividend
Industrial Logistics Properties (NASDAQ:ILPT) declares $0.01/share quarterly dividend, in line with previous. Forward yield 0.85% Payable Nov. 17; for shareholders of record Oct. 24; ex-div Oct. 21. See ILPT Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Sep 23
Industrial Logistics Properties falls after $1.235B debt financing
Industrial Logistics Properties Trust (NASDAQ:ILPT) announced Friday it has secured $1.235B debt financing with a maturity of Oct. 9, 2027. Stock is down 5% in pre-market trading. The Massachusetts-based real estate investment trust stated the financing is secured by a portfolio of 104 industrial properties, which is 96.8% occupied with a weighted average remaining lease term of approximately 10.5 years. The financing comprises of $1.1B mortgage and a $135M mezzanine loan. The loans are interest-only, five-year floating rate loans with two-year initial terms and three one-year extension options, and carry a total weighted average interest rate of SOFR plus 3.93% per annum. "This debt financing enabled us to fully repay our $1.385 billion bridge loan due in February 2023 with debt that has a final maturity date in October 2027 and excess cash. ILPT currently has no near term debt maturities but maintains flexibility to repay significant debt and reduce leverage in the future through prepayment options," commented ILPT President and COO Yael Duffy.Article d’analyse • Jul 29
Analysts' Revenue Estimates For Industrial Logistics Properties Trust (NASDAQ:ILPT) Are Surging Higher
Celebrations may be in order for Industrial Logistics Properties Trust ( NASDAQ:ILPT ) shareholders, with the analysts...Rendement pour les actionnaires
| ILPT | US Industrial REITs | US Marché | |
|---|---|---|---|
| 7D | 0% | -3.6% | 0.3% |
| 1Y | 162.5% | 21.5% | 26.2% |
Rendement vs Industrie: ILPT a dépassé le secteur US Industrial REITs qui a rapporté 21.5 % au cours de l'année écoulée.
Rendement vs marché: ILPT a dépassé le marché US qui a rapporté 26.2 % au cours de l'année écoulée.
Volatilité des prix
| ILPT volatility | |
|---|---|
| ILPT Average Weekly Movement | 7.0% |
| Industrial REITs Industry Average Movement | 3.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: ILPT n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ILPT ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2017 | n/a | Yael Duffy | www.ilptreit.com |
Industrial Logistics Properties Trust est un fonds d'investissement immobilier qui se concentre sur la propriété et la location d'immeubles industriels et logistiques de haute qualité. Au 31 mars 2026, le portefeuille d'ILPT se composait de 409 biens immobiliers représentant environ 59,6 millions de pieds carrés louables situés dans 39 États. Environ 77 % des revenus locatifs annualisés d'ILPT au 31 mars 2026 proviennent de locataires de premier ordre, de locataires qui sont des filiales d'entités de premier ordre ou de baux fonciers hawaïens.
Industrial Logistics Properties Trust Résumé des fondamentaux
| ILPT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$592.66m |
| Bénéfices(TTM) | -US$54.13m |
| Recettes(TTM) | US$453.36m |
1.3x
Ratio P/S-10.7x
Ratio P/ELe site ILPT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ILPT compte de résultat (TTM) | |
|---|---|
| Recettes | US$453.36m |
| Coût des recettes | US$63.54m |
| Marge brute | US$389.82m |
| Autres dépenses | US$443.95m |
| Les revenus | -US$54.13m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.81 |
| Marge brute | 85.98% |
| Marge bénéficiaire nette | -11.94% |
| Ratio dettes/capitaux propres | 474.1% |
Quelles ont été les performances à long terme de ILPT?
Voir les performances historiques et les comparaisonsDividendes
2.3%
Rendement actuel des dividendes18%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/03 19:00 |
| Cours de l'action en fin de journée | 2026/06/03 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Industrial Logistics Properties Trust est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Connor Siversky | Berenberg |
| Jing Xian Tan Bonnel | BofA Global Research |
| John Massocca | B. Riley Securities, Inc. |