Industrial Logistics Properties Trust

Report azionario NasdaqGS:ILPT

Capitalizzazione di mercato: US$574.7m

Industrial Logistics Properties Trust Crescita futura

Criteri Future verificati 0/6

Si prevede che Industrial Logistics Properties Trust aumenterà gli utili e i ricavi rispettivamente del 14.1% e 3% all'anno, mentre si prevede che l'EPS crescerà del 13.9% all'anno.

Informazioni chiave

14.1%

Tasso di crescita degli utili

13.90%

Tasso di crescita dell'EPS

Industrial REITs crescita degli utili1.9%
Tasso di crescita dei ricavi3.0%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento11 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
User avatar
Nuova narrazione • 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

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:ILPT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che ILPT rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che ILPT rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che ILPT rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ILPT ( 3% all'anno) crescerà più lentamente rispetto al mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ILPT ( 3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ILPT è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/08 00:28
Prezzo dell'azione a fine giornata2026/07/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Industrial Logistics Properties Trust è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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