Industrial Logistics Properties Trust (ILPT) Aktievy
Industrial Logistics Properties Trust är ett fastighetsbolag som fokuserar på att äga och hyra ut högkvalitativa industri- och logistikfastigheter. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 3/6 |
ILPT Community Fair Values
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Analyst Price Targets
Industrial Logistics Properties Trust Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$9.20 |
| 52 veckors högsta | US$9.43 |
| 52 veckors lägsta | US$4.92 |
| Beta | 2.5 |
| 1 månads förändring | -0.86% |
| 3 månaders förändring | 21.37% |
| 1 års förändring | 63.12% |
| 3 års förändring | 135.90% |
| 5 års förändring | -66.05% |
| Förändring sedan börsintroduktionen | -60.60% |
Senaste nyheter och uppdateringar
Seeking Alpha • Jul 24
Industrial Logistics Properties Trust: Q2 Preview, Read The Cash Line Not The Earnings Line
Summary ILPT’s 63% Q1 Normalized FFO growth was mostly non-cash. The May refinancing matters more because it removes about $19.2 million in annual principal repayments and improves CAD. Oahu is only 12.7% of gross assets but generates 56% of common Normalized FFO. Longer leases, stronger rent growth and higher cash yields support a lower cap rate than the. ILPT has upside to an $11.80 target, but leverage, FedEx concentration, external-management costs and cap-rate sensitivity create meaningful downside, supporting a Hold rating. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 22
ILPT: High Occupancy And New Leases Will Support Repricing Potential
Analysts have lifted their fair value estimate for Industrial Logistics Properties Trust from $9.50 to $11.50, pointing to a higher price target supported by updated views on its tenant quality, portfolio margins, and balance sheet risk. Analyst Commentary Recent Street research on Industrial Logistics Properties Trust highlights a more constructive tone on the stock, with bullish analysts pointing to both the quality of the underlying assets and the current valuation gap relative to their fair value estimates.
Uppdatering av berättelse • 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.Recent updates
Seeking Alpha • Jul 24
Industrial Logistics Properties Trust: Q2 Preview, Read The Cash Line Not The Earnings Line
Summary ILPT’s 63% Q1 Normalized FFO growth was mostly non-cash. The May refinancing matters more because it removes about $19.2 million in annual principal repayments and improves CAD. Oahu is only 12.7% of gross assets but generates 56% of common Normalized FFO. Longer leases, stronger rent growth and higher cash yields support a lower cap rate than the. ILPT has upside to an $11.80 target, but leverage, FedEx concentration, external-management costs and cap-rate sensitivity create meaningful downside, supporting a Hold rating. Read the full article on Seeking AlphaUppdatering av berättelse • Jul 22
ILPT: High Occupancy And New Leases Will Support Repricing Potential
Analysts have lifted their fair value estimate for Industrial Logistics Properties Trust from $9.50 to $11.50, pointing to a higher price target supported by updated views on its tenant quality, portfolio margins, and balance sheet risk. Analyst Commentary Recent Street research on Industrial Logistics Properties Trust highlights a more constructive tone on the stock, with bullish analysts pointing to both the quality of the underlying assets and the current valuation gap relative to their fair value estimates.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Ny berättelse • 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 AlphaAktieägarnas avkastning
| ILPT | US Industrial REITs | US Marknad | |
|---|---|---|---|
| 7D | 3.8% | -1.9% | -1.0% |
| 1Y | 63.1% | 27.0% | 14.7% |
Avkastning vs industri: ILPT översteg US Industrial REITs branschen som gav 27 % under det senaste året.
Avkastning vs Marknaden: ILPT översteg US marknaden som gav 14.7 % under det senaste året.
Prisvolatilitet
| ILPT volatility | |
|---|---|
| ILPT Average Weekly Movement | 5.9% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ILPT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ILPT s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2017 | n/a | Yael Duffy | www.ilptreit.com |
Industrial Logistics Properties Trust är ett fastighetsbolag som fokuserar på att äga och hyra ut högkvalitativa industri- och logistikfastigheter. Per den 31 mars 2026 bestod ILPT:s portfölj av 409 fastigheter innehållande cirka 59,6 miljoner uthyrningsbara kvadratmeter belägna i 39 delstater. Cirka 77% av ILPT:s årliga hyresintäkter per den 31 mars 2026 härrör från hyresgäster med hög kreditvärdighet, hyresgäster som är dotterbolag till enheter med hög kreditvärdighet eller markavtal på Hawaii.
Industrial Logistics Properties Trust Sammanfattning av grunderna
| ILPT grundläggande statistik | |
|---|---|
| Börsvärde | US$613.32m |
| Vinst(TTM) | -US$54.13m |
| Intäkter(TTM) | US$453.36m |
1.4x
P/S-förhållande-11.3x
P/E-förhållandeÄr ILPT övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ILPT resultaträkning (TTM) | |
|---|---|
| Intäkter | US$453.36m |
| Kostnad för intäkter | US$63.54m |
| Bruttovinst | US$389.82m |
| Övriga kostnader | US$443.95m |
| Intäkter | -US$54.13m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 29, 2026
| Vinst per aktie (EPS) | -0.81 |
| Bruttomarginal | 85.98% |
| Nettovinstmarginal | -11.94% |
| Skuld/egenkapitalförhållande | 474.1% |
Hur har ILPT utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
2.2%
Aktuell utdelningsavkastning18%
UtbetalningskvotGer ILPT en tillförlitlig utdelning?
Se ILPT utdelningshistorik och jämförelsetal| Industrial Logistics Properties Trust datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jul 20 2026 |
| Utbetalningsdag för utdelning | Aug 13 2026 |
| Dagar till Ex-utdelning | 7 days |
| Dagar till utdelningsdag | 17 days |
Ger ILPT en tillförlitlig utdelning?
Se ILPT utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/26 23:45 |
| Aktiekurs vid dagens slut | 2026/07/24 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Industrial Logistics Properties Trust bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Connor Siversky | Berenberg |
| Jing Xian Tan Bonnel | BofA Global Research |
| John Massocca | B. Riley Securities, Inc. |