Industrial Logistics Properties Trust

NasdaqGS:ILPT Aktierapport

Börsvärde: US$586.0m

Industrial Logistics Properties Trust Framtida tillväxt

Future kriterier kontrolleras 0/6

Industrial Logistics Properties Trust förväntas öka vinsten och intäkterna med 24% och 3% per år respektive medan EPS förväntas växa med 24.2% per år.

Viktig information

24.0%

Tillväxttakt i vinsten

24.25%

Tillväxttakt för EPS

Industrial REITs vinsttillväxt4.4%
Intäkternas tillväxttakt3.0%
Framtida avkastning på eget kapitaln/a
Bevakning av analytiker

Low

Senast uppdaterad05 Aug 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • Aug 06

ILPT: New Long-Term Leases And Portfolio Discount Will Drive Future Upside

Analysts have raised their price target on Industrial Logistics Properties Trust from about $9.65 to roughly $10.83. This change is supported by research citing the portfolio's financially stable tenants, net lease structure, and perceived discount to underlying asset value despite an overleveraged balance sheet, with one recent initiation setting a separate target at $11.50.
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.
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).
User avatar
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 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

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:ILPT - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/2028491N/AN/AN/A1
12/31/2027478-33N/A1054
12/31/2026467-38N/A873
6/30/2026455-476969N/A
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
3/31/202024849N/A117N/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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: ILPT förväntas förbli olönsam under de kommande 3 åren.

Resultat vs marknad: ILPT förväntas förbli olönsam under de kommande 3 åren.

Höga tillväxtresultat: ILPT förväntas förbli olönsam under de kommande 3 åren.

Intäkt vs marknad: ILPT s intäkter ( 3% per år) förväntas växa långsammare än marknaden för US ( 13% per år).

Hög tillväxtintäkter: ILPT s intäkter ( 3% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om ILPT s avkastning på eget kapital förväntas bli hög om tre år

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/09 18:45
Aktiekurs vid dagens slut2026/08/07 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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.

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