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ILPT

Industrial Logistics Properties Trust

ILPT

NASDAQ·Real Estate·REIT - Industrial·Mkt cap $549.3M

$8.23

-0.12%

P/E

-11.48

Mkt Cap

$549.3M

52-Wk Range

$4.92–$9.43

52-Week Range

$4.92 - $9.43

P/E

-11.48

Fwd P/E

-12.96

Beta

2.50

Div Yield

3.04%

Avg Vol

473.9K

Shares Out

66.7M

Mkt Cap

$549.3M

Price action

Price chart

Up 34.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Professional management by The RMR Group with deep real estate expertise
  • Diversified portfolio of industrial and logistics properties across multiple U.S. markets
  • Strong tenant base in essential e-commerce and supply chain sectors
  • REIT structure providing tax-efficient dividend income to shareholders

Bear Case

1 risk

  • High volatility (beta 2.5). Larger-than-normal price swings expected.

Growth

Stable outlook

Rising e-commerce demand driving logistics and warehouse space requirements

Value

Deep value opportunity - significant discount to Industrial REITs peers

Momentum

Stable

-3.4% over 3m

Quality

Thin

Solid business

Dividend

Solid

3.04% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of -$0.22 vs -$0.19 consensus (-15.8% surprise). Revenue of $114.1M vs $116.1M expected (-1.7%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-15.8%

Revenue trend · last 8Q

+1%

-0%

+1%

+2%

+3%

+4%

+2%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$108.9M

$110.5M

$111.9M

$112.1M

$110.9M

$113.9M

$116.4M

$114.1M

Margins · last 8Q

Gross

85.2%

Operating

77.6%

Profit

-12.7%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How ILPT stacks vs REIT - Industrial

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.