Industrial Logistics Properties Trust

Industrial Logistics Properties Trust

ILPTยทNASDAQ

$8.70

-2.2%
Real EstateREIT - Industrial

ILPT is a real estate investment trust, or REIT, that owns and leases industrial and logistics properties throughout the United States. ILPT is managed by the operating subsidiary of The RMR Group Inc. (Nasdaq: RMR), an alternative asset management company that is headquartered in Newton, MA.

At a Glance

Live Snapshot
Market Cap$579.66M
EPS-1.0000
P/E Ratio-8.70
Earnings Date07/28/2026
ilpt

Industrial Logistics Properties Trust Street Expectations Map

ILPT ยท NASDAQ

Wall Street analysts project that ILPT stock may decline over the coming 12 months. The consensus 1-year price target stands at 7.40, with estimates ranging from a low of 7.40 to a high of 7.40.

Lowest Target
7.40
-14.89%
Consensus Target
7.40
-14.89%
Highest Target
7.40
-14.89%

The consensus 1-year price target stands at 7.40, with estimates ranging from a low of 7.40 to a high of 7.40.

Analyst Consensus Analysis

Upside Potential

-14.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

ilpt

Industrial Logistics Properties Trust Forward Estimates of Revenue

ILPT ยท NASDAQ
Latest Revenue
448.85M
FY 2025
Avg Estimate
451.06M
FY 2026
Estimate Range
449.32M - 453.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ilpt

Industrial Logistics Properties Trust Forward Estimates of Net Income

ILPT ยท NASDAQ
Latest Net Income
-66.19M
FY 2025
Avg Estimate
-51.94M
FY 2026
Estimate Range
-52.23M - -51.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

ilpt

Industrial Logistics Properties Trust Forward Estimates of EPS

ILPT ยท NASDAQ
Latest EPS
-1.00
FY 2025
Avg Estimate
$-0.79
FY 2026
Estimate Range
$-0.80 - $-0.79
Analyst Spread

Forward Growth Analysis

Projected Growth+21.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

ilpt

Industrial Logistics Properties Trust Forward Estimates of EBIT

ILPT ยท NASDAQ
Latest EBIT
162.70M
FY 2025
Avg Estimate
141.33M
FY 2026
Estimate Range
140.78M - 142.02M
Analyst Spread

Forward Growth Analysis

Projected Growth-13.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ilpt

Industrial Logistics Properties Trust Forward Estimates of EBITDA

ILPT ยท NASDAQ
Latest EBITDA
327.93M
FY 2025
Avg Estimate
295.68M
FY 2026
Estimate Range
294.54M - 297.13M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ilpt

Industrial Logistics Properties Trust Forward Estimates of SG&A Expense

ILPT ยท NASDAQ
Latest SG&A Expense
36.96M
FY 2025
Avg Estimate
27.21M
FY 2026
Estimate Range
27.11M - 27.35M
Analyst Spread

Forward Growth Analysis

Projected Growth-26.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

ilpt

Industrial Logistics Properties Trust Insider Positioning

ILPT ยท NASDAQ

During the last 12 months, insiders have purchased $45K and sold $163K worth of ILPT shares, resulting in $118K of net selling activity.

3 Months

Bought

2.0K

17.73K

Sold

0

0.00

Net Activity

+18K

+$18K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

25.6K

162.67K

Net Activity

-163K

-$163K

9-12 Months

Bought

5.0K

27.13K

Sold

0

0.00

Net Activity

+27K

+$27K

Top Buyers

1
PKC

Phelan Kevin C

Director

7.0K sharesโ€ข2 transactions

$45K

Top Sellers

1
JMP

Jordan Matthew P.

Director

13.4K sharesโ€ข1 transactions

$85K

2
PAD

Portnoy Adam D.

Director

6.1K sharesโ€ข1 transactions

$39K

3
DY

Duffy Yael

Officer: President And Coo

4.4K sharesโ€ข1 transactions

$28K

4
STR

Sy Tiffany R

Officer: Cfo And Treasurer

1.8K sharesโ€ข1 transactions

$11K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $118K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.28:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$18K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.