ILPT · Industrial Logistics Properties Trust
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDAre non-GAAP | $87.4M | Q2 2026 | — |
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| annualized rental revenues from investment grade tenants | 79% | Q2 2026 | — |
| cash on hand, excluding restricted cash | $135.3M | Q2 2026 | — |
| new absorption of previously vacant properties | 2,769,900 | Q2 2026 | — |
| Normalized FFO attributable to common shareholders non-GAAP | $20.8M | Q2 2026 | — |
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| Normalized FFO attributable to common shareholders per diluted share non-GAAP | $0.31 | Q2 2026 | — |
| portfolio occupancy | 99.1% | Q2 2026 | — |
| properties | 409 | Q2 2026 | -0.5% |
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| rentable square feet | 59.6M | Q2 2026 | — |
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| same property Cash Basis NOI non-GAAP | $85.7M | Q2 2026 | — |
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| same property NOI non-GAAP | $88.6M | Q2 2026 | — |
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| total leasing activity | 5,400,000 | Q2 2026 | — |
| weighted average lease term (by annualized rental revenues) of leasing activity | 26.5 | Q2 2026 | — |
| weighted average rental rates increase | 35.4% | Q2 2026 | — |
| consolidated occupancy | 94.6% | Q1 FY2026 | — |
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| same property Cash Basis NOI growth | 4.1% | Q1 FY2026 | — |
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| weighted average rent roll-up | 26.3% | Q1 FY2026 | — |
| same property NOI growth non-GAAP | 4.9% | Q4 2025 | — |
| weighted average rent-roll up | 25.7% | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
REIT - Industrial — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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ILPT
this stock
Industrial Logistics Properties Trust
|
$603.32M | +64.8% | +12.7% | — | 1.7% |
|
PLD
Prologis, Inc.
|
$135.63B | +16.2% | +7.2% | 36.6 | 1.4% |
|
PSA
Public Storage
|
$58.01B | +28.6% | +2.7% | 34.1 | 3.8% |
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EXR
Extra Space Storage Inc.
|
$32.16B | +18.2% | +33.1% | 34.2 | 2.2% |
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EGP
Eastgroup Properties Inc
|
$11.21B | +19.0% | +12.7% | 36.6 | 4.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ILPT | +5.5% | -2.5% | +69.8% | +2.0% | +64.8% |
| SPY | -1.0% | 0.0% | +7.4% | -0.8% | +8.6% |
| vs SPY | +6.5% | -2.5% | +62.4% | +2.8% | +56.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.