ILPTIndustrial Logistics Properties Trust
Real Estate Investment Trusts
- Revenue
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- Operating margin
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- EBITDA
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- Market cap
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- Employees
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- Net debt / EBITDA
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- $4.1B net debt
- AI in 10-K
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Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear14% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Net income | $120M | −$227M | −$108M | −$96M | −$66M | 31% |
| Operating cash flow | $111M | $83M | $6M | $2M | $61M | 2991% |
| Stock-based comp | $2M | $2M | $2M | $2M | $2M | 7.2% |
| Buybacks | $922K | $242K | $163K | $312K | $451K | 45% |
| Dividends | $86M | $44M | $3M | $3M | $8M | 202% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.