NASDAQ$ILPT

Industrial Logistics Properties Trust · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Industrial Logistics Properties Trust reported Q2 2025 results showing rental income growth amid ongoing debt refinancing.

ILPT generated $112.1 million in rental income for the quarter ended June 30, 2025, up 1.3% year-over-year, while posting a net loss of $30.4 million or $0.32 per share. The company completed a $1.16 billion fixed-rate mortgage financing and repaid its floating-rate loan, reducing interest expense. Portfolio occupancy stood at 94.3% across 411 properties totaling 59.9 million square feet.

  • Rental income rose 1.3% to $112.1 million driven by leasing activity and rent resets.
  • Net loss narrowed to $30.4 million from $33.5 million in the prior-year quarter.
  • Completed $1.16 billion mortgage financing at 6.40% to refinance floating-rate debt.
  • Portfolio includes 411 properties with 94.3% occupancy and 76.2% investment-grade tenancy.

Headline financials

Total Revenue

$112M

Previous: $111M+1.3%
EPS (adj)

-$0.32

Previous: -$0.35+8.6%
Properties

411

No prior period
Rentable Square Feet

59.9M

No prior period
States

39

No prior period
Capital Expenditures

-$9.6M

Previous: -$3.61M-166.2%
Net Income

-$21.3M

Previous: -$23.2M+8.0%
Cash & Equivalents

$58.6M

Previous: $146M-59.9%
Total Assets

$5.24B

Previous: $5.49B-4.6%

Revenue & EPS history

ILPT · Revenue · Quarterly

$112M

Q2 2025+1.3%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-2.7%

Avg return

30 days after

45%

15 / 33 earnings

Positive

+10.7%

Q1 2024

Best reaction

-9.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.1%-0.8%
Q4 2025+4.0%+4.7%+4.0%
Q3 2025-9.3%-7.6%-4.5%
Q1 2025+0.0%+9.5%+25.6%
Q4 2024-2.5%-2.5%-13.4%
Q3 2024-7.6%-13.2%-2.3%
Q2 2024+2.4%-1.4%-2.0%
Q1 2024+10.7%+19.4%+5.5%
Q4 2023+0.0%-2.0%+2.0%
Q3 2023+5.5%+3.8%+28.0%
Q2 2023-7.1%-4.4%+1.5%
Q1 2023+5.0%+3.0%-11.0%
Q4 2022+9.7%+13.1%-26.0%
Q3 2022-5.5%-5.1%-21.6%
Q2 2022-0.5%+3.7%-14.3%
Q1 2022-9.1%-17.4%-23.6%
Q4 2021+3.8%+3.5%+2.2%
Q3 2021+1.1%+0.5%-22.1%
Q2 2021+0.7%-0.1%+1.6%
Q1 2021-1.1%+1.3%+2.6%
Q4 2020-3.7%-4.4%+2.9%
Q3 2020-3.2%-2.7%+9.3%
Q2 2020+1.8%+2.4%+4.3%
Q1 2020-3.1%-4.6%+3.6%
Q4 2019-3.0%-12.2%-32.8%
Q3 2019-3.5%-1.8%-1.3%
Q2 2019+2.9%+3.5%+2.6%
Q1 2019+1.2%+4.1%-3.3%
Q4 2018+2.5%+1.1%-5.7%
Q3 2018+0.5%-2.7%-1.6%
Q2 2018-2.1%-1.2%+2.5%
Q1 2018+0.4%+0.0%+4.0%
Q4 2017-2.5%-3.9%-1.6%
Q3 2017
Q2 2017
Q1 2017
Q4 2016

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro