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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Industrial Logistics Properties Trust (ILPT). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $113.9M, roughly 1.8× Industrial Logistics Properties Trust). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -1.6%, a 9.8% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 3.1%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $42.0M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 0.7%).
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
Industrial Logistics Properties Trust is a real estate investment trust that owns and operates a portfolio of industrial and logistics real estate assets primarily across the United States. Its holdings include distribution centers, warehouses, and last-mile delivery properties, serving e-commerce, retail, manufacturing and supply chain operators to meet their storage and logistics operation needs.
COLL vs ILPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $113.9M |
| Net Profit | $17.0M | $-1.8M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | -22.1% |
| Net Margin | 8.3% | -1.6% |
| Revenue YoY | 12.9% | 3.1% |
| Net Profit YoY | 35.3% | 92.6% |
| EPS (diluted) | $0.48 | $-0.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $205.4M | $113.9M | ||
| Q3 25 | $209.4M | $110.9M | ||
| Q2 25 | $188.0M | $112.1M | ||
| Q1 25 | $177.8M | $111.9M | ||
| Q4 24 | $181.9M | $110.5M | ||
| Q3 24 | $159.3M | $108.9M | ||
| Q2 24 | $145.3M | $110.6M | ||
| Q1 24 | $144.9M | $112.2M |
| Q4 25 | $17.0M | $-1.8M | ||
| Q3 25 | $31.5M | $-21.6M | ||
| Q2 25 | $12.0M | $-21.3M | ||
| Q1 25 | $2.4M | $-21.5M | ||
| Q4 24 | $12.5M | $-24.1M | ||
| Q3 24 | $9.3M | $-25.0M | ||
| Q2 24 | $19.6M | $-23.2M | ||
| Q1 24 | $27.7M | $-23.4M |
| Q4 25 | 62.5% | — | ||
| Q3 25 | 61.7% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 54.8% | — | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 62.5% | — | ||
| Q1 24 | 63.1% | — |
| Q4 25 | 29.6% | -22.1% | ||
| Q3 25 | 29.7% | -29.4% | ||
| Q2 25 | 18.7% | -30.8% | ||
| Q1 25 | 12.2% | -26.9% | ||
| Q4 24 | 20.9% | -31.1% | ||
| Q3 24 | 21.9% | -33.5% | ||
| Q2 24 | 32.7% | -32.4% | ||
| Q1 24 | 34.1% | -31.7% |
| Q4 25 | 8.3% | -1.6% | ||
| Q3 25 | 15.0% | -19.4% | ||
| Q2 25 | 6.4% | -19.0% | ||
| Q1 25 | 1.4% | -19.2% | ||
| Q4 24 | 6.9% | -21.8% | ||
| Q3 24 | 5.9% | -22.9% | ||
| Q2 24 | 13.5% | -20.9% | ||
| Q1 24 | 19.1% | -20.9% |
| Q4 25 | $0.48 | $-0.02 | ||
| Q3 25 | $0.84 | $-0.33 | ||
| Q2 25 | $0.34 | $-0.32 | ||
| Q1 25 | $0.07 | $-0.33 | ||
| Q4 24 | $0.36 | $-0.37 | ||
| Q3 24 | $0.27 | $-0.38 | ||
| Q2 24 | $0.52 | $-0.35 | ||
| Q1 24 | $0.71 | $-0.36 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $386.7M | $94.8M |
| Total DebtLower is stronger | — | $4.2B |
| Stockholders' EquityBook value | $301.7M | $489.7M |
| Total Assets | $1.7B | $5.2B |
| Debt / EquityLower = less leverage | — | 8.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $94.8M | ||
| Q3 25 | $285.9M | $83.2M | ||
| Q2 25 | $222.2M | $58.6M | ||
| Q1 25 | $197.8M | $108.0M | ||
| Q4 24 | $162.8M | $131.7M | ||
| Q3 24 | $120.0M | $153.9M | ||
| Q2 24 | $271.6M | $146.2M | ||
| Q1 24 | $318.0M | $128.4M |
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
| Q4 25 | $301.7M | $489.7M | ||
| Q3 25 | $274.8M | $494.1M | ||
| Q2 25 | $232.2M | $519.1M | ||
| Q1 25 | $234.4M | $539.5M | ||
| Q4 24 | $228.8M | $562.0M | ||
| Q3 24 | $234.3M | $585.9M | ||
| Q2 24 | $216.6M | $618.3M | ||
| Q1 24 | $222.2M | $643.2M |
| Q4 25 | $1.7B | $5.2B | ||
| Q3 25 | $1.6B | $5.2B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.7B | $5.4B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.1B | $5.5B | ||
| Q1 24 | $1.1B | $5.5B |
| Q4 25 | — | 8.56× | ||
| Q3 25 | — | 8.49× | ||
| Q2 25 | — | 8.09× | ||
| Q1 25 | — | 7.96× | ||
| Q4 24 | — | 7.65× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | — | 6.96× | ||
| Q1 24 | — | 6.70× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $123.0M | $60.7M |
| Free Cash FlowOCF − Capex | $122.4M | $42.0M |
| FCF MarginFCF / Revenue | 59.6% | 36.9% |
| Capex IntensityCapex / Revenue | 0.3% | 16.4% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $79.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $60.7M | ||
| Q3 25 | $78.4M | $22.7M | ||
| Q2 25 | $72.4M | $18.4M | ||
| Q1 25 | $55.4M | $11.4M | ||
| Q4 24 | $84.6M | $2.0M | ||
| Q3 24 | $-9.0M | $-3.4M | ||
| Q2 24 | $67.4M | $10.8M | ||
| Q1 24 | $61.9M | $8.0M |
| Q4 25 | $122.4M | $42.0M | ||
| Q3 25 | $78.3M | $17.6M | ||
| Q2 25 | $72.4M | $15.2M | ||
| Q1 25 | $54.6M | $5.0M | ||
| Q4 24 | $84.1M | $-3.7M | ||
| Q3 24 | $-9.2M | $-5.9M | ||
| Q2 24 | $67.1M | $9.4M | ||
| Q1 24 | $61.4M | $5.9M |
| Q4 25 | 59.6% | 36.9% | ||
| Q3 25 | 37.4% | 15.9% | ||
| Q2 25 | 38.5% | 13.5% | ||
| Q1 25 | 30.7% | 4.5% | ||
| Q4 24 | 46.2% | -3.4% | ||
| Q3 24 | -5.8% | -5.5% | ||
| Q2 24 | 46.2% | 8.5% | ||
| Q1 24 | 42.3% | 5.2% |
| Q4 25 | 0.3% | 16.4% | ||
| Q3 25 | 0.1% | 4.6% | ||
| Q2 25 | 0.0% | 2.9% | ||
| Q1 25 | 0.4% | 5.7% | ||
| Q4 24 | 0.3% | 5.2% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 0.2% | 1.3% | ||
| Q1 24 | 0.4% | 1.9% |
| Q4 25 | 7.25× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 6.05× | — | ||
| Q1 25 | 22.92× | — | ||
| Q4 24 | 6.75× | — | ||
| Q3 24 | -0.96× | — | ||
| Q2 24 | 3.44× | — | ||
| Q1 24 | 2.23× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
