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Side-by-side financial comparison of Industrial Logistics Properties Trust (ILPT) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
Industrial Logistics Properties Trust is the larger business by last-quarter revenue ($113.9M vs $61.6M, roughly 1.8× ORTHOPEDIATRICS CORP). Industrial Logistics Properties Trust runs the higher net margin — -1.6% vs -16.4%, a 14.8% gap on every dollar of revenue. On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs 3.1%). Industrial Logistics Properties Trust produced more free cash flow last quarter ($42.0M vs $9.7M). Over the past eight quarters, ORTHOPEDIATRICS CORP's revenue compounded faster (17.4% CAGR vs 0.7%).
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.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
ILPT vs KIDS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.9M | $61.6M |
| Net Profit | $-1.8M | $-10.1M |
| Gross Margin | — | 73.2% |
| Operating Margin | -22.1% | -13.3% |
| Net Margin | -1.6% | -16.4% |
| Revenue YoY | 3.1% | 17.0% |
| Net Profit YoY | 92.6% | 37.1% |
| EPS (diluted) | $-0.02 | $-0.43 |
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 | $113.9M | $61.6M | ||
| Q3 25 | $110.9M | $61.3M | ||
| Q2 25 | $112.1M | $61.1M | ||
| Q1 25 | $111.9M | $52.4M | ||
| Q4 24 | $110.5M | $52.7M | ||
| Q3 24 | $108.9M | $54.6M | ||
| Q2 24 | $110.6M | $52.8M | ||
| Q1 24 | $112.2M | $44.7M |
| Q4 25 | $-1.8M | $-10.1M | ||
| Q3 25 | $-21.6M | $-11.8M | ||
| Q2 25 | $-21.3M | $-7.1M | ||
| Q1 25 | $-21.5M | $-10.7M | ||
| Q4 24 | $-24.1M | $-16.1M | ||
| Q3 24 | $-25.0M | $-7.9M | ||
| Q2 24 | $-23.2M | $-6.0M | ||
| Q1 24 | $-23.4M | $-7.8M |
| Q4 25 | — | 73.2% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 72.1% | ||
| Q1 25 | — | 73.0% | ||
| Q4 24 | — | 67.5% | ||
| Q3 24 | — | 73.4% | ||
| Q2 24 | — | 77.3% | ||
| Q1 24 | — | 72.0% |
| Q4 25 | -22.1% | -13.3% | ||
| Q3 25 | -29.4% | -15.4% | ||
| Q2 25 | -30.8% | -17.4% | ||
| Q1 25 | -26.9% | -21.0% | ||
| Q4 24 | -31.1% | -26.7% | ||
| Q3 24 | -33.5% | -10.2% | ||
| Q2 24 | -32.4% | -10.7% | ||
| Q1 24 | -31.7% | -21.8% |
| Q4 25 | -1.6% | -16.4% | ||
| Q3 25 | -19.4% | -19.2% | ||
| Q2 25 | -19.0% | -11.6% | ||
| Q1 25 | -19.2% | -20.3% | ||
| Q4 24 | -21.8% | -30.5% | ||
| Q3 24 | -22.9% | -14.5% | ||
| Q2 24 | -20.9% | -11.4% | ||
| Q1 24 | -20.9% | -17.5% |
| Q4 25 | $-0.02 | $-0.43 | ||
| Q3 25 | $-0.33 | $-0.50 | ||
| Q2 25 | $-0.32 | $-0.30 | ||
| Q1 25 | $-0.33 | $-0.46 | ||
| Q4 24 | $-0.37 | $-0.70 | ||
| Q3 24 | $-0.38 | $-0.34 | ||
| Q2 24 | $-0.35 | $-0.26 | ||
| Q1 24 | $-0.36 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $94.8M | $60.9M |
| Total DebtLower is stronger | $4.2B | $106.0M |
| Stockholders' EquityBook value | $489.7M | $346.6M |
| Total Assets | $5.2B | $508.6M |
| Debt / EquityLower = less leverage | 8.56× | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $94.8M | $60.9M | ||
| Q3 25 | $83.2M | $57.7M | ||
| Q2 25 | $58.6M | $70.1M | ||
| Q1 25 | $108.0M | $58.8M | ||
| Q4 24 | $131.7M | $68.8M | ||
| Q3 24 | $153.9M | $76.1M | ||
| Q2 24 | $146.2M | $28.9M | ||
| Q1 24 | $128.4M | $47.7M |
| Q4 25 | $4.2B | $106.0M | ||
| Q3 25 | $4.2B | $105.3M | ||
| Q2 25 | $4.2B | $102.7M | ||
| Q1 25 | $4.3B | $77.4M | ||
| Q4 24 | $4.3B | $77.5M | ||
| Q3 24 | $4.3B | $76.9M | ||
| Q2 24 | $4.3B | $11.2M | ||
| Q1 24 | $4.3B | $11.3M |
| Q4 25 | $489.7M | $346.6M | ||
| Q3 25 | $494.1M | $349.3M | ||
| Q2 25 | $519.1M | $355.5M | ||
| Q1 25 | $539.5M | $347.1M | ||
| Q4 24 | $562.0M | $354.6M | ||
| Q3 24 | $585.9M | $370.9M | ||
| Q2 24 | $618.3M | $371.3M | ||
| Q1 24 | $643.2M | $370.6M |
| Q4 25 | $5.2B | $508.6M | ||
| Q3 25 | $5.2B | $493.5M | ||
| Q2 25 | $5.2B | $503.6M | ||
| Q1 25 | $5.4B | $470.3M | ||
| Q4 24 | $5.4B | $473.2M | ||
| Q3 24 | $5.5B | $489.3M | ||
| Q2 24 | $5.5B | $430.8M | ||
| Q1 24 | $5.5B | $437.2M |
| Q4 25 | 8.56× | 0.31× | ||
| Q3 25 | 8.49× | 0.30× | ||
| Q2 25 | 8.09× | 0.29× | ||
| Q1 25 | 7.96× | 0.22× | ||
| Q4 24 | 7.65× | 0.22× | ||
| Q3 24 | 7.35× | 0.21× | ||
| Q2 24 | 6.96× | 0.03× | ||
| Q1 24 | 6.70× | 0.03× |
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 | $60.7M | $10.3M |
| Free Cash FlowOCF − Capex | $42.0M | $9.7M |
| FCF MarginFCF / Revenue | 36.9% | 15.8% |
| Capex IntensityCapex / Revenue | 16.4% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $79.8M | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.7M | $10.3M | ||
| Q3 25 | $22.7M | $-581.0K | ||
| Q2 25 | $18.4M | $-10.5M | ||
| Q1 25 | $11.4M | $-4.2M | ||
| Q4 24 | $2.0M | $-4.0M | ||
| Q3 24 | $-3.4M | $-10.3M | ||
| Q2 24 | $10.8M | $-6.1M | ||
| Q1 24 | $8.0M | $-6.7M |
| Q4 25 | $42.0M | $9.7M | ||
| Q3 25 | $17.6M | $-3.4M | ||
| Q2 25 | $15.2M | $-13.9M | ||
| Q1 25 | $5.0M | $-8.4M | ||
| Q4 24 | $-3.7M | $-4.2M | ||
| Q3 24 | $-5.9M | $-11.7M | ||
| Q2 24 | $9.4M | $-12.8M | ||
| Q1 24 | $5.9M | $-13.2M |
| Q4 25 | 36.9% | 15.8% | ||
| Q3 25 | 15.9% | -5.6% | ||
| Q2 25 | 13.5% | -22.8% | ||
| Q1 25 | 4.5% | -16.0% | ||
| Q4 24 | -3.4% | -8.1% | ||
| Q3 24 | -5.5% | -21.4% | ||
| Q2 24 | 8.5% | -24.2% | ||
| Q1 24 | 5.2% | -29.4% |
| Q4 25 | 16.4% | 1.0% | ||
| Q3 25 | 4.6% | 4.6% | ||
| Q2 25 | 2.9% | 5.6% | ||
| Q1 25 | 5.7% | 8.1% | ||
| Q4 24 | 5.2% | 0.5% | ||
| Q3 24 | 2.3% | 2.5% | ||
| Q2 24 | 1.3% | 12.7% | ||
| Q1 24 | 1.9% | 14.5% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
