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Side-by-side financial comparison of Industrial Logistics Properties Trust (ILPT) and NACCO INDUSTRIES INC (NC). 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 $66.8M, roughly 1.7× NACCO INDUSTRIES INC). Industrial Logistics Properties Trust runs the higher net margin — -1.6% vs -5.8%, a 4.2% gap on every dollar of revenue. On growth, Industrial Logistics Properties Trust posted the faster year-over-year revenue change (3.1% vs -5.2%). Over the past eight quarters, NACCO INDUSTRIES INC's revenue compounded faster (11.9% 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.
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
ILPT vs NC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.9M | $66.8M |
| Net Profit | $-1.8M | $-3.8M |
| Gross Margin | — | 18.0% |
| Operating Margin | -22.1% | 11.3% |
| Net Margin | -1.6% | -5.8% |
| Revenue YoY | 3.1% | -5.2% |
| Net Profit YoY | 92.6% | -150.8% |
| EPS (diluted) | $-0.02 | $-0.53 |
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 | $66.8M | ||
| Q3 25 | $110.9M | $76.6M | ||
| Q2 25 | $112.1M | $68.2M | ||
| Q1 25 | $111.9M | $65.6M | ||
| Q4 24 | $110.5M | $70.4M | ||
| Q3 24 | $108.9M | $61.7M | ||
| Q2 24 | $110.6M | $52.3M | ||
| Q1 24 | $112.2M | $53.3M |
| Q4 25 | $-1.8M | $-3.8M | ||
| Q3 25 | $-21.6M | $13.3M | ||
| Q2 25 | $-21.3M | $3.3M | ||
| Q1 25 | $-21.5M | $4.9M | ||
| Q4 24 | $-24.1M | $7.6M | ||
| Q3 24 | $-25.0M | $15.6M | ||
| Q2 24 | $-23.2M | $6.0M | ||
| Q1 24 | $-23.4M | $4.6M |
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 14.7% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 13.2% |
| Q4 25 | -22.1% | 11.3% | ||
| Q3 25 | -29.4% | 8.8% | ||
| Q2 25 | -30.8% | -0.1% | ||
| Q1 25 | -26.9% | 11.7% | ||
| Q4 24 | -31.1% | 5.5% | ||
| Q3 24 | -33.5% | 31.9% | ||
| Q2 24 | -32.4% | 14.1% | ||
| Q1 24 | -31.7% | 8.9% |
| Q4 25 | -1.6% | -5.8% | ||
| Q3 25 | -19.4% | 17.3% | ||
| Q2 25 | -19.0% | 4.8% | ||
| Q1 25 | -19.2% | 7.5% | ||
| Q4 24 | -21.8% | 10.7% | ||
| Q3 24 | -22.9% | 25.4% | ||
| Q2 24 | -20.9% | 11.4% | ||
| Q1 24 | -20.9% | 8.6% |
| Q4 25 | $-0.02 | $-0.53 | ||
| Q3 25 | $-0.33 | $1.78 | ||
| Q2 25 | $-0.32 | $0.44 | ||
| Q1 25 | $-0.33 | $0.66 | ||
| Q4 24 | $-0.37 | $0.99 | ||
| Q3 24 | $-0.38 | $2.14 | ||
| Q2 24 | $-0.35 | $0.81 | ||
| Q1 24 | $-0.36 | $0.61 |
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 | $49.7M |
| Total DebtLower is stronger | $4.2B | $100.8M |
| Stockholders' EquityBook value | $489.7M | $429.2M |
| Total Assets | $5.2B | $661.2M |
| Debt / EquityLower = less leverage | 8.56× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $94.8M | $49.7M | ||
| Q3 25 | $83.2M | $52.7M | ||
| Q2 25 | $58.6M | $49.4M | ||
| Q1 25 | $108.0M | $61.9M | ||
| Q4 24 | $131.7M | $72.8M | ||
| Q3 24 | $153.9M | $63.1M | ||
| Q2 24 | $146.2M | $62.4M | ||
| Q1 24 | $128.4M | $61.8M |
| Q4 25 | $4.2B | $100.8M | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | $99.4M | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.3B | $29.0M | ||
| Q1 24 | $4.3B | $28.4M |
| Q4 25 | $489.7M | $429.2M | ||
| Q3 25 | $494.1M | $426.4M | ||
| Q2 25 | $519.1M | $413.1M | ||
| Q1 25 | $539.5M | $409.1M | ||
| Q4 24 | $562.0M | $404.9M | ||
| Q3 24 | $585.9M | $397.3M | ||
| Q2 24 | $618.3M | $384.1M | ||
| Q1 24 | $643.2M | $381.6M |
| Q4 25 | $5.2B | $661.2M | ||
| Q3 25 | $5.2B | $637.6M | ||
| Q2 25 | $5.2B | $631.3M | ||
| Q1 25 | $5.4B | $634.2M | ||
| Q4 24 | $5.4B | $631.7M | ||
| Q3 24 | $5.5B | $597.4M | ||
| Q2 24 | $5.5B | $560.1M | ||
| Q1 24 | $5.5B | $538.0M |
| Q4 25 | 8.56× | 0.23× | ||
| Q3 25 | 8.49× | — | ||
| Q2 25 | 8.09× | — | ||
| Q1 25 | 7.96× | — | ||
| Q4 24 | 7.65× | 0.25× | ||
| Q3 24 | 7.35× | — | ||
| Q2 24 | 6.96× | 0.08× | ||
| Q1 24 | 6.70× | 0.07× |
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 | $11.4M |
| Free Cash FlowOCF − Capex | $42.0M | — |
| FCF MarginFCF / Revenue | 36.9% | — |
| Capex IntensityCapex / Revenue | 16.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $79.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.7M | $11.4M | ||
| Q3 25 | $22.7M | $42.3M | ||
| Q2 25 | $18.4M | $-7.8M | ||
| Q1 25 | $11.4M | $5.0M | ||
| Q4 24 | $2.0M | $25.2M | ||
| Q3 24 | $-3.4M | $2.8M | ||
| Q2 24 | $10.8M | $4.1M | ||
| Q1 24 | $8.0M | $-9.8M |
| Q4 25 | $42.0M | — | ||
| Q3 25 | $17.6M | — | ||
| Q2 25 | $15.2M | — | ||
| Q1 25 | $5.0M | — | ||
| Q4 24 | $-3.7M | — | ||
| Q3 24 | $-5.9M | — | ||
| Q2 24 | $9.4M | — | ||
| Q1 24 | $5.9M | — |
| Q4 25 | 36.9% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 13.5% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | -3.4% | — | ||
| Q3 24 | -5.5% | — | ||
| Q2 24 | 8.5% | — | ||
| Q1 24 | 5.2% | — |
| Q4 25 | 16.4% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.9% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.19× | ||
| Q2 25 | — | -2.39× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 3.33× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | -2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ILPT
Segment breakdown not available.
NC
| Transferred Over Time | $42.7M | 64% |
| Transferred At Point In Time | $24.1M | 36% |
