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Side-by-side financial comparison of Industrial Logistics Properties Trust (ILPT) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $113.9M, roughly 1.8× Industrial Logistics Properties Trust). On growth, Industrial Logistics Properties Trust posted the faster year-over-year revenue change (3.1% vs -6.0%). Industrial Logistics Properties Trust produced more free cash flow last quarter ($42.0M vs $2.6M). Over the past eight quarters, Industrial Logistics Properties Trust's revenue compounded faster (0.7% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
ILPT vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.9M | $205.2M |
| Net Profit | $-1.8M | — |
| Gross Margin | — | 16.2% |
| Operating Margin | -22.1% | -14.4% |
| Net Margin | -1.6% | — |
| Revenue YoY | 3.1% | -6.0% |
| Net Profit YoY | 92.6% | — |
| EPS (diluted) | $-0.02 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $110.9M | $210.3M | ||
| Q2 25 | $112.1M | $228.0M | ||
| Q1 25 | $111.9M | $217.9M | ||
| Q4 24 | $110.5M | $218.2M | ||
| Q3 24 | $108.9M | $213.8M | ||
| Q2 24 | $110.6M | $237.1M | ||
| Q1 24 | $112.2M | $239.2M |
| Q4 25 | $-1.8M | — | ||
| Q3 25 | $-21.6M | $-9.4M | ||
| Q2 25 | $-21.3M | $-9.4M | ||
| Q1 25 | $-21.5M | $-7.2M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-25.0M | $-7.1M | ||
| Q2 24 | $-23.2M | $2.8M | ||
| Q1 24 | $-23.4M | $-6.1M |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 22.7% | ||
| Q1 24 | — | 20.2% |
| Q4 25 | -22.1% | -14.4% | ||
| Q3 25 | -29.4% | -1.6% | ||
| Q2 25 | -30.8% | -1.1% | ||
| Q1 25 | -26.9% | -1.5% | ||
| Q4 24 | -31.1% | -2.0% | ||
| Q3 24 | -33.5% | 0.1% | ||
| Q2 24 | -32.4% | 1.4% | ||
| Q1 24 | -31.7% | 0.1% |
| Q4 25 | -1.6% | — | ||
| Q3 25 | -19.4% | -4.5% | ||
| Q2 25 | -19.0% | -4.1% | ||
| Q1 25 | -19.2% | -3.3% | ||
| Q4 24 | -21.8% | — | ||
| Q3 24 | -22.9% | -3.3% | ||
| Q2 24 | -20.9% | 1.2% | ||
| Q1 24 | -20.9% | -2.6% |
| Q4 25 | $-0.02 | $-2.76 | ||
| Q3 25 | $-0.33 | $-0.34 | ||
| Q2 25 | $-0.32 | $-0.34 | ||
| Q1 25 | $-0.33 | $-0.26 | ||
| Q4 24 | $-0.37 | $-0.22 | ||
| Q3 24 | $-0.38 | $-0.26 | ||
| Q2 24 | $-0.35 | $0.10 | ||
| Q1 24 | $-0.36 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | $4.2B | $180.9M |
| Stockholders' EquityBook value | $489.7M | $179.8M |
| Total Assets | $5.2B | $551.2M |
| Debt / EquityLower = less leverage | 8.56× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $94.8M | $66.3M | ||
| Q3 25 | $83.2M | $54.0M | ||
| Q2 25 | $58.6M | $49.8M | ||
| Q1 25 | $108.0M | $79.1M | ||
| Q4 24 | $131.7M | $71.8M | ||
| Q3 24 | $153.9M | $54.1M | ||
| Q2 24 | $146.2M | $42.1M | ||
| Q1 24 | $128.4M | $48.4M |
| Q4 25 | $4.2B | $180.9M | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | $201.6M | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $4.3B | — |
| Q4 25 | $489.7M | $179.8M | ||
| Q3 25 | $494.1M | $251.2M | ||
| Q2 25 | $519.1M | $260.5M | ||
| Q1 25 | $539.5M | $253.1M | ||
| Q4 24 | $562.0M | $245.3M | ||
| Q3 24 | $585.9M | $271.4M | ||
| Q2 24 | $618.3M | $270.5M | ||
| Q1 24 | $643.2M | $277.3M |
| Q4 25 | $5.2B | $551.2M | ||
| Q3 25 | $5.2B | $632.1M | ||
| Q2 25 | $5.2B | $639.4M | ||
| Q1 25 | $5.4B | $657.4M | ||
| Q4 24 | $5.4B | $621.6M | ||
| Q3 24 | $5.5B | $662.5M | ||
| Q2 24 | $5.5B | $666.7M | ||
| Q1 24 | $5.5B | $675.4M |
| Q4 25 | 8.56× | 1.01× | ||
| Q3 25 | 8.49× | — | ||
| Q2 25 | 8.09× | — | ||
| Q1 25 | 7.96× | — | ||
| Q4 24 | 7.65× | 0.82× | ||
| 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 | $60.7M | $8.8M |
| Free Cash FlowOCF − Capex | $42.0M | $2.6M |
| FCF MarginFCF / Revenue | 36.9% | 1.3% |
| Capex IntensityCapex / Revenue | 16.4% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $79.8M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.7M | $8.8M | ||
| Q3 25 | $22.7M | $3.6M | ||
| Q2 25 | $18.4M | $10.7M | ||
| Q1 25 | $11.4M | $10.9M | ||
| Q4 24 | $2.0M | $19.2M | ||
| Q3 24 | $-3.4M | $10.8M | ||
| Q2 24 | $10.8M | $8.7M | ||
| Q1 24 | $8.0M | $9.1M |
| Q4 25 | $42.0M | $2.6M | ||
| Q3 25 | $17.6M | $-2.7M | ||
| Q2 25 | $15.2M | $7.4M | ||
| Q1 25 | $5.0M | $4.8M | ||
| Q4 24 | $-3.7M | $14.0M | ||
| Q3 24 | $-5.9M | $4.6M | ||
| Q2 24 | $9.4M | $1.5M | ||
| Q1 24 | $5.9M | $3.3M |
| Q4 25 | 36.9% | 1.3% | ||
| Q3 25 | 15.9% | -1.3% | ||
| Q2 25 | 13.5% | 3.3% | ||
| Q1 25 | 4.5% | 2.2% | ||
| Q4 24 | -3.4% | 6.4% | ||
| Q3 24 | -5.5% | 2.2% | ||
| Q2 24 | 8.5% | 0.6% | ||
| Q1 24 | 5.2% | 1.4% |
| Q4 25 | 16.4% | 3.0% | ||
| Q3 25 | 4.6% | 3.0% | ||
| Q2 25 | 2.9% | 1.4% | ||
| Q1 25 | 5.7% | 2.8% | ||
| Q4 24 | 5.2% | 2.4% | ||
| Q3 24 | 2.3% | 2.9% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 1.9% | 2.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ILPT
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
