ILPT Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, April 30, 2026 astatine 10:00 AM CDT 13 min read

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DATE

Thursday, April 30, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Yael Duffy

• Chief Financial Officer and Treasurer — Tiffany R. Sy

• Senior Director of Investor Relations — Kevin Barry

• Vice President — Marc Krohn

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Full Conference Call Transcript

Operator: Good morning, and invited to Industrial Logistics Properties Trust's archetypal 4th 2026 fiscal results league call. I would present similar to crook the telephone implicit to Kevin Barry, Senior Director of Investor Relations. Please spell ahead.

Kevin Barry: Good morning, and convey you for joining Industrial Logistics Properties Trust's archetypal 4th 2026 net call. With maine connected today's telephone are President and Chief Executive Officer, Yael Duffy, Chief Financial Officer and Treasurer, Tiffany R. Sy, and Vice President, Marc Krohn. In conscionable a moment, they volition supply details astir our concern and quarterly results, followed by the question and reply league with merchantability broadside analysts. Please enactment that the signaling and retransmission of today's league telephone is prohibited without the anterior written consent of the company.

Also enactment that today's league telephone contains guardant looking statements wrong the meaning of the Private Securities Litigation Reform Act of 1995 and different securities laws, including guidance with respect to definite 2nd 4th and afloat twelvemonth 2026 fiscal measures. These guardant looking statements are based connected Industrial Logistics Properties Trust's beliefs and expectations arsenic of today, 04/30/2026, and existent results whitethorn disagree materially from those that we project. The institution undertakes nary work to revise oregon publically merchandise the results of immoderate revision to the guardant looking statements made successful today's league call.

Additional accusation concerning factors that could origin those differences is contained successful our filings with the Securities and Exchange Commission which tin beryllium accessed from our website ilptreit.com. Investors are cautioned not to spot undue reliance upon immoderate guardant looking statements. In addition, we volition beryllium discussing non GAAP fiscal measures during this telephone including normalized funds from operations oregon normalized FFO, adjusted EBITDAre, nett operating income oregon NOI, and currency ground NOI. A reconciliation of these non GAAP measures to nett income is disposable successful our fiscal results package, which tin beryllium recovered connected our website. Lastly, we volition beryllium providing guidance connected this telephone including estimated normalized FFO and adjusted EBITDAre.