Filing Flows › Real Estate › Sealy Industrial Partners IV, LP
Sealy Industrial Partners IV, LP earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026
Q3 2026 Revenue down 1% year over year to $9.7M · 21¢ of every $1 of revenue lost · operating margin -6.1%
Sealy Industrial Partners IV, LP made $9.7M in Q3 2026 (-0.6% Y/Y). Operating margin -6.1%, net loss $2.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
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What changed this quarter
Revenue was $9.7M in Q3 2026, down 1% year over year and down 5% from the previous quarter.
Operating costs exceeded revenue by $595K, an operating margin of -6.1%. Total costs grew 9% against a revenue fall of 1%. The fastest-growing cost line was General & admin (+18%). The quarter ended with a net loss of $2.0M, narrower than the previous quarter's $2.0M loss. Net interest and other expense of $1.2M was the main reason.
Operating cash flow was $6.5M (up 11% year over year). Non-cash charges added back $5.5M of depreciation and amortization. Working capital and other items added $3.0M. Capital expenditures of $3.7M left free cash flow of $2.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $9.7M | -0.6% | -6.1% | −$2.0M | $6.5M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $10.2M | +9% | -2.5% | −$2.0M | $4.0M |
| Q1 2026 | 10-Q | May 6, 2026 | $10.2M | +33% | -4.0% | −$2.3M | $1.4M |
| Q4 2025 | 10-K | Mar 12, 2026 | $10.6M | +79% | 6.2% | −$1.4M | $4.0M |
| Q3 2025 | 10-Q | Nov 10, 2025 | $9.8M | +81% | 3.4% | −$1.4M | $5.8M |
| Q2 2025 | 10-Q | Aug 5, 2025 | $9.4M | +102% | 3.3% | −$62K | $4.5M |
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About Sealy Industrial Partners IV, LP
Sealy Industrial Partners IV, LP is a Georgia limited partnership formed on February 25, 2022 (the “Partnership”) for the primary purpose of acquiring, developing, holding, financing, maintaining, operating, selling, improving, leasing, and disposing of industrial properties and other commercial real estate properties throughout the United States. Sealy Industrial Partners IV REIT, LLC (the “SIP IV REIT”) is a controlled subsidiary of the Partnership, and Sealy Industrial Partners IV OP, LP (the “Operating Partnership”) is a controlled subsidiary of the SIP IV REIT. In December 2025, the Partnership formed Sealy SIP IV Aldine Westfield TRS, LLC and Sealy TRS I, LLC, two taxable REIT subsidiaries ("TRSs"), as wholly owned subsidiaries of the Operating Partnership.
In its own words, from its 10-K, filed Mar 12, 2026.
Sealy Industrial Partners IV, LP against its Real Estate peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -0.6% against the peers' median +8%. Operating margin: -6.1% against the peers' median 15.9%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| Sealy Industrial Partners IV, LP | Q3 2026 | $9.7M | -0.6% | -6.1% |
| CBRE CBRE Group | Q3 2026 | $11.5B | +13% | 4.9% |
| CWK Cushman & Wakefield | Q3 2026 | $2.8B | +8% | 4.6% |
| Prologis, L.P. | Q3 2026 | $2.4B | +8% | 43.8% |
| Digital Realty Trust, L.P. | Q3 2026 | $1.9B | +21% | 15.9% |
| FOR Forestar Group | Q4 FY26 | $581M | -13% | 13.5% |
| Regency Centers LP | Q3 2026 | $419M | +8% | 72.3% |
| Tiaa Real Estate Account | Q3 2026 | $303M | -0.8% | 298.8% |
| MRP Millrose Properties | Q3 2026 | $211M | +18% | 85.5% |
Source: Sealy Industrial Partners IV, LP 10-Q on SEC EDGAR · CIK 1929017 · Real Estate