Symbols

ARI

Apollo Commercial Real Estate Finance·NYSE

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ARI fundamentals

ARI Q4 2025 Earnings

Apollo Commercial Real Estate Finance (ARI) released its earnings on Feb 10, 2026: revenue was 73.25M (YoY +3.97%), beat estimates; EPS was 0.26 (YoY -18.75%), beat estimates.

Revenue / YoY

73.25M

+3.97%

EPS / YoY

0.26

-18.75%

Report date

Feb 10, 2026

ARI Earnings Call Summary for Q4,2025

REO Portfolio Progress: The Brook (56% leased), Mayflower (cost savings), and Courtland Grand (fire recovery) show stabilization progress, with Brook targeting late 2026.
Strong Financials: Q4 distributable earnings of $0.26/share, full year $0.98/share, with 7.3% loan portfolio yield and 59% LTV.
Strategic Focus: Maximizing REO value while evaluating post-loan sale strategies; Q1 dividend of $0.25/share expected.
Investor Disconnect: Stock trading below book value due to uncertainty on future strategy, despite positive feedback on value unlock.

Earnings

EPS

Revenue

Revenue & Expenses

Key Indicators

Apollo Commercial Real Estate Finance (ARI) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Apollo Commercial Real Estate Finance (ARI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Apollo Commercial Real Estate Finance (ARI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Apollo Commercial Real Estate Finance (ARI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown