Symbols

STWD

Starwood Property·NYSE

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STWD fundamentals

STWD Q4 2025 Earnings

Starwood Property (STWD) released its earnings on Feb 25, 2026: revenue was 492.95M (YoY +8.49%), beat estimates; EPS was 0.42 (YoY -12.50%), beat estimates.

Revenue / YoY

492.95M

+8.49%

EPS / YoY

0.42

-12.50%

Report date

Feb 25, 2026

STWD Earnings Call Summary for Q4,2025

Adjusted DE Beat: $0.49 per share (vs. $0.42 reported) after adjusting for $0.06 net lease timing and $0.04 cash drag.
Commercial Lending Strength: 54% of assets in diversified CRE, with $16.6 billion funded loans and 72% of 2025 originations in multifamily/industrial.
Net Lease Growth: $2.2 billion acquisition with 2.3% annual rent escalations, expected to turn accretive in 2026.
Resolution Momentum: $300 million in nonaccruals resolved in 2025, targeting $1 billion in 2026 to cover dividend.
Infrastructure Tailwinds: 5% annual electricity growth and doubling of LNG exports by 2030 driving $2.6 billion annual originations.

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Revenue & Expenses

Key Indicators

Starwood Property (STWD) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Starwood Property (STWD)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Starwood Property (STWD)'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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Cash Flow

Starwood Property (STWD)'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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