STWD
Starwood Property·NYSE
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STWD fundamentals
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.
EPS
Actual | 0.55 | 0.43 | 0.5 | 0.5 | 0.5 | 0.51 | 0.52 | 1.1 | 0.76 | 0.51 | 0.51 | 0.5 | 0.49 | 0.49 | 0.49 | 0.58 | 0.59 | 0.48 | 0.48 | 0.48 | 0.45 | 0.43 | 0.4 | 0.42 | |||||||||||
Forecast | 0.502 | 0.4198 | 0.4594 | 0.4852 | 0.4944 | 0.5134 | 0.5126 | 0.5244 | 0.5191 | 0.5094 | 0.5118 | 0.5022 | 0.4951 | 0.4843 | 0.4728 | 0.4896 | 0.4649 | 0.4863 | 0.4715 | 0.4645 | 0.4497 | 0.3971 | 0.4399 | 0.4127 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.56% | +2.43% | +8.84% | +3.05% | +1.13% | -0.66% | +1.44% | +109.76% | +46.41% | +0.12% | -0.35% | -0.44% | -1.03% | +1.18% | +3.64% | +18.46% | +26.91% | -1.30% | +1.80% | +3.34% | +0.07% | +8.29% | -9.07% | +1.77% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 312.56M | 265.61M | 267.43M | 290.56M | 287.23M | 329.24M | 338.38M | 324.77M | 293.99M | 325.59M | 390.54M | 454.60M | 490.41M | 515.67M | 521.55M | 522.28M | 523.09M | 489.83M | 479.54M | 454.39M | 418.18M | 444.28M | 488.88M | 492.95M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 277.56M | 257.32M | 267.49M | 279.67M | 290.66M | 294.16M | 307.76M | 342.76M | 288.89M | 261.93M | 305.25M | 366.18M | 512.50M | 514.92M | 524.03M | 545.50M | 550.50M | 505.23M | 488.63M | 466.37M | 493.00M | 465.77M | 479.70M | 486.80M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +12.61% | +3.22% | -0.02% | +3.89% | -1.18% | +11.93% | +9.95% | -5.25% | +1.76% | +24.30% | +27.94% | +24.15% | -4.31% | +0.14% | -0.47% | -4.26% | -4.98% | -3.05% | -1.86% | -2.57% | -15.18% | -4.61% | +1.91% | +1.26% |
Earnings Call
You can ask Aime
What guidance did Starwood Property's management provide for the next earnings period?What is the revenue and EPS growth rate for Starwood Property year over year?What were the key takeaways from Starwood Property’s earnings call?Did Starwood Property beat or miss consensus estimates last quarter?What is the market's earnings forecast for Starwood Property next quarter?What factors drove the changes in Starwood Property's revenue and profit?What does Starwood Property do and what are its main business segments?What were the key takeaways from Starwood Property's earnings call?
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