The earnings call conveyed a strong positive sentiment with significant loan originations, portfolio growth, and successful refinancing efforts. However, the presence of non-earning assets like The Brook and 111 West 57th Street presented some challenges.
Company Guidance -
Q3 2025
During the Apollo Commercial Real Estate Finance Second Quarter 2025 Earnings Call, the company provided guidance indicating strong performance marked by significant progress across several fronts. They reported $1.4 billion in new loan originations for the quarter, bringing year-to-date commitments to $2 billion. The loan portfolio's carrying value increased by 12% from the prior quarter, totaling approximately $8.6 billion across 53 loans. Notably, loans secured by residential properties grew to comprise approximately 25% of the portfolio. In Europe, which represents about 50% of the portfolio, originations have been positively impacted by recent interest rate cuts. The company also highlighted balance sheet optimization efforts, including refinancing a $750 million Term Loan B at SOFR plus 3.25%, extending their next corporate debt maturity to 2029. Distributable earnings for the quarter were $36 million, or $0.26 per share, up 8% from the first quarter, with a book value per share of $12.59.
Strong Loan Originations
ARI committed to $1.4 billion of new loans during the quarter, with year-to-date commitments reaching $2 billion.
Portfolio Growth
The carrying value of ARI's portfolio increased by 12% to approximately $8.6 billion, with 53 loans in total.
Successful Refinancing
Completed a new 5-year floating rate $750 million Term Loan B, extending debt maturities to June 2029.
Residential Loan Focus
Residential properties comprise approximately 25% of ARI's portfolio, benefiting from strong secular tailwinds.
Settlement with Commonwealth of Massachusetts
ARI to receive approximately $18 million from a settlement expected to boost book value in the next quarter.
Apollo Real Estate (ARI) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARI Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 29, 2025
$9.80
$9.67
-1.33%
Apr 24, 2025
$8.86
$8.98
+1.35%
Feb 10, 2025
$8.63
$9.48
+9.85%
Oct 30, 2024
$8.23
$8.20
-0.36%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Apollo Commercial Real Estate (ARI) report earnings?
Apollo Commercial Real Estate (ARI) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).
What is Apollo Commercial Real Estate (ARI) earnings time?
Apollo Commercial Real Estate (ARI) earnings time is at Nov 03, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.