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Apollo Commercial Real Estate (ARI)
:ARI
US Market
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Apollo Real Estate (ARI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 03, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.25
Last Year’s EPS
-0.59
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 29, 2025|
% Change Since: 1.43%|
Earnings Call Sentiment|Positive
The earnings call reflects a generally positive outlook for ARI, with strong loan originations, portfolio growth, and successful refinancing efforts. However, challenges related to non-earning assets and leverage considerations were noted.
Company Guidance -
Q3 2025
During the second quarter of 2025, Apollo Commercial Real Estate Finance (ARI) demonstrated strong performance through significant loan originations and strategic portfolio management. The company committed to $1.4 billion in new loans for the quarter, contributing to a total of $2 billion year-to-date, while maintaining a diversified portfolio with about 25% of loans in residential properties. ARI's portfolio reached a carrying value of $8.6 billion, up 12% from the previous quarter, comprising 53 loans. Loan repayments and sales amounted to $631 million, with a 7.8% weighted average unlevered yield. The company's efforts in balance sheet optimization were highlighted by refinancing its Term Loan B facilities with a new $750 million loan, pushing the next corporate debt maturity to June 2029. ARI reported distributable earnings of $36 million or $0.26 per share, marking an 8% increase over the previous quarter, with a GAAP net income of $18 million or $0.12 per diluted share.
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% from the prior quarter, totaling $8.6 billion.
Successful Refinancing
Completed a new 5-year floating rate $750 million Term Loan B, extending corporate debt maturity to June 2029.
Residential Property Focus
Loans on residential properties now comprise approximately 25% of ARI's portfolio, benefiting from secular tailwinds.
Strong Distributable Earnings
Reported distributable earnings of $36 million, representing an 8% increase over the first quarter.
Settlement Agreement Proceeds
ARI's share of settlement proceeds from the Commonwealth of Massachusetts is approximately $18 million, with expected book value per share pickup.

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

ARI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 03, 2025
2025 (Q3)
0.25 / -
-0.59
Jul 29, 2025
2025 (Q2)
0.25 / 0.26
0.35-25.71% (-0.09)
Apr 24, 2025
2025 (Q1)
0.23 / 0.24
0.35-31.43% (-0.11)
Feb 10, 2025
2024 (Q4)
0.23 / 0.32
0.35-8.57% (-0.03)
Oct 30, 2024
2024 (Q3)
0.21 / -0.59
0.37-259.46% (-0.96)
Aug 06, 2024
2024 (Q2)
0.31 / 0.35
-0.11418.18% (+0.46)
Apr 29, 2024
2024 (Q1)
0.32 / 0.35
0.48-27.08% (-0.13)
Feb 06, 2024
2023 (Q4)
0.35 / 0.35
0.3112.90% (+0.04)
Oct 30, 2023
2023 (Q3)
0.35 / 0.37
0.370.00% (0.00)
Jul 31, 2023
2023 (Q2)
0.38 / -0.11
0.35-131.43% (-0.46)
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.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ARI EPS forecast?
          ARI EPS forecast for the fiscal quarter 2025 (Q3) is 0.25.
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