The earnings call presented a mix of significant achievements, particularly in capital market transactions and agency business performance, juxtaposed with challenges related to REO assets and the impact of prolonged elevated interest rates on the business. While the company is making strategic moves to mitigate these challenges, such as successful debt offerings and securitization, the current environment presents a transitional year with both potential and hurdles.

Company Guidance

During the Arbor Realty Trust Second Quarter 2025 Earnings Conference Call, CEO Ivan Kaufman highlighted several key financial metrics and strategic initiatives. The company successfully completed its first high-yield unsecured debt offering, raising $500 million, which contributed to a total of $2.5 billion in capital market transactions for the first half of 2025. Arbor reported distributable earnings of $0.30 per share for the quarter, resulting in a 10% return on equity. The company also achieved a BB corporate credit rating from Moody's and Fitch. Arbor's agency loan originations reached $850 million for the second quarter, with a strong pipeline expected to result in $2 billion for the third quarter. Additionally, Arbor expanded its single-family rental business with $230 million in new business, and its overall delinquencies decreased from $654 million to $529 million quarter-over-quarter. The company anticipates REO assets to range between $400 million and $600 million, slightly above previous guidance. Despite the challenges posed by the elevated interest rate environment, Arbor remains optimistic about its growth prospects and aims to increase earnings and dividends in 2026, positioning 2025 as a transitional year.

Successful Unsecured Debt Offering

Arbor Realty Trust completed its first high-yield unsecured debt offering, raising $500 million, which was used to pay off convertible debt and add $200 million in liquidity. The offering received a BB rating from Moody's and Fitch.

Significant Capital Market Transactions

The company completed a series of capital market transactions totaling $2.5 billion, including the first build-to-rent securitization in the industry, totaling $800 million.

Strong Agency Business Performance

Arbor Realty originated $850 million in loans in the second quarter and $1.5 billion for the first six months. July saw unprecedented origination of $1 billion in agency loans.

Growth in Single-Family Rental Business

The company had a strong second quarter with approximately $230 million in new single-family rental business, contributing to mid-to-high returns on capital.

Construction Lending Business Progress

Arbor Realty closed $265 million in construction lending deals in the first six months and another $144 million in July, with a strong pipeline for further growth.

Arbor Realty (ABR) 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

Daily Earnings Calendar >

ABR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	0.23 / -	0.43	―	―	―
Aug 01, 2025	2025 (Q2)	0.23 / 0.25	0.45	-44.44% (-0.20)	―
May 02, 2025	2025 (Q1)	0.27 / 0.28	0.47	-40.43% (-0.19)	―
Feb 21, 2025	2024 (Q4)	0.38 / 0.40	0.51	-21.57% (-0.11)	―
Nov 01, 2024	2024 (Q3)	0.39 / 0.43	0.55	-21.82% (-0.12)	―
Aug 02, 2024	2024 (Q2)	0.41 / 0.45	0.57	-21.05% (-0.12)	―
May 03, 2024	2024 (Q1)	0.41 / 0.47	0.62	-24.19% (-0.15)	―
Feb 16, 2024	2023 (Q4)	0.47 / 0.51	0.6	-15.00% (-0.09)	―
Oct 27, 2023	2023 (Q3)	0.43 / 0.55	0.56	-1.79% (-0.01)	―
Jul 28, 2023	2023 (Q2)	0.47 / 0.57	0.52	9.62% (+0.05)	―

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

ABR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$10.88	$10.92	+0.37%
May 02, 2025	$10.50	$10.18	-3.05%
Feb 21, 2025	$12.66	$10.98	-13.27%
Nov 01, 2024	$13.10	$13.19	+0.69%

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 Arbor Realty Trust (ABR) report earnings?

Arbor Realty Trust (ABR) is schdueled to report earning on Oct 24, 2025, Before Open (Confirmed).

What is Arbor Realty Trust (ABR) earnings time?

Arbor Realty Trust (ABR) earnings time is at Oct 24, 2025, Before Open (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 ABR EPS forecast?

ABR EPS forecast for the fiscal quarter 2025 (Q3) is 0.23.

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