The earnings call highlighted significant achievements in CLO issuance and portfolio gains, alongside strong performance in the agency and rental businesses. However, challenges such as increased delinquencies and temporary declines in net interest income indicate ongoing stress in the market environment.
Company Guidance
In the third quarter of 2025, Arbor Realty Trust made significant strides in optimizing its balance sheet, highlighted by the issuance of a $1 billion CLO with favorable terms, which generated an additional $75 million of liquidity. The company successfully unwound a legacy CLO, refinancing assets within existing banking facilities to free up another $90 million of liquidity. Arbor recorded a $48 million gain from selling part of the Lexford portfolio, contributing to over $100 million of income from this investment over its lifespan. The agency business saw record origination volumes, with $2 billion in the third quarter alone, surpassing the annual guidance of $3.5 to $4 billion. The single-family rental business and construction lending platform also performed robustly, with $1.2 billion and $500 million in originations, respectively, year-to-date. Arbor's strategic moves are aimed at resolving noninterest-earning assets to improve earnings and potentially grow dividends by 2026, despite temporary fluctuations in quarterly earnings due to accelerated resolution of problem loans.
Successful CLO Issuance
Arbor Realty Trust issued a $1 billion CLO with favorable terms, including a pricing of 1.82% over and 89% leverage, generating an additional $75 million of liquidity.
Lexford Portfolio Gain
Achieved a $48 million gain from the sale of a portion of the Lexford portfolio, contributing over $100 million of income over its lifespan.
Strong Agency Business Performance
Originated $2 billion of loans in the third quarter, marking the second-highest production quarter in Arbor's history, comfortably surpassing origination guidance.
Single-Family Rental Business Growth
Originated $150 million in the third quarter and another $200 million in October, with a strong pipeline indicating the ability to meet internal guidance.
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
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
Oct 31, 2025
$11.17
$9.76
-12.62%
Aug 01, 2025
$10.52
$10.56
+0.38%
May 02, 2025
$10.16
$9.84
-3.15%
Feb 21, 2025
$12.24
$10.61
-13.32%
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 Feb 13, 2026, Before Open (Confirmed).
What is Arbor Realty Trust (ABR) earnings time?
Arbor Realty Trust (ABR) earnings time is at Feb 13, 2026, 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.