The earnings call outlined significant achievements in debt offerings and business growth, especially in the agency and single-family rental sectors. However, the company faces challenges with elevated delinquencies and a tough interest rate environment impacting origination volumes and earnings. Despite the mixed results, the strategic initiatives suggest a cautiously optimistic outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, Arbor Realty Trust reported significant achievements and financial activities that align with their strategic guidance. The company successfully completed a high-yield unsecured debt offering, raising $500 million, which allowed them to pay off all convertible debt and add $200 million to liquidity, further receiving a BB credit rating from Moody's and Fitch. Arbor also executed an $800 million build-to-rent securitization, marking an industry first, and closed a $1.1 billion repurchase facility with JPMorgan. Despite a challenging elevated rate environment affecting agency originations, Arbor achieved distributable earnings of $0.30 per share and projected a transitional year for 2025, with expectations to resolve delinquent and REO assets, currently at $300 million, potentially growing to $400-$600 million. They forecast bridge loan production between $1.5 billion and $2 billion and anticipate agency loan origination to potentially exceed their guidance of $3.5 billion to $4 billion. Arbor also highlighted their success in the single-family rental sector, with $230 million in new business in the second quarter, and reinforced their focus on diversifying income streams and enhancing returns through strategic transactions and market opportunities.

Successful Unsecured Debt Offering

Completed first high-yield unsecured debt offering, raising $500 million to pay off convertible debt and add $200 million of liquidity. Received a BB rating from Moody's and Fitch.

Build-to-Rent Securitization

Issued the first build-to-rent securitization in the industry totaling $800 million, enhancing leverage and introducing a 2-year replenishment period.

Agency Business Growth

Originated $850 million of loans in Q2 and $1.5 billion in the first half of the year. Achieved a record $1 billion of agency loans in July.

Single-Family Rental Business Expansion

Strong performance with approximately $230 million in new business in Q2. Pipeline remains strong, generating mid-to-high returns.

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)	0.25 / -	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	$11.16	$11.20	+0.36%
May 02, 2025	$10.77	$10.44	-3.06%
Feb 21, 2025	$12.99	$11.26	-13.32%
Nov 01, 2024	$13.44	$13.53	+0.67%

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 0.25.

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