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

Daily Earnings Calendar >

ARI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	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	-0.11	418.18% (+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	0.31	12.90% (+0.04)
Oct 30, 2023	2023 (Q3)	0.35 / 0.37	0.37	0.00% (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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