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

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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing