The earnings call was marked by significant positive developments, including achieving investment-grade status and a successful bond issuance, which strengthens Ladder's financial position and growth potential. However, challenges in loan origination and specific market sectors were noted. The positive aspects of the call outweigh the concerns, providing a generally optimistic outlook.

Company Guidance -

Q3 2025

During the second quarter of 2025, Ladder Capital Corp. achieved notable financial and strategic milestones, as reported in their earnings call. The company generated distributable earnings of $30.9 million, equating to $0.23 per share, and achieved a return on equity of 7.7% with adjusted leverage at 1.6x. A significant highlight was Ladder's upgrade to an investment-grade rating by Moody's and Fitch, marking a pivotal achievement in its long-term strategy. This upgrade facilitated the successful issuance of a $500 million 5-year investment-grade unsecured bond with a 5.5% fixed rate coupon, which was 5.5x oversubscribed. As of June 30, 2025, Ladder's liquidity stood at $1 billion, bolstered by an $850 million undrawn unsecured revolving credit facility. The company's investment activity included over $1 billion in investments, with a focus on AAA-rated securities and multifamily loans. Ladder's securities and loan portfolios were valued at $2 billion and $1.6 billion, respectively, with the real estate segment generating $15.1 million in net operating income. Moving forward, Ladder anticipates further benefits from its investment-grade status, aiming to lower its cost of equity and debt capital while maintaining strong liquidity and a conservative balance sheet to capitalize on emerging investment opportunities.

Investment-Grade Status Achieved

Ladder Capital achieved its goal of becoming an investment-grade rated company with Moody's and Fitch upgrading Ladder to Baa3 and BBB-, respectively. This is a significant milestone in Ladder's history.

Successful $500 Million Bond Issuance

Ladder issued a $500 million 5-year investment-grade unsecured bond with a fixed rate coupon of 5.5%, marking the tightest new issuance spread in Ladder's history.

Strong Liquidity Position

Ladder had $1 billion in liquidity as of June 30, including an $850 million unsecured revolving credit facility that was fully undrawn.

Significant Investment Activity

Over $1 billion of investments were made, including acquiring over $600 million in AAA-rated securities. The securities portfolio totaled $2 billion, up 82% from last year.

Stable Real Estate Portfolio Income

The $936 million real estate portfolio generated $15.1 million in net operating income, primarily from net lease properties with long-term leases to investment-grade tenants.

Ladder Capital (LADR) 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 >

LADR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.24 / -	0.34	―	―	―
Jul 24, 2025	2025 (Q2)	0.22 / 0.23	0.31	-25.81% (-0.08)
Apr 24, 2025	2025 (Q1)	0.20 / 0.20	0.33	-39.39% (-0.13)
Feb 06, 2025	2024 (Q4)	0.26 / 0.27	0.32	-15.62% (-0.05)
Oct 24, 2024	2024 (Q3)	0.26 / 0.34	0.31	9.68% (+0.03)
Jul 25, 2024	2024 (Q2)	0.29 / 0.31	0.33	-6.06% (-0.02)
Apr 25, 2024	2024 (Q1)	0.29 / 0.33	0.38	-13.16% (-0.05)
Feb 08, 2024	2023 (Q4)	0.31 / 0.32	0.31	3.23% (+0.01)
Oct 26, 2023	2023 (Q3)	0.29 / 0.31	0.27	14.81% (+0.04)
Jul 26, 2023	2023 (Q2)	0.32 / 0.33	0.34	-2.94% (-0.01)

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

LADR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$11.10	$11.22	+1.08%
Apr 24, 2025	$10.00	$10.03	+0.30%
Feb 06, 2025	$10.79	$11.25	+4.26%
Oct 24, 2024	$10.31	$10.69	+3.69%

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 Ladder Capital (LADR) report earnings?

Ladder Capital (LADR) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Ladder Capital (LADR) earnings time?

Ladder Capital (LADR) earnings time is at Oct 23, 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 LADR EPS forecast?

LADR EPS forecast for the fiscal quarter 2025 (Q3) is 0.24.

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