The call reflected a positive outlook with record capital deployment, strong lending growth, and successful strategic initiatives. Challenges included non-accrual loans and a write-down in the life science sector. Overall, the positives outweighed the negatives, with a strong future outlook.

Company Guidance

During the Starwood Property Trust Second Quarter 2025 Earnings Call, the company reported distributable earnings of $151 million, or $0.43 per share, and a GAAP net income of $130 million, or $0.38 per share. Significant investments included $3.2 billion in new commitments, with $1.9 billion in commercial lending and $700 million in infrastructure lending. The commercial loan portfolio grew by $946 million, reaching a balance of $15.5 billion, while the residential lending portfolio stood at $2.3 billion. The company resolved two foreclosed assets, yielding a $4 million GAAP gain but a $44 million DE loss. The risk rating of the portfolio remained stable at an average of 2.9. Starwood's liquidity stood at $1.1 billion post-acquisition of Fundamental Income Properties for $2.2 billion, with a $500 million equity raise. The adjusted debt to undepreciated equity ratio increased slightly to 2.5x. The acquisition is expected to be accretive to earnings in 2026, and the company's dividend payout remained stable at $0.48 per share.

Record Capital Deployment

Starwood Property Trust committed $3.2 billion towards new investments this quarter, surpassing 2024's total with $5.5 billion in the first half of 2025.

Strong Commercial Lending Growth

The loan portfolio grew by $946 million, bringing it to a balance of $15.5 billion, with $1.9 billion in loan originations.

Infrastructure Lending Achievements

Record $700 million of loan commitments, bringing the portfolio to a record $3.1 billion at quarter end.

Recognition and Awards

Credit ratings were affirmed by all three rating agencies, and the company received the Nareit Gold Investor CARE Award for the ninth time in 11 years.

Successful Repricing of Term Loans

Repriced two term loans totaling $1.6 billion at record low spreads, optimizing the right side of the balance sheet.

Positive Forward Outlook

Expectation of lower interest rates and increased transaction volumes, with a strong recovery in real estate complex strength.

Starwood Property (STWD) 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 >

STWD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.47 / -	0.48	―	―	―
Aug 07, 2025	2025 (Q2)	0.40 / 0.43	0.48	-10.42% (-0.05)
May 09, 2025	2025 (Q1)	0.45 / 0.45	0.59	-23.73% (-0.14)
Feb 27, 2025	2024 (Q4)	0.47 / 0.48	0.58	-17.24% (-0.10)
Nov 06, 2024	2024 (Q3)	0.47 / 0.48	0.49	-2.04% (-0.01)
Aug 06, 2024	2024 (Q2)	0.48 / 0.48	0.49	-2.04% (-0.01)
May 08, 2024	2024 (Q1)	0.47 / 0.59	0.49	20.41% (+0.10)
Feb 22, 2024	2023 (Q4)	0.49 / 0.58	0.5	16.00% (+0.08)
Nov 08, 2023	2023 (Q3)	0.47 / 0.49	0.51	-3.92% (-0.02)
Aug 03, 2023	2023 (Q2)	0.48 / 0.49	0.51	-3.92% (-0.02)

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

STWD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$19.40	$19.78	+1.96%
May 09, 2025	$18.59	$18.72	+0.70%
Feb 27, 2025	$19.04	$19.21	+0.89%
Nov 06, 2024	$18.27	$18.02	-1.37%

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 Starwood Property (STWD) report earnings?

Starwood Property (STWD) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Starwood Property (STWD) earnings time?

Starwood Property (STWD) earnings time is at Nov 05, 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 STWD EPS forecast?

STWD EPS forecast for the fiscal quarter 2025 (Q3) is 0.47.

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