Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026)
Ares Commercial Real Estate (ACRE) recorded quarterly Net Margin of 71.36% in Q1 2026, down 143.99% quarter-over-quarter from 29.25% in Q4 2025, and down 13388.0% on a YoY basis from N/an in Q1 2025.
Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026) Analysis & Trends
Ares Commercial Real Estate's Net Margin history runs 14 years deep, the most recent figure standing at 71.36% for Q1 2026.
- In Q1 2026, Net Margin fell 13388.0% year-over-year to 71.36%; the TTM figure through Mar 2026 stood at 37.21% (down 1700.0% YoY), while the FY2025 annual figure was 1.64%, up 4860.0% from the prior year.
- Net Margin was 71.36% for Q1 2026 at Ares Commercial Real Estate, down from 29.25% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 67.44% in Q1 2022 to a low of 224.55% in Q4 2023.
- Historically, Net Margin has averaged 23.03% across 5 years, with a median of 24.3% in 2023.
- The sharpest annual moves came in 2023 and 2024: Net Margin slumped 23412 bps in 2023, then soared 16364 bps in 2024.
- A 5-year view of Net Margin shows it stood at 9.57% in 2022, then slumped by 2447 bps to 224.55% in 2023, then surged by 73 bps to 60.91% in 2024, then surged by 52 bps to 29.25% in 2025, then sank by 144 bps to 71.36% in 2026.
- The last three Net Margin figures came in at 71.36% (Q1 2026), 29.25% (Q4 2025), and 32.99% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | - |
| 2 | AGNC Investment | 11.42 Bn | 10.75 Bn | - | - |
| 3 | Starwood Property Trust | 6.25 Bn | 6.25 Bn | - | 11.21% |
| 4 | Rithm Capital | 5.08 Bn | 4.78 Bn | - | 4.91% |
| 5 | Blackstone Mortgage Trust | 3.10 Bn | 2.56 Bn | - | 5.45% |
| 6 | Dynex Capital | 2.58 Bn | 1.80 Bn | - | - |
| 7 | Armour Residential REIT | 2.05 Bn | 1.32 Bn | - | - |
| 8 | Ellington Financial | 1.67 Bn | 1.39 Bn | - | 26.97% |
| 9 | Two Harbors Investment | 1.29 Bn | 746.67 Mn | - | - |
| 10 | Ares Commercial Real Estate | 276.06 Mn | 189.89 Mn | - | -71.36% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -71.36% |
| Dec 31, 2025 | -29.25% |
| Sep 30, 2025 | 32.99% |
| Jun 30, 2025 | -87.82% |
| Mar 31, 2025 | 62.52% |
| Dec 31, 2024 | -60.91% |
| Sep 30, 2024 | -35.31% |
| Jun 30, 2024 | -36.46% |
| Mar 31, 2024 | -65.93% |
| Dec 31, 2023 | -224.55% |
| Sep 30, 2023 | 38.45% |
| Jun 30, 2023 | -8.80% |
| Mar 31, 2023 | -24.30% |
| Dec 31, 2022 | 9.57% |
| Sep 30, 2022 | 2.36% |
| Jun 30, 2022 | 39.89% |
| Mar 31, 2022 | 67.44% |
| Dec 31, 2021 | 56.97% |
| Sep 30, 2021 | 36.58% |
| Jun 30, 2021 | 74.86% |