Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026)
Ares Commercial Real Estate (ACRE) posted quarterly Net Margin of 71.36% for Q1 2026, down 13388.0% year-over-year from N/an in Q1 2025, and down 143.99% quarter-over-quarter from 29.25% in Q4 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 for Q1 2026 stood at 71.36%, down from 29.25% in the prior quarter.
- The five-year high for Net Margin was 67.44% in Q1 2022, with the low at 224.55% in Q4 2023.
- The 5-year median for Net Margin is 24.3% (2023), against an average of 23.03%.
- The sharpest annual moves came in 2023 and 2024: Net Margin sank 23412 bps in 2023, then surged 16364 bps in 2024.
- Ares Commercial Real Estate's Net Margin stood at 9.57% in 2022, then sank by 2447 bps to 224.55% in 2023, then jumped by 73 bps to 60.91% in 2024, then jumped by 52 bps to 29.25% in 2025, then plunged by 144 bps to 71.36% in 2026.
- Business Quant data shows ACRE's Net Margin at 71.36% in Q1 2026, 29.25% in Q4 2025, and 32.99% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | - |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | 2.92% |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | 1.57% |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | 39.93% |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | 34.76% |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | 142.94% |
| 10 | Ares Commercial Real Estate | 256.63 Mn | 215.61 Mn | - | 30.53% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 30.53% |
| 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% |