Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026)

Ares Commercial Real Estate's (ACRE) quarterly Net Margin came in at 71.36% in Q1 2026, down 13388.0% year-on-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.

  • On a quarterly basis, Net Margin fell 13388.0% year-over-year to 71.36% in Q1 2026; TTM through Mar 2026 was 37.21%, a 1700.0% decrease from a year earlier, with the FY2025 full-year figure at 1.64%, up 4860.0% from the prior year.
  • Net Margin retreated to 71.36% in Q1 2026 per ACRE's latest filing, from 29.25% in the prior quarter.
  • Across five years, Net Margin topped out at 67.44% in Q1 2022 and bottomed at 224.55% in Q4 2023.
  • The 5-year median for Net Margin is 24.3% (2023), against an average of 23.03%.
  • Across the five-year window, Net Margin slumped 23412 bps in 2023 and surged 16364 bps in 2024, its largest moves.
  • Year by year, Net Margin stood at 9.57% in 2022, then plunged 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 tumbled by 144 bps to 71.36% in 2026.
  • Per Business Quant, the three latest ACRE Net Margin figures stand at 71.36% (Q1 2026), 29.25% (Q4 2025), and 32.99% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 Annaly Capital Management 16.30 Bn 14.44 Bn - -
2 AGNC Investment 11.85 Bn 11.36 Bn - -
3 Starwood Property Trust 5.99 Bn 5.94 Bn - 11.21%
4 Rithm Capital 5.01 Bn 5.01 Bn - 4.91%
5 Blackstone Mortgage Trust 2.78 Bn 2.24 Bn - 5.45%
6 Ellington Financial 1.63 Bn 1.51 Bn - 51.82%
7 Dynex Capital 1.56 Bn 1.05 Bn - -
8 Armour Residential REIT 1.42 Bn 1.34 Bn - -
9 Two Harbors Investment 1.27 Bn 987.19 Mn - -
10 Ares Commercial Real Estate 250.06 Mn 201.89 Mn - -71.36%

Historic Data

Download Data
DateValue
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%