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
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%