Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026)
Ares Commercial Real Estate (ACRE) posted Net Margin of 30.53% for Q2 2026, up 142.78% on a QoQ basis from 71.36% in Q1 2026, and up 11835.0% year-over-year from N/an in Q2 2025.
Analysis
Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026) Analysis & Trends
Ares Commercial Real Estate has reported Net Margin for 14 years, with the latest figure at 30.53% in Q2 2026.
- On a quarterly basis, Net Margin rose 11835.0% year-over-year to 30.53% in Q2 2026; TTM through Jun 2026 was 8.04%, a 2152.0% increase from a year earlier, with the FY2025 full-year figure at 1.64%, up 4860.0% from the prior year.
- Net Margin was 30.53% for Q2 2026 at Ares Commercial Real Estate, up from 71.36% 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.
- Average Net Margin over 5 years is 20.05%, with a median of 16.55% recorded in 2023.
- The sharpest annual moves came in 2023 and 2024: Net Margin sank 23412 bps in 2023, then jumped 16364 bps in 2024.
- Over 5 years, Net Margin stood at 9.57% in 2022, then sank by 2447 bps to 224.55% in 2023, then soared by 73 bps to 60.91% in 2024, then soared by 52 bps to 29.25% in 2025, then soared by 204 bps to 30.53% in 2026.
- The last three Net Margin figures came in at 30.53% (Q2 2026), 71.36% (Q1 2026), and 29.25% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | - |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 2.92% |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 1.57% |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | - |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 34.76% |
| 10 | Ares Commercial Real Estate | 250.81 Mn | 209.80 Mn | - | 30.53% |
Historic Data
Download Data
Historic 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% |