Apollo Commercial Real Estate Finance (ARI) EBIT (2022 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly EBIT came in at $59.4 million in Q2 2026, down 59.05% on a YoY basis from $145.0 million in Q2 2025, and down 57.69% quarter-over-quarter from $140.4 million in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) EBIT (2022 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported EBIT for 5 consecutive years, with $59.4 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, EBIT fell 59.05% year-over-year to $59.4 million; the trailing twelve-month figure through Jun 2026 stood at $510.7 million (up 7.96% YoY), and the FY2025 full-year result was $587.1 million, up 52.62% from the prior year.
- EBIT retreated to $59.4 million in Q2 2026 per ARI's latest filing, from $140.4 million in the prior quarter.
- Across five years, EBIT topped out at $255.3 million in Q3 2022 and bottomed at $23.5 million in Q1 2024.
- Historically, EBIT has averaged $127.8 million across 5 years, with a median of $144.8 million in 2025.
- The sharpest annual moves came in 2024 and 2025: EBIT tumbled 84.73% in 2024, then surged 458.69% in 2025.
- Over 5 years, EBIT stood at $92.6 million in 2022, then soared by 83.19% to $169.6 million in 2023, then declined by 9.05% to $154.3 million in 2024, then fell by 6.3% to $144.5 million in 2025, then slumped by 58.91% to $59.4 million in 2026.
- According to Business Quant data, EBIT over the past three periods registered $59.4 million, $140.4 million, and $144.5 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBIT (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 2.16 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 365.81 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 102.39 Mn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 157.75 Mn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 148.42 Mn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 145.66 Mn |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 59.39 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 59.39 Mn |
| Mar 31, 2026 | 140.38 Mn |
| Dec 31, 2025 | 144.55 Mn |
| Sep 30, 2025 | 166.39 Mn |
| Jun 30, 2025 | 145.03 Mn |
| Mar 31, 2025 | 131.16 Mn |
| Dec 31, 2024 | 154.27 Mn |
| Sep 30, 2024 | 42.61 Mn |
| Jun 30, 2024 | 164.36 Mn |
| Mar 31, 2024 | 23.48 Mn |
| Dec 31, 2023 | 169.61 Mn |
| Sep 30, 2023 | 168.41 Mn |
| Jun 30, 2023 | 32.88 Mn |
| Mar 31, 2023 | 153.78 Mn |
| Dec 31, 2022 | 92.59 Mn |
| Sep 30, 2022 | 255.33 Mn |