Apollo Commercial Real Estate Finance (ARI) Income from Continuing Operations (2022 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Income from Continuing Operations came in at $25.8 million in Q2 2026, up 24.3% on a YoY basis from $20.7 million in Q2 2025, and down 1.71% quarter-over-quarter from $26.2 million in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Income from Continuing Operations (2022 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Income from Continuing Operations for 5 consecutive years, with $25.8 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Income from Continuing Operations rose 24.3% year-over-year to $25.8 million; the trailing twelve-month figure through Jun 2026 stood at $132.0 million (up 3279.15% YoY), and the FY2025 full-year result was $126.7 million, up 205.92% from the prior year.
- Income from Continuing Operations retreated to $25.8 million in Q2 2026 per ARI's latest filing, from $26.2 million in the prior quarter.
- Across five years, Income from Continuing Operations topped out at $183.0 million in Q3 2022 and bottomed at -$104.5 million in Q1 2024.
- Historically, Income from Continuing Operations has averaged $18.5 million across 5 years, with a median of $27.7 million in 2025.
- The sharpest annual moves came in 2023 and 2024: Income from Continuing Operations jumped 1267.29% in 2023, then plunged 313.68% in 2024.
- Over 5 years, Income from Continuing Operations stood at -$4.0 million in 2022, then surged by 1267.29% to $46.5 million in 2023, then retreated by 12.62% to $40.7 million in 2024, then slipped by 28.11% to $29.2 million in 2025, then slipped by 11.82% to $25.8 million in 2026.
- According to Business Quant data, Income from Continuing Operations over the past three periods registered $25.8 million, $26.2 million, and $29.2 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Income (Continuing) (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 827.77 Mn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 15.01 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 67.91 Mn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 62.20 Mn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | -81.27 Mn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 47.01 Mn |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 25.78 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 25.78 Mn |
| Mar 31, 2026 | 26.23 Mn |
| Dec 31, 2025 | 29.23 Mn |
| Sep 30, 2025 | 50.79 Mn |
| Jun 30, 2025 | 20.74 Mn |
| Mar 31, 2025 | 25.99 Mn |
| Dec 31, 2024 | 40.67 Mn |
| Sep 30, 2024 | -91.55 Mn |
| Jun 30, 2024 | 35.79 Mn |
| Mar 31, 2024 | -104.52 Mn |
| Dec 31, 2023 | 46.54 Mn |
| Sep 30, 2023 | 46.07 Mn |
| Jun 30, 2023 | -83.40 Mn |
| Mar 31, 2023 | 48.92 Mn |
| Dec 31, 2022 | -3.99 Mn |
| Sep 30, 2022 | 183.03 Mn |