Apollo Commercial Real Estate Finance (ARI) Revenue (2020 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Revenue came in at $44.4 million in Q2 2026, down 37.4% on a YoY basis from $70.9 million in Q2 2025, and down 24.31% quarter-over-quarter from $58.6 million in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Revenue (2020 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Revenue for 7 consecutive years, with $44.4 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Revenue fell 37.4% year-over-year to $44.4 million; the trailing twelve-month figure through Jun 2026 stood at $237.9 million (down 14.66% YoY), and the FY2025 full-year result was $271.6 million, down 10.56% from the prior year.
- Revenue retreated to $44.4 million in Q2 2026 per ARI's latest filing, from $58.6 million in the prior quarter.
- Across five years, Revenue topped out at $92.2 million in Q2 2023 and bottomed at $44.4 million in Q2 2026.
- Historically, Revenue has averaged $73.7 million across 5 years, with a median of $74.6 million in 2022.
- The sharpest annual moves came in 2023 and 2026: Revenue surged 35.74% in 2023, then slumped 37.4% in 2026.
- Over 5 years, Revenue stood at $87.1 million in 2022, then slipped by 3.43% to $84.2 million in 2023, then decreased by 16.28% to $70.5 million in 2024, then gained by 3.97% to $73.3 million in 2025, then slumped by 39.41% to $44.4 million in 2026.
- According to Business Quant data, Revenue over the past three periods registered $44.4 million, $58.6 million, and $73.3 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Revenue (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 | - | 513.67 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 1.28 Bn |
| 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 | - | -203.52 Mn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 123.13 Mn |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 44.38 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 44.38 Mn |
| Mar 31, 2026 | 58.63 Mn |
| Dec 31, 2025 | 73.25 Mn |
| Sep 30, 2025 | 61.62 Mn |
| Jun 30, 2025 | 70.90 Mn |
| Mar 31, 2025 | 65.82 Mn |
| Dec 31, 2024 | 70.46 Mn |
| Sep 30, 2024 | 71.57 Mn |
| Jun 30, 2024 | 81.11 Mn |
| Mar 31, 2024 | 80.54 Mn |
| Dec 31, 2023 | 84.15 Mn |
| Sep 30, 2023 | 81.16 Mn |
| Jun 30, 2023 | 92.16 Mn |
| Mar 31, 2023 | 87.12 Mn |
| Dec 31, 2022 | 87.14 Mn |
| Sep 30, 2022 | 76.30 Mn |
| Jun 30, 2022 | 76.02 Mn |
| Mar 31, 2022 | 64.18 Mn |
| Dec 31, 2021 | 70.86 Mn |
| Sep 30, 2021 | 66.65 Mn |