APOLLO COMMERCIAL REAL ESTAT (ARI) Earnings History & Surprises
NYSE:ARI • US03762U1051
10.51 USD
-0.06 (-0.57%)
Last: Mar 6, 2026, 03:31 PM
Past quarterly earnings results for APOLLO COMMERCIAL REAL ESTAT (ARI), including EPS and revenue actuals, analyst estimates, and surprise percentages. This page focuses on historical performance (not forecasts).
Earnings Snapshot
Next Earnings Date
Release DateApr 22, 2026
PeriodQ1 / 2026
EPS Estimate$0.21
Revenue Estimate45.955M
Last Reported
Release DateFeb 10, 2026
PeriodQ4 / 2025
EPS Reported$0.26
EPS Surprise 6.37%
Revenue Surprise -8.12%
Beat Rate
50%
EPS and Revenuebeats vs estimates
Quarterly Earnings Results
EPS & Revenue History (USD)
Actual vs estimated values, surprises, q2q growth and acceleration numbers for recent quarters.
| Quarter | EPS | EPS Est | EPS Surprise | EPS Q2Q | Revenue | Revenue Est | Revenue Surprise | Revenue Q2Q |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0.26 | 0.24 | 6.37% | -18.75% | 44.102M | 48M | -8.12% | 1.38% |
| Q3 2025 | 0.30 | 0.22 | 38.80% | -3.23% | 40.035M | 48.211M | -16.96% | -14.90% |
| Q2 2025 | 0.26 | 0.25 | 4.64% | -25.71% | 43.07M | 47.403M | -9.14% | -16.79% |
| Q1 2025 | 0.24 | 0.21 | 12.09% | -31.43% | 39.485M | 49.844M | -20.78% | -30.33% |
| Q4 2024 | 0.32 | 0.23 | 39.78% | -11.11% | 43.503M | 47.537M | -8.49% | -25.00% |
| Q3 2024 | 0.31 | 0.26 | 19.58% | -16.22% | 47.043M | 50.433M | -6.72% | -21.89% |
| Q2 2024 | 0.35 | 0.31 | 13.62% | 418.18% | 51.758M | 59.237M | -12.63% | -43.84% |
| Q1 2024 | 0.35 | 0.31 | 13.99% | -27.08% | 56.678M | 59.035M | -3.99% | -34.94% |
| Q4 2023 | 0.36 | 0.34 | 5.28% | 16.13% | 58.007M | 65.987M | -12.09% | -68.43% |
| Q3 2023 | 0.37 | 0.35 | 4.67% | - | 60.223M | 65.827M | -8.51% | -59.47% |
| Q2 2023 | -0.11 | 0.39 | -128.51% | -131.43% | 92.164M | 96.446M | -4.44% | -30.47% |
| Q1 2023 | 0.48 | 0.42 | 14.79% | 37.14% | 87.117M | 97.569M | -10.71% | -20.29% |
| Q4 2022 | 0.31 | 0.35 | -11.26% | -3.13% | 183.717M | 77.999M | 135.54% | 58.95% |
| Q3 2022 | 0.37 | 0.35 | 5.47% | 5.71% | 148.603M | 70.768M | 109.99% | 36.29% |
| Q2 2022 | 0.35 | 0.33 | 6.69% | 29.63% | 132.546M | 66.462M | 99.43% | 14.66% |
| Q1 2022 | 0.35 | 0.33 | 5.44% | -10.26% | 109.299M | 67.025M | 63.07% | 2.34% |
| Q4 2021 | 0.32 | 0.33 | -2.39% | -11.11% | 115.585M | 64.407M | 79.46% | 15.47% |
| Q3 2021 | 0.35 | 0.36 | -3.69% | -2.78% | 109.036M | 69.935M | 55.91% | 5.45% |
| Q2 2021 | 0.27 | 0.36 | -25.91% | 485.71% | 115.596M | 70.017M | 65.10% | 6.74% |
| Q1 2021 | 0.39 | 0.34 | 13.64% | 211.43% | 106.8M | 66.716M | 60.08% | -7.85% |
| Q4 2020 | 0.36 | 0.32 | 11.74% | - | 100.1M | 66.944M | 49.53% | - |
| Q3 2020 | 0.36 | 0.29 | 22.99% | - | 103.4M | 66.451M | 55.60% | - |
| Q2 2020 | -0.07 | 0.29 | -123.91% | - | 108.3M | 68.584M | 57.91% | - |
| Q1 2020 | -0.35 | 0.40 | -188.51% | - | 115.9M | 76.795M | 50.92% | - |
Notes
- EPS and Revenue values are non-GAAP when available, otherwise GAAP.
- Surprise % is (Actual - Estimate) / |Estimate|. Green indicates positive surprise, red negative.
- Q2Q % is quarter-over-quarter growth. Green indicates growth, red indicates decline.
- Green right border indicates acceleration for sales or earnings growth. Acceleration is the case when the current Q2Q is above the previous Q2Q.
Earnings Q2Q Performance Trends
EPS Historical Q2Q growth and Acceleration
Revenue Historical Q2Q growth and Acceleration
Surprise distribution (Last 4 Quarters)
EPS beat statistics
EPS beat (4)
4
Average EPS beat (4)
15.48%
Max EPS beat (4)
38.80%
Min EPS beat (4)
4.64%
Revenue beat statistics
Revenue beat (4)
0
Average Revenue beat (4)
-13.75%
Max Revenue beat (4)
-8.12%
Min Revenue beat (4)
-20.78%
Analysis
In the last 4 quarters, ARI has consistently beaten EPS estimates in all releases
ARI has not beaten revenue estimates in any of the last 4 earnings releases
In the last 4 quarters, ARI has beaten the EPS estimates by 15.5% on average.
In the last 4 quarters, ARI reported -13.8% below the revenue estimates on average.
APOLLO COMMERCIAL REAL ESTAT / ARI Earnings FAQ
What is the most recent earnings date for ARI stock?
APOLLO COMMERCIAL REAL ESTAT (ARI) last reported earnings on 2/10/2026.
Did ARI stock beat earnings estimates in the most recent quarter?
APOLLO COMMERCIAL REAL ESTAT (ARI) beat EPS estimates and missed revenue estimates in the most recent quarter.
How often does APOLLO COMMERCIAL REAL ESTAT (ARI) beat earnings estimates?
In the last 4 quarters, APOLLO COMMERCIAL REAL ESTAT (ARI) has beaten EPS estimates in 4 out of 4 releases.