Apollo Commerical Finance (ARI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Apollo Commercial Finance reported a revenue of $39.49 million for the quarter ended March 2025, reflecting a year-over-year decline of 30.3% and an EPS of $0.24 compared to $0.35 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $44.63 million, resulting in a surprise of -11.53%, while the EPS also missed the consensus estimate of $0.25 by -4.00% [1] Financial Performance Metrics - The company’s net interest income from commercial mortgage loans was $143.99 million, slightly above the average estimate of $143.82 million from two analysts [4] - Interest income from subordinate loans and other lending assets was reported at $0.56 million, below the average estimate of $0.83 million [4] - Revenue from real estate owned operations reached $26.33 million, exceeding the two-analyst average estimate of $24.50 million [4] Stock Performance - Over the past month, shares of Apollo Commercial Finance have returned -7.2%, compared to a -5.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance against the broader market in the near term [3]