分组1 - Arbor Realty Trust reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.21 per share, and down from $0.4 per share a year ago, representing an earnings surprise of -10.92% [1] - The company posted revenues of $236.01 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.45%, but down from year-ago revenues of $262.87 million [2] - Over the last four quarters, Arbor Realty Trust has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] 分组2 - The stock has lost about 6.4% since the beginning of the year, while the S&P 500 has gained 0.9% [3] - The current consensus EPS estimate for the coming quarter is $0.23 on revenues of $219.51 million, and for the current fiscal year, it is $0.99 on revenues of $893.91 million [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the bottom 18% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Ready Capital (RC) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.18%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.02 per share when it actually produced a loss of $0.94, delivering a surprise of -4800%.Over the last four quarters, ...

Starwood Property Trust (STWD) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.27%. A quarter ago, it was expected that this commercial real estate investment trust would post earnings of $0.45 per share when it actually produced earnings of $0.4, delivering a surprise of -11.11%.O ...

Angel Oak Mortgage (AOMR) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.46%. A quarter ago, it was expected that this real estate finance company would post earnings of $0.28 per share when it actually produced earnings of $0.02, delivering a surprise of -92.86%.Over the last fou ...

分组1 - BrightSpire (BRSP) reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.16 per share, and down from $0.18 per share a year ago, representing an earnings surprise of -4.28% [1] - Colony Credit posted revenues of $17.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.76%, and showing a slight increase from year-ago revenues of $17.46 million [2] - The stock of Colony Credit has increased by approximately 2.3% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for Colony Credit is crucial for investors, with current consensus EPS estimates at $0.17 for the coming quarter and $0.68 for the current fiscal year, alongside revenues of $17.85 million and $75.25 million respectively [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - Adamas Trust, another stock in the same industry, is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year increase of +154.6%, with revenues anticipated to be $42.4 million, up 58.7% from the previous year [9][10]

Group 1 - Ares Commercial Real Estate (ACRE) is one of 853 companies in the Finance sector, currently ranked 4 within the Zacks Sector Rank [2] - ACRE has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for ACRE's full-year earnings has increased by 1533.3% over the past three months, reflecting improved analyst sentiment [4] Group 2 - ACRE has returned approximately 8.2% year-to-date, significantly outperforming the Finance sector's average return of 0.3% [4] - ACRE belongs to the REIT and Equity Trust industry, which is ranked 187 in the Zacks Industry Rank, with an average gain of 2.9% this year [6] - In contrast, Brookfield Asset Management (BAM), another Finance stock, has returned 0.5% year-to-date and belongs to the Financial - Miscellaneous Services industry, which has declined by 8.5% this year [5][7]

分组1 - TPG Mortgage Investment Trust (MITT) reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share, but showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of -3.85% [1] - The company posted revenues of $20.45 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.62%, and this represents an increase from $17.38 million year-over-year [2] - TPG Mortgage Investment Trust shares have increased by approximately 1.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for TPG Mortgage Investment Trust is uncertain, with current consensus EPS estimates at $0.24 on $21 million in revenues for the upcoming quarter and $1.03 on $87 million in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - The estimate revisions trend for TPG Mortgage Investment Trust was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

分组1 - Franklin BSP (FBRT) reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.26 per share, representing a -52.94% earnings surprise [1] - The company posted revenues of $76.15 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 17.72%, compared to year-ago revenues of $55.95 million [2] - Over the last four quarters, Franklin BSP has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] 分组2 - The stock has gained about 2.2% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $95.65 million, and for the current fiscal year, it is $1.31 on revenues of $413.6 million [7] - The Zacks Industry Rank for REIT and Equity Trust is currently in the bottom 24% of over 250 Zacks industries, indicating potential challenges for the sector [8]

分组1 - Redwood Trust (RWT) reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.13 per share a year ago, resulting in an earnings surprise of +46.67% [1] - The company posted revenues of $25.9 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.86%, although this is a decrease from year-ago revenues of $27.6 million [2] - Redwood Trust shares have increased by approximately 1.6% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $28.1 million, and for the current fiscal year, it is $0.94 on revenues of $128.11 million [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Redwood Trust has a Zacks Rank of 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6]

Core Viewpoint - Apollo Commercial Finance (ARI) reported quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share, and down from $0.32 per share a year ago, indicating an earnings surprise of -3.70% [1] Financial Performance - The company posted revenues of $44.1 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 7.13%, compared to revenues of $43.5 million a year ago [2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Stock Performance - Apollo Commercial Finance shares have increased by approximately 10.4% since the beginning of the year, outperforming the S&P 500's gain of 1.7% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.28 on $48.68 million in revenues for the coming quarter and $1.16 on $206.65 million in revenues for the current fiscal year [7] - The estimate revisions trend for Apollo Commercial Finance was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The REIT and Equity Trust industry, to which Apollo Commercial Finance belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, suggesting potential challenges ahead [8]