ARI · Apollo Commercial Real Estate Finance, Inc. · Webcasts, Transcripts & Audio
Market Cap
$794.27M
Shares
128.21M
Volume · Oct 5
4.12M
Avg daily vol (3M)
3.9M
Apollo Commercial Real Estate Finance, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Apollo Commercial Real Estate Finance, Inc. (ARI), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲23%
$87.14M
−$3.99M
'22 Q4
23-02-09
▲35.7%
$87.12M
$48.92M
'23 Q1
23-04-27
▲21.2%
$92.16M
−$83.40M
'23 Q2
23-08-01
▲6.4%
$81.16M
$46.07M
'23 Q3
23-10-31
▼3.4%
$84.15M
$46.54M
'23 Q4
24-02-07
▼7.6%
$80.53M
−$104.52M
'24 Q1
24-04-29
▼12%
$81.11M
$35.78M
'24 Q2
24-08-07
▼11.8%
$71.57M
−$91.55M
'24 Q3
24-10-31
▼16.3%
$70.45M
$40.65M
'24 Q4
25-02-11
▼18.3%
$65.82M
$25.99M
'25 Q1
25-04-25
▼12.6%
$70.90M
$20.74M
'25 Q2
25-07-30
▼13.9%
$61.62M
$50.79M
'25 Q3
25-10-31
▲4%
$73.25M
$29.20M
'25 Q4
26-02-11
▼10.9%
$58.63M
$26.23M
'26 Q1
26-05-06
LATEST
▼37.4%
$44.38M
$25.78M
'26 Q2
26-08-04
Earnings call
FY26 · Q3
2026-11-03
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-23
Apollo Commercial Real Estate Finance, Inc. (ARI) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-14
Apollo Commercial Real Estate Finance, Inc. (ARI) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-04
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2026 Earnings Call
Revenue
$44.38M
▼ 37.4% YoY Diluted EPS
$0.11
▼ 8.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-10
Apollo Commercial Real Estate Finance, Inc. (ARI) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-28
Apollo Commercial Real Estate Finance, Inc. (ARI) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-06
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2026 Earnings Call Transcript
Positive tone
REO asset resolution
Strategic review / future strategy
Portfolio sale to Athene
Revenue
$58.63M
▼ 10.9% YoY Diluted EPS
$0.16
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Earnings Call
Positive tone
Portfolio Sale to Athene and Stock Valuation Gap
REO Asset Monetization
Credit Quality and CECL
Revenue
$73.25M*
▲ 4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-02-10
Apollo Commercial Real Estate Finance, Inc. (ARI) February 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-10-31
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2025 Earnings Call Transcript
Positive tone
Focus assets and capital recycling
Originations and loan deployment
Europe lending
Revenue
$61.62M
▼ 13.9% YoY Diluted EPS
$0.34
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2025 Earnings Call Transcript
Confident tone
Distributable Earnings and Dividend Policy
Focus Assets / Property Dispositions
Loan Originations and Redeployment
Revenue
$70.90M
▼ 12.6% YoY Diluted EPS
$0.12
▼ 47.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-25
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2025 Earnings Call Transcript
Positive tone
Loan origination and deployment
European / Pan-European expansion
Macroeconomic outlook and recession risk
Revenue
$65.82M
▼ 18.3% YoY Diluted EPS
$0.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2024 Earnings Call Transcript
Positive tone
Earnings and dividend coverage
Credit quality and CECL reserves
Nonperforming loans and resolutions
Revenue
$70.45M*
▼ 16.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2024 Earnings Call Transcript
Positive tone
Hospital loan bankruptcy
Non-performing loans and resolutions
Dividend and earnings outlook
Revenue
$71.57M
▼ 11.8% YoY Diluted EPS
$-0.69
▼ 330% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2024 Earnings Call Transcript
Positive tone
Europe / UK lending opportunity
Multifamily strategy and deal selection
Capital return / share repurchases
Revenue
$81.11M
▼ 12% YoY Diluted EPS
$0.23
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2024 Earnings Call Transcript
Positive tone
Steinway / 111 West 57th Street loan
Loan maturities and repayments
Capital deployment and target returns
Revenue
$80.53M
▼ 7.6% YoY Diluted EPS
$-0.76
▼ 337.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2023 Earnings Call Transcript
Positive tone
Earnings and dividend
Office exposure and troubled credits
CRE market backdrop and outlook
Revenue
$84.15M*
▼ 3.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-31
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2023 Earnings Call Transcript
Revenue
$81.16M
▲ 6.4% YoY Diluted EPS
$0.30
▼ 73.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-01
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2023 Earnings Call Transcript
Revenue
$92.16M
▲ 21.2% YoY Diluted EPS
$-0.62
▼ 240.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2023 Earnings Call Transcript
Revenue
$87.12M
▲ 35.7% YoY Diluted EPS
$0.32
▲ 300% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2022 Earnings Call Transcript
Revenue
$87.14M*
▲ 23% YoY
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-25
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2022 Earnings Call Transcript
Revenue
$76.30M
▲ 14.5% YoY Diluted EPS
$1.13
▲ 197.4% YoY
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2022 Earnings Call Transcript
Revenue
$76.02M
▲ 0.2% YoY Diluted EPS
$0.44
▲ 4.8% YoY
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2022 Earnings Call Transcript
Revenue
$64.18M
▼ 9.8% YoY Diluted EPS
$0.08
▼ 78.4% YoY
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2021 Earnings Call Transcript
Revenue
$70.86M*
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-26
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2021 Earnings Call Transcript
Revenue
$66.64M
▼ 2.8% YoY Diluted EPS
$0.38
▲ 22.6% YoY
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2021 Earnings Call Transcript
Revenue
$75.86M
Diluted EPS
$0.42
▲ 16.7% YoY
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-23
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2021 Earnings Call Transcript
Revenue
$71.15M
Diluted EPS
$0.37
Rev · 2q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2020 Earnings Call Transcript
Diluted EPS
$0.23
▼ 45.2% YoY
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-26
Apollo Commercial Real Estate Finance, Inc. (ARI) Q3 2020 Earnings Call Transcript
Revenue
$68.56M
Diluted EPS
$0.31
▲ 93.8% YoY
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-31
Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2020 Earnings Call Transcript
Diluted EPS
$0.36
▼ 2.7% YoY
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2020 Earnings Call Transcript
Diluted EPS
$-0.86
▼ 300% YoY
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2019 Earnings Call
Diluted EPS
$0.42
▲ 23.5% YoY
Audio
Transcript
Slides
8-K10-K
Showing 1–33 of 33 webcasts