ARI · Apollo Commercial Real Estate Finance, Inc.
$6.83
-0.08 (-1.16%)
At close · Aug 14
Market Cap
$876.33M
Shares
128.21M
Apollo Commercial Real Estate Finance, Inc. Earnings Call Transcripts
Every quarterly earnings call for Apollo Commercial Real Estate Finance, Inc. (ARI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.5%
$76.30M
$183.03M
'22 Q3
22-10-25
▲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 · Q2
2026-08-04
2Q 2026 Apollo Global Management, Inc. Earnings Conference 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 at the Morgan Stanley US Financials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-28
Apollo at the Bernstein 42nd Annual Strategic Decisions Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-06
Apollo Commercial Real Estate Finance, Inc. Q1 FY2026 Earnings Call
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. Q4 FY2025 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 at the UBS Financial Services Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-10-31
Apollo Commercial Real Estate Finance, Inc. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
Revenue
$70.86M*
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-26
Apollo Commercial Real Estate Finance, Inc. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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. Q4 FY2019 Earnings Call
Diluted EPS
$0.42
▲ 23.5% YoY
Audio
Transcript
Slides
8-K10-K
Showing 1–30 of 30 earnings calls
Key facts
CIK
1467760
CUSIP
03762U105
13F (30d)
266 filings
262 filers
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