earnings
confidence high
sentiment negative
materiality 0.78
Claros Mortgage Trust Q2 2025 GAAP net loss $181.7M ($1.30/sh); distributable loss $110.1M
Claros Mortgage Trust, Inc.
2025-Q2 EPS
reported -$1.86
vs consensus -$0.01
▼ miss
(-15530.3%)
- GAAP net loss of $181.7M ($1.30 diluted EPS); distributable loss of $110.1M ($0.77/sh).
- Distributable earnings prior to realized losses were $14.8M ($0.10/sh); book value per share $12.27.
- CECL provision of $189.5M ($1.33/sh), primarily specific reserves; total CECL reserves $332.7M.
- Loan resolutions of $1.0B UPB in Q2; $1.9B YTD, including $1.1B of watchlist loans resolved.
- Liquidity improved to $224M at quarter-end, $323M as of Aug 5, 2025; net debt/equity ratio fell to 2.2x.
item 2.02item 7.01item 9.01