earnings
confidence high
sentiment negative
materiality 0.75
Arbor Realty Q2 GAAP EPS $0.12 vs $0.25 YoY; distributable earnings $0.25 per share
ARBOR REALTY TRUST INC
2025-Q2 EPS reported
$0.28
- Net income of $24M ($0.12 diluted EPS) vs $47.4M ($0.25) YoY; distributable earnings $52.1M ($0.25).
- Closed first build-to-rent securitization for $801.9M and issued $500M 7.875% senior notes due 2030.
- Structured loan portfolio $11.61B; non-performing loans $471.8M (UPB) with $36.4M reserves.
- Recorded $16.1M net provision for loan losses; total CECL allowance $243.3M.
- Declared $0.30 quarterly dividend, payable Aug 29 to holders of record Aug 15.