ARBOR REALTY TRUST INC Q2 2026: Revenue $293.6M, EPS $(0.20) — 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Arbor Realty Trust reported Q2 2026 results with revenue of $293.6M, up 125% YoY, but posted a net loss of $(37.3M) and diluted EPS of $(0.20), compared to a net income of $23.95M in the prior year. The structured business portfolio stood at $12.11B, while the agency servicing portfolio reached $36.7B. Active securitization and CLO issuance supported the origination pipeline.
ARBOR REALTY TRUST INC reported second-quarter 2026 results with total revenue of $293.6M and a net loss attributable to common stockholders of $(37.3M), producing diluted EPS of $(0.20) versus EPS of $0.12 in the year-ago quarter.
Financial Highlights
- Revenue was $293.6M in Q2 2026 (Net interest income $53.1M + Other revenue $62.8M), compared with $130.4M in the year-ago quarter (Net interest $68.7M + Other $61.7M); combined line up 125% YoY.
- Net income: Net loss attributable to common stockholders of $(37.3M) in Q2 2026, versus net income of $23.95M in the year-ago quarter.
- Diluted EPS was $(0.20) for Q2 2026, versus $0.12 in the year-ago quarter.
Business Highlights
- Structured business: Balance-sheet portfolio roughly $12.11B with originations outpacing runoff; modified and foreclosed loans were actively managed to mitigate losses.
- Agency business momentum: Servicing portfolio reached $36.7B, with increased originations and servicing growth driving gain-on-sale and MSR income.
- Operational servicing: Servicing growth increased fee income though escrow yields fell; prepayment protection helped preserve recurring servicing cash flow.
- REO and workout actions: Foreclosures, REO dispositions and impairments were executed while property management and JV investments were used to optimize recoveries.
- Liquidity and execution: Active securitization, CLO issuance and facility utilization supported the origination pipeline and agency refinance strategy.
Original SEC Filing: ARBOR REALTY TRUST INC [ ABR ] - 10-Q - Jul. 31, 2026
