Q2 FY2026 EarningsQ2 FY26 results presented a significant variance between GAAP and non-GAAP performance: GAAP Diluted EPS of $0.11 beat the $0.0576 consensus, while Normalized (Distributable) EPS was a sharp miss at -$2.62 vs. the -$0.5778 expected. The variance was primarily driven by massive realized losses related to the sale of the commercial real estate loan portfolio to Athene Holding Ltd. Excluding these realized losses, operating Distributable Earnings remained positive at $0.15 per share.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Apollo Commercial Real(ARI) the Revenue is 8.141 M (-81.1%), Miss estimate;the EBIT is 7.305 M (-77.41%), Beat estimate;the EPS is 0.11 (-8.33%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.01B81.10%
0.02B63.90%
-0.01B17.20%
EBITExceed expectations
0.01B77.41%
-0.00B106.18%
+0.01B28.77%
EPSExceed expectations
0.118.33%
0.057652.03%
+0.052443.70%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf