Q2 FY2026 EarningsFY26 Q2 results missed consensus across all key profitability metrics. Diluted GAAP EPS of $0.12 significantly missed the $0.1875 mean estimate, while Distributable Earnings of $0.23 per share fell short of the $0.2550 normalized consensus. The variance was driven by a sharp increase in credit loss provisions to $3.5M and compressed net interest income (NII) of $23.7M vs. $26.9M expected, following the issuance of a $400M Term Loan B and increased interest expenses. Book Value per share declined to $10.95, missing the $11.05 consensus.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: TPG Re Finance(TRTX) the Revenue is 23.67 M (-5.88%), Miss estimate;the EPS is 0.12 (-42.86%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.02B5.88%
0.03B6.98%
-0.00B12.86%
EPSMiss expectations
0.1242.86%
0.187510.71%
-0.067532.15%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf