Revenue: As of FY2026 Q1, the actual value is USD 292.59 M.EPS: As of FY2026 Q1, the actual value is USD 0.EBIT: As of FY2026 Q1, the actual value is USD -49.01 M.<h4>Consolidated Financial Performance</h4>Arbor Realty Trust, Inc. reported a GAAP net income of $0.6 million for the first quarter ended March 31, 2026, compared to $30.4 million for the quarter ended March 31, 2025. Distributable earnings for the quarter were $14.4 million, excluding $22.9 million of net realized losses from the resolution of certain legacy assets, compared to $57.3 million for the prior year quarter. The company declared a cash dividend on common stock of $0.17 per share. Arbor Realty Trust, Inc. purchased $30.7 million of its stock at an average price of $7.46 per share during the quarter.<ul><li>Net Interest Income: $59.845 million for Q1 2026, compared to $75.442 million for Q1 2025.</li><li>Total Other Revenue: $57.546 million for Q1 2026, compared to $58.721 million for Q1 2025.</li><li>Total Other Expenses: $106.558 million for Q1 2026, compared to $80.427 million for Q1 2025.</li><li>Net Income Attributable to Common Stockholders: $0.629 million for Q1 2026, compared to $30.438 million for Q1 2025.</li><li>Dividends Declared Per Common Share: $0.30 for Q1 2026, compared to $0.43 for Q1 2025.</li></ul><h4>Balance Sheet Highlights (as of March 31, 2026)</h4><ul><li>Cash and Cash Equivalents: $407.126 million.</li><li>Total Assets: $14.692 billion.</li><li>Total Liabilities: $11.713 billion.</li><li>Total Equity: $2.979 billion.</li></ul><h4>Segment Performance (Q1 2026)</h4><h5>Structured Business Segment</h5><ul><li>Interest Income: $224.394 million.</li><li>Interest Expense: $170.814 million.</li><li>Net Interest Income: $53.580 million.</li><li>Total Other Revenue: $10.283 million, including $8.060 million from property operating income and $2.223 million from other income, net.</li><li>Total Other Expenses: $62.833 million, including $18.862 million for employee compensation and benefits, $9.150 million for selling and administrative, $11.964 million for property operating expenses, $6.713 million for depreciation and amortization, $12.500 million for impairment loss on real estate owned, and $3.644 million for provision for credit losses, net.</li><li>Net Income Attributable to Common Stockholders: - $6.954 million.</li><li>Structured Loan Portfolio: Approximately $12.00 billion at March 31, 2026, with originations of $767.6 million and runoff of $861.0 million during the quarter.</li><li>Loan and Investment Portfolio UPB: $11.997 billion at March 31, 2026, with a weighted average interest rate of 6.49% and a weighted average yield of 7.50% during the quarter.</li><li>Provision for Loan Losses (CECL): $3.6 million net provision for loan losses.</li><li>Total Allowance for Loan Losses: $131.2 million at March 31, 2026.</li><li>Non-Performing Loans: 19 loans with a UPB of $481.5 million (before $16.1 million in reserves) at March 31, 2026, down from 26 loans with a UPB of $569.1 million (before $10.2 million in reserves) at December 31, 2025.</li><li>Real Estate Owned (REO): $12.5 million of impairments on six REO properties.</li><li>Modified Loans: 13 loans totaling $478.8 million UPB were modified, with $115.4 million of these previously non-performing at December 31, 2025.</li><li>Foreclosures: Three loans with a UPB of $58.9 million were foreclosed, and one of these and one existing REO property were sold for $33.0 million.</li><li>Debt Financing: The balance of debt financing the loan and investment portfolio was $10.71 billion at March 31, 2026, with a weighted average interest rate of 6.40%.</li><li>Collateralized Securitization: Closed a $762.6 million collateralized securitization vehicle, issuing $674.0 million in investment grade-rated notes and retaining $88.6 million in subordinate interests, generating approximately $35 million of additional liquidity.</li></ul><h5>Agency Business Segment</h5><ul><li>Interest Income: $10.653 million.</li><li>Interest Expense: $4.388 million.</li><li>Net Interest Income: $6.265 million.</li><li>Total Other Revenue: $47.263 million, including $12.505 million from gain on sales (net), $9.660 million from mortgage servicing rights, and $44.033 million from servicing revenue (offset by - $18.293 million amortization of MSRs).</li><li>Total Other Expenses: $43.725 million, including $28.822 million for employee compensation and benefits, $7.803 million for selling and administrative, $391 thousand for depreciation and amortization, $4.537 million for provision for loss sharing, net, and $2.172 million for provision for credit losses, net.</li><li>Net Income Attributable to Common Stockholders: $7.635 million.</li><li>Servicing Portfolio: Approximately $36.31 billion.</li><li>Agency Loan Originations: $707.6 million for Q1 2026, compared to $1.628 billion for Q4 2025.</li><li>Servicing Revenue, Net: $25.7 million for the quarter.</li><li>CECL Allowance for Loss-Sharing Obligations: $70.7 million at March 31, 2026, representing 0.29% of the Fannie Mae servicing portfolio.</li></ul><h4>Outlook / Guidance</h4>The provided reference material does not contain any specific outlook or guidance statements from Arbor Realty Trust, Inc. regarding future financial performance or operational targets.

Arbor Realty Trust | 8-K: FY2026 Q1 Revenue: USD 292.59 M