Apollo Commerical Finance (ARI) Tops Q4 Earnings Estimates

Core Insights - Apollo Commercial Finance (ARI) reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, but down from $0.36 per share a year ago, representing an earnings surprise of 39.13% [1] - The company posted revenues of $43.5 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 0.28% and down from $58.01 million year-over-year [2] - The stock has gained approximately 5.2% since the beginning of the year, outperforming the S&P 500's gain of 2.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $41.23 million, and for the current fiscal year, it is $0.89 on revenues of $163.23 million [7] - The estimate revisions trend for Apollo Commercial Finance is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The REIT and Equity Trust industry is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Another company in the same industry, Ares Commercial Real Estate (ACRE), is expected to report a significant decline in earnings, with a consensus EPS estimate of $0.06 per share, reflecting a year-over-year change of -70% [9]