Apollo Commercial Finance Q4 EPS Drops to $0.26, Revenue Misses at $44.1M
Apollo Commercial Finance reported Q4 EPS of $0.26, missing the $0.27 consensus by 3.7%, while revenue of $44.1 million trailed estimates by 7.1%. EPS fell from $0.32 a year earlier, marking just one consensus beat in the last four quarters for the REIT.
1. Q4 Financial Results
Apollo Commercial Finance delivered adjusted EPS of $0.26 for the quarter ended December 2025, missing the $0.27 consensus by 3.7%, and recorded revenue of $44.1 million, 7.1% below estimates.
2. Year-over-Year Performance
The REIT’s EPS declined from $0.32 a year earlier, and over the past four quarters, it has beaten consensus EPS just once after a +500% surprise in the prior period.
3. Outlook and Market Reaction
Shares have risen 10.4% year to date versus the S&P 500’s 1.7% gain; analysts project Q1 EPS of $0.28 on $48.7 million revenue and full-year EPS of $1.16 on $206.7 million revenue, while the REIT industry ranks in the bottom 21%.