Real estate investment trust Arbor Realty Trust (NYSE: ABR) will be announcing earnings results this Friday morning. Here’s what to look for.
Arbor Realty Trust missed analysts’ revenue expectations by 3.8% last quarter, reporting revenues of $130.4 million, down 14.8% year on year. It was a disappointing quarter for the company, with a significant miss of analysts’ revenue estimates and a significant miss of analysts’ net interest income estimates.
Is Arbor Realty Trust a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Arbor Realty Trust’s revenue to decline 3.3% year on year to $151.4 million, improving from the 11.3% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.24 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Arbor Realty Trust has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Arbor Realty Trust’s peers in the thrifts & mortgage finance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. PennyMac Financial Services delivered year-on-year revenue growth of 10.6%, beating analysts’ expectations by 9.9%, and PennyMac Mortgage Investment Trust reported revenues up 22.7%, topping estimates by 2.1%. PennyMac Financial Services traded up 7.2% following the results while PennyMac Mortgage Investment Trust was also up 8.4%.
Read our full analysis of PennyMac Financial Services’s results here and PennyMac Mortgage Investment Trust’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the thrifts & mortgage finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.4% on average over the last month. Arbor Realty Trust is down 4.3% during the same time and is heading into earnings with an average analyst price target of $12 (compared to the current share price of $11.68).
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