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Industry top-down

REIT - Mortgage

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

8 companiesMedian revenue YoY: -11.6%EPS beat rate:

AI industry top-down

The mortgage REIT industry exhibited diverse results across companies. While some companies recorded double-digit revenue growth, a majority of companies experienced revenue declines, and the industry's median revenue growth rate was approximately -18.3%. While earnings per share (EPS) data was limited, growth rates were mixed even among the reported companies. Overall, the industry exhibited mixed trends across revenue and profitability metrics, lacking clear consistency.

  • Widening disparity in sales growth rates across companies
  • Double-digit revenue decline observed in some companies
  • Overall trend assessment limited by insufficient EPS data
Where companies diverge: Revenue Growth Rate: Some companies show double-digit growth, while others show double-digit decline. · EPS Growth Rate: ACRE shows high growth, while PMT and FBRT show decline.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
ARIApollo Commercial Real Estate Finance, Inc.FY2026 Q1$65.82M-18.3%$0.16
PMTPennyMac Mortgage Investment TrustFY2019 Q1$75.67M+17.4%$0.35-12.5%
BRSPBrightSpire Capital, Inc.FY2026 Q1$77.56M-19.0%$0.04
FBRTFranklin BSP Realty Trust, Inc.FY2026 Q1$55.03M$0.20-42.9%
CMTGClaros Mortgage Trust, Inc.FY2026 Q1$43.38M-26.3%$-0.56
ACREAres Commercial Real Estate CorpFY2016 Q1$18.44M+34.0%$0.25+47.1%
ACRACRES Commercial Realty Corp.FY2026 Q1$17M-9.4%$-0.80
LOANMANHATTAN BRIDGE CAPITAL, INCFY2026 Q1$2.27M-11.6%$0.12-7.7%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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