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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:

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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