10-Q quarterly report · filed Aug 10, 2026

Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2026 10-Q Quarterly Report

Short answer

Apollo Commercial Real Estate Finance, Inc. (ARI) filed its Q2 2026 10-Q quarterly report on Aug 10, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $44M (down 37.4% year over year) with net income of $26M.

Q2 2026 key financials · XBRL

Revenue
$44M
−37.4% YoY · −24.3% QoQ
Net income
$26M
+24.3% YoY · −1.7% QoQ
EPS (diluted)
$0.11
−8.3% YoY · −31.3% QoQ

Source: XBRL data from the Apollo Commercial Real Estate Finance, Inc. (ARI) Q2 2026 10-Q on SEC EDGAR. USD.

Apollo Commercial Real Estate Finance, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Loan portfolio sale completed on Closing Date, excluding repaid loans and Chicago Hotel Loan
  • No outstanding loans or CECL allowance as of June 30, 2026
  • No material changes to critical accounting policies from most recent Form 10-K
  • Real estate valuation remained sensitive to projected cash flows, capitalization rates, discount rates, and comparable properties

Risk Factors

  • No risk-factors section provided in the submitted filing text
  • New $150.0 million stock-repurchase program approved April 27, 2026
  • Repurchases totaled 8,579,855 shares at $10.85 average price
  • Remaining repurchase authorization $99,185,213 as of June 30, 2026

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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