A ARI

Apollo Commercial Real Estate Finance Inc

$10.34

-1.85% ($0.20)

Volume 1.94M

52W High $11.21

52W Low $7.70

Market Cap $1.49B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.27

Whisper EPS

$0.29

7.9% above consensus

Last Quarter

$0.32

Current Streak

4 Beats

Avg Surprise (4Q)

+14.74%

Next Earnings Report

Reports in 40 days

Report Date Apr 23, 2026

Whisper Spread +7.93%

Consensus Estimate

$0.27

Official analyst average

Whisper Number

$0.29

What traders expect

Bullish Sentiment: The whisper number is 7.9% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q4 2025 Feb 11, 2026

1-Day: -1.12%

Q4 2025 Feb 10, 2026

1-Day: -0.28%

Q4 2025 Feb 9, 2026

1-Day: +0.19%

Q3 2025 Oct 28, 2025

1-Day: -0.49%

Revenue & Financial Performance

Revenue Whisper

$237.0M

TWN Proprietary Estimate

Last Quarter Revenue

$182.7M

-6.5% YoY

Gross Margin

78.5%

Net Margin: 16.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$182.7M	-6.5%	78.5%	77.2%	$29.2M
Q3'25	$167.1M	+117.7%	79.9%	97.3%	$50.8M
Q2'25	$186.8M	-13.1%	81.5%	38.2%	$20.7M
Q1'25	$173.9M	-18.9%	80.3%	51.4%	$26.0M
Q4'24	$195.5M	-9.1%	82.8%	117.2%	$40.7M
Q3'24	$76.8M	-64.2%	56.6%	-24.8%	-$91.5M
Q2'24	$214.9M	+60.6%	83.5%	76.5%	$35.8M
Q1'24	$214.3M	+0.3%	82.0%	20.1%	-$104.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 11, 2026	$0.24	$0.20	$0.32	+35.71%	Beat
Q4 2025	Feb 10, 2026	$0.24	$0.26	--	--	--
Q4 2025	Feb 9, 2026	$0.25	$0.24	--	--	--
Q3 2025	Oct 28, 2025	$0.21	$0.18	$0.23	+10.47%	Beat
Q2 2025	Jul 29, 2025	$0.25	$0.21	$0.26	+4.00%	Beat
Q1 2025	Apr 28, 2025	$0.22	$0.19	$0.24	+8.79%	Beat
Q4 2024	Feb 4, 2025	$0.23	$0.24	-$0.58	--	Missed
Q3 2024	Oct 30, 2024	$0.26	$0.28	$0.31	+19.23%	Beat
Q2 2024	Aug 6, 2024	$0.31	$0.29	$0.35	+12.90%	Beat
Q1 2024	Apr 29, 2024	$0.30	$0.28	$0.35	+16.67%	Beat
Q4 2023	Feb 6, 2024	$0.34	$0.30	$0.36	+5.88%	Beat
Q3 2023	Oct 30, 2023	$0.35	$0.31	$0.37	+5.71%	Beat