Arbor Realty Trust (ABR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Zacks Zacks
Arbor Realty Trust (ABR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Arbor Realty Trust (ABR) reported revenue of $236.01 million, down 10.2% over the same period last year. EPS came in at $0.19, compared to $0.40 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $221.71 million, representing a surprise of +6.45%. The company delivered an EPS surprise of -10.92%, with the consensus EPS estimate being $0.21.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Arbor Realty Trust performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net interest income: $55.74 million versus the three-analyst average estimate of $42.72 million. Interest income: $236.01 million compared to the $221.71 million average estimate based on three analysts. The reported number represents a change of -10.2% year over year. Other revenue- Gain on sales, including fee-based services, net: $20.89 million versus $23.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5.8% change. Other revenue- Property operating income: $7.32 million compared to the $4.83 million average estimate based on three analysts. The reported number represents a change of +170.6% year over year. Other revenue- Servicing revenue, net: $26.93 million compared to the $29.12 million average estimate based on three analysts. The reported number represents a change of -19.2% year over year. Other revenue- Mortgage servicing rights: $19.93 million versus the three-analyst average estimate of $15.75 million. The reported number represents a year-over-year change of +49.4%. Total Other Revenue: $77.66 million versus $75.92 million estimated by two analysts on average. Other revenue- Other income: $2.74 million versus $3.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +143% change. Net Earnings Per Share (Diluted): $0.07 versus the three-analyst average estimate of $0.11.

View all Key Company Metrics for Arbor Realty Trust here>>>

Shares of Arbor Realty Trust have returned -7.9% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Zacks' Research Chief Names "Stock Most Likely to Double"

Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.

This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.

Free: See Our Top Stock And 4 Runners Up

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
Arbor Realty Trust (ABR): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research