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.
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Arbor Realty Trust (ABR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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