NYSE$BRSP

BrightSpire Capital Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

BrightSpire Capital Inc reported a net loss of $25.2 million for the second quarter of 2025.

BrightSpire Capital Inc., a commercial real estate credit REIT, posted interest income of $48.7 million and property operating income of $35.7 million in Q2 2025. The company recorded a net loss of $25.2 million, or $0.19 per share, driven by impairment charges and credit loss provisions. Total assets stood at $3.41 billion with cash and cash equivalents of $154.3 million at quarter end.

  • Reported net loss of $25.2 million ($0.19 per share) including $51.1 million in real estate impairments.
  • Generated Distributable Earnings of $3.4 million ($0.03 per share) and Adjusted Distributable Earnings of $22.9 million ($0.18 per share).
  • Originated $85.0 million in new senior loans and resolved multiple watchlist assets through foreclosure and repayment.
  • Maintained liquidity of approximately $325 million including $165 million undrawn on the Bank Credit Facility.

Headline financials

Total Revenue

$85.9M

Previous: $91.4M-6.0%
EPS (adj)

-$0.19

Previous: -$0.53+64.2%
Distributable Earnings per Share

$0.03

No prior period
Adjusted Distributable Earnings

$22.9M

No prior period
Adjusted Distributable Earnings per Share

$0.18

No prior period
Distributable Earnings

$3.4M

No prior period
Capital Expenditures

-$8.39M

Previous: -$2.24M-275.0%
Net Income

-$23.1M

Previous: -$67.9M+65.9%
Operating Income

$17.5M

Previous: $30.3M-42.2%
Cash & Equivalents

$154M

Previous: $203M-24.1%
Total Assets

$3.41B

Previous: $3.78B-9.7%

Revenue & EPS history

BrightSpire · Revenue · Quarterly

$85.9M

Q2 2025-6%vs Q2 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

BrightSpire · $85.9M total across 3 segments · Q2 2025

  • Loan Portfolio
    $48.7M
  • Net Leased and Other Real Estate
    $35.7M
  • Other Income
    $1.59M

Forward guidance

Management continues to monitor macroeconomic conditions including interest rates and CRE market dynamics while focusing on loan resolutions and liquidity management.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

36%

12 / 33 earnings

Positive

+21.9%

Q1 2020

Best reaction

-17.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-4.3%-4.3%-5.1%
Q4 2025+0.3%-3.8%-5.7%
Q3 2025-0.4%-1.5%+6.9%
Q1 2025-0.8%+4.6%+0.2%
Q4 2024+2.2%+1.7%-0.5%
Q3 2024+17.2%+9.8%+20.0%
Q2 2024-8.2%-11.5%-5.9%
Q1 2024-1.9%-2.4%-3.8%
Q4 2023+1.8%+2.3%+3.8%
Q3 2023+4.8%+17.6%+23.5%
Q2 2023-3.8%-2.5%-2.7%
Q1 2023-3.0%-0.9%+16.3%
Q4 2022+0.0%+1.0%-25.3%
Q3 2022-11.2%-9.0%-9.7%
Q2 2022+0.9%+2.9%-2.8%
Q1 2022+1.0%-3.7%+7.8%
Q4 2021-4.2%-0.9%+1.9%
Q3 2021-2.9%-2.2%-3.6%
Q2 2021+3.6%+6.8%+9.9%
Q1 2021+9.0%+5.8%+12.0%
Q4 2020-2.8%-2.0%+2.0%
Q3 2020+7.9%+33.3%+51.8%
Q2 2020-1.8%+0.5%-11.3%
Q1 2020+21.9%-1.2%+61.3%
Q4 2019-0.3%-0.5%-58.9%
Q3 2019-17.6%-15.8%-3.2%
Q2 2019-4.8%-11.9%-16.7%
Q1 2019-1.7%+0.1%-0.1%
Q4 2018-6.5%-8.1%-11.2%
Q3 2018-5.9%-6.5%-18.8%
Q2 2018-3.7%-4.9%-2.3%
Q1 2018-0.2%-0.3%-1.0%
Q4 2017+1.2%+2.2%+1.0%
Q3 2017
Q2 2017
Q1 2017
Q4 2016

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