NYSE$CMTG
Claros Mortgage Trust Inc · Q1 2026 earnings
Q1 2026 earnings · · After market close · Investor relations
Briefing
Claros Mortgage Trust reported Q1 2026 total net revenue of $29.5M and a net loss of $54.3M after $31.4M of CECL provisioning.
Total net revenue was $29.5 million versus $43.4 million as net interest income fell to $8.1 million. The company recorded a $31.4 million current expected credit loss reserve and a $5.9 million loss on debt extinguishment, producing a net loss of $54.3 million. Commercial real estate lending headwinds persist.
- Total net revenue $29.5M; net interest income $8.1M.
- CECL provision $31.4M.
- Net loss $(54.3)M.
- Real-estate owned revenue $21.4M.
Headline financials
Revenue & EPS history
Claros Mortgage Trust · Revenue · Quarterly
$29.5M
Forward guidance
MD&A discusses credit reserves and asset sales; no numeric earnings guide.
Tailwinds
- REO and interest income partially offset credit costs.
- Active balance-sheet management.
Headwinds
- Large CECL build on loan book.
- Net loss widened vs. prior year.
- CRE fundamentals and refinancing risk.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
-1.1%
Avg return
Earnings day
-4.2%
Avg return
5 days after
-0.3%
Avg return
30 days after
43%
9 / 21 earnings
Positive
+8.2%
Q3 2020
Best reaction
-9.1%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -3.8% | -14.8% | -8.4% | |
| Q4 2025 | +6.6% | -8.6% | -15.1% | |
| Q3 2025 | -6.6% | -11.5% | -0.6% | |
| Q1 2025 | -9.1% | -3.0% | +9.0% | |
| Q4 2024 | +3.8% | -11.1% | +42.9% | |
| Q3 2024 | +3.4% | -1.8% | -15.0% | |
| Q2 2024 | -5.7% | -10.0% | -17.6% | |
| Q1 2024 | -6.8% | -9.6% | -9.5% | |
| Q4 2023 | -6.2% | -8.5% | -2.3% | |
| Q3 2023 | -2.8% | +5.1% | +18.0% | |
| Q2 2023 | -8.4% | -9.2% | -7.5% | |
| Q1 2023 | -5.6% | -3.0% | -12.5% | |
| Q4 2022 | -7.0% | -14.3% | -28.2% | |
| Q3 2022 | +7.6% | +8.4% | +4.3% | |
| Q2 2022 | -1.0% | -0.6% | -11.1% | |
| Q1 2022 | +5.0% | +2.8% | -1.1% | |
| Q4 2021 | +0.3% | -2.0% | +4.7% | |
| Q4 2019 | +0.7% | -2.0% | +4.7% | |
| Q4 2020 | +8.2% | +3.9% | +16.3% | |
| Q3 2020 | +8.2% | +3.9% | +16.3% | |
| Q3 2021 | -3.7% | -2.6% | +5.8% | |
| Q2 2021 | — | — | — | |
| Q1 2021 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — | |
| Q2 2019 | — | — | — | |
| Q1 2019 | — | — | — | |
| Q4 2018 | — | — | — |
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