NYSE$FBRT

Franklin BSP Realty Trust Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Announced financial results for the quarter ended March 31, 2024.

Franklin BSP Realty Trust reported a GAAP net income of $35.8 million and Distributable Earnings of $41.0 million for the first quarter of 2024. The company closed $591 million of new loan commitments and had a core portfolio principal balance of $5.2 billion.

  • Produced a first quarter GAAP and Distributable Earnings ROE of 8.9% and 10.4%, respectively.
  • Book value of $15.68 per diluted common share on a fully converted basis.
  • Closed $591 million of new loan commitments at a weighted average spread of 464 basis points.
  • Total liquidity of $1.0 billion, which includes $240 million in cash and cash equivalents.

Headline financials

Total Revenue

$54M

Previous: $62.8M-14.1%
EPS

$0.35

Previous: $0.44-20.5%
Book Value per Share

$15.68

Previous: $15.78-0.6%
Capital Expenditures

$0.00

No prior period
Free Cash Flow

$35.9M

Previous: $43.8M-18.0%
Net Income

$35.9M

Previous: $43.8M-18.0%
Operating Income

$33.3M

Previous: $40.5M-17.7%
Gross Profit

$54M

Previous: $62.8M-14.1%
Stock-Based Comp

$1.8M

Previous: $1.02M+76.0%

Revenue & EPS history

FBRT · Revenue · Quarterly

$54M

Q1 2024-14.1%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Franklin BSP Realty Trust is well-positioned to grow its portfolio and capitalize on market opportunities, while keeping an active eye on the existing legacy portfolio and working through issues as needed.

Tailwinds

  • Actively originating loans with $756 million of originations year-to-date.
  • Robust pipeline and ample liquidity.
  • Well-positioned to further grow portfolio.
  • Capitalizing on market opportunities.
  • Maintaining focus on existing legacy portfolio.

Headwinds

  • Macroeconomic factors in the United States including inflation.
  • Changing interest rates.
  • Economic contraction.
  • Extent of any recoveries on delinquent loans.
  • Financial stability of borrowers.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.3%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.5%

Avg return

30 days after

50%

9 / 18 earnings

Positive

+7.9%

Q4 2023

Best reaction

-14.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%+1.7%-3.3%
Q4 2025-14.2%-12.5%-12.3%
Q3 2025-4.3%-4.8%-2.3%
Q1 2025-0.4%-1.6%-4.8%
Q4 2024+1.7%+1.6%+2.2%
Q3 2024-0.1%+2.1%-0.7%
Q2 2024-9.7%-11.3%-2.8%
Q1 2024-2.0%+0.2%-3.4%
Q4 2023+7.9%+6.5%+9.0%
Q3 2023+3.4%+10.9%+6.5%
Q2 2023-4.9%-3.8%-0.3%
Q1 2023+2.3%+6.0%+15.3%
Q4 2022+3.9%+3.0%-18.0%
Q3 2022+7.5%+6.1%+3.9%
Q2 2022-0.8%-4.5%-11.3%
Q1 2022+2.6%-0.8%+12.3%
Q4 2021+0.9%+2.5%+6.9%
Q3 2021-0.1%-2.0%-5.9%
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q4 2014
Q1 2015
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro