NYSE$GPMT

Granite Point Mortgage Trust Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year ended December 31, 2022.

Granite Point Mortgage Trust Inc. reported a GAAP net loss of $(9.9) million, or $(0.19) per basic share, and a Distributable Loss of $(8.2) million, or $(0.16) per basic share, for the fourth quarter of 2022. The company proactively managed its balance sheet by diversifying financing sources, building liquidity, and reducing leverage.

  • GAAP net (loss) of $(9.9) million, or $(0.19) per basic share, inclusive of a $(16.5) million, or $(0.32) per basic share, provision for credit losses.
  • Distributable (Loss) of $(8.2) million, or $(0.16) per basic share, inclusive of $(17.2) million, or $(0.33) per basic share of realized losses.
  • Book value of $14.86 per common share, inclusive of $(1.65) per common share CECL reserve.
  • Portfolio of $3.6 billion in total commitments comprised of over 99% senior loans with a weighted average stabilized LTV of 62.9% and a weighted average yield of 8.4%; over 98% floating rate.

Headline financials

Total Revenue

$21M

Previous: $20.1M+4.6%
EPS (adj)

-$0.16

Previous: $0.24-166.7%
Realized Loan Portfolio Yield

8.4%

No prior period
Net Income

-$9.85M

Previous: $6.75M-246.1%
Cash & Equivalents

$133M

Previous: $192M-30.6%
Total Assets

$3.45B

Previous: $3.99B-13.4%
Stock-Based Comp

$599K

Previous: $2.03M-70.5%

Revenue & EPS history

Granite Point · Revenue · Quarterly

$21M

Q4 2022+4.6%vs Q4 2021
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

The company will continue to manage its business in a conservative manner to protect its balance sheet and maintain leverage below its targets, while emphasizing liquidity during the volatile markets.

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 Q4 2022

Historical avgQ4 2022

-0.0%

Avg return

Earnings day

-0.9%

Avg return

5 days after

+0.3%

Avg return

30 days after

46%

16 / 35 earnings

Positive

+24.2%

Q3 2020

Best reaction

-15.1%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-0.7%+6.3%
Q4 2025-11.5%-23.8%-30.8%
Q3 2025+4.6%+2.6%+3.8%
Q1 2025+15.3%+19.5%+37.4%
Q4 2024-9.1%-10.7%-11.3%
Q3 2024+2.3%+12.6%+9.6%
Q2 2024-8.5%-7.1%-6.4%
Q1 2024-13.0%-17.3%-29.1%
Q4 2023-4.3%-7.3%-5.7%
Q3 2023-1.1%-0.2%+18.9%
Q2 2023-1.1%-3.6%-5.3%
Q1 2023+3.2%+4.9%+27.3%
Q4 2022+0.0%-0.7%-18.6%
Q3 2022-15.1%-9.6%-9.7%
Q2 2022+1.1%-1.7%-13.9%
Q1 2022+1.7%+2.8%+11.0%
Q4 2021-1.2%-2.9%+0.6%
Q3 2021+0.4%-1.5%-10.5%
Q2 2021-8.2%-5.0%-4.0%
Q1 2021+1.7%-3.6%+14.3%
Q4 2020+0.5%+3.1%+6.4%
Q3 2020+24.2%+20.4%+44.6%
Q2 2020+5.2%+3.3%-13.2%
Q1 2020+10.4%+2.4%+66.9%
Q4 2019+3.4%-2.7%-78.1%
Q3 2019-1.7%-2.7%-1.9%
Q2 2019-1.4%-1.1%-3.0%
Q1 2019-1.0%-0.6%-2.3%
Q4 2018-0.4%-2.5%-2.4%
Q3 2018+1.7%+1.1%+0.7%
Q2 2018-0.9%-2.7%+1.0%
Q1 2018+2.0%+3.8%+8.9%
Q4 2017-3.2%-1.1%+2.2%
Q3 2017-1.5%-0.3%-1.1%
Q2 2017-0.7%-0.1%-0.6%
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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