NYSE$LADR

Ladder Capital Corp · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Ladder Capital reported Q1 2026 interest income of $74.2M and net income of $2.6M.

Interest income was $74.2 million versus $64.3 million while net income attributable to Class A common shareholders fell to $2.6 million from $11.8 million on lower investment gains and portfolio activity. Fundings of $567.8 million and paydowns of $91.1 million are detailed in the investment overview.

  • Interest income $74.2M (+15% YoY).
  • Net income to Class A shareholders $2.6M vs. $11.8M prior year.
  • Loan fundings $567.8M in the quarter.
  • Commercial mortgage and securities portfolio mix discussed in MD&A.

Headline financials

Total Revenue

$23M

Previous: $20.3M+13.2%
EPS (adj)

$0.02

Previous: $0.09-77.8%
Capital Expenditures

-$743K

Previous: -$872K+14.8%
Net Income

$2.6M

Previous: $11.6M-77.5%
Operating Income

$17.9M

Previous: $10.7M+67.2%

Revenue & EPS history

Ladder Capital · Revenue · Quarterly

$23M

Q1 2026+13.2%vs Q1 2025
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Ladder Capital · $25M total across 2 segments · Q1 2023

  • Real Estate Operating Income
    $23.2M
  • Fee and Other Income
    $1.83M

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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

Historical avgQ1 2026

+0.7%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.9%

Avg return

30 days after

64%

32 / 50 earnings

Positive

+9.9%

Q4 2015

Best reaction

-13.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+2.2%-1.4%
Q4 2025-6.5%-6.1%-7.4%
Q3 2025+0.5%-1.8%-2.6%
Q2 2025-1.1%-1.2%+2.3%
Q1 2025+0.4%+2.4%+0.8%
Q4 2024+4.3%+4.5%+4.2%
Q3 2024+2.8%+2.4%+6.7%
Q2 2024+3.0%+3.4%+1.4%
Q1 2024+4.8%+2.2%+5.0%
Q4 2023+0.9%-3.8%+3.4%
Q3 2023+3.9%+10.5%+20.8%
Q2 2023-2.6%-3.1%-7.6%
Q1 2023+4.5%+1.9%+7.0%
Q4 2022+3.4%+4.7%-9.5%
Q3 2022+3.8%+6.9%+9.0%
Q2 2022+2.7%-2.2%-1.4%
Q1 2022-3.8%-4.0%-2.1%
Q4 2021-1.9%-0.3%-1.8%
Q3 2021+2.4%+2.4%-1.6%
Q2 2021+0.7%-3.7%+1.0%
Q1 2021+3.2%-1.6%+3.5%
Q4 2020-2.1%-0.6%+1.5%
Q3 2020+7.4%+10.6%+39.0%
Q2 2020+1.0%-2.3%+1.0%
Q1 2020+0.3%+7.3%+19.7%
Q4 2019-13.1%-7.6%-62.1%
Q3 2019-0.1%-0.4%+4.3%
Q2 2019-0.5%-3.4%-1.3%
Q1 2019-6.9%-6.5%-6.9%
Q4 2018+0.2%-1.7%-7.1%
Q3 2018+1.7%+2.9%+4.8%
Q2 2018+4.4%+4.9%+9.7%
Q1 2018+0.1%+3.1%+12.7%
Q4 2017-0.3%+1.2%+1.8%
Q3 2017+1.0%-0.4%+0.0%
Q2 2017+3.0%+2.3%+4.9%
Q1 2017-0.8%-2.9%-3.0%
Q4 2016+0.0%+3.8%+3.0%
Q3 2016+4.4%+5.1%+17.9%
Q2 2016+0.5%+2.2%+5.5%
Q1 2016+1.0%
Q4 2015+9.9%
Q3 2015-4.8%
Q2 2015+4.0%
Q1 2015+3.3%
Q4 2014-5.4%
Q3 2014-0.3%
Q2 2014-3.5%
Q1 2014-0.3%
Q4 2013+2.3%
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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