Starwood Property Trust, Inc. Q3 2025 Earnings Recap

STWD Q3 2025 November 12, 2025

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Starwood Property Trust reported quarterly distributable earnings of $149 million, reflecting a solid investment pace despite temporary drag from recent capital raises and asset acquisitions.

Earnings Per Share Miss

$0.40 vs $0.45 est.

-11.1% surprise

Revenue Beat

489905000 vs 469533330 est.

+4.3% surprise

Market Reaction

1-Day -0.89%

5-Day -2.43%

30-Day +0.94%

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Key Takeaways

Distributable earnings of $0.40 per share, with GAAP net income at $0.19 per share.
Significant investment commitments of $4.6 billion, including a record $791 million in Infrastructure Lending.
New net lease acquisition contributed $10 million in distributable earnings, with anticipated future gains as integration progresses.
Maintained $2.2 billion in liquidity and stable debt to equity ratio of 2.5x, positioning for future growth.
Active servicing portfolio grew to $99 billion, showcasing strength in special servicing fees, particularly from office loans.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit STWD on AllInvestView.

Next Q1 2026