Allowance for credit losses
Apollo Commercial Real Estate Finance Allowance for credit losses decreased by 3.2% to $37.50M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.0%, from $34.71M to $37.50M. Over 5 years (FY 2020 to FY 2025), Allowance for credit losses shows an upward trend with a 63.0% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase suggests higher expected defaults or a more conservative risk assessment, while a decrease suggests improved borrower creditworthiness.
Detailed definition
A contra-asset account representing the estimated amount of uncollectible loans and receivables within the company's len...
Peer comparison
Standard for financial institutions; peers with higher-risk loan portfolios will typically maintain higher allowance ratios.
bank_allowance_for_credit_lossesHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $68.00M | $2.19M | $145.00M | $3.93M | $172.00M | $119.00M | $133.50M | $133.50M | $193.00M | $193.00M | $26.48M | $335.00M | $35.32M | $342.50M | $30.84M | $34.71M | $38.85M | $39.26M | $38.75M | $37.50M |
| QoQ Change | — | -96.8% | >999% | -97.3% | >999% | -30.8% | +12.2% | +0.0% | +44.6% | +0.0% | -86.3% | >999% | -89.5% | +869.7% | -91.0% | +12.6% | +11.9% | +1.1% | -1.3% | -3.2% |
| YoY Change | — | — | — | — | +152.9% | >999% | -7.9% | >999% | +12.2% | +62.2% | -80.2% | +150.9% | -81.7% | +77.5% | +16.4% | -89.6% | +10.0% | -88.5% | +25.7% | +8.0% |
Allowance for credit losses at Other Companies
Frequently Asked Questions
- What is Apollo Commercial Real Estate Finance's allowance for credit losses?
- Apollo Commercial Real Estate Finance (ARI) reported allowance for credit losses of $37.50M in Q1 2026.
- How has Apollo Commercial Real Estate Finance's allowance for credit losses changed year-over-year?
- Apollo Commercial Real Estate Finance's allowance for credit losses increased by 8.0% year-over-year, from $34.71M to $37.50M.
- What is the long-term trend for Apollo Commercial Real Estate Finance's allowance for credit losses?
- Over 5 years (2020 to 2025), Apollo Commercial Real Estate Finance's allowance for credit losses has grown at a 63.0% compound annual growth rate (CAGR), from $3.37M to $38.75M.
- What does allowance for credit losses mean?
- The reserve set aside to cover potential losses from loans that may not be repaid.