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Granite Point Mortgage Trust Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0600 |
| EPS Surprise | 68.42% |
| Revenue estimate | 7.4M |
| Revenue actual | 8.018M |
| Revenue Surprise | 8.35% |
| Release date | Feb 11, 2026 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.0600 |
| EPS Surprise | 62.50% |
| Revenue estimate | 10.22M |
| Revenue actual | 7.467M |
| Revenue Surprise | -26.94% |
| Release date | Nov 05, 2025 |
| EPS estimate | -$0.145 |
| EPS actual | -$0.400 |
| EPS Surprise | -175.60% |
| Revenue estimate | 10.22M |
| Revenue actual | 33.72M |
| Revenue Surprise | 229.95% |
| Release date | Aug 05, 2025 |
| EPS estimate | -$0.505 |
| EPS actual | -$0.94 |
| EPS Surprise | -86.23% |
| Revenue estimate | 9.465M |
| Revenue actual | 37.478M |
| Revenue Surprise | 295.98% |
Last 4 Quarters for Granite Point Mortgage Trust
Below you can see how GPMT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $2.55 |
| EPS estimate | -$0.505 |
| EPS actual | -$0.94 |
| EPS surprise | -86.23% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $2.50 |
| Jul 31, 2025 | $2.55 |
| Aug 01, 2025 | $2.52 |
| Aug 04, 2025 | $2.59 |
| Aug 05, 2025 | $2.55 |
| Aug 06, 2025 | $2.72 |
| Aug 07, 2025 | $2.86 |
| Aug 08, 2025 | $2.83 |
| Aug 11, 2025 | $2.75 |
| 4 days before | 2.00% |
| 4 days after | 7.84% |
| On release day | 6.67% |
| Change in period | 10.00% |
| Release date | Nov 05, 2025 |
| Price on release | $2.66 |
| EPS estimate | -$0.145 |
| EPS actual | -$0.400 |
| EPS surprise | -175.60% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $2.64 |
| Oct 31, 2025 | $2.68 |
| Nov 03, 2025 | $2.64 |
| Nov 04, 2025 | $2.62 |
| Nov 05, 2025 | $2.66 |
| Nov 06, 2025 | $2.76 |
| Nov 07, 2025 | $2.78 |
| Nov 10, 2025 | $2.68 |
| Nov 11, 2025 | $2.73 |
| 4 days before | 0.758% |
| 4 days after | 2.63% |
| On release day | 3.76% |
| Change in period | 3.41% |
| Release date | Feb 11, 2026 |
| Price on release | $2.27 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.0600 |
| EPS surprise | 62.50% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $2.07 |
| Feb 06, 2026 | $2.11 |
| Feb 09, 2026 | $2.16 |
| Feb 10, 2026 | $2.29 |
| Feb 11, 2026 | $2.27 |
| Feb 12, 2026 | $2.01 |
| Feb 13, 2026 | $1.95 |
| Feb 17, 2026 | $1.73 |
| Feb 18, 2026 | $1.69 |
| 4 days before | 9.66% |
| 4 days after | -25.55% |
| On release day | -11.45% |
| Change in period | -18.36% |
| Release date | May 05, 2026 |
| Price on release | $1.42 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0600 |
| EPS surprise | 68.42% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $1.54 |
| Apr 30, 2026 | $1.50 |
| May 01, 2026 | $1.45 |
| May 04, 2026 | $1.41 |
| May 05, 2026 | $1.42 |
| May 06, 2026 | $1.49 |
| May 07, 2026 | $1.55 |
| May 08, 2026 | $1.47 |
| May 11, 2026 | $1.42 |
| 4 days before | -7.79% |
| 4 days after | 0% |
| On release day | 4.93% |
| Change in period | -7.79% |
Granite Point Mortgage Trust Earnings Call Transcript Summary of Q1 2026
Granite Point reported Q1 2026 results amid improving but uneven U.S. commercial real estate (CRE) markets and heightened macro uncertainty from geopolitical events. Management focused on resolving legacy problem loans and reducing high-cost debt to position the company to restart originations later in 2026. Key portfolio moves included two full loan repayments (~$174M), sale of a $13M B note (hotel), final resolution of a $76M Chicago retail loan (resulting in a ~$30.2M write-off covered by reserves), and sale of a subordinate debt interest in a Dallas office. Total loan commitments were $1.6B (1.5B UPB) with a weighted average risk rating rising to 3.2. Q1 realized loan yield was 6.5% (7.9% excluding nonaccruals). CECL reserves were $149M (≈81% allocated to individually assessed loans); subsequent Chicago resolution reduced specific reserves by ~ $30M. Liquidity improved: unrestricted cash ~$44M at quarter end (≈$56M a few days later) and leverage fell from 2.0x to 1.7x as higher-cost borrowings were paid down. GAAP net loss attributable to common shareholders was $6M (-$0.13/share); distributable loss was $3M (-$0.06/share). Management expects meaningful earnings improvement as nonaccrual/REO assets are resolved and capital is redeployed into new originations, with added upside from expense reductions and potential capital-light JV/fee businesses. The dividend remains under Board review while the company works through legacy assets and rebuilds earnings.
