Dafinchi AI

RLJ

2025 Q2

Financial Services

2mo

Flat Operating Expense Growth Despite Soft Top-Line

0% operating expense growth

These and many other initiatives allowed our portfolio to achieve flat operating expense growth compared to last year, which limited our margin compression to just 90 basis points.

Redwood Trust, Inc.

RWT

2025 Q2

Financial Services

2mo

GAAP Net Loss

$100.2 million

We reported a GAAP net loss of $100.2 million or $0.76 per share for the second quarter. The net loss was primarily driven by our decision to accelerate the wind down of our legacy portfolio and the associated fair value changes.

Alerus Financial Corporation

ALRS

2025 Q2

Financial Services

2mo

Adjusted Earnings Per Diluted Share Beat

$0.72

This quarter marked a significant step forward in our journey to deliver long-term, sustainable, top-tier performance as we reported an adjusted earnings per diluted share of $0.72.

Euronet Worldwide, Inc.

EEFT

2025 Q2

Financial Services

2mo

Money Transfer Operating Income Growth

33%

The Money Transfer segment led the way by producing constant currency operating income growth of 33% despite significant macro uncertainties that range from immigration reform to global conflict, a great quarter.

Ryman Hospitality Properties, Inc.

RHP

2025 Q2

Financial Services

2mo

Financial Performance Summary

Entertainment segment posted record revenue of $143 million and adjusted EBITDAre of $34 million, driven by investments in Category 10, Block 21, and Southern Entertainment, though margin declined due to investments and one-time tax refunds.
Group rooms revenue on the books for 2026 and 2027 is up 9% and 10% respectively compared to the same time last year, with mid-single digit ADR growth.
Leisure demand increased approximately 4% year-over-year, driven by strong performance at Gaylord Palms and Gaylord Rockies, partially offset by softness at Gaylord Opryland due to new hotel supply in Nashville.
RevPAR was essentially flat year-over-year, with total RevPAR declining 160 basis points, impacted by Easter timing and a shift to higher association group mix with lower banquet and AV revenue.
Ryman Hospitality Properties delivered record consolidated revenue in Q2 2025 with the same-store hospitality segment achieving the second-highest adjusted EBITDAre in its history, trailing only Q2 2024.
Same-store hospitality segment adjusted EBITDAre was $187 million, down approximately $18 million year-over-year, with a 280 basis point margin decline due to timing of Easter, group mix shift, one-time franchise tax refunds last year, and wage increases.
Year-to-date same-store hospitality adjusted EBITDAre came within $30,000 of the original operating plan despite a complex operating environment.

W. P. Carey Inc.

WPC

2025 Q2

Financial Services

2mo

AFFO per share Beat

$1.28

AFFO per share was $1.28 for the second quarter, which represents an $0.11 or 9.4% increase compared to the second quarter of last year.

Earnings Feed

Flat Operating Expense Growth Despite Soft Top-Line

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GAAP Net Loss

Adjusted Earnings Per Diluted Share Beat

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Financial Performance Summary

AFFO per share Beat