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REFI logoChicago Atlantic Real Estate Finance, Inc. (REFI) Earnings History

Annual and quarterly earnings data from 2021 to 2025

TTM Net Income
$4.87B
Profitable
TTM EPS
$226.51
Diluted
YoY EPS Growth
-10.6%
Declining
Net Margin
57.1%
Profitability
Operating Margin57.1%
Gross Margin86.9%
ROE11.7%
ROA8.4%
Highest Annual Net Income$39M (2023)
Highest Quarterly EPS$0.60 (Q1 2023)
Consecutive Profitable Years5 years
Q1 2026
Net Income$4.84B
EPS$0.23
QoQ Growth+59238.2%Excellent

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REFI EPS Growth (CAGR)

Compound annual growth rate of diluted earnings per share

1-Year
-10.6%
Declining
3-Year
-2.6%
Slow
5-Year
N/A
N/M
10-Year
N/A
N/M

CAGR (Compound Annual Growth Rate) shows the annualized growth rate of EPS over the specified period. A higher CAGR indicates stronger earnings momentum.

REFI Profitability Analysis

Margin trends over time

View revenue breakdown →
YearGross MarginOperating MarginNet Margin
202586.9%57.1%57.1%
2024100.0%0.0%67.6%
2023100.0%0.0%67.5%
2022100.0%0.0%66.1%
202198.5%87.5%87.5%
Gross Margin = Gross Profit ÷ Revenue
Operating Margin = Operating Income ÷ Revenue
Net Margin = Net Income ÷ Revenue

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Chicago Atlantic Real Estate Finance, Inc. (REFI) Earnings Overview

As of May 8, 2026, Chicago Atlantic Real Estate Finance, Inc. (REFI) reported trailing twelve-month net income of $4.87B, reflecting -10.6% year-over-year growth. The company earned $226.51 per diluted share over the past four quarters, with a net profit margin of 57.1%.

Looking at the long-term picture, REFI's historical earnings data spans multiple years. The company achieved its highest annual net income of $39M in fiscal 2023.

Chicago Atlantic Real Estate Finance, Inc. maintains industry-leading profitability with a gross margin of 86.9%, operating margin of 57.1%, and net margin of 57.1%. This margin structure demonstrates strong pricing power and operational efficiency. View revenue history →

Compared to peers including SUNS ($12M net income, 46.0% margin), TPVG (-$12M net income, 50.6% margin), IIPR ($120M net income, 43.0% margin), REFI has outperformed on profitability metrics. Compare REFI vs SUNS →

REFI Earnings vs Peers

Earnings metrics vs comparable public companies

CompanyTTM Net IncomeTTM EPSNet MarginROEYoY GrowthCompare
REFI logoREFICurrent
$4.9B$226.5157.1%11.7%-10.6%—
SUNS logoSUNS
$12M$0.9546.0%8.2%-5.0%
TPVG logoTPVG
-$12M$-0.1050.6%14.1%+48.8%
IIPR logoIIPR
$120M$4.2143.0%6.0%-28.8%
STWD logoSTWD
$412M$1.2221.9%5.6%+8.9%
ACRE logoACRE
-$20M$-0.36-1.1%-0.2%+97.4%
Best in group
Lowest in group

REFI Historical Earnings Data (2021–2025)

5 years
Fiscal Year Net Income YoY % Operating Income EPS (Diluted) Net Margin Op. Margin
2025$36M-2.8%$36M$1.6857.1%57.1%
2024$37M-4.3%$0$1.8867.6%0.0%
2023$39M+19.9%$0$2.1167.5%0.0%
2022$32M+155.0%$0$1.8266.1%0.0%
2021$13M-$13M$0.5487.5%87.5%

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DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.

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Compare REFI vs WELL

Side-by-side business, growth, and profitability comparison vs Welltower Inc..

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REFI — Frequently Asked Questions

Quick answers to the most common questions about buying REFI stock.

Is REFI growing earnings?

REFI EPS fell to $226.51, with earnings declining -10.6%. This contrasts with the 5-year CAGR of N/A. TTM net income dropped to $4.9B.

What are REFI's profit margins?

Chicago Atlantic Real Estate Finance, Inc. net margin is +57.1%, with operating margin at +57.1%. Above-average margins indicate pricing power.

How consistent are REFI's earnings?

REFI earnings data spans 2021-2025. The declining earnings trend is -10.6% YoY. Historical data enables comparison across business cycles.

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REFI Earnings Over Time (2021–2025)

Net income and EPS trends