NexPoint Real Estate Finance, Inc.
NexPoint Real Estate Finance, Inc is a Real Estate company operating in REIT - Mortgage with a $343.2M market cap.
NREF beat consensus EPS by 0.2% in Q1 FY2026, reported Mar 30, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Spoken Alpha tracks NREF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 5/10 quarters with 40% positive reaction rate
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NREF.
$ curl https://api.spokenalpha.com/v1/companies/NREFFAQ
Spoken Alpha indexes NREF's earnings call transcripts at https://spokenalpha.com/companies/NREF. Each call links to attributed speakers and parsed analyst Q&A.
NexPoint Real Estate Finance, Inc. (NREF) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
NexPoint Real Estate Finance, Inc. (NREF) operates in the Real Estate sector (REIT - Mortgage industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-03-30 | $0.43 | $0.37 | +15.2% | $41.8M | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.48 | $0.50 | -4.0% | $33.7M | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $1.14 | $0.42 | +100.0% | $32.5M | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.43 | $0.46 | -7.2% | $47.6M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.41 | $0.49 | -16.3% | $41.0M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $0.83 | $0.76 | +9.6% | $37.9M | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $0.75 | $0.48 | +56.3% | $34.3M | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $0.68 | $0.45 | +51.1% | $19.7M | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $-0.46 | $-0.44 | -4.5% | $18.4M | — | — | EODHD |
| Q4 FY2023 | 2024-02-28 | $0.44 | $0.47 | -6.4% | $27.1M | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $0.43 | $0.47 | -8.5% | $-10.9M | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $0.46 | $0.46 | 0.0% | $6.5M | — | — | EODHD |
| Q1 FY2023 | 2023-04-26 | $0.52 | $0.48 | +8.3% | $1.3M | — | — | EODHD |
| Q4 FY2022 | 2023-02-22 | $0.49 | $0.48 | +2.1% | $319.0K | — | — | EODHD |
| Q3 FY2022 | 2022-10-26 | $0.48 | $0.40 | +20.0% | $-1.8M | — | — | EODHD |
| Q2 FY2022 | 2022-07-27 | $0.56 | $0.52 | +7.7% | $7.0M | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $1.23 | $1.17 | +5.1% | $18.2M | — | — | EODHD |
| Q4 FY2021 | 2022-02-16 | $0.54 | $0.54 | 0.0% | $24.5M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.71 | $0.61 | +16.4% | $7.0M | — | — | EODHD |
| Q2 FY2021 | 2021-07-28 | $0.59 | $0.60 | -1.7% | $6.6M | — | — | EODHD |
Source: EODHD. NREF reported actuals as published; sparse fields render as —.
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.48 | $4.12 | +8.7% | -5.1% | -5.3% |
| Q4 FY2026 | $4.21 | $4.08 | +3.3% | -4.1% | -6.5% |
| Q3 FY2026 | $4.04 | $3.94 | +2.5% | +4.6% | +7.3% |
| Q2 FY2026 | $4.09 | $4.11 | -0.5% | -0.9% | -1.0% |
| Q1 FY2025 | $3.97 | $4.13 | -3.8% | +2.6% | +1.1% |
OTHER since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
| Q4 FY2025 |
| $3.92 |
| $4.01 |
| -2.3% |
| +3.2% |
| +3.1% |
| Q3 FY2025 | $4.12 | $4.03 | +2.2% | -1.0% | -0.2% |
| Q2 FY2025 | $4.57 | $4.20 | +8.8% | -1.0% | +2.0% |
| Q1 FY2024 | $4.20 | $4.29 | -2.0% | +1.3% | +0.9% |
| Q4 FY2024 | $4.22 | $4.28 | -1.4% | -0.7% | +0.7% |