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Walker & Dunlop (WD) investor relations material
Walker & Dunlop Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 transaction volume surged 65% year-over-year to $14B, led by strong Fannie Mae and brokered lending, signaling a robust CRE market rebound.
Total revenues rose 18% to $319.2M, net income increased 50% to $34M, and diluted EPS grew 48% to $0.99, while adjusted core EPS declined 7%.
Managed portfolio reached $156B, with a $137.3B servicing portfolio and $18.6B in assets under management, up 4% year-over-year.
Investments in technology, brand, and talent, and a $240M LIHTC fund syndication, position the platform for growth as the CRE cycle accelerates.
Multifamily sector remains robust due to housing shortages, high occupancy, and rental affordability compared to ownership.
Financial highlights
Q2 2025 revenues: $319.2M (+18% YoY); net income: $34M (+50% YoY); diluted EPS: $0.99 (+48% YoY); adjusted EBITDA: $76.8M (-5% YoY); adjusted core EPS: $1.15 (-7% YoY).
Year-to-date 2025: revenues $556.6M (+12% YoY); net income $36.7M (+6% YoY); adjusted EBITDA $141.8M (-9% YoY); adjusted core EPS $2.00 (-16% YoY).
Operating margin improved to 15% from 10% in Q2 2024; return on equity rose to 8% from 5%.
Personnel expenses increased to 51% of revenues in Q2 2025, mainly due to higher commissions.
Cash and equivalents at June 30, 2025 were $233.7M, with total liquidity at $292.8M.
Outlook and guidance
Management expects continued transaction volume growth as interest rates stabilize and capital markets activity accelerates.
Full-year 2025 guidance projects high single-digit to double-digit EPS growth, with flat to high single-digit growth in adjusted core EPS and adjusted EBITDA.
Strategic focus on scaling technology-enabled businesses and investment management, with competitive margin pressure expected to persist.
Q2 adjusted EBITDA/EPS decline drivers
W&D's European market expansion strategy
New CRE cycle's primary drivers
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Next Walker & Dunlop earnings date
Q3 20256 Nov, 2025
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Q3 20256 Nov, 2025
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Frequently asked questions
Walker & Dunlop, Inc. provides commercial real estate financial services primarily to developers and owners of multifamily properties in the United States. It offers Fannie Mae DUS loans, Freddie Mac structured adjustable-rate mortgage loans, Federal Housing Administration (FHA) financing, interim loans, forward commitments, and equity financing. The company also provides construction financing products; mezzanine financing products; and bridge/interim loan products for transitional properties and sponsors. In addition, it originates and services loans for Fannie Mae under its delegated underwriting and servicing authority; sells and services loans for Freddie Mac; produces fixed rate term sheets for the U.S. Department of Housing and Urban Development's FHA insured multifamily mortgage insurance programs; and provides debt capital through its subsidiary, Greystone Servicing Corporation.
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