Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines, driven by favorable Agency RMBS spread tightening and robust derivative hedge performance. Total interest income of $1.01B exceeded the $472.8M consensus, while GAAP EPS of $0.52 beat the $0.46 expected mean. Tangible Net Book Value (BPS) ended the quarter at $8.58, slightly below the $9.00 consensus, reflecting capital dilution from at-the-market equity offerings despite a 6.7% economic return during the period.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: AGNC Investment(AGNC) the Revenue is 305 M (+88.27%), Miss estimate;the EPS is 0.52 (+405.9%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.30B88.27%
0.47B191.87%
-0.17B103.60%
EPSExceed expectations
0.52405.88%
0.4603370.75%
+0.059735.13%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf