Invesco Mortgage Capital

Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on the top line, with revenue reaching $85.4M versus the $54.2M consensus. GAAP EPS of $0.34 in-line with the consensus mid-point of $0.35, while Book Value per Share (BPS) of $8.03 slightly missed the $8.19 expectation. The portfolio expansion into TBAs and higher interest income from Agency RMBS drove the revenue surge, though unrealized investment losses of $21.2M due to rising interest rates pressured the bottom line.