Q2 FY2026 EarningsFY26 Q2 beat consensus across all key profitability and balance sheet metrics, with GAAP EPS of $1.06 vs. $1.05 expected and normalized EPS of $0.79 vs. $0.75 expected. Revenue reached $1,812.2M, significantly outperforming the $608.3M consensus due to higher coupon income from a larger Agency and residential mortgage loan base. Book Value Per Share (BPS) was $20.15, roughly in line with the $20.44 consensus despite market volatility, while the dividend was raised to $0.75 per share, supported by nine consecutive quarters of EAD coverage.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Annaly Capital Mgmt(NLY) the Revenue is 488.19 M (+78.69%), Miss estimate;the EPS is 1.06 (+3433%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.49B78.69%
0.61B122.67%
-0.12B43.98%
EPSExceed expectations
1.063433.33%
1.05473415.80%
+0.005317.53%
Upcoming earnings report - Q3 FY2026
Available dateOct 20, 2026
Estimate Revenue$560.59 M
Estimate EBIT--
Estimate EPS$0.7744
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