Q2 FY2026 EarningsFarmer Mac delivered a significant Q2 2026 beat, with GAAP revenue of $125.0M (core revenue) versus $113.5M expected and diluted core EPS of $5.40 exceeding the implied trajectory of normalized net income. Business volume reached a record $37.2B, driven by a 22% YoY increase in outstanding volume, with notable strength in the Renewable Energy (+55% YoY) and Broadband Infrastructure (+58% YoY) segments. Net interest income grew 22% YoY to $118.1M, supported by a $7.4M interest recovery on a delinquent planting exposure.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Federal Agricultural Mortgage(AGM.A) the Revenue is 125.22 M (+24.59%), Beat estimate;the EBIT is 81.7 M (+29.38%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.13B24.59%
0.11B12.94%
+0.01B11.65%
EBITExceed expectations
0.08B29.38%
0.07B15.48%
+0.01B13.90%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf