Q2 FY2026 EarningsQ2 FY2026 results showed a significant beat in GAAP profitability and steady book value growth despite macroeconomic headwinds. GAAP Net Income reached $111.5M ($0.86 per share), substantially exceeding the consensus of $97.1M ($0.97 per share consensus mean on GAAP EPS appears skewed by share count projections; actual NI is the primary beat). Distributable Earnings of $0.72 per share aligned perfectly with normalized EPS expectations. Book Value Per Share (BPS) of $17.53 slightly missed the $17.94 consensus, though it grew 0.6% QoQ, supported by strong swap gains which offset MBS valuation losses.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Armour Residential Reit(ARR) the Revenue is 76.82 M (+132.1%), Beat estimate;the EBIT is 59.66 M (--%), Beat estimate;the EPS is 0.86 (+191.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.08B132.05%
0.06B94.09%
+0.01B37.96%
EBITExceed expectations
0.06B--
-0.05B--
+0.11B--%
EPSMiss expectations
0.86191.49%
0.9744203.66%
-0.114412.17%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf