ARMOUR Residential REIT Q2 Earnings Call Highlights

2 months ago 16

MarketBeat

Thu, July 23, 2026 astatine 8:06 AM CDT 8 min read

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ARMOUR Residential REIT posted a coagulated Q2 2026, with GAAP nett income of $111.5 million ($0.86/share) and distributable net of $93.2 million ($0.72/share). The institution besides reported a 4.8% full economical return and a flimsy summation successful publication worth to $17.53 per share.
Management said agency MBS spreads tightened contempt a challenging macro backdrop, helping enactment publication worth and portfolio performance. ARMOUR noted that supply-demand dynamics are presently outweighing broader complaint and ostentation concerns, though it warned that higher volatility oregon a much hawkish Fed could unit spreads.
The institution continued to raise superior done ATM programs, bringing successful $218.7 million successful Q2 and different $88.3 million done mid-July. ARMOUR said the superior volition beryllium deployed opportunistically, portion it maintains a reasonably neutral duration profile, mean leverage, and a ample liquidity cushion.

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ARMOUR Residential REIT (NYSE:ARR) reported a affirmative 2nd 4th of 2026, with absorption saying tighter bureau mortgage-backed securities spreads helped offset a macroeconomic backdrop that would typically unit the sector.

Chief Financial Officer Gordon Harper said the owe REIT generated a full economical instrumentality of 4.8% for the quarter. GAAP nett income disposable to communal stockholders was $111.5 million, oregon $0.86 per communal share, portion nett involvement income was $76.8 million.

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Distributable net disposable to communal stockholders, a non-GAAP measure, totaled $93.2 million, oregon $0.72 per communal share. Harper said the measurement includes nett involvement income positive TBA driblet income, adjusted for income oregon disbursal connected involvement complaint swaps and futures contracts, minus operating expenses.

GAAP nett income disposable to communal stockholders: $111.5 million, oregon $0.86 per communal stock
Net involvement income: $76.8 cardinal
Distributable net disposable to communal stockholders: $93.2 million, oregon $0.72 per communal stock
Total economical return: 4.8%
Quarter-end publication value: $17.53 per communal share, up 0.6% from March 31, 2026

Harper said ARMOUR paid monthly communal banal dividends of $0.24 per share, totaling $0.72 for the quarter. The institution besides said a $0.24 dividend would beryllium paid July 30 to holders of grounds connected July 15, and declared different $0.24 dividend payable Aug. 28 to holders of grounds connected Aug. 17.

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