The earnings call presented a mixed picture. While there were notable achievements such as the successful capital raising by Orchid and growth in advisory and interest revenues, the company faced challenges with losses in the RMBS segment and modest net income. The market conditions and potential future developments in tariffs and interest rates add uncertainty.

Company Guidance

During the second quarter of 2025, Bimini Capital Management faced challenging market conditions due to reciprocal tariffs announced by the Trump administration, which temporarily affected financial markets and risk assets. Despite these challenges, Bimini reported a modest net income of approximately $43,000 for the quarter. The RMBS segment experienced a loss of $1.3 million, while the advisory services segment generated earnings of $1.9 million. For the first half of 2025, Bimini recorded net income of $0.6 million or $0.06 per share, reflecting an 8.7% return on shareholders' equity. Orchid raised $139.4 million in capital, increasing its shareholders' equity from $855.9 million to $912.0 million. Consequently, Bimini's advisory service revenues increased by 20% over Q2 2024 and 6% over Q1 2025, with a 21% increase for the first half of 2025 compared to the same period in 2024. Although the RMBS portfolio was reduced by $9.8 million early in the quarter, interest revenues rose by 23% over Q2 2024 and by 24% for the first half of 2025. Expenses remained relatively stable, with a 1% increase for the quarter and a 1% decrease for the first half of 2025 compared to 2024. Looking ahead, the company anticipates favorable conditions for RMBS, with stable interest rates and no new adverse tariff developments expected to support sector performance.

Orchid Capital Raising and Revenue Growth

Orchid was able to raise $139.4 million during the quarter, increasing shareholders' equity from $855.9 million to $912.0 million. This contributed to a 20% increase in advisory service revenues over the second quarter of 2024 and a 6% increase over the first quarter of 2025.

Improved Interest Revenues

Despite adverse market conditions, interest revenues increased by 23% over the second quarter of 2024 and by 24% for the 6-month period ended June 30, 2025.

Stable Expenses

Expenses for the quarter were relatively stable, up 1% over the 2024 quarter, while expenses for the first two quarters of 2025 were down 1% versus the 2024 period.

Bimini Capital Management (BMNM) Earnings, Revenues Date & History

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BMNM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 05, 2026	2025 (Q4)	- / -	-0.15	―	―	―
Nov 06, 2025	2025 (Q3)	- / 0.18	0.026	600.00% (+0.16)	―
Jul 31, 2025	2025 (Q2)	- / <0.01	-0.027	114.81% (+0.03)	―
May 01, 2025	2025 (Q1)	- / 0.06	0.021	161.90% (+0.03)	―
Mar 06, 2025	2024 (Q4)	- / -0.15	-0.484	69.01% (+0.33)	―
Oct 31, 2024	2024 (Q3)	- / 0.03	-0.042	161.90% (+0.07)	―
Aug 01, 2024	2024 (Q2)	- / -0.03	0.028	-196.43% (-0.06)	―
May 02, 2024	2024 (Q1)	- / 0.02	0.1	-79.00% (-0.08)	―
Mar 07, 2024	2023 (Q4)	- / -0.48	-1.17	58.63% (+0.69)	―
Nov 02, 2023	2023 (Q3)	- / -0.04	-0.308	86.36% (+0.27)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BMNM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$1.72	$1.70	-1.16%
Jul 31, 2025	$1.01	$1.02	+0.99%
May 01, 2025	$0.93	$0.95	+2.15%
Mar 06, 2025	$0.95	$1.00	+5.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Bimini Capital (BMNM) report earnings?

Bimini Capital (BMNM) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).

What is Bimini Capital (BMNM) earnings time?

Bimini Capital (BMNM) earnings time is at Mar 05, 2026, After Close (Confirmed).

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What is BMNM EPS forecast?

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