The earnings call reflected a strong overall performance with record revenue and growth in key segments like infrastructure finance and renewable energy. However, challenges such as seasonal delinquency patterns and external factors like tariffs were noted as potential headwinds.

Company Guidance -

Q4 2025

During the first quarter of fiscal year 2025, Farmer Mac reported record quarterly revenue, net effective spread, and core earnings, highlighting strategic growth despite market volatility. The company achieved a high single-digit growth in total revenue, net effective spread, and core earnings, with $1.8 billion in gross new business volume, leading to a $232 million increase in outstanding business volume, ending the quarter at $29.8 billion. Notably, the infrastructure finance line grew by approximately $750 million, and the broadband infrastructure segment saw a 22% increase, reaching nearly $1 billion. The renewable energy segment grew by nearly $200 million, a 14% increase since year-end. Core earnings rose 6% year-over-year to $46 million, while the net effective spread reached a record $90 million, or 117 basis points. Operating expenses increased by 8%, resulting in an operating efficiency of 29%. The Farm & Ranch segment saw a net increase of $86 million in loan purchases, despite $500 million in scheduled maturities. Farmer Mac's core capital was $1.5 billion, exceeding statutory requirements by $601 million, and the Tier 1 capital ratio was 13.9%. The company maintained 289 days of liquidity, with $1 billion in cash and short-term instruments, positioning it well against potential market disruptions.

Record Quarterly Revenue and Core Earnings

Farmer Mac achieved record quarterly revenue, net effective spread, and core earnings in Q1 2025, with core earnings increasing by 6% year-over-year to $46 million.

Significant Growth in Infrastructure Finance

The infrastructure finance line of business grew by approximately $750 million in Q1 2025, including a $300 million AgVantage security in the power and utility segment.

Broadband Infrastructure Growth

The broadband infrastructure segment grew 22% since year-end, reaching nearly $1 billion as of the end of Q1 2025.

Strong Renewable Energy Segment Growth

The renewable energy segment grew by nearly $200 million in Q1 2025, a 14% increase since year-end.

Robust Capital Position

Core capital of $1.5 billion exceeded statutory requirements by $601 million, or 65%, as of March 31, 2025.

Federal Agricultural (AGM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AGM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 20, 2026	2025 (Q4)	- / -	3.97	―	―	―
Aug 07, 2025	2025 (Q2)	4.29 / 4.32	3.63	19.01% (+0.69)
May 09, 2025	2025 (Q1)	4.06 / 4.19	3.96	5.81% (+0.23)
Feb 21, 2025	2024 (Q4)	4.17 / 3.97	4.1	-3.17% (-0.13)
Nov 04, 2024	2024 (Q3)	4.11 / 4.10	4.13	-0.73% (-0.03)
Aug 05, 2024	2024 (Q2)	4.08 / 3.63	3.86	-5.96% (-0.23)
May 06, 2024	2024 (Q1)	4.06 / 3.96	3.56	11.24% (+0.40)
Feb 23, 2024	2023 (Q4)	4.05 / 4.10	3.16	29.75% (+0.94)
Nov 06, 2023	2023 (Q3)	4.00 / 4.13	3.07	34.53% (+1.06)
Aug 07, 2023	2023 (Q2)	3.23 / 3.86	2.83	36.40% (+1.03)

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

AGM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 09, 2025	$175.85	$184.06	+4.67%
Feb 21, 2025	$192.56	$204.79	+6.35%
Nov 04, 2024	$178.13	$189.17	+6.20%
Aug 05, 2024	$181.93	$171.02	-6.00%

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 Federal Agricultural Mortgage (AGM) report earnings?

Federal Agricultural Mortgage (AGM) is schdueled to report earning on Feb 20, 2026, Before Open (Confirmed).

What is Federal Agricultural Mortgage (AGM) earnings time?

Federal Agricultural Mortgage (AGM) earnings time is at Feb 20, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AGM EPS forecast?

Currently, no data Available

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