Education
About Us
Working with TipRanks
Follow Us
Angel Oak Mortgage (AOMR)
NYSE:AOMR
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
-0.09Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -0.22%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with significant growth in net interest income and reduced operating expenses. Strategic securitizations were executed successfully, contributing to increased book value. Despite some challenges such as increased loan delinquencies and market volatility impacting securitization yields, the overall outlook remains positive due to effective capital management and strategic growth initiatives.Company Guidance
During the first quarter of 2025, Angel Oak Mortgage REIT reported significant financial performance metrics, including an 18% growth in net interest income compared to the first quarter of 2024, and a 2% increase from the previous quarter. Operating expenses, excluding certain costs, were $1.1 million, marking a 29% decrease from the same period last year. The company achieved a GAAP net income of $20.5 million or $0.87 per diluted share, and distributable earnings of $4.1 million or $0.17 per share. Interest income was reported at $32.9 million, with a 30% year-over-year improvement. The company completed a securitization after the quarter's end, contributing $284.3 million in loans with a weighted average coupon of 7.5%. The securitization helped lower the recourse debt-to-equity ratio to approximately 1.3 times. The book value per share increased by 5.2% to $10.70, with economic book value rising to $13.41 per share. The company declared a $0.32 per share dividend, reflecting ongoing growth in its earnings power and strategic capital deployment.Net Interest Income Growth
Net interest income saw an 18% growth compared to the first quarter of 2024 and over 2% growth compared to the fourth quarter of 2024.
Operating Expense Reduction
Operating expenses (excluding certain costs) were reduced by 29% compared to the first quarter of 2024 and 10% compared to the fourth quarter of 2024.
Successful Securitization Post-Quarter
Completed the AOMT 2025-4 securitization shortly after quarter-end, contributing $284.3 million in loans, which paid down $242.4 million of warehouse debt and released $24.7 million of cash.
Book Value Increase
GAAP book value increased by 5.2% to $10.70 as of March 31, 2025, from $10.17 as of December 31, 2024.
Loan Portfolio Performance
First quarter loan purchases totaled $259 million with a weighted average coupon of 7.67%, demonstrating strong origination capabilities.
AOMR Earnings History
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
AOMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2025 | $9.24 | $9.46 | +2.38% |
Mar 04, 2025 | $9.24 | $9.49 | +2.71% |
Nov 06, 2024 | $8.19 | $8.65 | +5.62% |
Aug 06, 2024 | $10.88 | $10.86 | -0.18% |
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 Angel Oak Mortgage (AOMR) report earnings?
Angel Oak Mortgage (AOMR) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Angel Oak Mortgage (AOMR) earnings time?
Angel Oak Mortgage (AOMR) earnings time is at Aug 12, 2025, TBA Not 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 AOMR EPS forecast?
AOMR EPS forecast for the fiscal quarter 2025 (Q2) is 0.29.