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 -

Q2 2025

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.

Angel Oak Mortgage (AOMR) 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 >

AOMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	0.29 / -	-0.09	―	―	―
May 05, 2025	2025 (Q1)	0.29 / 0.18	0.107	65.42% (+0.07)
Mar 04, 2025	2024 (Q4)	0.27 / 0.42	-0.26	261.54% (+0.68)
Nov 06, 2024	2024 (Q3)	0.25 / -0.15	-0.35	58.29% (+0.20)
Aug 06, 2024	2024 (Q2)	0.23 / -0.09	-0.16	43.75% (+0.07)
May 07, 2024	2024 (Q1)	0.19 / 0.11	-0.37	128.92% (+0.48)
Mar 05, 2024	2023 (Q4)	0.18 / -0.26	-2.5	89.60% (+2.24)
Nov 07, 2023	2023 (Q3)	0.11 / -0.35	0.84	-141.67% (-1.19)
Aug 08, 2023	2023 (Q2)	0.15 / -0.16	0.9	-117.78% (-1.06)
May 04, 2023	2023 (Q1)	0.20 / -0.37	1.49	-124.83% (-1.86)

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, Inc. (AOMR) report earnings?

Angel Oak Mortgage, Inc. (AOMR) is schdueled to report earning on Aug 05, 2025, After Close (Confirmed).

What is Angel Oak Mortgage, Inc. (AOMR) earnings time?

Angel Oak Mortgage, Inc. (AOMR) earnings time is at Aug 05, 2025, After Close (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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing