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ARMOUR Residential REIT Inc (ARR)
NYSE:ARR
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.89Last Year’s EPS
1.08Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 8.93%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
Despite the positive aspects such as strong liquidity, record capital raised, and attractive returns on equity, the significant decline in book value, mild dilution, and volatile market conditions contribute to a balanced sentiment. ARMOUR shows resilience in maintaining dividends and finding investment opportunities, but faces challenges from market volatility and muted bank demand.Company Guidance
During ARMOUR Residential REIT's first quarter 2025 earnings call, several key financial metrics and strategic insights were shared. The company reported a GAAP net income of $24.3 million, equating to $0.32 per common share, while distributable earnings reached $64.6 million or $0.86 per share. ARMOUR raised approximately $371 million through the issuance of 20 million common shares, and $300,000 through 17,000 preferred C shares, albeit with mild dilution to book value. The book value per share stood at $18.59 at quarter-end, with a subsequent estimate of $16.56 by April 23, post dividends. The company maintained substantial liquidity, exceeding $750 million, and discussed a strategic focus on agency MBS, with a portfolio predominantly comprising 95% Agency MBS, diversified across various coupon stacks. ARMOUR's portfolio experienced modest spread tightening and maintained a net portfolio duration of 0.5 years with an implied leverage of 8.1x. The company paid monthly dividends totaling $0.72 per share for the quarter, with future dividends set at $0.24 per share. Looking ahead, ARMOUR anticipates macroeconomic dynamics, including potential Fed rate cuts and discussions on GSE reform, influencing its strategic positioning in the MBS market.Strong Liquidity Position
ARMOUR maintains strong liquidity of over $750 million, positioning it to withstand short-term market volatility.
Record Capital Raised
ARMOUR raised approximately $371 million by issuing 20 million common shares and $300,000 by issuing preferred shares.
Attractive Return on Equity
ROEs on production and premium coupon MBS are estimated at 18% to 21%, among the highest in ARMOUR's history.
Dividend Stability
ARMOUR paid monthly dividends totaling $0.72 for the quarter, with upcoming dividends declared for April and May.
ARR 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
ARR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2025 | $14.67 | $15.08 | +2.79% |
Feb 12, 2025 | $17.87 | $18.15 | +1.57% |
Oct 23, 2024 | $17.80 | $17.84 | +0.22% |
Jul 24, 2024 | $18.14 | $17.70 | -2.43% |
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 ARMOUR Residential REIT Inc (ARR) report earnings?
ARMOUR Residential REIT Inc (ARR) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is ARMOUR Residential REIT Inc (ARR) earnings time?
ARMOUR Residential REIT Inc (ARR) earnings time is at Jul 23, 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 ARR EPS forecast?
ARR EPS forecast for the fiscal quarter 2025 (Q2) is 0.89.