The earnings call highlighted ARMOUR's strong liquidity position, successful capital raising efforts, and stable dividend payouts, alongside challenges such as a GAAP net loss and increased expenses. The outlook for MBS is positive, with expectations for improved demand due to regulatory clarity and potential Fed actions.

Company Guidance

During ARMOUR Residential REIT's Second Quarter 2025 earnings call, several key metrics and guidance were highlighted. The company reported a GAAP net loss of $78.6 million, equating to $0.94 per common share, with net interest income at $33.1 million. Distributable earnings were $64.9 million, or $0.77 per share. The quarter's book value was $16.90 per share, slightly down to $16.81 by July 21, reflecting the upcoming dividend accrual. ARMOUR issued approximately 6.3 million shares, raising $104.6 million, and paid a total quarterly dividend of $0.72 per share. The company's estimated net portfolio duration was managed at 0.46 years with an implied leverage of 8 turns, while maintaining strong liquidity at 52% of total capital. ARMOUR's strategy focuses on deploying capital during spread dislocations, maintaining robust liquidity, and dynamically adjusting hedges to manage risk, with a medium-term outlook guiding dividend decisions.

Capital Raise Success

ARMOUR successfully raised approximately $104.6 million through an at-the-market offering program, issuing 6.3 million shares during Q2. Since June 30, an additional $58.8 million was raised by issuing 3.5 million shares.

Strong Liquidity Position

ARMOUR reported a strong liquidity position, with total liquidity at approximately 52% of the total capital as of July 21, 2025.

Dividend Stability

ARMOUR paid monthly common stock dividends of $0.24 per share, totaling $0.72 for the quarter, and declared future dividends for July and August.

Positive Outlook for MBS

ARMOUR expressed optimism about structural demand for MBS improving later this year, citing evolving regulatory clarity and potential Fed easing as catalysts.

ARMOUR Residential REIT (ARR) 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

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ARR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.79 / -	1	―	―	―
Jul 23, 2025	2025 (Q2)	0.81 / 0.77	1.08	-28.70% (-0.31)	―
Apr 23, 2025	2025 (Q1)	0.91 / 0.86	0.82	4.88% (+0.04)	―
Feb 12, 2025	2024 (Q4)	0.97 / 0.78	1.07	-27.10% (-0.29)	―
Oct 23, 2024	2024 (Q3)	0.98 / 1.00	1.08	-7.41% (-0.08)	―
Jul 24, 2024	2024 (Q2)	0.96 / 1.08	1.15	-6.09% (-0.07)	―
Apr 25, 2024	2024 (Q1)	0.99 / 0.82	1.35	-39.26% (-0.53)	―
Feb 14, 2024	2023 (Q4)	1.02 / 1.07	1.35	-20.74% (-0.28)	―	―
Oct 25, 2023	2023 (Q3)	1.15 / 1.08	1.6	-32.50% (-0.52)	―
Jul 26, 2023	2023 (Q2)	1.22 / 1.15	1.45	-20.69% (-0.30)	―

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
Jul 23, 2025	$16.62	$16.43	-1.14%
Apr 23, 2025	$14.03	$14.42	+2.78%
Feb 12, 2025	$17.09	$17.36	+1.58%
Oct 23, 2024	$17.02	$17.06	+0.24%

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 Oct 22, 2025, After Close (Confirmed).

What is ARMOUR Residential REIT Inc (ARR) earnings time?

ARMOUR Residential REIT Inc (ARR) earnings time is at Oct 22, 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 ARR EPS forecast?

ARR EPS forecast for the fiscal quarter 2025 (Q3) is 0.79.

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