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Angel Oak Mortgage REIT (AOMR) investor relations material
Angel Oak Mortgage REIT Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Net income for Q2 2025 was $0.8 million ($0.03 per diluted share), with distributable earnings of $2.6 million ($0.11 per share), reflecting improved portfolio performance and capital deployment.
Interest income rose 35% year-over-year to $35.1 million, and net interest income increased 5% year-over-year, though down slightly sequentially.
Book value per share was $10.37 and economic book value per share was $12.97 as of June 30, 2025, both down over 3% sequentially.
Two major securitizations were completed and $42.5 million in unsecured debt was issued, supporting new loan purchases and capital deployment.
90+ day delinquency rate improved to 2.35%, reflecting better credit performance.
Financial highlights
Q2 2025 net interest income was $9.9 million, up 5% year-over-year but down 1–1.5% sequentially.
Distributable earnings for Q2 2025 were $2.6 million, compared to a loss of $2.3 million in Q2 2024.
Interest expense increased to $25.2 million from $16.4 million year-over-year.
Operating expenses (excluding securitization and stock comp) were $2.9 million for Q2, down 15% year-over-year; management fees with affiliate were $1.1 million.
Dividend of $0.32 per share declared, payable August 29, 2025.
Outlook and guidance
Sequential net interest income growth expected to resume in Q3 2025, supported by recent capital markets activity and loan deployment.
Management intends to continue quarterly dividends and focus on long-term book value growth.
Ongoing acquisition of newly originated loans and HELOCs is expected to support portfolio valuations and securitization execution.
Recourse debt to equity ratio expected to remain below 2.5x, with current ratio at 1.1x.
The strategic transaction with Brookfield is not expected to materially change investment objectives or management.
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Next Angel Oak Mortgage REIT earnings date
Q3 20255 Nov, 2025
Next Angel Oak Mortgage REIT earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Angel Oak Mortgage REIT Inc. is a real estate investment trust (REIT) that focuses on acquiring and managing non-qualified mortgage (non-QM) loans and other mortgage-related assets. The company aims to provide attractive, risk-adjusted returns to its investors by investing in a diversified portfolio of residential mortgage loans that fall outside traditional underwriting guidelines. Angel Oak Mortgage REIT leverages the expertise of its affiliated asset management firm, Angel Oak Capital, to identify and manage these mortgage assets, which are typically secured by single-family homes. The company is headquartered in Atlanta, Georgia, and its shares are listed on the NYSE.
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