)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Angel Oak Mortgage REIT earnings date
Q3 20255 Nov, 2025
Next Angel Oak Mortgage REIT earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage