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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ARMOUR Residential REIT
ARMOUR Residential REIT (ARR) investor relations material
ARMOUR Residential REIT Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Q3 GAAP net loss was $323.7M; net loss attributable to common stockholders was $327.1M, or $2.26 per share. Distributable Earnings available to common stockholders were $102.3M, or $0.71 per share.
Total economic return was -12.9%; book value per common share fell to $14.55 from $17.53 in Q2, including $0.72 per share of quarterly dividends.
Net interest income rose to $83.7M from $38.5M in Q3 2025, while large unrealized securities losses drove the GAAP loss.
Financial highlights
Q3 interest income was $274.3M and interest expense was $190.6M; net interest income was $83.7M.
Distributable Earnings were $105.6M before preferred dividends and $102.3M available to common stockholders; per-share earnings were $0.71.
Q3 other loss was $391.0M, including a $1.165B Agency securities trading loss and $18.2M Treasury loss, partly offset by $792.4M derivative gains.
Common dividends declared were $0.72 per share for Q3; $0.24 per share was declared for October and November payments.
Outlook and guidance
Management remained constructive on the MBS market despite late-quarter volatility and wider spreads; no formal forward guidance was provided.
Distributable Earnings were expected to be in the range of the dividend for the coming quarter; future dividends depend on results, financial position, REIT requirements and market conditions.
Liquidity and capital resources were viewed as sufficient for additional investments, repo repayments and required REIT distributions; priorities included liquidity, systematic hedging and opportunistic capital deployment.
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Latest events from ARMOUR Residential REIT
- Q2 2026 net income surged to $114.8M, book value per share rose to $17.53, and assets topped $22B.ARR
Q2 2026 - All proposals passed, including director elections and compensation matters, with no shareholder questions.ARRAGM 2026
- Distributable Earnings rose to $90.5M as book value per share declined 6.5% in Q1 2026.ARRQ1 2026
- Key votes include board elections, auditor ratification, and executive compensation approval.ARRProxy filing
- Shareholders will vote on directors, auditor, executive pay, and a major equity plan update.ARRProxy filing
- Q4 2025 saw robust returns, portfolio growth, and higher book value per share.ARRQ4 2025
- Q3 net income rebounded to $65.9M, with book value up 2.3% and strong liquidity maintained.ARRQ3 2024
- Q2 2024 saw a GAAP net loss, strong distributable earnings, and declining book value per share.ARRQ2 2024
- Q4 distributable earnings were $46.5M, offsetting a GAAP net loss and lower book value.ARRQ4 2024
Next ARMOUR Residential REIT earnings date
Q4 202610 Feb, 2027
ARMOUR Residential REIT
Next ARMOUR Residential REIT earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
ARMOUR Residential REIT Inc. is a real estate investment trust (REIT) that primarily invests in residential mortgage-backed securities (MBS). The company focuses on securities that are issued or guaranteed by U.S. government-sponsored entities such as Fannie Mae, Freddie Mac, and Ginnie Mae. ARMOUR Residential REIT aims to generate income by managing a portfolio of mortgage assets, utilizing leverage, and hedging strategies to mitigate risks associated with interest rate fluctuations. Its investment strategy is centered on providing returns through dividends to its shareholders by managing and optimizing its MBS portfolio. The company is headquartered in Vero Beach, Florida, USA, and its shares are listed on the NYSE.