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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.
Bimini Capital Management
Bimini Capital Management (BMNM) investor relations material
Bimini Capital Management Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Nov, 2026
Executive summary
Q3 net income attributable to stockholders was $1.02m, or $0.10/share, vs. $1.82m, or $0.18/share, a year earlier; nine-month net income was $2.20m vs. $2.42m
Book value/share rose to $1.47 at September 30 from $1.38 at June 30
The April 1 acquisition of an 80% TJIM stake expanded operations into fee-based equity, fixed-income and wealth advisory services
Nine-month consolidated net revenues were $18.3m vs. $12m in 2025; operations were profitable year to date and cash-flow positive
Financial highlights
Advisory services revenue was $6.6m in Q3 vs. $4.5m YoY, and $18.6m for nine months vs. $11.9m
Q3 revenue was $7.06m vs. $6.20m YoY; net revenues were $6.40m vs. $4.50m, and pretax income was $1.27m vs. $2.19m
Operating expenses were $3.9m in Q3 vs. $3.0m and $12.5m for nine months vs. $8.7m; nine-month 2026 included $1.63m of acquisition-related costs
Nine-month tax provision was $1.67m vs. $0.56m; a $1.1m increase in the deferred-tax valuation allowance followed the TJIM acquisition
Q3 other expense was $1.20m vs. $0.67m of other income; nine-month other expense was $1.69m vs. $0.36m
Outlook and guidance
Management cited diversification as reducing reliance on the leveraged RMBS strategy; TJIM identified potential fixed-income opportunities as investors and advisors rebalance portfolios
All but ~$5.5m of former mortgage-company NOLs are expected to be used or expire by end-2028, falling to ~$1m by end-2029; plans account for becoming a tax-paying entity
Potential repayment of trust preferred debt with available cash is under consideration if Fed rate increases raise funding costs; debt matures at end-2035
Through November 5, repo facilities remained available on comparable terms, with maturities through November 19; no material capital expenditure commitments were reported
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Latest events from Bimini Capital Management
- Advisory and net income surged post-TJIM acquisition, despite a reduced MBS portfolio.BMNM
Q2 2026 - Q1 2026 net income rose to $0.8M, advisory revenues surged, and market risks remain elevated.BMNMQ1 2026
- Annual meeting to vote on director, auditor, executive pay, and Rights Agreement amendment.BMNMProxy filing
- Annual meeting to vote on director, auditor, rights plan amendment, and executive pay.BMNMProxy filing
- Q4 net income was $3.4M, book value per share rose to $1.26, and a $2.5M buyback was announced.BMNMQ4 2025
- Director election, auditor ratification, and strong governance with ESG focus highlighted.BMNMProxy Filing
- Q3 2024 net income was $0.3M, with book value per share at $0.83 and advisory revenues up.BMNMQ3 2024
- Q2 2024 net loss of $0.3M; advisory revenues rose 8% as book value held at $0.81.BMNMQ2 2024
- Q4 2024 net loss of $1.5M after tax, book value per share fell to $0.68, MBS portfolio grew.BMNMQ4 2024
Next Bimini Capital Management earnings date
Q4 202611 Mar, 2027
Bimini Capital Management
Next Bimini Capital Management earnings date
Q4 202611 Mar, 2027
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Frequently asked questions
Bimini Capital Management Inc. is a finance company that primarily invests in residential mortgage-backed securities (MBS). The company's investment strategy focuses on acquiring and managing a portfolio of mortgage-related assets, particularly agency MBS, which are guaranteed by government-sponsored entities. Bimini Capital seeks to generate income through the interest and payments associated with its MBS holdings. Additionally, the company manages its subsidiary, Orchid Island Capital, which operates as a real estate investment trust (REIT). The company is headquartered in Vero Beach, Florida, and its shares are listed on the OTC Markets.