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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.
Chimera Investment
Chimera Investment (CIM) investor relations material
Chimera Investment Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
Earnings available for distribution (EAD) reached $0.46 per share in Q2 2026, covering the $0.45 dividend and marking a 22% increase over the prior year, despite a GAAP net loss of $4 million and a 3.2% sequential decline in book value per share to $17.75.
HomeXpress residential origination volume grew 30% year-over-year and 24% sequentially to $1.1 billion, with EBTDA of $12 million and an annualized EBTDA ROE of 17.3%.
Portfolio repositioning continued, with increased allocation to agency MBS and gains in Agency MBS offset by losses in non-core positions.
Maintained strong liquidity and dividend coverage, with $444 million in cash and $212 million in unencumbered assets at quarter end.
Strategy emphasizes portfolio diversification, risk management, and growth in fee-based income, with a focus on securitization and capital market activities.
Financial highlights
GAAP net loss for Q2 2026 was $4 million ($-0.05/share), with comprehensive loss of $12.8 million; EAD for Q2 was $39 million or $0.46 per share.
Book value per share declined 3.2% to $17.75, with economic return on GAAP book value at -0.8%.
Net interest income for Q2 2026 was $70.5 million, and economic net interest income for the investment portfolio was $66.3 million.
Total leverage was 5.6x; recourse leverage was 3.3x.
Dividend per share was $0.45, with 102% coverage and an annualized EAD return on average common equity of 10.35%.
Outlook and guidance
Management expects continued uncertainty for the remainder of 2026 but remains optimistic about portfolio growth, originations, and fee-based income.
EAD for the year is projected to be at least $1.80 per share.
Plans to execute two HomeXpress securitizations and one third-party loan securitization by year-end, with flexibility to adjust based on market conditions.
Focus on integrating origination and investment segments and launching a Non-QM securitization program leveraging HomeXpress originations.
Anticipates heightened competition in advisory services, potentially leading to margin compression.
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Latest events from Chimera Investment
- Acquisition of Palisades adds $19.5B in managed assets and diversifies fee-based income.CIM
Acquisition presentation - Hybrid mortgage REIT targets portfolio diversification and fee-based growth in 2025.CIMInvestor presentation
- Diversified mortgage REIT with strong loan performance, origination growth, and robust risk controls.CIMInvestor presentation
- All proposals passed, directors elected, and no shareholder questions were raised.CIMAGM 2026
- Earnings available for distribution rose and covered the dividend, with origination volume up 39%.CIMQ1 2026
- Annual meeting to vote on directors, executive pay, and auditor, all board-recommended.CIMProxy filing
- Shareholders will vote on directors, executive pay, and auditor, with strong governance and ESG focus.CIMProxy filing
- Hybrid REIT transformation and HomeXpress boost earnings, dividend, and origination growth.CIMQ4 2025
- Q3 net income hit $114M, book value rose to $22.35, and Palisades acquisition was announced.CIMQ3 2024
Next Chimera Investment earnings date
Q3 20265 Nov, 2026
Chimera Investment
Next Chimera Investment earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
Chimera Investment Corporation is a real estate investment trust that invests in residential mortgage assets. The company’s portfolio includes mortgage-backed securities, residential loans, and other real estate-related investments. It aims to generate income through interest and capital appreciation. The company is headquartered in New York, New York, and its shares are listed on the NYSE.