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NLY

Annaly Capital·NYSE
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NLY fundamentals

Annaly Capital (NLY) released its earnings on Oct 22, 2025: revenue was 759.33M (YoY +532.04%), beat estimates; EPS was 0.73 (YoY +10.61%), beat estimates.
Revenue / YoY
759.33M
+532.04%
EPS / YoY
0.73
+10.61%
Report date
Oct 22, 2025
NLY Earnings Call Summary for Q3,2025
  • Record Returns: 8.1% Q3 economic return and 11.5% YTD, driven by Agency MBS spread tightening and Residential Credit growth.
  • Capital Deployment: $1 billion capital raise and first preferred issuance since 2019 support diversified portfolio expansion.
  • Resilient Businesses: MSR portfolio stability (sub-5 CPR), Residential Credit leadership (8% non-QM market share), and Agency MBS technical strength (50% fund inflow growth).
  • Efficiency & Liquidity: Lowest OpEx-to-equity ratio in sector (1.31%) and $8.8 billion unencumbered assets provide flexibility for future growth.
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Revenue

Revenue & Expenses

Key Indicators

Annaly Capital (NLY) key financial stats and ratios, covering profitability, financial health, and leverage.
Annaly Capital (NLY)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Annaly Capital (NLY)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Annaly Capital (NLY)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Annaly Capital (NLY) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Annaly Capital (NLY) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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