Armour Residential REIT (ARR) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.94%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.93 per share when it actually produced earnings of $0.86, delivering a surprise of -7.53%.Over the last ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ARMOUR RESIDENTIAL REIT, INC. (Exact name of registrant as specified in its charter) Maryland 001-34766 26-1908763 (State or other jurisdiction of incorporation or (Co ...

ARMOUR RESIDENTIAL REIT, INC. ANNOUNCES Q2 RESULTS AND JUNE 30, 2025 FINANCIAL POSITION VERO BEACH, Florida -- July 23, 2025 -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) ("ARMOUR" or the "Company") today announced the Company's unaudited Q2 results and June 30, 2025 financial position. Q2 2025 Results June 30, 2025 Financial Position Company Update, July 21, 2025 - MORE - ◦ GAAP net loss related to common stockholders of $(78.6) million or $(0.94) per common share. ◦ Net interest income of $33.1 ...

Q2 2025 Results - ARMOUR Residential REIT reported a GAAP net loss of $78.6 million or $0.94 per common share for Q2 2025 [6] - Net interest income was $33.1 million, with distributable earnings available to common stockholders amounting to $64.9 million, or $0.77 per common share [6][18] - The total economic return for Q2 2025 was -5.22% [6] Financial Position as of June 30, 2025 - Total stockholders' equity increased to $1,659.9 million from $1,361.4 million at the end of 2024 [7] - Book value per common share decreased to $16.90 from $19.07 at the end of Q1 2025 [7] - The company's portfolio totaled $15.4 billion, primarily consisting of 94.1% Agency mortgage-backed securities [6][9] Capital and Liquidity - ARMOUR raised $104.6 million by issuing 6,303,710 shares of common stock through an at-the-market offering program [6] - Liquidity, including cash and unencumbered securities, was reported at $772.9 million [6] - The debt to equity ratio was 7.72:1, indicating significant leverage [6] Dividend Information - The company paid monthly cash dividends of $0.24 per share for Q2 2025, with future dividends to be determined based on financial performance [23][25] - A cash dividend of $0.24 per share is scheduled for payment on July 30, 2025 [23] Investment Strategy - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities [26] - The company is externally managed by ARMOUR Capital Management LP, which is registered with the SEC [26]

Core Viewpoint - ARMOUR Residential REIT, Inc. announced a cash dividend of $0.24 for August 2025 for its common stock, with a record date of August 15, 2025, and a payment date of August 29, 2025 [1][2]. Dividend Information - The August 2025 cash dividend is set at $0.24 per share [2]. - The holder of record date is August 15, 2025, and the payment date is August 29, 2025 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits are generally not taxable to common stockholders [3]. - The board of directors determines actual dividends based on various factors, including operational results, cash flows, financial condition, capital requirements, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises or the Government National Mortgage Association [4]. - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].

Core Points - ARMOUR Residential REIT, Inc. will host a conference call on July 24, 2025, to discuss its second quarter 2025 operating results [1] - The earnings release for the second quarter 2025 will be issued after market close on July 23, 2025 [1] Company Overview - ARMOUR primarily invests in fixed rate residential, adjustable rate, and hybrid adjustable rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises or the Government National Mortgage Association [4] - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the Securities and Exchange Commission [4] Investor Information - The live webcast of the conference call will begin at 8:00 a.m. (Eastern Time) on July 24, 2025 [2] - An online replay of the conference call will be available on the company's website for one year [3] - Additional information can be found on the SEC's website or the company's website [5]

Wall Street expects a year-over-year decline in earnings on higher revenues when Armour Residential REIT (ARR) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

Core Insights - CyberArk (CYBR) reported a significant increase in subscription annual recurring revenues (ARR), reaching $1.03 billion, which is a 65% increase year-over-year [1][10] - The company's recurring revenues for the first quarter amounted to $298.2 million, constituting 94% of total revenues, driven by a higher proportion of self-hosted subscription deals [2] - Subscription ARR now represents nearly 85% of total ARR, up from 77% a year ago, indicating a strong shift towards recurring revenue models [2] Subscription Growth Drivers - A key factor in the growth of subscription revenues is CyberArk's success in cross-selling additional solutions to existing customers, leading to larger and more stable contracts [3][5] - Notable customer expansions include a Fortune 100 financial services firm that increased its engagement with CyberArk's offerings, and PDS Health, which expanded its use of CyberArk's machine identity solutions [4][5] Competitive Landscape - Competitors such as Zscaler (ZS) and SentinelOne (S) are also experiencing growth, with Zscaler reporting $2.9 billion in ARR, a 23% year-over-year increase, and SentinelOne reaching $948 million in ARR, reflecting a 24% growth [6][7] Financial Performance and Valuation - CyberArk's shares have increased by 21.6% year-to-date, slightly trailing the Zacks Security industry's growth of 25.7% [8] - The company trades at a forward price-to-sales ratio of 13.47, which is below the industry average of 15.07, indicating potential valuation upside [12] Earnings Estimates - The Zacks Consensus Estimate for CyberArk's earnings suggests a year-over-year increase of 26.4% for 2025 and 25.1% for 2026, although these estimates have been revised downward in the past month [15]

Core Viewpoint - The recommendation to maintain a Buy rating for Extreme Networks, Inc. (NASDAQ: EXTR) remains despite stock volatility over the past six months [1]. Company Analysis - The analyst emphasizes a focus on companies that exhibit strong fundamentals and real potential, particularly in the tech, infrastructure, and internet services sectors [1]. - The article aims to provide thoughtful breakdowns and investment ideas, fostering a community of investors interested in long-term returns rather than short-term fluctuations [1]. Market Context - The article reflects a broader trend of volatility in the stock market, indicating that even with fluctuations, certain stocks like Extreme Networks are still considered valuable [1].

Core Viewpoint - ARMOUR Residential REIT, Inc. has confirmed its cash dividend for July 2025 for both Common Stock and Series C Preferred Stock, aligning with previous guidance provided on June 24, 2025 [1][4]. Common Stock Dividend Information - The cash dividend for July 2025 is set at $0.24 per share, with the holder of record date on July 15, 2025, and the payment date on July 30, 2025 [2]. Series C Preferred Stock Dividend Information - The monthly cash dividend for Q3 2025 for Series C Preferred Stock is $0.14583, with the following details: - July 2025: Holder of record date on July 15, 2025, payment date on July 28, 2025 - August 2025: Holder of record date on August 15, 2025, payment date on August 27, 2025 - September 2025: Holder of record date on September 15, 2025, payment date on September 29, 2025 [3]. Tax Matters - ARMOUR has elected to be taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status. Dividends exceeding current tax earnings and profits are generally not taxable to common stockholders [4]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. government-sponsored enterprises or the Government National Mortgage Association. The company is externally managed by ARMOUR Capital Management LP, which is registered with the SEC [5].