Annaly Capital Management (NLY) Tops Q3 Earnings Estimates

Core Insights - Annaly Capital Management (NLY) reported quarterly earnings of $0.73 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and up from $0.66 per share a year ago, representing an earnings surprise of +1.39% [1][2] Earnings Performance - Over the last four quarters, the company has consistently surpassed consensus EPS estimates, achieving this four times [2] - For the quarter ended September 2025, Annaly posted revenues of $275.75 million, which fell short of the Zacks Consensus Estimate by 38.31%, compared to revenues of $13.4 million in the same quarter last year [2] Stock Movement and Market Comparison - Annaly shares have increased approximately 15% since the beginning of the year, outperforming the S&P 500's gain of 14.5% [3] Future Earnings Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.74 on revenues of $455 million, and for the current fiscal year, it is $2.89 on revenues of $1.4 billion [7] Industry Context - The REIT and Equity Trust industry, to which Annaly belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, indicating potential challenges for stock performance [8]