Company Performance - AG Mortgage Investment Trust (MITT) reported quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.23 per share, and down from $0.21 per share a year ago, representing an earnings surprise of -21.74% [1] - The company posted revenues of $17.75 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 11.24%, compared to year-ago revenues of $16.38 million [2] - Over the last four quarters, AG Mortgage Investment Trust has not surpassed consensus EPS or revenue estimates [2] Stock Performance - AG Mortgage Investment Trust shares have increased approximately 13.7% since the beginning of the year, outperforming the S&P 500's gain of 7.8% [3] - The current consensus EPS estimate for the coming quarter is $0.25 on $22 million in revenues, and for the current fiscal year, it is $0.94 on $83 million in revenues [7] Industry Outlook - The REIT and Equity Trust industry, to which AG Mortgage Investment Trust belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]

NexPoint (NREF) came out with quarterly earnings of $0.43 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.46 per share when it actually produced earnings of $0.41, delivering a surprise of -10.87%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. NexPoint, which belongs to the Za ...

Core Viewpoint - Invesco Mortgage Capital (IVR) has been experiencing significant interest in the market, with recent performance showing a decline compared to broader indices and its industry peers [1][2]. Earnings Estimates - For the current quarter, Invesco Mortgage Capital is expected to report earnings of $0.53 per share, reflecting a decrease of -22.1% year-over-year. The consensus estimate has remained unchanged over the last 30 days [5]. - The consensus earnings estimate for the current fiscal year is $2.23, indicating a decline of -22.6% from the previous year, with no changes in the estimate over the last month [5]. - For the next fiscal year, the consensus estimate is $1.84, which represents a decrease of -17.5% compared to the prior year, also remaining unchanged over the past month [6]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $21.44 million, which indicates a substantial year-over-year increase of +185.5%. For the current fiscal year, the revenue estimate is $83.91 million, reflecting a growth of +127.8%, while the next fiscal year's estimate is $114.53 million, showing a change of +36.5% [11]. Last Reported Results and Surprise History - Invesco Mortgage Capital reported revenues of $17.73 million in the last quarter, marking a year-over-year increase of +105.2%. The EPS for this period was $0.58, down from $0.86 a year ago. The reported revenues were below the Zacks Consensus Estimate of $19.99 million, resulting in a revenue surprise of -11.31%, while the EPS surprise was +3.57% [12]. - Over the last four quarters, the company has surpassed consensus EPS estimates twice and topped revenue estimates once [13]. Valuation - Invesco Mortgage Capital is graded B in the Zacks Value Style Score, indicating that it is trading at a discount compared to its peers [17].

Core Viewpoint - Franklin BSP (FBRT) reported quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.31 per share, and showing a decline from $0.31 per share a year ago, indicating an earnings surprise of -12.90% [1][2] Financial Performance - The company posted revenues of $49.29 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 11.97%, and down from $50.88 million year-over-year [2] - Over the last four quarters, Franklin BSP has surpassed consensus EPS estimates only once [2] Stock Performance - Franklin BSP shares have declined approximately 18.5% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.32 for the coming quarter and $0.85 for the current fiscal year, alongside revenues of $56.67 million and $220.56 million respectively [7] - The estimate revisions trend for Franklin BSP was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The REIT and Equity Trust industry, to which Franklin BSP belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

New York Mortgage Trust (NYMT) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to a loss of $0.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.1 per share when it actually produced earnings of $0.2, delivering a surprise of +100%. Over the last f ...

This real estate investment trust is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of -114.3%. Revenues are expected to be $38.32 million, down 24.8% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 5.88% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this ...

Group 1: Earnings Performance - Redwood Trust reported quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.19 per share, but showing an increase from $0.13 per share a year ago, representing an earnings surprise of -5.26% [1] - The company posted revenues of $13.8 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 57.65%, and down from $25.3 million year-over-year [2] - Over the last four quarters, Redwood Trust has surpassed consensus EPS estimates only once [2] Group 2: Stock Performance and Outlook - Redwood Trust shares have declined approximately 7% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.20 on revenues of $34.85 million, and $0.75 on revenues of $131.65 million for the current fiscal year [7] Group 3: Industry Context - The REIT and Equity Trust industry, to which Redwood Trust belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The Zacks Rank for Redwood Trust is currently 1 (Strong Buy), suggesting that the shares are expected to outperform the market in the near future [6]

分组1 - Blackstone Mortgage Trust reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.20 per share, and down from $0.56 per share a year ago, representing an earnings surprise of -5.00% [1] - The company posted revenues of $94.81 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 13.72%, and down from $126.77 million year-over-year [2] - Blackstone Mortgage shares have increased approximately 11.3% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $113.85 million, and for the current fiscal year, it is $1.04 on revenues of $429.87 million [7] - The Zacks Industry Rank for REIT and Equity Trust is in the top 22% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - The estimate revisions trend for Blackstone Mortgage was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]

Earnings Performance - Apollo Commercial Finance reported quarterly earnings of $0.26 per share, matching the Zacks Consensus Estimate, but down from $0.35 per share a year ago [1] - The company posted revenues of $43.07 million for the quarter, missing the Zacks Consensus Estimate by 1.28% and down from $51.76 million year-over-year [2] - Over the last four quarters, Apollo Commercial Finance has surpassed consensus EPS estimates two times but has not beaten revenue estimates [2] Stock Performance and Outlook - Apollo Commercial Finance shares have increased approximately 12.7% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $0.29 for the coming quarter and $1.05 for the current fiscal year [7] Industry Context - The REIT and Equity Trust industry, to which Apollo Commercial Finance belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Apollo's stock performance [5][6]

分组1 - BrightSpire (BRSP) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, but down from $0.22 per share a year ago, representing an earnings surprise of +12.50% [1] - Colony Credit posted revenues of $16.73 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.62%, but down from $25.25 million year-over-year [2] - The stock of Colony Credit has underperformed, losing about 11.9% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] 分组2 - The earnings outlook for Colony Credit is mixed, with the current consensus EPS estimate at $0.16 on $15.7 million in revenues for the coming quarter and $0.64 on $63.3 million in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the top 20% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8] - Ellington Credit, another company in the same industry, is expected to report quarterly earnings of $0.21 per share, reflecting a year-over-year decline of -41.7%, while revenues are projected to be $9.68 million, up 148.2% from the previous year [9]