FN2 Earnings Intelligence

Annaly Capital Management, Inc. earnings overview

Latest Annaly Capital Management, Inc. (NLY) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportAnnaly Capital Management, Inc. reports Wednesday, Feb 10, 2027 · After market closeConsensus EPS $0.77 · consensus revenue $685.7M
NLY FY2026 Q3 · Calendar Q4 2026

Annaly Capital Management, Inc.

The quarter supports a more limited version of the resilience thesis: earnings remained above the dividend and the three businesses were described as solid, but the negative economic return and rate-sensitive risks show that earnings durability does not eliminate market-value or funding pressure.

EPS surprise+3.6%
Market move-0.6%

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