ARMOUR Residential REIT, Inc.(ARR)Earnings, Financials & Key Ratios

ARR•NYSE•REIT / Real Estate

$17.25

5.2× P/E·Price updated Jul 2, 2026

SectorReal Estate IndustryMortgage REITs Sub-IndustryAgency mortgage securities REITs

AboutARMOUR Residential REIT, Inc. invests in residential mortgage-backed securities (MBS) in the United States. The company's securities portfolio primarily consists of the United States Government-sponsored entity's (GSE) and the Government National Mortgage Administration's issued or guaranteed securities backed by fixed rate, hybrid adjustable rate, and adjustable-rate home loans, as well as unsecured notes and bonds issued by the GSE and the United States treasuries, as well as money market instruments. It also invests in other securities backed by residential mortgages for which the payment of principal and interest is not guaranteed by a GSE or government agency. The company has elected to be taxed as a real estate investment trust under the Internal Revenue Code. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. ARMOUR Residential REIT, Inc. was incorporated in 2008 and is based in Vero Beach, Florida.Show more

Revenue$1.31B+444.1%
FFO$325M+2355.9%
FFO/Share3.44+1348.2%
FFO Payout87.3%+108.3%
FFO per Share3.44+1348.2%
NOI Margin97.02%+12.6%
FFO Margin24.88%+514.6%
ROE17.82%+1729.3%
ROA1.87%+1779.7%

ARR Price & Volume

ARMOUR Residential REIT, Inc. (ARR) stock price & volume — 10-year historical chart

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Extreme Portfolio Volatility Threatens Dividend Sustainability

Investment Thesis • Updated 2026Q1

VerdictNegative

Growth:Contracting

Profitability:Strained

Financial:Vulnerable

Cash Flow:Deteriorating

Primary Risk:High leverage margin calls

Key Thesis Takeaways

ARMOUR Residential REIT faces significant operational instability, evidenced by a 84.8% revenue contraction in 2026Q1 and a shift to negative FFO of $51.5 million.
The company's reliance on a 7.90x debt-to-equity ratio creates a precarious dependency on repo market conditions, leaving the dividend payout highly vulnerable to further asset price declines.
Investors should exercise extreme caution as the firm struggles to maintain internal cash flow generation amidst persistent equity stagnation and margin compression.

Verdict Logic

the company's negative FFO of $51.5 million in 2026Q1 and high 7.90x leverage ratio suggest that current dividend distributions are not supported by recurring operational earnings.

ARR Growth Metrics

ARMOUR Residential REIT, Inc. (ARR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years18.13%

5 Years-

3 Years-

TTM67.32%

Profit CAGR

10 Years-

5 Years-

3 Years-

TTM15341.06%

EPS CAGR

10 Years-

5 Years-

3 Years-

TTM508.51%

Return on Capital

10 Years2.96%

5 Years7.73%

3 Years13.21%

Last Year31.49%

ARR Recent Earnings

ARMOUR Residential REIT, Inc. (ARR) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat EPS 5/12 qtrs (42%)●Beat Revenue 6/12 qtrs (50%)

Q2 2026Latest

Apr 22, 2026

Metric

Actual

Est

EPS

$0.76+4.1%

$0.73

Rev

$109M-27.0%

$149M

Q1 2026

Feb 18, 2026

Metric

Actual

Est

EPS

$0.71-4.1%

$0.74

Rev

$97M-35.0%

$149M

Q4 2025

Oct 22, 2025

Metric

Actual

Est

EPS

$0.72-4.0%

$0.75

Rev

$161M+158.0%

$62M

Q3 2025

Jul 23, 2025

Metric

Actual

Est

EPS

$0.77-4.9%

$0.81

Rev

$195M+207.3%

$63M

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	Apr 22, 2026	$0.76vs $0.73+4.1%	$109Mvs $149M-27.0%
Q1 2026	Feb 18, 2026	$0.71vs $0.74-4.1%	$97Mvs $149M-35.0%
Q4 2025	Oct 22, 2025	$0.72vs $0.75-4.0%	$161Mvs $62M+158.0%
Q3 2025	Jul 23, 2025	$0.77vs $0.81-4.9%	$195Mvs $63M+207.3%

Based on last 12 quarters of dataView full earnings history →

Latest ARR News

Recent stock market news and headlines for ARMOUR Residential REIT, Inc. (ARR)

GlobeNewsWire·5 days ago

ARMOUR Residential REIT, Inc. Confirms July 2026 Common Share and Q3 2026 Series C Preferred Share Dividends

VERO BEACH, Florida, July 01, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today confirmed the July 2026 cash dividend for the Company's Common Stock, consistent with the previous guidance which the Company released on June 24, 2026. The Company also confirmed the Q3 2026 monthly cash dividend rate for the Company's Series C Preferred Stock.

GlobeNewsWire·Jun 24, 2026

ARMOUR Residential REIT, Inc. Announces Guidance for July 2026 Dividend Rate Per Common Share

VERO BEACH, Florida, June 24, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced guidance on the July 2026 cash dividend for the Company's Common Stock of $0.24 per Common share.

Zacks Investment Research·Jun 23, 2026

New Strong Sell Stocks for June 23rd

ARR, AMTB and AMPH have been added to the Zacks Rank #5 (Strong Sell) List on June 23rd, 2026.

Peers Comparison

Key metrics vs top competitors for ARMOUR Residential REIT, Inc. (ARR)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
ARRARMOUR Residential REIT, Inc.Current	$17.25	$2.14B	5.23	444.08%	24.72%	17.82%	17.43%
AGNCAGNC Investment Corp.	$10.79	$12.39B	7.34	-60.79%	43.6%	12.7%	—
NLYAnnaly Capital Management, Inc.	$22.20	$16.27B	7.60	5.35%	31.96%	14.34%	—
DXDynex Capital, Inc.	$12.96	$1.96B	5.25	67.76%	34.75%	11.05%	—
EARNEllington Credit Company	$4.38	$164.55M	-11.53	-15.99%	-14.73%	-2.76%	—
TWOTwo Harbors Investment Corp.	$12.35	$1.3B	-2.83	-28.4%	-44.82%	-19.11%	—

Compare ARR vs Peers

ARMOUR Residential REIT, Inc. (ARR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AGNC

Most directly comparable listed peer for ARR.

Scale Benchmark

vs RKT

Larger-name benchmark to compare ARR against a more recognizable public peer.

Peer Set

Compare Top 5

vs AGNC, NLY, DX, EARN

ARR SEC Filings & Documents

ARMOUR Residential REIT, Inc. (ARR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

Apr 22, 2026·SEC

Material company update

Apr 22, 2026·SEC

Material company update

Apr 21, 2026·SEC

10-K Annual Reports

FY 2026

Feb 18, 2026·SEC

10-Q Quarterly Reports

FY 2026

Apr 22, 2026·SEC

FY 2025

Oct 22, 2025·SEC

FY 2025

Jul 23, 2025·SEC

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ARR Frequently Asked Questions

ARMOUR Residential REIT, Inc. (ARR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is ARMOUR Residential REIT, Inc.'s revenue?

ARMOUR Residential REIT, Inc. (ARR) reported $993.0M in revenue for fiscal year 2025. This represents a 60000% increase from $1.7M in 2007.

How fast is ARMOUR Residential REIT, Inc. growing?

ARMOUR Residential REIT, Inc. (ARR) grew revenue by 444.1% over the past year. This is strong growth.

Is ARR profitable?

Yes, ARMOUR Residential REIT, Inc. (ARR) is profitable, generating $240.5M in net income for fiscal year 2025 (24.7% net margin).

Dividend & Returns

Does ARR pay dividends?

Yes, ARMOUR Residential REIT, Inc. (ARR) pays a dividend with a yield of 17.43%. This makes it attractive for income-focused investors.

What is ARR's return on equity?

ARMOUR Residential REIT, Inc. (ARR) has a return on equity (ROE) of 17.8%. This is reasonable for most industries.

Industry Metrics

What is ARMOUR Residential REIT, Inc.'s FFO?

ARMOUR Residential REIT, Inc. (ARR) generated Funds From Operations (FFO) of $245.9M in the trailing twelve months. FFO is the primary profitability metric for REITs.

Is ARR a good dividend stock?

ARMOUR Residential REIT, Inc. (ARR) offers a 17.43% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.

What if you invested $1,000 in ARR back in 2007?

Total return calculator · dividends reinvested · 19+ years of data

See returns →

Quarter

Date

EPS (Act vs Est)

Revenue (Act vs Est)

Q2 2026Latest

Apr 22, 2026

$0.76vs $0.73+4.1%

$109Mvs $149M-27.0%

Q1 2026

Feb 18, 2026

$0.71vs $0.74-4.1%

$97Mvs $149M-35.0%

Q4 2025

Oct 22, 2025

$0.72vs $0.75-4.0%

$161Mvs $62M+158.0%

Q3 2025

Jul 23, 2025

$0.77vs $0.81-4.9%

$195Mvs $63M+207.3%

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

ARRARMOUR Residential REIT, Inc.Current

$17.25

$2.14B

5.23

444.08%

24.72%

17.82%

17.43%

AGNCAGNC Investment Corp.

$10.79

$12.39B

7.34

-60.79%

43.6%

12.7%

—

NLYAnnaly Capital Management, Inc.

$22.20

$16.27B

7.60

5.35%

31.96%

14.34%

—

DXDynex Capital, Inc.

$12.96

$1.96B

5.25

67.76%

34.75%

11.05%

—

EARNEllington Credit Company

$4.38

$164.55M

-11.53

-15.99%

-14.73%

-2.76%

—

TWOTwo Harbors Investment Corp.

$12.35

$1.3B

-2.83

-28.4%

-44.82%

-19.11%

—