# Annaly Capital (NLY) — Earnings

NLY · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/nly/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $0.79 |
| EPS estimate | $0.75 |
| EPS surprise | +5.18% |
| Revenue surprise | +39.55% |
| Revenue | $892.9M |
| Revenue estimate | $639.8M |
| Reported | Jul 21, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1043219/000104321926000058/nly-20260630.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/98d5077c-00c1-9505-ee01-9f1f179a6999.html) |

Annaly Capital reported Q2 2026 results on July 21, 2026. Earnings per share were $0.79, ahead of the $0.75 estimate by 5.18%. Revenue was $892.9 million against a $639.8 million estimate, a 39.55% beat. Compared with Q2 2025, EPS rose about 8% from $0.73.

The revenue figures in the table swing widely from quarter to quarter, from $48.0 million to $2.1 billion, and several quarters show none, so EPS is the clearer measure here. Annual EPS fell from $4.27 in 2022 to $2.87 in 2023 and $2.70 in 2024, then rose to $2.92 in 2025. The low point in the table was $0.64 in Q1 2024. Since Q4 2024, quarterly EPS has held steady or risen every quarter, and the $0.79 in Q2 2026 is the highest since Q1 2023. The first half of 2026 adds up to $1.55 per share, about 7% more than the $1.45 a year earlier. Annaly beat the EPS estimate in 16 of the last 20 quarters.

Annaly reported Q3 between October 22 and October 27 in each of the past five years. That points to late October 2026 for the next report.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Jul 21, 2026 | $0.75 | $0.79 | 5.18% | $639.8M | $892.9M |
| Q1 2026 | Apr 21, 2026 | $0.74 | $0.76 | 2.04% | $665.7M | $341.6M |
| Q4 2025 | Jan 28, 2026 | $0.73 | $0.74 | 1.40% | $697.2M | $1.1B |
| Q3 2025 | Oct 22, 2025 | $0.72 | $0.73 | 1.23% | $546.6M | $885.6M |
| Q2 2025 | Jul 23, 2025 | $0.71 | $0.73 | 2.33% | $503.0M | $110.8M |
| Q1 2025 | Apr 30, 2025 | $0.70 | $0.72 | 3.31% | $440.1M | $186.6M |
| Q4 2024 | Jan 29, 2025 | $0.67 | $0.72 | 7.93% | $705.9M | $527.5M |
| Q3 2024 | Oct 23, 2024 | $0.67 | $0.66 | -1.15% | $495.2M | $120.1M |
| Q2 2024 | Jul 24, 2024 | $0.65 | $0.68 | 4.62% | $462.8M | $48.0M |
| Q1 2024 | Apr 24, 2024 | $0.64 | $0.64 | -0.70% | $548.0M | $502.8M |
| Q4 2023 | Feb 7, 2024 | $0.65 | $0.68 | 5.36% | — | — |
| Q3 2023 | Oct 25, 2023 | $0.68 | $0.66 | -2.38% | $286.0M | — |
| Q2 2023 | Jul 26, 2023 | $0.74 | $0.72 | -3.00% | $363.9M | $218.4M |
| Q1 2023 | Apr 26, 2023 | $0.76 | $0.81 | 6.65% | $197.0M | — |
| Q4 2022 | Feb 8, 2023 | $0.88 | $0.89 | 0.92% | $361.9M | — |
| Q3 2022 | Oct 26, 2022 | $0.99 | $1.06 | 7.11% | $396.9M | — |
| Q2 2022 | Jul 27, 2022 | $0.99 | $1.20 | 21.30% | $365.9M | $922.8M |
| Q1 2022 | Apr 27, 2022 | $1.01 | $1.12 | 10.53% | $419.1M | $2.1B |
| Q4 2021 | Feb 9, 2022 | $1.07 | $1.12 | 4.55% | $388.3M | $387.6M |
| Q3 2021 | Oct 27, 2021 | $1.07 | $1.12 | 5.14% | $329.5M | $378.8M |

## Frequently Asked Questions

### When did Annaly Capital (NLY) last report earnings?

Annaly Capital last reported on Jul 21, 2026, covering fiscal Q2 2026.

### Did NLY beat earnings estimates?

Yes. Annaly Capital reported EPS of $0.79 for Q2 2026 against a $0.75 estimate — a 5.18% beat.

### How much revenue did NLY report last quarter?

Annaly Capital reported $892.9M in revenue for Q2 2026, against a consensus estimate of $639.8M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

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