Armour Residential REIT, Inc.
ARMOUR Residential REIT, Inc. operates as a mortgage REIT that invests in agency mortgage-backed securities and U.S. Treasury securities, funded through repurchase agreements. The company uses leverage typically between six and ten times equity and employs interest rate derivatives to manage funding costs and interest rate risk.
Armour Residential REIT, Inc is a Real Estate company operating in REIT - Mortgage with a $2.05B market cap.
Most recent earnings call: Q4 FY25 on Feb 19, 2026.
19 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks ARR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 5/10 quarters with 50% positive reaction rate
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ARR.
$ curl https://api.spokenalpha.com/v1/companies/ARRFAQ
Spoken Alpha indexes ARR's earnings call transcripts at https://spokenalpha.com/companies/ARR. Each call links to attributed speakers and parsed analyst Q&A.
Armour Residential REIT, Inc. (ARR) held its most recent earnings call on 2026-02-19, covering fiscal Q4 2025.
Armour Residential REIT, Inc. (ARR) operates in the Real Estate sector (REIT - Mortgage industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2025 | $2.42 | $2.32 | +4.5% | +1.7% | +4.1% |
| Q4 FY2025 | $2.23 | $2.13 | +4.8% | -2.5% | -1.5% |
| Q3 FY2025 | $2.00 | $2.21 | -9.5% | +5.8% | +3.8% |
| Q2 FY2025 | $2.39 | $2.37 | +1.0% | -2.8% | -3.8% |
| Q1 FY2024 | $2.43 | $2.31 | +5.2% | +0.3% | -1.7% |
CFO since 2025 • 1/2 beats (50%) • last guidance cut Q1 FY2025
| Q4 FY2024 |
| $2.15 |
| $2.39 |
| -9.9% |
| +1.5% |
| -0.6% |
| Q3 FY2024 | $2.39 | $2.33 | +2.5% | -3.5% | -4.7% |
| Q2 FY2024 | $2.25 | $2.37 | -4.9% | +3.7% | +2.7% |
| Q1 FY2023 | $2.33 | $2.38 | -2.1% | -2.2% | -4.6% |
| Q4 FY2023 | $2.17 | $2.31 | -6.1% | -3.9% | -5.1% |