NLY
ANNALY CAPITAL MANAGEMENT INC
Overview
Annaly Capital Management operates as a real estate investment trust that invests in residential mortgage-backed securities, residential credit assets, and mortgage servicing rights using borrowed funds to generate returns from the spread between asset yields and borrowing costs.
ANNALY CAPITAL MANAGEMENT INC is a Real Estate company operating in REIT - Mortgage with a $16.24B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2216 Q&A exchanges
- Q4 FY2025Earnings2026-01-2915 Q&A exchanges
- Q3 FY2025Earnings2025-10-2315 Q&A exchanges
- Q2 FY2025Earnings2025-07-2416 Q&A exchanges
- Q1 FY2025Earnings2025-05-0120 Q&A exchanges
- Q4 FY2024Earnings2025-01-3023 Q&A exchanges
- Q3 FY2024Earnings2024-10-2414 Q&A exchanges
- Q2 FY2024Earnings2024-07-2515 Q&A exchanges
- Q1 FY2024Earnings2024-04-2515 Q&A exchanges
- Q4 FY2023Earnings2024-02-0824 Q&A exchanges
- Q3 FY2023Earnings2023-10-2614 Q&A exchanges
- Q2 FY2023Earnings2023-07-2717 Q&A exchanges
- Q1 FY2023Earnings2023-04-2717 Q&A exchanges
- Q4 FY2022Earnings2023-02-0917 Q&A exchanges
- Q3 FY2022Earnings2022-10-2713 Q&A exchanges
- Q2 FY2022Earnings2022-07-2822 Q&A exchanges
- Q1 FY2022Earnings2022-04-2816 Q&A exchanges
- Q4 FY2021Earnings2022-02-1013 Q&A exchanges
- Q3 FY2021Earnings2021-10-2817 Q&A exchanges
- Q2 FY2021Earnings2021-07-2935 Q&A exchanges
- Q1 FY2021Earnings2021-04-2926 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs $0.75—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$0.76 vs $0.73+3.9%Rev$1.63B vs ——EODHD
- Q4 FY20252026-02-10EPS$0.74 vs $0.73+2.1%Rev$1.79B vs ——EODHD
- Q3 FY20252025-10-28EPS$0.73 vs $0.72+1.4%Rev$1.63B vs ——EODHD
- Q2 FY20252025-07-22EPS$0.73 vs $0.71+2.8%Rev$1.79B vs ——EODHD
- Q1 FY20252025-04-29EPS$0.72 vs $0.70+2.9%Rev$1.49B vs ——EODHD
- Q4 FY20242025-01-28EPS$0.72 vs $0.67+7.5%Rev$1.95B vs ——EODHD
- Q3 FY20242024-10-22EPS$0.66 vs $0.67-1.5%Rev$1.25B vs ——EODHD
- Q2 FY20242024-07-23EPS$0.68 vs $0.65+4.6%Rev$1.65B vs ——EODHD
- Q1 FY20242024-04-23EPS$0.64 vs $0.640.0%Rev$1.51B vs ——EODHD
- Q4 FY20232024-02-06EPS$0.68 vs $0.65+4.6%Rev$1.45B vs ——EODHD
- Q3 FY20232023-10-24EPS$0.66 vs $0.69-4.3%Rev$1.73B vs ——EODHD
- Q2 FY20232023-07-25EPS$0.72 vs $0.74-2.7%Rev$1.32B vs ——EODHD
- Q1 FY20232023-04-25EPS$0.81 vs $0.76+6.6%Rev$1.11B vs ——EODHD
- Q4 FY20222023-02-07EPS$0.89 vs $0.88+1.1%Rev$1.99B vs ——EODHD
- Q3 FY20222022-10-25EPS$1.06 vs $0.99+7.1%Rev$968.8M vs ——EODHD
- Q2 FY20222022-07-26EPS$1.20 vs $0.94+27.7%Rev$789.2M vs ——EODHD
- Q1 FY20222022-04-26EPS$1.12 vs $1.00+12.0%Rev$403.6M vs ——EODHD
- Q4 FY20212022-02-08EPS$1.12 vs $1.07+4.7%Rev$540.9M vs ——EODHD
- Q3 FY20212021-10-26EPS$1.12 vs $1.07+4.7%Rev$-924.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $0.75 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $0.76 | $0.73 | +3.9% | $1.63B | — | — | EODHD |
| Q4 FY2025 | 2026-02-10 | $0.74 | $0.73 | +2.1% | $1.79B | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.73 | $0.72 | +1.4% | $1.63B | — | — | EODHD |
| Q2 FY2025 | 2025-07-22 | $0.73 | $0.71 | +2.8% | $1.79B | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.72 | $0.70 | +2.9% | $1.49B | — | — | EODHD |
| Q4 FY2024 | 2025-01-28 | $0.72 | $0.67 | +7.5% | $1.95B | — | — | EODHD |
| Q3 FY2024 | 2024-10-22 | $0.66 | $0.67 | -1.5% | $1.25B | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $0.68 | $0.65 | +4.6% | $1.65B | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $0.64 | $0.64 | 0.0% | $1.51B | — | — | EODHD |
| Q4 FY2023 | 2024-02-06 | $0.68 | $0.65 | +4.6% | $1.45B | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.66 | $0.69 | -4.3% | $1.73B | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $0.72 | $0.74 | -2.7% | $1.32B | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $0.81 | $0.76 | +6.6% | $1.11B | — | — | EODHD |
| Q4 FY2022 | 2023-02-07 | $0.89 | $0.88 | +1.1% | $1.99B | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $1.06 | $0.99 | +7.1% | $968.8M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $1.20 | $0.94 | +27.7% | $789.2M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $1.12 | $1.00 | +12.0% | $403.6M | — | — | EODHD |
| Q4 FY2021 | 2022-02-08 | $1.12 | $1.07 | +4.7% | $540.9M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $1.12 | $1.07 | +4.7% | $-924.4M | — | — | EODHD |
Source: EODHD. NLY reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NLY'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 10/10 quarters with 50% positive reaction rate
SampleConsistent 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.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.58 | $0.45 | +29.0% | +2.9% | +5.5% |
| Q4 FY2026 | $0.81 | $0.63 | +28.7% | -3.7% | -6.5% |
| Q3 FY2026 | $0.78 | $0.64 | +21.1% | +5.2% | +3.4% |
| Q2 FY2026 | $0.74 | $0.60 | +24.0% | -0.1% | -2.0% |
| Q1 FY2025 | $0.70 | $0.61 | +14.8% | -2.1% | -0.9% |
| Q4 FY2025 | $0.60 | $0.49 | +23.4% | +3.2% | +2.0% |
| Q3 FY2025 | $0.86 | $0.67 | +28.5% | -3.4% | -1.7% |
| Q2 FY2025 | $0.66 | $0.57 | +15.0% | +2.8% | +0.7% |
| Q1 FY2024 | $0.72 | $0.61 | +18.1% | +4.8% | +3.9% |
| Q4 FY2024 | $0.85 | $0.67 | +26.7% | -1.4% | -1.4% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
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.
- David L FinkelsteinCEO1 yr 4 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
- Serena WolfeCFO1 yr 4 mo21 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- Steven Francis CampbellCOO1 yr 4 mono recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Anthony C GreenChief Corporate Officer, CLO1 yr 4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
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 NLY.
$ curl https://api.spokenalpha.com/v1/companies/NLYFAQ
Frequently asked about NLY
Where can I find ANNALY CAPITAL MANAGEMENT INC's (NLY) earnings call transcripts?
Spoken Alpha indexes NLY's earnings call transcripts at https://spokenalpha.com/companies/NLY. Each call links to attributed speakers and parsed analyst Q&A. ANNALY CAPITAL MANAGEMENT INC's own investor relations page is at https://investor.annaly.com/.
When was ANNALY CAPITAL MANAGEMENT INC's most recent earnings call?
ANNALY CAPITAL MANAGEMENT INC (NLY) held its most recent earnings call on 2026-04-22, covering fiscal Q1 2026.
What sector is NLY in?
ANNALY CAPITAL MANAGEMENT INC (NLY) operates in the Real Estate sector (REIT - Mortgage industry).