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Did Annaly Capital Management Beat Earnings?
Annaly Capital Management (NLY) reported Q2 '26 revenue of $2.23B, up 24.9% year-over-year, with reported EPS of $0.79. That topped the $0.75 analyst estimate by 5.3% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Annaly Capital Management’s job postings, web traffic, and employee business outlook. See the full NLY stock analysis or the earnings calendar for upcoming reports.
NLY Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.75 | $0.79 | Beat +5.3% |
| Q1 '26 | $0.74 | $0.76 | Beat +2.7% |
| Q4 '25 | $0.73 | $0.74 | Beat +1.4% |
| Q3 '25 | $0.72 | $0.73 | Beat +1.4% |
| Q2 '25 | $0.71 | $0.73 | Beat +2.8% |
| Q1 '25 | $0.70 | $0.72 | Beat +2.9% |
Annaly Capital Management Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.25B | 1.95B | 1.49B | 1.79B | 1.63B | 1.79B | 1.63B | 2.23B |
| Gross margin | 98.9% | 99.9% | 98.8% | 99.0% | 99.0% | 99.9% | 98.9% | 99.2% |
| Operating margin | 103.5% | 83.8% | 83.1% | 67.4% | 128.3% | 130.5% | 95.8% | 96.6% |
| Net income | 66M | 482M | 124M | 57M | 832M | 1.01B | 283M | 823M |
| Net margin | 5.3% | 24.7% | 8.3% | 3.2% | 51.1% | 56.7% | 17.3% | 36.8% |
| EPS | $0.66 | $0.72 | $0.72 | $0.73 | $0.73 | $0.74 | $0.76 | $0.79 |
Annaly Capital Management Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Annaly Capital Management’s quarterly revenue moved from $1.25B to $2.23B. Net margin expanded from 5.3% to 36.8%, against a 99.2% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Annaly Capital Management has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is Annaly Capital Management’s Next Earnings Date?
Annaly Capital Management reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the NLY earnings calendar.
Frequently Asked Questions: Annaly Capital Management Earnings
Annaly Capital Management's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Annaly Capital Management reported Q2 '26 EPS of $0.79 on revenue of $2.23B (+24.9% YoY). Annaly Capital Management beat estimates, reporting $0.79 vs. the $0.75 estimate.
Annaly Capital Management reported Q2 '26 revenue of $2.23B, up 24.9% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the NLY AI Score.
