Annaly Capital Management, Inc.
NLYNYSEReal Estate● Active
$21.23
+$0.01(+0.02%)
Market Cap$15.6B
P/E Ratio—
52W High$24.52
52W Low$18.64
Annaly Capital Management, Inc. (NLY) Earnings: Dates, EPS & Revenue History
Quarterly EPS vs. estimates, revenue surprises, next earnings date, and analyst consensus.
NLY · earnings · updated Jun 8, 2026
Latest Earnings
Q2 FY2026Report Date: Apr 21, 2026EPS Actual
$0.33
Est. $0.74 · -55.4%
Revenue
$1.63B
Est. $0.60B · +173.9%
Fiscal Period
Q2 FY2026
FY ends December
Report Date
Apr 21, 2026
After Market Close
▼ Miss EPS▲ Beat Revenue
NLY reports quarterly as a NYSE-listed REIT - Mortgage company. Fiscal year ends in December. Data: FMP · Updated hourly.
Next Earnings Date
Days Away
85
days
Expected Date
Sep 1, 2026
Fiscal Period
Q3 FY2026
Release Time
◌ Time TBD (Unconfirmed)EPS Est.
$0.46
Rev. $3.65B
Days Away85
Expected DateSep 1, 2026
Fiscal PeriodQ3 FY2026
Release TimeTime TBD (Unconfirmed)
EPS Est.$0.46
Rev. Est.$3.65B
EPS & Revenue vs. Estimates
Actual (Beat)
Actual (Miss)
Estimated
Earnings History
| Period | Report Date | EPS Est. | EPS Actual | EPS Surpr. | Revenue | Rev. Est. | Rev. Surpr. |
|---|---|---|---|---|---|---|---|
| ◌ Q3 FY2026 | Jul 22, 2026 | $0.74 | — | — | — | $0.58B | — |
| ▼ Q2 FY2026 | Apr 21, 2026 | $0.74 | $0.33 | -55.4% | $1.63B | $0.60B | +173.9% |
| ▲ Q1 FY2026 | Jan 28, 2026 | $0.72 | $0.74 | +2.8% | $1.06B | $0.70B | +52.2% |
| ▲ Q4 FY2025 | Oct 22, 2025 | $0.72 | $0.73 | +1.4% | $2.16B | $0.55B | +288.8% |
| ▲ Q3 FY2025 | Jul 23, 2025 | $0.72 | $0.73 | +1.4% | $1.79B | $0.49B | +262.5% |
| ▲ Q2 FY2025 | Apr 30, 2025 | $0.71 | $0.72 | +1.4% | $0.24B | $0.42B | -41.6% |
| ▲ Q1 FY2025 | Jan 29, 2025 | $0.67 | $0.72 | +7.5% | $0.54B | $0.42B | +27.6% |
| ▼ Q4 FY2024 | Oct 23, 2024 | $0.67 | $0.66 | -1.5% | $0.13B | $1.24B | -89.2% |
Q3 FY2026
Jul 22, 2026
EPS Actual
—
EPS Est.
$0.74
EPS Surpr.
—
Revenue
—
Q2 FY2026
Apr 21, 2026Miss
EPS Actual
$0.33
EPS Est.
$0.74
EPS Surpr.
-55.4%
Revenue
$1.63B
Q1 FY2026
Jan 28, 2026Beat
EPS Actual
$0.74
EPS Est.
$0.72
EPS Surpr.
+2.8%
Revenue
$1.06B
Q4 FY2025
Oct 22, 2025Beat
EPS Actual
$0.73
EPS Est.
$0.72
EPS Surpr.
+1.4%
Revenue
$2.16B
Q3 FY2025
Jul 23, 2025Beat
EPS Actual
$0.73
EPS Est.
$0.72
EPS Surpr.
+1.4%
Revenue
$1.79B
Q2 FY2025
Apr 30, 2025Beat
EPS Actual
$0.72
EPS Est.
$0.71
EPS Surpr.
+1.4%
Revenue
$0.24B
Q1 FY2025
Jan 29, 2025Beat
EPS Actual
$0.72
EPS Est.
$0.67
EPS Surpr.
+7.5%
Revenue
$0.54B
Q4 FY2024
Oct 23, 2024Miss
EPS Actual
$0.66
EPS Est.
$0.67
EPS Surpr.
-1.5%
Revenue
$0.13B
Analyst Estimates
Limited analyst coverage (fewer than 3 analysts). Estimates may not reflect market consensus.
EPS Estimates
| Period | Low | Consensus | High | # Analysts |
|---|---|---|---|---|
| Q4 FY2028 | $0.53 | $0.72 | $1.12 | 5 |
| Q3 FY2028 | $0.54 | $0.73 | $1.13 | 5 |
| Q2 FY2028 | $0.54 | $0.73 | $1.13 | 6 |
| Q1 FY2028 | $0.53 | $0.72 | $1.11 | 3 |
| Q4 FY2027 | $0.56 | $0.75 | $1.16 | 2 |
| Q3 FY2027 | $0.55 | $0.75 | $1.16 | 2 |
Revenue Estimates
| Period | Low | Consensus | High | # Analysts |
|---|---|---|---|---|
| Q4 FY2028 | $0.5B | $0.6B | $0.9B | 1 |
| Q3 FY2028 | $0.5B | $0.6B | $0.9B | 1 |
| Q2 FY2028 | $0.5B | $0.6B | $0.9B | 1 |
| Q1 FY2028 | $0.5B | $0.6B | $0.9B | 1 |
| Q4 FY2027 | $0.5B | $0.7B | $1.0B | 1 |
| Q3 FY2027 | $0.5B | $0.7B | $0.9B | 2 |
Earnings Price Reaction
Closing price one trading day before vs. one trading day after each earnings release.
| Period | Report Date | EPS Beat/Miss | Price Before | Price After | 1D Reaction |
|---|---|---|---|---|---|
| ▼ Q2 FY2026 | Apr 21, 2026 | -55.4% | $22.65 | $22.60 | -0.22% |
| ▲ Q1 FY2026 | Jan 28, 2026 | +2.8% | $24.36 | $24.25 | -0.45% |
| ▲ Q4 FY2025 | Oct 22, 2025 | +1.4% | $21.05 | $21.30 | +1.19% |
| ▲ Q3 FY2025 | Jul 23, 2025 | +1.4% | $20.40 | $20.45 | +0.25% |
| ▲ Q2 FY2025 | Apr 30, 2025 | +1.4% | $19.62 | $19.60 | -0.10% |
| ▲ Q1 FY2025 | Jan 29, 2025 | +7.5% | $19.90 | $19.76 | -0.70% |
| ▼ Q4 FY2024 | Oct 23, 2024 | -1.5% | $19.64 | $19.55 | -0.46% |
| ▲ Q3 FY2024 | Jul 24, 2024 | +3.0% | $20.32 | $19.90 | -2.07% |
Q2 FY2026-0.22%
Report Date
Apr 21, 2026
EPS Beat/Miss
-55.4%
Price Before
$22.65
Price After
$22.60
Q1 FY2026-0.45%
Report Date
Jan 28, 2026
EPS Beat/Miss
+2.8%
Price Before
$24.36
Price After
$24.25
Q4 FY2025+1.19%
Report Date
Oct 22, 2025
EPS Beat/Miss
+1.4%
Price Before
$21.05
Price After
$21.30
Q3 FY2025+0.25%
Report Date
Jul 23, 2025
EPS Beat/Miss
+1.4%
Price Before
$20.40
Price After
$20.45
Q2 FY2025-0.10%
Report Date
Apr 30, 2025
EPS Beat/Miss
+1.4%
Price Before
$19.62
Price After
$19.60
Q1 FY2025-0.70%
Report Date
Jan 29, 2025
EPS Beat/Miss
+7.5%
Price Before
$19.90
Price After
$19.76
Q4 FY2024-0.46%
Report Date
Oct 23, 2024
EPS Beat/Miss
-1.5%
Price Before
$19.64
Price After
$19.55
Q3 FY2024-2.07%
Report Date
Jul 24, 2024
EPS Beat/Miss
+3.0%
Price Before
$20.32
Price After
$19.90
Avg Beat Reaction-0.31%
Avg Miss Reaction-0.34%
Beat Rate6 / 8 quarters
Largest Move-2.07% (Q3 FY2024)
Data: FMP /historical-price-eod/full · field: close
About Earnings & Data Methodology
Data source: Financial Modeling Prep (FMP) | Updated: Hourly | Surprise%: (Actual − Estimate) / |Estimate| × 100 | Fiscal year: NLY ends December
Annaly Capital Management, Inc. (NLY) most recently reported earnings on April 21, 2026 for Q2 FY2026, posting EPS of $0.33 — missing the analyst consensus of $0.74 by -55.4%. The next NLY earnings date is expected around September 1, 2026.
Each quarter, investors track NLY earnings for signals on forward guidance and business momentum. For longer-term revenue trends, see the Revenue tab. NLY revenue tab →
Earnings Glossary
EPS (Earnings Per Share)
Net income ÷ diluted shares outstanding. The primary metric analysts use to gauge quarterly profitability.
Earnings Surprise %
(Actual − Estimate) / |Estimate| × 100. Positive = Beat. Negative = Miss.
Beat / Miss / In-Line
Beat = Actual ≥ Estimate. Miss = Actual < Estimate. In-Line = within ±1%.
BMO / AMC
Before Market Open / After Market Close. Two windows when companies typically release results.
Fiscal Quarter
NLY's fiscal year ends in December. Fiscal quarters may not align with calendar quarters.
Analyst Consensus
Average EPS/Revenue forecast across all covering analysts. More analysts = more reliable estimate.
Figures tie to FMP earnings calendar, estimates, and SEC 10-Q/10-K filings where noted.
Frequently asked questions
NLY earnings · 5 questionsAnnaly Capital Management, Inc.'s next earnings report is expected around September 1, 2026. NLY typically reports quarterly — approximately every three months. The exact date is confirmed by the company 2–4 weeks before the release. Time is currently TBD; NLY historically reports after market close (AMC).
NLY earnings datewhen is NLY earningsNLY next earnings datewhen does NLY report earningsNLY earnings calendar
▸ Source: FMP · Annaly Capital Management, Inc. SEC filings · US GAAP · Annaly Capital Management, Inc. SEC 10-K & 10-Q filings · US GAAP · Updated: Jun 8, 2026