Every 10-Q that ARMOUR Residential REIT, Inc. (ARR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ARR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARR filings page.
ARMOUR Residential REIT, Inc. reported a return to profitability for the three months ended June 30, 2026, with GAAP net income of $114,816 and net income available to common stockholders of $111,552, or $0.86 per basic and diluted share, compared with a loss in the prior-year quarter.
Net interest income rose to $76,819 as interest income increased while interest expense also grew. Net gains on derivatives of $108,235 more than offset losses on Agency Securities and U.S. Treasury Securities, producing total other income of $55,157. For the first six months of 2026, net income was $59,965 and estimated REIT taxable income was $153,723.
As of June 30, 2026, total assets were $22,745,816, including $21,183,644 of trading securities at fair value, primarily Agency mortgage-backed securities, funded largely by $19,441,457 of repurchase agreements at a 3.77% weighted average rate. Stockholders’ equity was $2,579,094. The company continued monthly common dividends of $0.24 per share, paying $179,383 in common dividends and $6,439 in preferred dividends during the first half of 2026, while raising additional equity through at-the-market offerings of common and Series C preferred stock.
ARMOUR Residential REIT, Inc. reported a GAAP net loss of $54.9M for the three months ended March 31, 2026, compared with net income of $27.3M a year earlier. The loss was driven mainly by a $182.6M loss on Agency securities and a $10.6M loss on U.S. Treasuries, partially offset by an $83.0M gain on derivatives.
Net interest income nearly doubled to $70.7M as average interest-earning assets increased and funding costs declined, producing a net interest spread of 1.04%. Total assets were $21.45B and stockholders’ equity was $2.34B at March 31, 2026.
The company continued to raise capital, issuing 11.8M common shares and 0.3M preferred shares for combined net proceeds of about $221.7M, while repurchasing 0.1M common shares. Common dividends remained at $0.24 per share monthly-equivalent, with $86.3M paid in common dividends and $3.2M in preferred dividends during the quarter.
ARMOUR Residential REIT (ARR) reported stronger Q3 2025 results. Net income was $159.3M, with net income available to common stockholders of $156.3M, or $1.49 diluted EPS. Net interest income improved to $38.5M as interest income rose while funding costs remained elevated. Other income reflected a $177.1M gain on Agency Securities, partly offset by a $(49.3)M loss on derivatives.
Total assets were $19.36B and stockholders’ equity was $2.13B. The portfolio included Agency Securities of $17.81B and U.S. Treasuries of $251.6M. Repurchase agreements totaled $16.56B at a 4.39% weighted average rate and 14-day average maturity.
Common shares outstanding were 111,898 as of September 30, 2025. During the nine months, ARR raised equity via its ATM ($575.6M net for 32.29M shares) and an August 2025 offering ($298.6M net for 18.5M shares), and repurchased 1.35M shares for $19.9M. Common dividends were $0.72 for the quarter.