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Annaly Capital Management (NLY) Q1 2026 Earnings

NLY·Reported April 21, 2026·After market close

Annaly Capital Management reported Q1 2026 revenue of $341.6M (+39.7% YoY), missed analyst consensus of $665.7M by $324.1M. Diluted EPS came in at $0.76 (+5.6% YoY), beat the $0.74 consensus by $0.02. Annaly Capital Management reports across 3 business segments, led by Annaly Agency Group, Annaly Residential Credit Group, and Annaly Mortgage Servicing Rights Group.

Revenue
$341.6Mmissed by $324.1M
Consensus: $665.7M
Diluted EPS
$0.76beat by $0.02
Consensus: $0.74
SEC

SEC Filings

Earnings release8-K · 0001043219-26-000021
Quarterly report10-Q · 0001043219-26-000028

Financial Snapshot

Trailing eight quarters through Q1 2026

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Revenue

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Q1 2026 Earnings FAQ

Common questions about Annaly Capital Management's Q1 2026 earnings report.

Annaly Capital Management (NLY) reported Q1 2026 earnings on April 21, 2026 after market close.

Annaly Capital Management reported revenue of $341.6M and diluted EPS of $0.76 for Q1 2026.

Revenue missed the consensus estimate of $665.7M by $324.1M. EPS beat the consensus estimate of $0.74 by $0.02.

Compared to the same quarter a year prior, revenue grew 39.7% from $244.5M a year earlier and diluted EPS grew 5.6% from $0.72.

You can read the 8-K earnings release (0001043219-26-000021) and the 10-Q periodic report (0001043219-26-000028) directly on SEC EDGAR. The filing index links above go to sec.gov.