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Annaly Capital Management NLY Q2 2025 earnings

Reported July 23, 2025 · After market close

Revenue$1.8BBeat by $1.3BDiluted EPS$0.73Beat by $0.01
Revenue estimate$493.6M
EPS estimate$0.72

Next report

Date not yet announced

Financials

Q2 2025

Income statement

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Revenue$1.4B+20.5%
Net income$57.1M+702%
EPS (diluted)$0.03+133%

Balance sheet

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Cash & equivalents$2.1B+29.7%
Total debt$29.2M+424%
Total equity$13.4B+19.7%
Total assets$112.14B+19.7%

Cash flow

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Operating cash flow$180.7M-62.1%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$11.71B+22.8%
Enterprise value$9.68B+21.7%
P/E16.1×—
P/S2.2×0.0×

Profitability

See full
Net margin13.8%+9.4pp

Returns & leverage

See full
Return on equity5.9%+4.2pp
Debt / equity0×0.0×

Versus estimates

Revenue

Q2 2026$892.9MBeat by $253.1MQ1 2026$341.6MMiss by $324.1MQ4 2025$1.1BBeat by $364.2MQ3 2025$2.2BBeat by $1.6B
Q2 2025$1.8BBeat by $1.3B
Q1 2025$244.5MMiss by $174.0M

Diluted EPS

Q2 2026$0.79Beat by $0.04Q1 2026$0.76Beat by $0.02Q4 2025$0.74Beat by $0.02Q3 2025$0.73Beat by $0.01
Q2 2025$0.73Beat by $0.01
Q1 2025$0.72Beat by $0.01

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Questions, answered.

When did Annaly Capital Management report Q2 2025 earnings?
Annaly Capital Management (NLY) reported Q2 2025 earnings on July 23, 2025 after market close.
What were Annaly Capital Management's Q2 2025 revenue and EPS?
Annaly Capital Management reported revenue of $1.8B and diluted EPS of $0.73 for Q2 2025.
Did Annaly Capital Management beat estimates in Q2 2025?
Revenue beat the consensus estimate of $493.6M by $1.3B. EPS beat the consensus estimate of $0.72 by $0.01.
How did Annaly Capital Management's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 4171.4% from $41.9M a year earlier and diluted EPS grew 7.4% from $0.68.
Where can I find Annaly Capital Management's Q2 2025 SEC filings?
You can read the 10-Q periodic report (0001628280-25-036724) directly on SEC EDGAR. The filing index links above go to sec.gov.