Annaly Capital Management Agency — Net income (loss) decreased by 103.0% to -$24.90M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 53.5%, from -$53.58M to -$24.90M. Over 3 years (FY 2022 to FY 2025), Agency — Net income (loss) shows a downward trend with a -6.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
A positive and growing net income indicates a healthy and profitable segment contributing positively to the company's overall earnings.
The final bottom-line profitability of the Agency segment after all interest, operating, non-operating, and tax items. T...
Primary performance metric; comparable to segment net income at all peer financial institutions.
nly_segment_agency_net_income_loss| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $410.22M | $410.22M | $410.22M | $410.22M | -$1.00B | -$42.14M | -$636.89M | -$525.82M | $219.91M | -$209.88M | -$78.41M | $356.30M | -$53.58M | -$87.32M | $659.31M | $843.54M | -$24.90M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -344.6% | +95.8% | <-999% | +17.4% | +141.8% | -195.4% | +62.6% | +554.4% | -115.0% | -63.0% | +855.0% | +27.9% | -103.0% |
| YoY Change | — | — | — | — | -344.6% | -110.3% | -255.3% | -228.2% | +121.9% | -398.0% | +87.7% | +167.8% | -124.4% | +58.4% | +940.8% | +136.7% | +53.5% |