N NLY

Annaly Capital Management Inc

$22.02

-1.98% ($0.45)

Volume 6.53M

52W High $24.52

52W Low $16.60

Market Cap $10.70B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.73

Whisper EPS

$0.75

1.9% above consensus

Last Quarter

$0.74

Current Streak

5 Beats

Avg Surprise (4Q)

+2.28%

Next Earnings Report

Reports in 46 days

Report Date Apr 29, 2026

Whisper Spread +1.87%

Consensus Estimate

$0.73

Official analyst average

Whisper Number

$0.75

What traders expect

Bullish Sentiment: The whisper number is 1.9% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 11, 2026

1-Day: +0.53%

Q3 2025 Oct 29, 2025

1-Day: +0.39%

5-Day: +3.10%

Q2 2025 Jul 23, 2025

1-Day: +0.54%

5-Day: +1.12%

Q1 2025 Apr 30, 2025

1-Day: -0.92%

5-Day: -1.73%

Revenue & Financial Performance

Revenue Whisper

$3.58B

TWN Proprietary Estimate

Last Quarter Revenue

$1.79B

+231.7% YoY

Gross Margin

59.4%

Net Margin: 56.7%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.79B	+231.7%	59.4%	56.5%	$1.01B
Q3'25	$1.63B	+1,124.5%	54.3%	51.2%	$832.4M
Q2'25	$1.79B	+4,171.4%	99.0%	5.2%	$57.1M
Q1'25	$244.5M	-49.0%	94.2%	74.6%	$124.2M
Q4'24	$539.1M	+146.9%	97.8%	89.7%	$482.1M
Q3'24	$133.1M	-85.5%	90.2%	57.3%	$66.4M
Q2'24	$41.9M	-98.0%	69.9%	-37.3%	-$9.5M
Q1'24	$479.4M	+5.2%	100.0%	326.5%	$462.9M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 11, 2026	$0.73	$0.75	$0.74	+2.05%	Missed
Q3 2025	Oct 29, 2025	$0.72	$0.74	$0.73	+1.39%	Missed
Q2 2025	Jul 23, 2025	$0.71	$0.73	$0.73	+2.82%	Met
Q1 2025	Apr 30, 2025	$0.70	$0.72	$0.72	+2.86%	Met
Q4 2024	Jan 29, 2025	$0.67	$0.68	$0.72	+7.46%	Beat
Q3 2024	Oct 23, 2024	$0.67	$0.68	$0.66	-1.49%	Missed
Q2 2024	Jul 24, 2024	$0.65	$0.64	$0.68	+4.62%	Beat
Q1 2024	Apr 24, 2024	$0.64	$0.65	$0.64	+0.00%	Missed
Q4 2023	Feb 7, 2024	$0.65	$0.65	$0.68	+4.62%	Beat
Q3 2023	Oct 25, 2023	$0.69	$0.71	$0.66	-4.35%	Missed
Q2 2023	Jul 26, 2023	$0.74	$0.79	$0.72	-2.70%	Missed
Q1 2023	Apr 26, 2023	$0.76	$0.82	$0.81	+6.58%	Met