T TWO

Two Harbors Investment Corp

$8.98

-2.55% ($0.24)

Volume 3.81M

52W High $14.17

52W Low $8.78

Market Cap $1.14B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.22

Whisper EPS

$0.19

15.0% below consensus

Last Quarter

-$0.02

Current Streak

1 Miss

Avg Surprise (4Q)

-52.13%

Next Earnings Report

Reports in 43 days

Report Date Apr 27, 2026

Whisper Spread -15.00%

Consensus Estimate

$0.22

Official analyst average

Whisper Number

$0.19

What traders expect

Cautious Sentiment: The whisper number is 15.0% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 2, 2026

1-Day: -0.34%

Q3 2025 Oct 27, 2025

1-Day: +0.00%

Q2 2025 Jul 28, 2025

1-Day: -2.32%

Q1 2025 Apr 28, 2025

1-Day: +3.50%

Revenue & Financial Performance

Revenue Whisper

$219.0M

TWN Proprietary Estimate

Last Quarter Revenue

$179.4M

-14.1% YoY

Gross Margin

98.1%

Net Margin: 6.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$179.4M	-14.1%	98.1%	68.4%	$11.7M
Q3'25	$247.6M	-15.2%	101.8%	66.8%	-$127.9M
Q4'24	$219.4M	-40.2%	103.5%	203.1%	$276.7M
Q3'24	$126.5M	-46.9%	110.4%	-74.3%	-$238.5M
Q2'24	$208.8M	-34.6%	105.1%	107.6%	$56.3M
Q1'24	$292.0M	-17.3%	102.5%	128.6%	$203.6M
Q3'23	$367.2M	+2,550.2%	100.0%	93.3%	$306.2M
Q2'23	$238.0M	+185.9%	100.0%	91.3%	$197.4M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 2, 2026	$0.47	$0.32	-$0.02	--	Missed
Q3 2025	Oct 27, 2025	$0.36	$0.31	$0.36	+0.00%	Beat
Q2 2025	Jul 28, 2025	$0.36	$0.31	$0.28	-22.22%	Missed
Q1 2025	Apr 28, 2025	$0.40	$0.34	$0.24	-40.00%	Missed
Q4 2024	Jan 29, 2025	$0.34	$0.29	$0.20	-41.18%	Missed
Q3 2024	Oct 28, 2024	$0.36	$0.31	$0.13	-63.89%	Missed
Q2 2024	Jul 30, 2024	$0.39	$0.33	$0.17	-56.41%	Missed
Q1 2024	Apr 29, 2024	$0.44	$0.37	$0.05	-88.64%	Missed
Q4 2023	Jan 29, 2024	$0.46	$0.39	-$0.11	--	Missed
Q3 2023	Oct 30, 2023	$0.48	$0.41	-$0.01	--	Missed
Q2 2023	Jul 31, 2023	$0.58	$0.50	-$0.04	--	Missed
Q1 2023	May 1, 2023	$0.71	$0.66	$0.09	-87.32%	Missed