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Annaly Capital Management Inc

$22.00

-0.05% ($0.01)

Volume 6.04M

52W High $24.52

52W Low $18.64

Market Cap $16.47B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.75

Whisper EPS

$0.77

2.9% above consensus

Last Quarter

$0.76

Current Streak

8 Beats

Avg Surprise (4Q)

+2.51%

Next Earnings Report

Reports in 37 days

Report Date Jul 22, 2026

Whisper Spread +2.85%

Consensus Estimate

$0.75

Official analyst average

Whisper Number

$0.77

What traders expect

Bullish Sentiment: The whisper number is 2.9% 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

Q1 2026 Apr 29, 2026

1-Day: +1.60%

5-Day: -0.84%

Q1 2026 Apr 21, 2026

1-Day: +0.13%

Q4 2025 Feb 11, 2026

1-Day: +0.53%

Q4 2025 Jan 28, 2026

1-Day: -1.03%

5-Day: -7.05%

Revenue & Financial Performance

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
Q1 2026	Apr 29, 2026	$0.73	$0.75	$0.76	+3.92%	Beat
Q1 2026	Apr 21, 2026	$0.74	$0.76	$0.76	+2.70%	Met
Q4 2025	Feb 11, 2026	$0.73	$0.75	$0.74	+2.05%	Missed
Q4 2025	Jan 28, 2026	$0.73	$0.74	$0.74	+1.37%	Met
Q3 2025	Oct 29, 2025	$0.72	$0.74	$0.73	+1.39%	Missed
Q3 2025	Oct 22, 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