Angel Oak Mortgage Q4 EPS of $0.29 Beats, Revenue Tops Estimates
Angel Oak Mortgage reported Q4 2025 EPS of $0.29, beating the $0.28 consensus and down from $0.42 a year earlier. Quarterly revenue also exceeded estimates, underscoring resilient mortgage REIT operations.
1. Q4 Earnings and Revenue Beat
Angel Oak Mortgage reported Q4 2025 earnings per share of $0.29, surpassing the $0.28 Zacks consensus. The company’s quarterly revenue also topped estimates, reflecting steady demand for its mortgage investment portfolio.
2. Year-Over-Year Earnings Pressures
Earnings per share declined from $0.42 in Q4 2024 as higher funding costs and tighter mortgage spreads compressed net interest margins. Management pointed to portfolio diversification and cost controls as key strategies to navigate ongoing market volatility.