Angel Oak Mortgage Q4 EPS of $0.29 Beats, Revenue Tops Estimates

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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.

Sources

FZB