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Angel Oak Mortgage Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.300 |
| EPS actual | $0.180 |
| EPS Surprise | -40.00% |
| Revenue estimate | 11.141M |
| Revenue actual | 11.141M |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.313 |
| EPS actual | $0.290 |
| EPS Surprise | -7.23% |
| Revenue estimate | 11.326M |
| Revenue actual | 10.892M |
| Revenue Surprise | -3.83% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.280 |
| EPS actual | $0.0200 |
| EPS Surprise | -92.86% |
| Revenue estimate | 11.326M |
| Revenue actual | 14.903M |
| Revenue Surprise | 31.58% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.110 |
| EPS Surprise | -59.26% |
| Revenue estimate | 10.803M |
| Revenue actual | 32.595M |
| Revenue Surprise | 201.72% |
Last 4 Quarters for Angel Oak Mortgage
Below you can see how AOMR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $8.66 |
| EPS estimate | $0.270 |
| EPS actual | $0.110 |
| EPS surprise | -59.26% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $9.37 |
| Jul 31, 2025 | $9.26 |
| Aug 01, 2025 | $9.19 |
| Aug 04, 2025 | $9.43 |
| Aug 05, 2025 | $8.66 |
| Aug 06, 2025 | $9.00 |
| Aug 07, 2025 | $8.97 |
| Aug 08, 2025 | $9.13 |
| Aug 11, 2025 | $9.09 |
| 4 days before | -7.58% |
| 4 days after | 4.97% |
| On release day | 3.93% |
| Change in period | -2.99% |
| Release date | Nov 06, 2025 |
| Price on release | $9.06 |
| EPS estimate | $0.280 |
| EPS actual | $0.0200 |
| EPS surprise | -92.86% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $9.07 |
| Nov 03, 2025 | $9.08 |
| Nov 04, 2025 | $9.17 |
| Nov 05, 2025 | $9.15 |
| Nov 06, 2025 | $9.06 |
| Nov 07, 2025 | $9.03 |
| Nov 10, 2025 | $8.69 |
| Nov 11, 2025 | $8.92 |
| Nov 12, 2025 | $8.90 |
| 4 days before | -0.110% |
| 4 days after | -1.77% |
| On release day | -0.331% |
| Change in period | -1.87% |
| Release date | Feb 25, 2026 |
| Price on release | $8.32 |
| EPS estimate | $0.313 |
| EPS actual | $0.290 |
| EPS surprise | -7.23% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $9.00 |
| Feb 20, 2026 | $8.63 |
| Feb 23, 2026 | $8.32 |
| Feb 24, 2026 | $8.34 |
| Feb 25, 2026 | $8.32 |
| Feb 26, 2026 | $8.58 |
| Feb 27, 2026 | $8.58 |
| Mar 02, 2026 | $8.71 |
| Mar 03, 2026 | $8.64 |
| 4 days before | -7.56% |
| 4 days after | 3.85% |
| On release day | 3.13% |
| Change in period | -4.00% |
| Release date | May 05, 2026 |
| Price on release | $8.71 |
| EPS estimate | $0.300 |
| EPS actual | $0.180 |
| EPS surprise | -40.00% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $9.03 |
| Apr 30, 2026 | $9.07 |
| May 01, 2026 | $9.23 |
| May 04, 2026 | $9.03 |
| May 05, 2026 | $8.71 |
| May 06, 2026 | $8.87 |
| May 07, 2026 | $8.82 |
| May 08, 2026 | $8.82 |
| May 11, 2026 | $8.50 |
| 4 days before | -3.54% |
| 4 days after | -2.41% |
| On release day | 1.84% |
| Change in period | -5.87% |
Angel Oak Mortgage Earnings Call Transcript Summary of Q1 2026
Angel Oak Mortgage REIT reported Q1 2026 results characterized by continued operating earnings growth, disciplined capital markets execution (including completion of the AOMT 2026-2 securitization in March), and conservative credit underwriting amid geopolitical-driven volatility. Key financials: GAAP net loss of $7.4 million (‑$0.30/share) driven primarily by unrealized valuation losses tied to rate and spread volatility; distributable earnings of $4.6 million. Interest income was $40.7 million and net interest income $12.1 million (24% and 20% growth vs. Q1 2025). Loan purchases totaled $246.2 million during the quarter with attractive risk-adjusted metrics (weighted avg coupon 7.3%, CLTV 67%, FICO 759). Portfolio metrics: weighted average coupon on loans/securitization trust 6.1% vs. funding cost ~4.5%; 90+ day delinquency ~2.7% (flat YoY, +50 bps QoQ); 3-month CPR ~12%. Liquidity and balance sheet: cash $42 million, recourse debt to equity 1.3x, undrawn loan financing capacity ≈ $1.1 billion. Management reiterated a cautious but active posture, targeting ~4 securitizations per year, continued focus on credit quality, expense discipline, and the expectation that recent valuation hits are temporary. The company declared a $0.32/share common dividend payable May 29, 2026.
