ARMOUR Q3 2026 GAAP loss of $2.26/share on $1.17B MBS losses; book value falls to $14.55 from $17.53

Armour Residential REIT, Inc.

GAAP net loss to common stockholders of $327.0M, or $(2.26) per diluted share; total economic return of (12.9)% for Q3 as book value per share fell to $14.55 from $17.53 in Q2.
Net interest income of $83.7M vs $38.5M a year earlier; distributable earnings of $102.3M, or $0.71 per common share, down from $0.72 in Q2 2026.
Loss on MBS of $1,165.1M and $18.2M loss on Treasuries, partly offset by $515.1M swap gains and $311.7M futures gains; portfolio $21.3B, 94.0% Agency MBS.
Raised $205.7M issuing 12,366,481 common shares through an ATM program; repurchased 363,700 shares; preferred ATM added $2.5M; liquidity $1.0B at 9/30/2026.
Declared $0.24 monthly common dividend (Nov record 11/16/2026, payable 11/27/2026, yield 20.8%); repo borrowings $19.4B, 49.8% with affiliate BUCKLER.

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