Latest Earnings Results: Q3 '26
Estimated EPS
$0.29
Reported EPS
$0.26
Surprise
-9.72%
Estimated Rev
$59.52M
Reported Rev
$61.4M
Surprise
+3.17%
• Reported GAAP EPS of $0.26 up 30.00% YoY • Reported revenue of -$84.47M down -196.26% YoY
Bullish Takeaway
MFA acquired $480.5M of Non-QM loans, reported lower residential 60+ day delinquencies, and re-securitized $447M of seasoned NPL collateral, unlocking $40M of capital and financing capacity.
Bearish Takeaway
MFA reported a $122.4M GAAP common-stockholder loss; its filing cited wider spreads and showed a 10.87% equity decline under a 100-basis-point rate increase, alongside 23.7% multifamily transitional delinquencies.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.32 | -- | -- | N/A |
Q3 '26 | $0.29 | $0.26 | -9.72% | MISSED |
Q2 '26 | $0.25 | $0.12 | -51.10% | MISSED |
Q1 '26 | $0.31 | $0.30 | -3.55% | MISSED |
Q4 '25 | $0.27 | $0.27 | 0.51% | BEAT |