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Angel Oak Mortgage REIT (AOMR) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Real Estate· Aug 4, 2026

Source: earnings call transcript

Angel Oak Mortgage REIT navigated a volatile Q2 FY26 with strategic actions to fortify its portfolio, including bond monetization, share repurchases, and reduced financing costs. Despite unrealized mark-to-market losses and a slight increase in delinquencies, the company maintained solid net interest income growth and stable book value, emphasizing disciplined capital deployment and strategic securitization to build long-term shareholder value.

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Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.