ARMOUR Residential REIT Announces Q2 2026 Earnings Call for July 23 with Live Webcast

Overview of ARMOUR Residential REIT’s Business and Market Role

ARMOUR Residential REIT, Inc., incorporated in Maryland and headquartered in Vero Beach, Florida, operates as a mortgage REIT with a primary focus on residential mortgage-backed securities. Residential mortgage REITs like ARMOUR play a crucial role in the housing finance market by supplying liquidity and capital to mortgage lending. ARMOUR’s strategy involves acquiring and managing portfolios of residential mortgage-backed securities while actively managing interest rate risk and credit exposure associated with the sector.

The company’s capital structure includes both common stock and preferred stock listed on the New York Stock Exchange. ARMOUR’s preferred equity comprises a 7.00% Series C Cumulative Redeemable Preferred Stock (NYSE: ARR-PC), alongside its common stock (NYSE:ARR). This dual-class structure enables the company to attract diverse funding sources and appeal to investors seeking exposure to residential mortgage assets and fixed-income returns. As a REIT, ARMOUR is obligated to distribute substantially all taxable income to shareholders, making dividend sustainability reliant on portfolio performance and interest rate trends.

Schedule and Analyst Interaction for Earnings Announcement

The second quarter 2026 earnings call is set for July 23, 2026, at 8:00 a.m. Eastern Time, following the announcement on July 21, 2026. This timing allows ARMOUR to present financial results for the quarter ended June 30, 2026, while investor focus remains on mid-year financial sector performance. The short interval between announcement and call aligns with industry norms for REITs aiming to provide prompt quarterly updates to the investment community.

Hosting the call with equity analysts covering ARMOUR highlights the company’s active engagement with professional market participants as part of its investor relations approach. The session offers management a platform to address analyst inquiries, clarify financial details, and discuss forward-looking factors impacting the residential mortgage-backed securities market. The real-time webcast format extends accessibility beyond institutional analysts to include individual investors and broader market observers.

Accessibility and Format of the Earnings Webcast

ARMOUR confirmed that the July 23, 2026, conference call will be webcast live online, ensuring broad access to the earnings presentation and management commentary. This webcast format is standard among publicly traded firms, enabling investors and analysts unable to attend live to participate in real time or review recordings later. The live webcast maintains the advantage of immediate information dissemination while fulfilling transparency commitments to the investment community.

By providing an online, real-time webcast, ARMOUR ensures simultaneous access across multiple time zones and geographic locations, promoting market efficiency by minimizing information asymmetry. The webcast also creates a permanent record of management’s remarks and forward-looking statements for investor and analyst reference in future evaluations.

Regulatory Disclosure and Filing Details

The announcement is filed under Item 7.01 (Regulation FD Disclosure) of a Form 8-K, which mandates reporting of events important to shareholders that do not fit other categories. ARMOUR specifies that the information under Item 7.01, including the attached press release about the earnings call, is furnished rather than filed under securities law liability provisions per Section 18 of the Securities Exchange Act of 1934. This means the disclosure is informational and does not carry the legal weight of mandatory filings.

ARMOUR also clarifies that the Item 7.01 information will not be incorporated by reference into future filings under the Securities Act of 1933 or the Securities Exchange Act of 1934 unless explicitly stated. This reflects the administrative nature of the disclosure, which notifies markets of upcoming earnings calls without triggering incorporation requirements applicable to substantive operational or financial disclosures.

Context of Q2 2026 Market Environment

The second quarter of 2026, ending June 30, falls within a period of heightened focus on residential mortgage markets and REIT performance. Mortgage REITs face challenges related to interest rate fluctuations, mortgage prepayment speeds, credit spreads, and competition for mortgage-backed securities. ARMOUR’s late July earnings announcement allows the company to contextualize portfolio performance amid full-quarter market and economic conditions. Investors will use the results to evaluate portfolio quality, yield management, and dividend sustainability.

The announcement does not include specific financial metrics, guidance, or performance data for Q2 2026. It serves solely to notify investors of the upcoming call. Details on net investment income, book value, portfolio composition, leverage, and other key indicators will be available during the earnings call or in subsequent releases. The timing provides investors adequate notice to prepare questions or attend the live webcast.

Investor Relations and Analyst Coverage Strategy

By organizing a dedicated earnings call with equity analysts and offering webcast access, ARMOUR underscores its commitment to transparent communication with institutional and retail investors. Mortgage REITs rely heavily on sustained investor confidence and analyst coverage to maintain market liquidity and share valuation. Regular earnings calls supported by webcast technology help management build credibility and address investor concerns regarding operational execution and strategic direction.

The participation of equity analysts tracking ARMOUR indicates active professional research coverage, which supports investment recommendations. Facilitating direct dialogue between management and analysts aids in information gathering for analyst reports, earnings forecasts, and investment ratings. This engagement helps reduce information gaps and fosters more efficient pricing of ARMOUR’s securities.

Impact on Common and Preferred Shareholders

Both common shareholders (NYSE:ARR) and preferred stockholders (NYSE: ARR-PC) have vested interests in monitoring ARMOUR’s quarterly results. Preferred shareholders benefit from a 7.00% cumulative redeemable dividend, dependent on the company’s earnings from its mortgage-backed securities portfolio. The earnings call offers preferred investors insight into the company’s ability to sustain dividend payments and capital reinvestment.

Common shareholders hold equity exposure to ARMOUR’s net book value and earnings per share. The Q2 results will reveal whether the company is expanding or contracting its equity base, managing interest rate risk, and delivering competitive returns on mortgage-backed securities. The earnings announcement and call will provide the initial detailed view of Q2 2026 performance, enabling shareholders to assess management’s effectiveness in generating risk-adjusted returns amid current market conditions.

How to Access the Earnings Call

ARMOUR’s provision of an online, real-time webcast ensures investors can access the earnings presentation without requiring specialized technology or brokerage accounts. Typically, webcast links and joining instructions are posted on the company’s investor relations website, allowing live participation via telephone or computer. The real-time format permits investors to hear management’s prepared remarks and monitor analyst Q&A, fostering a dynamic environment to gauge management’s outlook.

Post-call, ARMOUR usually archives webcast recordings and provides call transcripts, enabling investors who missed the live event to review management’s commentary at their convenience. Transcripts are valuable for analyzing forward-looking statements and any management guidance on mortgage market trends, portfolio strategy, or dividend sustainability. Archiving also preserves a record of management communications for evaluation of consistency over multiple quarters.

Regulatory Filings and Supporting Documents

The Form 8-K filing includes a press release dated July 21, 2026, as Exhibit 99.1, detailing the earnings call announcement with date, time, and webcast access information. The filing also contains the Cover Page Interactive Data File embedded within the Inline XBRL document (Exhibit 104), facilitating automated data extraction about the filing. These exhibits provide essential documentation for investors and analysts to schedule and participate in the earnings event.

The Form 8-K was signed by Gordon M. Harper, Chief Financial Officer of ARMOUR Residential REIT, Inc., on July 21, 2026. This executive signature certifies the disclosure’s authorization and accuracy, highlighting the earnings call notification as a material event in ARMOUR’s investor relations calendar warranting formal regulatory filing.