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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Clearfield, Inc. (CLFD). Click either name above to swap in a different company.
Armour Residential REIT, Inc. is the larger business by last-quarter revenue ($50.4M vs $34.3M, roughly 1.5× Clearfield, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -1.8%, a 422.0% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -3.2%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs -3.5%).
Armour Residential REIT, Inc. is a U.S.-based real estate investment trust that primarily invests in agency residential mortgage-backed securities guaranteed by U.S. government-sponsored entities. It focuses on generating consistent long-term net income for shareholders via strategic asset management and active interest rate risk mitigation.
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
ARR vs CLFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $34.3M |
| Net Profit | $211.7M | $-614.0K |
| Gross Margin | — | 33.2% |
| Operating Margin | — | -5.3% |
| Net Margin | 420.2% | -1.8% |
| Revenue YoY | 297.9% | -3.2% |
| Net Profit YoY | 555.9% | 67.8% |
| EPS (diluted) | $2.43 | $-0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $50.4M | $34.3M | ||
| Q3 25 | $38.5M | $23.4M | ||
| Q2 25 | $33.1M | $49.9M | ||
| Q1 25 | $36.3M | $47.2M | ||
| Q4 24 | $12.7M | $29.7M | ||
| Q3 24 | — | $5.6M | ||
| Q2 24 | $7.0M | $48.8M | ||
| Q1 24 | — | $36.9M |
| Q4 25 | $211.7M | $-614.0K | ||
| Q3 25 | $159.3M | $-9.1M | ||
| Q2 25 | $-75.6M | $1.6M | ||
| Q1 25 | $27.3M | $1.3M | ||
| Q4 24 | $-46.4M | $-1.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | $-48.4M | $-447.0K | ||
| Q1 24 | — | $-5.9M |
| Q4 25 | — | 33.2% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 30.5% | ||
| Q1 25 | — | 30.1% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 7.7% |
| Q4 25 | — | -5.3% | ||
| Q3 25 | — | 10.3% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -4.7% | ||
| Q1 24 | — | -26.4% |
| Q4 25 | 420.2% | -1.8% | ||
| Q3 25 | 413.5% | -38.8% | ||
| Q2 25 | -228.4% | 3.2% | ||
| Q1 25 | 75.2% | 2.8% | ||
| Q4 24 | -366.8% | -6.4% | ||
| Q3 24 | — | — | ||
| Q2 24 | -693.8% | -0.9% | ||
| Q1 24 | — | -16.0% |
| Q4 25 | $2.43 | $-0.04 | ||
| Q3 25 | $1.49 | $-0.65 | ||
| Q2 25 | $-0.94 | $0.11 | ||
| Q1 25 | $0.32 | $0.09 | ||
| Q4 24 | $-0.91 | $-0.13 | ||
| Q3 24 | — | — | ||
| Q2 24 | $-1.05 | $-0.04 | ||
| Q1 24 | — | $-0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $63.3M | $96.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $249.7M |
| Total Assets | $21.0B | $268.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $96.4M | ||
| Q3 25 | $44.2M | $106.0M | ||
| Q2 25 | $141.2M | $117.2M | ||
| Q1 25 | $49.1M | $112.0M | ||
| Q4 24 | $68.0M | $113.0M | ||
| Q3 24 | — | $129.0M | ||
| Q2 24 | $126.6M | $123.8M | ||
| Q1 24 | — | $142.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
| Q4 25 | $2.3B | $249.7M | ||
| Q3 25 | $2.1B | $256.2M | ||
| Q2 25 | $1.7B | $264.5M | ||
| Q1 25 | $1.7B | $265.9M | ||
| Q4 24 | $1.4B | $267.4M | ||
| Q3 24 | — | $275.8M | ||
| Q2 24 | $1.2B | $274.6M | ||
| Q1 24 | — | $279.2M |
| Q4 25 | $21.0B | $268.1M | ||
| Q3 25 | $19.4B | $306.2M | ||
| Q2 25 | $16.2B | $314.7M | ||
| Q1 25 | $15.5B | $310.9M | ||
| Q4 24 | $13.5B | $303.2M | ||
| Q3 24 | — | $315.3M | ||
| Q2 24 | $10.1B | $318.1M | ||
| Q1 24 | — | $315.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $124.2M | $-1.4M |
| Free Cash FlowOCF − Capex | — | $-2.4M |
| FCF MarginFCF / Revenue | — | -7.1% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | 0.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | $-1.4M | ||
| Q3 25 | $-37.8M | — | ||
| Q2 25 | $25.0M | $7.9M | ||
| Q1 25 | $101.5M | $3.0M | ||
| Q4 24 | $261.5M | $7.2M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | $27.1M | $4.0M | ||
| Q1 24 | — | $-5.7M |
| Q4 25 | — | $-2.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $7.5M | ||
| Q1 25 | — | $654.0K | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | — | $18.2M | ||
| Q2 24 | — | $2.8M | ||
| Q1 24 | — | $-7.7M |
| Q4 25 | — | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 323.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | -20.8% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 71.4% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 5.3% |
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | 4.93× | ||
| Q1 25 | 3.71× | 2.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
