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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and GLADSTONE COMMERCIAL CORP (GOOD). 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 $41.9M, roughly 1.2× GLADSTONE COMMERCIAL CORP). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs 16.6%, a 403.6% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -3.6%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 6.3%).
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.
Gladstone Commercial Corp is a publicly traded US real estate investment trust focused on acquiring, owning, and operating diversified industrial and commercial properties. It offers long-term net lease agreements to tenants across manufacturing, logistics, healthcare and professional services sectors, mainly serving small to mid-sized business clients.
ARR vs GOOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $41.9M |
| Net Profit | $211.7M | $7.0M |
| Gross Margin | — | — |
| Operating Margin | — | 160.2% |
| Net Margin | 420.2% | 16.6% |
| Revenue YoY | 297.9% | -3.6% |
| Net Profit YoY | 555.9% | 29.5% |
| EPS (diluted) | $2.43 | — |
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.
| Q1 26 | — | $41.9M | ||
| Q4 25 | $50.4M | $43.5M | ||
| Q3 25 | $38.5M | $40.8M | ||
| Q2 25 | $33.1M | $39.5M | ||
| Q1 25 | $36.3M | $37.5M | ||
| Q4 24 | $12.7M | $37.4M | ||
| Q3 24 | — | $39.2M | ||
| Q2 24 | $7.0M | $37.1M |
| Q1 26 | — | $7.0M | ||
| Q4 25 | $211.7M | $5.4M | ||
| Q3 25 | $159.3M | $4.1M | ||
| Q2 25 | $-75.6M | $4.6M | ||
| Q1 25 | $27.3M | $5.1M | ||
| Q4 24 | $-46.4M | $7.2M | ||
| Q3 24 | — | $11.7M | ||
| Q2 24 | $-48.4M | $1.6M |
| Q1 26 | — | 160.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 16.6% | ||
| Q4 25 | 420.2% | 12.4% | ||
| Q3 25 | 413.5% | 10.1% | ||
| Q2 25 | -228.4% | 11.7% | ||
| Q1 25 | 75.2% | 13.7% | ||
| Q4 24 | -366.8% | 19.2% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | -693.8% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | $2.43 | $0.05 | ||
| Q3 25 | $1.49 | $0.02 | ||
| Q2 25 | $-0.94 | $0.03 | ||
| Q1 25 | $0.32 | $0.04 | ||
| Q4 24 | $-0.91 | $0.10 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | $-1.05 | $-0.04 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | — |
| Total Assets | $21.0B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $63.3M | $10.8M | ||
| Q3 25 | $44.2M | $18.4M | ||
| Q2 25 | $141.2M | $11.7M | ||
| Q1 25 | $49.1M | $10.4M | ||
| Q4 24 | $68.0M | $11.0M | ||
| Q3 24 | — | $10.5M | ||
| Q2 24 | $126.6M | $10.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $843.5M | ||
| Q3 25 | — | $843.3M | ||
| Q2 25 | — | $794.4M | ||
| Q1 25 | — | $740.7M | ||
| Q4 24 | — | $693.4M | ||
| Q3 24 | — | $692.6M | ||
| Q2 24 | — | $722.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $171.8M | ||
| Q3 25 | $2.1B | $184.8M | ||
| Q2 25 | $1.7B | $177.2M | ||
| Q1 25 | $1.7B | $183.2M | ||
| Q4 24 | $1.4B | $171.2M | ||
| Q3 24 | — | $168.9M | ||
| Q2 24 | $1.2B | $145.7M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $21.0B | $1.2B | ||
| Q3 25 | $19.4B | $1.3B | ||
| Q2 25 | $16.2B | $1.2B | ||
| Q1 25 | $15.5B | $1.2B | ||
| Q4 24 | $13.5B | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $10.1B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.91× | ||
| Q3 25 | — | 4.56× | ||
| Q2 25 | — | 4.48× | ||
| Q1 25 | — | 4.04× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | 4.10× | ||
| Q2 24 | — | 4.96× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $124.2M | $88.2M | ||
| Q3 25 | $-37.8M | $18.9M | ||
| Q2 25 | $25.0M | $35.8M | ||
| Q1 25 | $101.5M | $17.7M | ||
| Q4 24 | $261.5M | $57.0M | ||
| Q3 24 | — | $5.5M | ||
| Q2 24 | $27.1M | $13.6M |
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | 16.38× | ||
| Q3 25 | -0.24× | 4.57× | ||
| Q2 25 | — | 7.74× | ||
| Q1 25 | 3.71× | 3.44× | ||
| Q4 24 | — | 7.93× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 8.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
