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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and NACCO INDUSTRIES INC (NC). Click either name above to swap in a different company.
NACCO INDUSTRIES INC is the larger business by last-quarter revenue ($66.8M vs $50.4M, roughly 1.3× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -5.8%, a 426.0% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -5.2%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 11.9%).
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.
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
ARR vs NC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $66.8M |
| Net Profit | $211.7M | $-3.8M |
| Gross Margin | — | 18.0% |
| Operating Margin | — | 11.3% |
| Net Margin | 420.2% | -5.8% |
| Revenue YoY | 297.9% | -5.2% |
| Net Profit YoY | 555.9% | -150.8% |
| EPS (diluted) | $2.43 | $-0.53 |
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 | $66.8M | ||
| Q3 25 | $38.5M | $76.6M | ||
| Q2 25 | $33.1M | $68.2M | ||
| Q1 25 | $36.3M | $65.6M | ||
| Q4 24 | $12.7M | $70.4M | ||
| Q3 24 | — | $61.7M | ||
| Q2 24 | $7.0M | $52.3M | ||
| Q1 24 | — | $53.3M |
| Q4 25 | $211.7M | $-3.8M | ||
| Q3 25 | $159.3M | $13.3M | ||
| Q2 25 | $-75.6M | $3.3M | ||
| Q1 25 | $27.3M | $4.9M | ||
| Q4 24 | $-46.4M | $7.6M | ||
| Q3 24 | — | $15.6M | ||
| Q2 24 | $-48.4M | $6.0M | ||
| Q1 24 | — | $4.6M |
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 14.7% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 13.2% |
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | 8.9% |
| Q4 25 | 420.2% | -5.8% | ||
| Q3 25 | 413.5% | 17.3% | ||
| Q2 25 | -228.4% | 4.8% | ||
| Q1 25 | 75.2% | 7.5% | ||
| Q4 24 | -366.8% | 10.7% | ||
| Q3 24 | — | 25.4% | ||
| Q2 24 | -693.8% | 11.4% | ||
| Q1 24 | — | 8.6% |
| Q4 25 | $2.43 | $-0.53 | ||
| Q3 25 | $1.49 | $1.78 | ||
| Q2 25 | $-0.94 | $0.44 | ||
| Q1 25 | $0.32 | $0.66 | ||
| Q4 24 | $-0.91 | $0.99 | ||
| Q3 24 | — | $2.14 | ||
| Q2 24 | $-1.05 | $0.81 | ||
| Q1 24 | — | $0.61 |
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 | $49.7M |
| Total DebtLower is stronger | — | $100.8M |
| Stockholders' EquityBook value | $2.3B | $429.2M |
| Total Assets | $21.0B | $661.2M |
| Debt / EquityLower = less leverage | — | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $49.7M | ||
| Q3 25 | $44.2M | $52.7M | ||
| Q2 25 | $141.2M | $49.4M | ||
| Q1 25 | $49.1M | $61.9M | ||
| Q4 24 | $68.0M | $72.8M | ||
| Q3 24 | — | $63.1M | ||
| Q2 24 | $126.6M | $62.4M | ||
| Q1 24 | — | $61.8M |
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $99.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $29.0M | ||
| Q1 24 | — | $28.4M |
| Q4 25 | $2.3B | $429.2M | ||
| Q3 25 | $2.1B | $426.4M | ||
| Q2 25 | $1.7B | $413.1M | ||
| Q1 25 | $1.7B | $409.1M | ||
| Q4 24 | $1.4B | $404.9M | ||
| Q3 24 | — | $397.3M | ||
| Q2 24 | $1.2B | $384.1M | ||
| Q1 24 | — | $381.6M |
| Q4 25 | $21.0B | $661.2M | ||
| Q3 25 | $19.4B | $637.6M | ||
| Q2 25 | $16.2B | $631.3M | ||
| Q1 25 | $15.5B | $634.2M | ||
| Q4 24 | $13.5B | $631.7M | ||
| Q3 24 | — | $597.4M | ||
| Q2 24 | $10.1B | $560.1M | ||
| Q1 24 | — | $538.0M |
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.07× |
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 | $11.4M |
| 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.
| Q4 25 | $124.2M | $11.4M | ||
| Q3 25 | $-37.8M | $42.3M | ||
| Q2 25 | $25.0M | $-7.8M | ||
| Q1 25 | $101.5M | $5.0M | ||
| Q4 24 | $261.5M | $25.2M | ||
| Q3 24 | — | $2.8M | ||
| Q2 24 | $27.1M | $4.1M | ||
| Q1 24 | — | $-9.8M |
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | 3.19× | ||
| Q2 25 | — | -2.39× | ||
| Q1 25 | 3.71× | 1.03× | ||
| Q4 24 | — | 3.33× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | -2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARR
Segment breakdown not available.
NC
| Transferred Over Time | $42.7M | 64% |
| Transferred At Point In Time | $24.1M | 36% |
