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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and NPK International Inc. (NPKI). Click either name above to swap in a different company.
NPK International Inc. is the larger business by last-quarter revenue ($75.2M vs $50.4M, roughly 1.5× Armour Residential REIT, Inc.). On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 30.7%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 23.9%).
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.
ARR vs NPKI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $75.2M |
| Net Profit | $211.7M | — |
| Gross Margin | — | 37.7% |
| Operating Margin | — | 16.7% |
| Net Margin | 420.2% | — |
| Revenue YoY | 297.9% | 30.7% |
| Net Profit YoY | 555.9% | — |
| EPS (diluted) | $2.43 | $0.17 |
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 | $75.2M | ||
| Q3 25 | $38.5M | $68.8M | ||
| Q2 25 | $33.1M | $68.2M | ||
| Q1 25 | $36.3M | $64.8M | ||
| Q4 24 | $12.7M | $57.5M | ||
| Q3 24 | — | $44.2M | ||
| Q2 24 | $7.0M | $66.8M | ||
| Q1 24 | — | $49.0M |
| Q4 25 | $211.7M | — | ||
| Q3 25 | $159.3M | $5.7M | ||
| Q2 25 | $-75.6M | $8.7M | ||
| Q1 25 | $27.3M | $10.0M | ||
| Q4 24 | $-46.4M | — | ||
| Q3 24 | — | $-174.3M | ||
| Q2 24 | $-48.4M | $8.0M | ||
| Q1 24 | — | $7.3M |
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | 31.9% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 39.0% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 27.5% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 36.0% |
| Q4 25 | — | 16.7% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 20.9% | ||
| Q4 24 | — | 20.2% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 18.7% | ||
| Q1 24 | — | 14.2% |
| Q4 25 | 420.2% | — | ||
| Q3 25 | 413.5% | 8.2% | ||
| Q2 25 | -228.4% | 12.7% | ||
| Q1 25 | 75.2% | 15.4% | ||
| Q4 24 | -366.8% | — | ||
| Q3 24 | — | -394.3% | ||
| Q2 24 | -693.8% | 12.0% | ||
| Q1 24 | — | 14.9% |
| Q4 25 | $2.43 | $0.17 | ||
| Q3 25 | $1.49 | $0.07 | ||
| Q2 25 | $-0.94 | $0.10 | ||
| Q1 25 | $0.32 | $0.11 | ||
| Q4 24 | $-0.91 | $0.10 | ||
| Q3 24 | — | $-1.99 | ||
| Q2 24 | $-1.05 | $0.09 | ||
| Q1 24 | — | $0.08 |
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 | $5.1M |
| Total DebtLower is stronger | — | $16.9M |
| Stockholders' EquityBook value | $2.3B | $351.2M |
| Total Assets | $21.0B | $441.8M |
| Debt / EquityLower = less leverage | — | 0.05× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $5.1M | ||
| Q3 25 | $44.2M | $35.6M | ||
| Q2 25 | $141.2M | $26.0M | ||
| Q1 25 | $49.1M | $20.8M | ||
| Q4 24 | $68.0M | $17.8M | ||
| Q3 24 | — | $42.9M | ||
| Q2 24 | $126.6M | $35.1M | ||
| Q1 24 | — | $37.7M |
| Q4 25 | — | $16.9M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | $9.3M | ||
| Q1 25 | — | $8.1M | ||
| Q4 24 | — | $7.7M | ||
| Q3 24 | — | $14.0M | ||
| Q2 24 | — | $58.0M | ||
| Q1 24 | — | $77.4M |
| Q4 25 | $2.3B | $351.2M | ||
| Q3 25 | $2.1B | $333.9M | ||
| Q2 25 | $1.7B | $328.8M | ||
| Q1 25 | $1.7B | $326.9M | ||
| Q4 24 | $1.4B | $326.5M | ||
| Q3 24 | — | $316.5M | ||
| Q2 24 | $1.2B | $426.6M | ||
| Q1 24 | — | $421.6M |
| Q4 25 | $21.0B | $441.8M | ||
| Q3 25 | $19.4B | $404.5M | ||
| Q2 25 | $16.2B | $393.7M | ||
| Q1 25 | $15.5B | $390.0M | ||
| Q4 24 | $13.5B | $393.7M | ||
| Q3 24 | — | $389.6M | ||
| Q2 24 | $10.1B | $624.8M | ||
| Q1 24 | — | $640.8M |
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.18× |
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 | $18.0M |
| Free Cash FlowOCF − Capex | — | $5.8M |
| FCF MarginFCF / Revenue | — | 7.6% |
| Capex IntensityCapex / Revenue | — | 16.3% |
| Cash ConversionOCF / Net Profit | 0.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $26.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | $18.0M | ||
| Q3 25 | $-37.8M | $24.7M | ||
| Q2 25 | $25.0M | $21.4M | ||
| Q1 25 | $101.5M | $8.8M | ||
| Q4 24 | $261.5M | $-4.1M | ||
| Q3 24 | — | $2.8M | ||
| Q2 24 | $27.1M | $27.6M | ||
| Q1 24 | — | $11.9M |
| Q4 25 | — | $5.8M | ||
| Q3 25 | — | $12.0M | ||
| Q2 25 | — | $9.7M | ||
| Q1 25 | — | $-1.2M | ||
| Q4 24 | — | $-17.7M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $21.0M | ||
| Q1 24 | — | $-1.9M |
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 17.4% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | — | -30.8% | ||
| Q3 24 | — | -15.2% | ||
| Q2 24 | — | 31.4% | ||
| Q1 24 | — | -3.9% |
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 18.5% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 9.9% | ||
| Q1 24 | — | 28.3% |
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | 4.37× | ||
| Q2 25 | — | 2.47× | ||
| Q1 25 | 3.71× | 0.88× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.43× | ||
| Q1 24 | — | 1.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARR
Segment breakdown not available.
NPKI
| Rental Revenue | $34.8M | 46% |
| Products | $25.5M | 34% |
| Services | $14.9M | 20% |
