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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Plymouth Industrial REIT, Inc. (PLYM). Click either name above to swap in a different company.
Plymouth Industrial REIT, Inc. is the larger business by last-quarter revenue ($51.2M vs $50.4M, roughly 1.0× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -106.3%, a 526.5% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -1.4%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 0.4%).
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.
Plymouth Industrial REIT, Inc. is a real estate investment trust focused on owning, operating, and acquiring high-quality industrial properties including distribution centers, warehouses, and light industrial facilities across key U.S. logistics hubs. It serves tenants in e-commerce, retail, manufacturing, and third-party logistics sectors, supporting diverse business supply chain needs.
ARR vs PLYM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $51.2M |
| Net Profit | $211.7M | $-54.4M |
| Gross Margin | — | — |
| Operating Margin | — | -102.5% |
| Net Margin | 420.2% | -106.3% |
| Revenue YoY | 297.9% | -1.4% |
| Net Profit YoY | 555.9% | -248.5% |
| EPS (diluted) | $2.43 | $-1.23 |
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 | — | ||
| Q3 25 | $38.5M | $51.2M | ||
| Q2 25 | $33.1M | $47.2M | ||
| Q1 25 | $36.3M | $45.6M | ||
| Q4 24 | $12.7M | $47.6M | ||
| Q3 24 | — | $51.9M | ||
| Q2 24 | $7.0M | $48.7M | ||
| Q1 24 | — | $50.2M |
| Q4 25 | $211.7M | — | ||
| Q3 25 | $159.3M | $-54.4M | ||
| Q2 25 | $-75.6M | $-6.1M | ||
| Q1 25 | $27.3M | $5.8M | ||
| Q4 24 | $-46.4M | $147.4M | ||
| Q3 24 | — | $-15.6M | ||
| Q2 24 | $-48.4M | $1.3M | ||
| Q1 24 | — | $6.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | -102.5% | ||
| Q2 25 | — | -10.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -29.6% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | — |
| Q4 25 | 420.2% | — | ||
| Q3 25 | 413.5% | -106.3% | ||
| Q2 25 | -228.4% | -12.9% | ||
| Q1 25 | 75.2% | 12.8% | ||
| Q4 24 | -366.8% | 309.9% | ||
| Q3 24 | — | -30.1% | ||
| Q2 24 | -693.8% | 2.7% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | $2.43 | — | ||
| Q3 25 | $1.49 | $-1.23 | ||
| Q2 25 | $-0.94 | $-0.14 | ||
| Q1 25 | $0.32 | $0.13 | ||
| Q4 24 | $-0.91 | $3.24 | ||
| Q3 24 | — | $-0.35 | ||
| Q2 24 | $-1.05 | $0.03 | ||
| Q1 24 | — | $0.14 |
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 | $470.1M |
| Total Assets | $21.0B | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | — | ||
| Q3 25 | $44.2M | — | ||
| Q2 25 | $141.2M | — | ||
| Q1 25 | $49.1M | — | ||
| Q4 24 | $68.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $126.6M | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.1B | $470.1M | ||
| Q2 25 | $1.7B | $539.6M | ||
| Q1 25 | $1.7B | $571.0M | ||
| Q4 24 | $1.4B | $579.5M | ||
| Q3 24 | — | $436.5M | ||
| Q2 24 | $1.2B | $475.2M | ||
| Q1 24 | — | $484.6M |
| Q4 25 | $21.0B | — | ||
| Q3 25 | $19.4B | $1.6B | ||
| Q2 25 | $16.2B | $1.6B | ||
| Q1 25 | $15.5B | $1.4B | ||
| Q4 24 | $13.5B | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $10.1B | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $20.0M |
| 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 | — | ||
| Q3 25 | $-37.8M | $20.0M | ||
| Q2 25 | $25.0M | $23.4M | ||
| Q1 25 | $101.5M | $15.6M | ||
| Q4 24 | $261.5M | $96.1M | ||
| Q3 24 | — | $17.6M | ||
| Q2 24 | $27.1M | $19.9M | ||
| Q1 24 | — | $16.6M |
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.71× | 2.67× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 15.12× | ||
| Q1 24 | — | 2.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
