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Side-by-side financial comparison of ANNALY CAPITAL MANAGEMENT INC (NLY) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ANNALY CAPITAL MANAGEMENT INC is the larger business by last-quarter revenue ($366.6M vs $200.5M, roughly 1.8× ROGERS CORP). ANNALY CAPITAL MANAGEMENT INC runs the higher net margin — 276.5% vs 2.2%, a 274.2% gap on every dollar of revenue. On growth, ANNALY CAPITAL MANAGEMENT INC posted the faster year-over-year revenue change (95.7% vs 5.2%). Over the past eight quarters, ANNALY CAPITAL MANAGEMENT INC's revenue compounded faster (14.8% CAGR vs -3.3%).
Annaly Capital Management, Inc. is one of the largest mortgage real estate investment trusts. It is organized in Maryland with its principal office in New York City.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
NLY vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $366.6M | $200.5M |
| Net Profit | $1.0B | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | — | — |
| Net Margin | 276.5% | 2.2% |
| Revenue YoY | 95.7% | 5.2% |
| Net Profit YoY | 110.2% | 421.4% |
| EPS (diluted) | $1.54 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $366.6M | $201.5M | ||
| Q3 25 | $275.8M | $216.0M | ||
| Q2 25 | $273.2M | $202.8M | ||
| Q1 25 | $220.0M | $190.5M | ||
| Q4 24 | $187.3M | $192.2M | ||
| Q3 24 | — | $210.3M | ||
| Q2 24 | — | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $1.0B | $4.6M | ||
| Q3 25 | $832.4M | $8.6M | ||
| Q2 25 | $57.1M | $-73.6M | ||
| Q1 25 | $124.2M | $-1.4M | ||
| Q4 24 | $482.1M | $-500.0K | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | — | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | 22.3% | -33.3% | ||
| Q1 25 | 63.0% | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 276.5% | 2.3% | ||
| Q3 25 | 301.9% | 4.0% | ||
| Q2 25 | 20.9% | -36.3% | ||
| Q1 25 | 56.5% | -0.7% | ||
| Q4 24 | 257.4% | -0.3% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.54 | $0.20 | ||
| Q3 25 | $1.20 | $0.48 | ||
| Q2 25 | $0.03 | $-4.00 | ||
| Q1 25 | $0.15 | $-0.08 | ||
| Q4 24 | $0.81 | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $16.1B | $1.2B |
| Total Assets | $135.6B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $16.1B | $1.2B | ||
| Q3 25 | $14.9B | $1.2B | ||
| Q2 25 | $13.4B | $1.2B | ||
| Q1 25 | $13.0B | $1.3B | ||
| Q4 24 | $12.6B | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $135.6B | $1.4B | ||
| Q3 25 | $125.9B | $1.4B | ||
| Q2 25 | $112.1B | $1.5B | ||
| Q1 25 | $105.1B | $1.5B | ||
| Q4 24 | $103.6B | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
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 | $692.9M | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 0.68× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $692.9M | $46.9M | ||
| Q3 25 | $24.1M | $28.9M | ||
| Q2 25 | $180.7M | $13.7M | ||
| Q1 25 | $-156.3M | $11.7M | ||
| Q4 24 | $3.3B | $33.7M | ||
| Q3 24 | — | $42.4M | ||
| Q2 24 | — | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.68× | 10.20× | ||
| Q3 25 | 0.03× | 3.36× | ||
| Q2 25 | 3.17× | — | ||
| Q1 25 | -1.26× | — | ||
| Q4 24 | 6.87× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
