NLY · Bayesian revenue outlook

Annaly Capital Management Inc: Bayesian forecast status

Model review 2026-11-04 · Data cutoff 2026-09-30

Forecasts are conditional on the listed data cutoff. Sources were refreshed for this model run on 2026-11-04; the cutoff above identifies the latest verified revenue observation used for this model review. Some forecast quarters may already have ended by the computation date. Read each target date before treating an estimate as a future-quarter outlook.

Bayesian forecast withheld. Available metric is Net Interest Income, not consolidated revenue.

No Bayesian interval or simulated path is presented for this vintage. The earlier report below remains available for context; its ranges are not Bayesian prediction intervals.

Management guidance versus reported revenue

Latest SEC earnings candidate sources were archived where available, but an exact numerical quarterly consolidated-revenue range and target were not fully verified. This is not evidence that the company never guides.

No verified numerical quarterly consolidated-revenue guidance is plotted for this research sample. This does not establish that the company never provides guidance; annual, segment-only and qualitative outlooks are separate.

Preserved Bayesian forecast vintage

Computed 2026-11-04 using revenue through 2026-06-30. These original numbers are retained unchanged to allow subsequent scoring; they were not refitted with the new results. Forecasts computed after a target quarter ended are retrospective estimates, not pre-release predictions.

The prior Bayesian forecast was withheld: Available metric is Net Interest Income, not consolidated revenue.

Earlier company analysis · preserved vintage 2026-10-14

The report below retains its original forecasts, validation and company-specific discussion. Those revenue estimates use a different model or information cutoff; they are separate from the Bayesian outlook above. Any EPS model below has not been recalculated using the new Bayesian revenue paths.

Annaly Capital Management Inc NLY

Revenue Intelligence Report • 73 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Earlier summary (2026-10-14): Annaly Capital Management Inc has SEC quarterly net interest income data through 2026-06-30. SEC facts provide net interest income rather than consolidated revenue. The reported net interest series is shown; a revenue forecast is withheld.

Trailing 4 Quarters: Net Interest Income
$1.58B
+128.2% YoY
SEC Filings
73 quarters
Profile-only page: SEC facts provide net interest income rather than consolidated revenue. The reported net interest series is shown; a revenue forecast is withheld.

Quarterly Net Interest Income History

Quarter EndingNet Interest Income
2008-06-30 $0.3B
2008-09-30 $0.4B
2008-12-31 $0.3B
2009-03-31 $0.3B
2009-06-30 $0.4B
2009-09-30 $0.4B
2009-12-31 $1.2B
2010-03-31 $0.6B
2010-06-30 $0.5B
2010-09-30 $0.6B
2010-12-31 $0.6B
2011-03-31 $0.7B
2011-06-30 $0.8B
2011-09-30 $0.8B
2011-12-31 $0.7B
2012-03-31 $0.7B
2012-06-30 $0.7B
2012-09-30 $0.6B
2012-12-31 $0.6B
2013-03-31 $0.6B
2013-06-30 $0.5B
2013-09-30 $0.6B
2013-12-31 $0.6B
2014-03-31 $0.5B
2014-06-30 $0.6B
2014-09-30 $0.5B
2014-12-31 $0.5B
2015-03-31 $0.4B
2015-06-30 $0.5B
2015-09-30 $0.3B
2015-12-31 $0.5B
2016-03-31 $0.2B
2016-06-30 $0.3B
2016-09-30 $0.4B
2016-12-31 $0.6B
2017-03-31 $0.4B
2017-06-30 $0.3B
2017-09-30 $0.4B
2017-12-31 $0.4B
2018-03-31 $0.5B
2018-06-30 $0.3B
2018-09-30 $0.3B
2018-12-31 $0.3B
2019-03-31 $0.2B
2019-06-30 $0.2B
2019-09-30 $0.2B
2019-12-31 $0.5B
2020-03-31 $0.1B
2020-06-30 $0.4B
2020-09-30 $0.4B
2020-12-31 $0.4B
2021-03-31 $0.7B
2021-06-30 $0.3B
2021-09-30 $0.4B
2021-12-31 $0.4B
2022-03-31 $0.6B
2022-06-30 $0.5B
2022-09-30 $0.3B
2022-12-31 $0.1B
2023-03-31 $0.0B
2023-06-30 $-0.0B
2023-09-30 $-0.0B
2023-12-31 $-0.1B
2024-03-31 $-0.0B
2024-06-30 $0.1B
2024-09-30 $0.0B
2024-12-31 $0.2B
2025-03-31 $0.2B
2025-06-30 $0.3B
2025-09-30 $0.3B
2025-12-31 $0.4B
2026-03-31 $0.5B
2026-06-30 $0.5B

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