ARRArmour Residential REIT, Inc.
Real Estate Investment Trusts
- Revenue
- —
- Operating margin
- —
- EBITDA
- —
- Market cap
- $1.8B
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- 2.2
- mentions per 10K words
Takeover score 3 of 13
Fixable underperformance 2 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashYes38% of net incomeCash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowYes235% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo95% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo2.2 per 10K words · 58th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$1.8B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$678K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Net income | $15M | −$230M | −$68M | −$14M | $323M | 2342% |
| Operating cash flow | $12M | $124M | $133M | $261M | $124M | 52% |
| Stock-based comp | $5M | $4M | $3M | $3M | $2M | 34% |
| Buybacks | $0 | $8M | $10M | $1M | $20M | 1384% |
| Dividends | $97M | $142M | $216M | $151M | $271M | 80% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $10K · 1
- Open-market sells, 12 mo
- $688K · 2
- Net
- −$678K
Pay vs performance
No pay-versus-performance disclosure yet.