NLY-PI
Next report

Oct 20 2026in 6 days

EPS estimate

$0.78

Revenue estimate

$632M

EPS beats

9 of last 12

EPS surprise

2024: 5.4%2024: -0.78%2024: 4.6%2024: -1.2%2025: 7.9%2025: 3.3%2025: 2.4%2025: 1.2%2026: 1.4%2026: 2.0%2026: 5.2%
Oct 25 2023Jul 21 2026
ReportedEPS estEPS actualSurpriseRevenue estRevenue actualSurprise
Jul 21 2026$0.75$0.79+5.2%$640M$893M+39.6%
Apr 21 2026$0.74$0.76+2.0%$666M$342M-48.7%
Jan 28 2026$0.73$0.74+1.4%$697M$1.06B+52.2%
Oct 22 2025$0.72$0.73+1.2%$547M$886M+62.0%
Jul 23 2025$0.71$0.73+2.4%$503M$111M-78.0%
Apr 30 2025$0.70$0.72+3.3%$440M$187M-57.6%
Jan 29 2025$0.67$0.72+7.9%$706M$527M-25.3%
Oct 23 2024$0.67$0.66-1.2%$495M$120M-75.7%
Jul 24 2024$0.65$0.68+4.6%$463M$48M-89.6%
Apr 24 2024$0.65$0.64-0.8%$548M$503M-8.3%
Feb 7 2024$0.65$0.68+5.4%-$120M-$351M-191.8%
Oct 25 2023$0.68$0.66-2.4%$286M-$517M-280.7%

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+12.79%
EPS+0.94%
FY2028
Rev-5.42%
EPS-3.40%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$2.55B$2.87B$2.72B
Low$2.17B$2.47B$2.32B
High$2.91B$3.31B$3.12B
EBITDA Avg$2.67B$2.81B$2.81B
Low$2.20B$2.34B$2.35B
High$3.16B$3.30B$3.28B
EBIT Avg$2.51B$2.53B$2.45B
Low$2.04B$2.06B$1.99B
High$3.00B$3.02B$2.92B
Net Income Avg$1.98B$2.00B$1.93B
Low$1.61B$1.63B$1.57B
High$2.37B$2.39B$2.31B
EPS Avg$3.09$3.12$3.02
Low$2.51$2.54$2.45
High$3.69$3.73$3.60
Analysts (Rev / EPS)6 / 16 / 12 / 1
Quarterly
MetricQ4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028Q3 2028
Revenue Avg$671M$725M$733M$747M$755M$673M$670M$668M
Low$537M$580M$586M$597M$604M$538M$536M$534M
High$781M$844M$854M$869M$879M$783M$780M$778M
EBITDA Avg$730M$743M$756M$773M$782M$759M$764M$771M
Low$544M$556M$568M$582M$591M$575M$581M$588M
High$882M$896M$910M$928M$938M$908M$914M$921M
EBIT Avg$713M$718M$722M$731M$732M$702M$702M$703M
Low$527M$530M$534M$540M$541M$519M$519M$520M
High$865M$870M$876M$886M$888M$852M$851M$853M
Net Income Avg$563M$567M$570M$577M$578M$555M$555M$556M
Low$416M$419M$422M$427M$427M$410M$410M$411M
High$683M$688M$692M$700M$701M$673M$673M$674M
EPS Avg$0.77$0.77$0.78$0.79$0.79$0.76$0.76$0.76
Low$0.57$0.57$0.58$0.58$0.58$0.56$0.56$0.56
High$0.93$0.94$0.94$0.96$0.96$0.92$0.92$0.92
Analysts (Rev / EPS)6 / 13 / 13 / 13 / 13 / 14 / 14 / 14 / 1
AI Earnings SummaryQ2 2026
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Last reported Earnings history refreshes daily; a new report appears within about 2 daysAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.