● Same-store net operating income rose 3.5% in the quarter.
● Core earnings per share rose 30.0% to $1.56, with core EBITDA of $836 million.
A tower company is only as strong as its tenants, and Array Digital Infrastructure (NYSE:AD) has had to confront that directly. The former U.S. Cellular wireless business, now focused on towers after selling spectrum, stopped recognizing revenue from DISH Wireless at the start of …
Telephone and Data Systems is often discussed through its fibre business, but a quieter story sits in its tower subsidiary. In the second quarter of 2026, Array Digital Infrastructure (NYSE:AD) reported site rental revenue of $53.2 million, up 95%, and raised its 2026 outlook. …
Share prices and company reports do not always move together. Uniti Group Inc. (NASDAQ:UNIT), the fiber and wholesale infrastructure provider formed through its merger with Windstream, raised its 2026 revenue and adjusted EBITDA outlook on July 30, yet its stock has since fallen sharply. …
AGNC Investment (NASDAQ:AGNC), an internally managed mortgage real estate investment trust, is trading modestly lower as a surge in Treasury yields and widening agency mortgage backed securities spreads keep investors focused on book value risk ahead of third quarter results due October 19. The …
Annaly Capital Management (NYSE:NLY) shares are trading little changed near a 52 week low as investors weigh a September inflation print of 3.7% year over year against the company's upcoming third quarter report, due October 20. The backdrop remains challenging for leveraged mortgage investors, …
● Distributable earnings were $21.7 million, or $0.10 per diluted share.
● Non-performing loans numbered 19, with US$428.8 million of principal, down from US$481.5 million.
ARMOUR Residential REIT, a mortgage REIT investing in agency mortgage-backed securities, gave guidance on September 24 and confirmed on October 1 an October 2026 common dividend of USD 0.24 per share, payable on October 29 to holders of record on October 15. The company …