Two Harbors Investments Q2 2026 Earnings Report

Two Harbors Investments EPS Results

• Actual EPS: $0.28
• Consensus EPS: $0.28
• Beat/Miss: Missed by -$0.00
• One Year Ago EPS: N/A

Two Harbors Investments Revenue Results

• Actual Revenue: $247.58 million
• Expected Revenue: $9.45 million
• Beat/Miss: Beat by +$238.13 million
• YoY Revenue Growth: N/A

Two Harbors Investments Announcement Details

• Quarter: Q2 2026
• Date: 7/28/2026
• Time: Before Market Opens
• Conference Call Date: Tuesday, July 28, 2026
• Conference Call Time: 4:00PM ET

Two Harbors Investments (NYSE:TWO). is a mortgage real estate investment trust (mREIT) that primarily invests in residential mortgage-backed securities (RMBS) issued or guaranteed by government-sponsored enterprises, as well as non-agency residential mortgage loans, mortgage servicing rights and credit risk transfer securities. The company seeks to generate attractive risk-adjusted returns for its shareholders by employing leverage to enhance net interest income derived from its portfolio of high-quality fixed-income assets.

Headquartered in Minneapolis, Minnesota, Two Harbors operates through a self-managed platform that combines portfolio management, risk-management and securitization expertise. Its investment strategy emphasizes the use of interest-rate and prepayment hedges, active sector rotation and credit analysis to exploit relative value opportunities across the U.S. residential mortgage market. In addition to agency mortgage-backed securities, the firm selectively allocates capital to private label RMBS and other structured credit instruments that complement its core holdings.

Founded in 2009, Two Harbors has grown its platform through a series of strategic portfolio acquisitions and securitization ventures, including transactions that transfer credit risk from government agencies to private-sector investors. The company is led by President and Chief Executive Officer Michael A. Strauss, whose tenure has overseen the expansion of Two Harbors’ investment capabilities and the refinement of its risk-management framework. Two Harbors remains focused on delivering sustainable dividend income and long-term value to its shareholders through disciplined portfolio construction and capital management.