Short answer
TWO HARBORS INVESTMENT CORP. (TWO) filed its Q1 2026 10-Q quarterly report on Apr 29, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $89M (down 20.4% year over year) with net income of $32M.
Q1 2026 key financials · XBRL
- Revenue
- $89M
- −20.4% YoY
- Net income
- $32M
- +140.8% YoY
- EPS (diluted)
- $0.18
- +120.2% YoY
Source: XBRL data from the TWO HARBORS INVESTMENT CORP. (TWO) Q1 2026 10-Q on SEC EDGAR. USD.
TWO HARBORS INVESTMENT CORP. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue and YoY change not disclosed in provided MD&A
- Profitability margins and quarterly earnings percentages not disclosed
- MSR and Agency RMBS portfolio performance figures not disclosed
- Convertible notes $261.9M repaid January 15, 2026
- CCM merger expected second half 2026 at $11.30 per share, with interest-rate, prepayment, financing, and regulatory headwinds
Risk Factors
- Newly added merger risk triggered by the March 27, 2026 CCM Merger Agreement and April 28, 2026 amendment
- Regulatory and shareholder-approval risk, with closing dependent on required regulatory approvals and common-stockholder approval
- Merger termination exposure, including a potential $50.0 million fee and reimbursement of CCM’s $25.4 million UWM termination fee
- Operational disruption risk from merger-related restrictions on financing, asset transactions, capital projects, and strategic actions
- Competitive-process risk from provisions limiting competing proposals and potentially reducing acquisition consideration
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other TWO HARBORS INVESTMENT CORP. quarterly reports
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