Two Harbors Investment Corp. (TWO)
NYSEFinancialsReit - MortgageSnapshot 2026-09-04
NYSEFinancialsReit - MortgageSnapshot 2026-09-04
QuarterlyIQ Insights · TWO
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(-25.0) + peer(0.2*-7.7) + term(0.0) → -10.29% (capped ±15.0)
Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.
Worth watching into the next print: this name has erratic recent earnings surprises and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Calibrated. Base rate ~24%.
Consecutive quarters it missed, most recent run.
How often this industry misses, baseline.
Industry peers that missed in the recent window.
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 0 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Provisional scorecard: fewer than 4 guided quarters in the corpus.
Earnings prints and pre-announcements detected in the SEC filing stream.
of this Current Report, including Exhibit 99.1, shall not be deemed incorporated by reference into any filing of the registrant under the Securities Act of 1933 or the Exchange Act, whether made before or after the date hereof, regardless of any general incorporation language in such filings (unless the registrant specifically states that the information or exhibit in this
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
is incorporated by reference). FORWARD-LOOKING STATEMENTS This Form 8-K may contain “forward-looking statements,” including certain plans, expectations, goals, projections and statements about the merger (the “CCM Merger”) with CrossCountry Intermediate Holdco, LLC (“CCM”), Two Harbors Investment Corp.’s (“TWO”) and CCM’s plans, objectives, expectations and intentions, the expected timing of completion of the proposed CCM Merger, the ability of the parties to complete the proposed CCM Merger…
is incorporated by reference). FORWARD-LOOKING STATEMENTS This Form 8-K may contain “forward-looking statements,” including certain plans, expectations, goals, projections and statements about the benefits and synergies of the proposed transaction between Two Harbors and UWM Holding Corporation ("UWM") (the "Acquisition"); pro forma descriptions of the combined company and its operations, integration and transition plans, synergies and anticipated future performance; future opportunities for…
Results of Operations and Financial Condition. On October 27, 2025, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended September 30, 2025. A copy of the press release and the 2025 Third Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On July 28, 2025, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended June 30, 2025. A copy of the press release and the 2025 Second Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On April 28, 2025, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended March 31, 2025. A copy of the press release and the 2025 First Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On January 29, 2025, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended December 31, 2024. A copy of the press release and the 2024 Fourth Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On October 28, 2024, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended September 30, 2024. A copy of the press release and the 2024 Third Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On July 30, 2024, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended June 30, 2024. A copy of the press release and the 2024 Second Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in
Results of Operations and Financial Condition. On April 29, 2024, Two Harbors Investment Corp. issued a press release announcing its financial results for the fiscal quarter ended March 31, 2024. A copy of the press release and the 2024 First Quarter Earnings Call Presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information in