Two Harbors Investment Corp. (TWO) operates as a Real Estate Investment Trust (REIT) with a strategic focus on the U.S. mortgage market. ...
예상 EPS $0.29 · 매출 $7.65M · 3 명의 애널리스트
예상 EPS $0.29 · 매출 $8.20M · 3 명의 애널리스트
예상 EPS $1.20 · 매출 $18.75M · 2 명의 애널리스트
예상 EPS $0.29 · 매출 $21.40M · 1 명의 애널리스트
$1.36 주당
$1.36 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $605.6M | -28.4% | -2.8% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-454.3M | -252.4% | +92.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +97.9% | -6.4% | +1.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +68.7% | -38.9% | -2.6% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -75.0% | -312.8% | +98.4% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-15.1M | -117.3% | +243.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -2.5% | -124.2% | +253.5% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 478.6% | +11.8% | -20.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.13x | -85.0% | +99.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $10.9B | -11.0% | -16.2% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -4.36 vs 1.32 | -431.3% | 0.46 vs 0.28 | +64.1% |
| 매출 서프라이즈 | $605.6M vs $493.8M | +22.6% | $212.6M vs $9.4M | +2149.8% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | GREENBERG WILLIAM ROSS | director, officer: Chief Executive Officer | Common stock, par value $0.01 per share | A | 667,827 | — |
| Aug 25, 2026 | GREENBERG WILLIAM ROSS | director, officer: Chief Executive Officer | Common stock, par value $0.01 per share | D | 3,025 | $12.00 |
| Aug 25, 2026 | HANSON ALECIA | officer: Chief Administrative Officer | Common stock, par value $0.01 per share | A | 65,204 | — |
| Aug 25, 2026 | HANSON ALECIA | officer: Chief Administrative Officer | Common stock, par value $0.01 per share | D | 143,171 | $12.00 |
| Aug 25, 2026 | Sandberg Rebecca B | officer: Chief Legal Officer | Common stock, par value $0.01 per share | A | 168,271 | — |
Operator: Good morning. My name is Jennifer, and I will be your conference facilitator today. At this time, I would like to welcome everyone to TWO's First Quarter 2026 Earnings Call. [Operator Instructions] I would now like to turn the call over to Ms. Maggie Karr. Margaret Field: Good morning, everyone, and welcome to our call to discuss TWO's first quarter 2026 financial results. With me on the call this morning are Bill Greenberg, our President and Chief Executive Officer; Nick Letica, our Chief Investment Officer; and William Dellal, our Chief Financial Officer. The earnings press release and presentation associated with today's call have been filed with the SEC and are available on the SEC's website as well as the Investor Relations page of our website at twoinv.com. In our earnings release and presentation, we have provided reconciliations of GAAP to non-GAAP financial measures, and we urge you to review this information in conjunction with today's call. As a reminder, our comments today will include forward-looking statements, which are subject to risks and uncertainties that may cause our results to differ materially from expectations. These are described on Page 2 of the presentation and in our Form 10-K and subsequent reports filed with the SEC. Except as may be required by law, TWO does not update forward-looking statements and disclaims any obligation to do so. I will now turn the call over to Bill. William Greenberg: Thank you, Maggie. Good morning, everyone, and welcome to our first quarter earnings call. I would like to begin by addressing the recent developments regarding the merger plans that we initially disclosed last December. As we described in detail in our proxy statement, in March, we received an unsolicited all-cash proposal from CrossCountry Mortgage. After careful consideration and in coordination with our financial and legal advisers, our Board unanimously determined that the CrossCountry proposal was superior and in the best interest of shareholders. And on March 27, 2026, we executed a new merger agreement with CrossCountry, pursuant to which CrossCountry agreed to acquire Two Harbors for $10.80 per share in cash. In connection with entering into this agreement, we terminated the prior merger agreement with UWM. Yesterday, we announced that we signed an amendment to the new merger agreement with CCM. Under the terms of the amended agreement, CCM will increase the per share cash consideration payable to Two Harbors' stockholders to $11.30 per share, an increase from $10.80 per share under the original merger agreement. The amended agreement follows our Board's thorough evaluation of an unsolicited competing proposal received on April 20, 2026, from UWMC. After consulting with our financial and legal advisers, including assessments of the competing proposal's terms, proposed financing, regulatory path, deal certainty, and other factors, the TWO Board determined that the CCM transaction as amended, continues to be in …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
William Ross Greenberg | President & Chief Executive Officer | USD 4,074,431 | Male | 1969 | Active |
Nicholas Letica | Vice President & Chief Investment Officer | USD 2,435,105 | Male | 1963 | Active |
Rebecca Sandberg | Vice President, Chief Legal Officer, Secretary & Chief Compliance Officer | USD 1,468,693 | Female | 1972 | Active |
William Dellal | Vice President & Chief Financial Officer | USD 1,202,550 | Male | 1951 | Active |
Robert Rush | Vice President & Chief Risk Officer | USD 1,097,168 | Male | 1968 | Active |
Alecia Hanson | Vice President & Chief Administrative Officer | — | Female | 1981 | Active |
Jillian Halm | Chief Accounting Officer | — | Female | 1986 | Active |
Chris Hurley | Chief Technology Officer | — | Male | — | Active |
Margaret Field Karr | Head of Investor Relations | — | Female | — | Active |
Sheila Lichty | Vice President & Treasurer | — | Female | — | Active |
California State Teachers Retirement System grew its holdings in Two Harbors Investments Corp (NYSE: TWO) by 47.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 141,286 shares of the real estate investment trust's stock after acquiring
NEW YORK--(BUSINESS WIRE)--TWO Responds to Baseless Claims by UWMC.
First Drill Program in Over 15 Years Targets High-Priority Prospects Vancouver, British Columbia--(Newsfile Corp. - July 30, 2026) - T2 Metals Corp. (TSXV: TWO) (OTCQB: TWOSF) (FSE: WJ6) ("T2 Metals" or the "Company") is pleased to announce that drilling has commenced at its Aurora Gold-Silver Project ("Aurora" or the "Project") in the Yukon's Tombstone Gold Belt (see Figure 1), one of North America's most prolific gold regions. This marks both the Company's first drill program in the Yukon, and the first drilling completed at Aurora in over 15 years.
Two Harbors Investments Corp (NYSE: TWO - Get Free Report) has received an average recommendation of "Hold" from the seven brokerages that are covering the company, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell rating, four have assigned a hold rating and one has given a strong buy rating to the
NEW YORK, July 29, 2026 /PRNewswire/ -- Five9, Inc. (NASD: FIVN) will replace Two Harbors Investment Corp. (NYSE: TWO) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, August 3. CrossCountry Mortgage, LLC is acquiring Two Harbors Investment Corp. in a deal expected to close soon, pending final closing conditions.
