NYSE$ORC

Orchid Island Ca · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Orchid Island Capital reported a net loss for the second quarter of 2021, driven by net realized and unrealized losses on RMBS and derivative instruments, while strategically positioning its portfolio defensively amid economic recovery and potential tapering by the Federal Reserve.

Orchid Island Capital reported a net loss of $16.9 million for the second quarter of 2021, or $0.17 per common share. The results were impacted by net realized and unrealized losses on RMBS and derivative instruments. The company raised approximately $125 million of additional capital during the quarter and strategically deployed the proceeds into higher coupon, specified pools and interest only securities.

  • Net loss of $16.9 million, or $0.17 per common share.
  • Net interest income of $27.7 million, or $0.28 per common share.
  • Net realized and unrealized losses of $40.8 million, or $0.41 per common share, on RMBS and derivative instruments.
  • Second quarter total dividends declared and paid of $0.195 per common share.

Headline financials

Total Revenue

$27.7M

Previous: $22.8M+21.6%
EPS (adj)

-$0.85

Previous: $3.65-123.3%
Constant prepayment rate

12.9%

Previous: 16.3%-20.9%
Leverage ratio

8.2

Previous: 9.7-15.5%
Net Income

-$16.9M

Previous: $48.8M-134.6%
Operating Income

-$13.1M

Previous: $51.5M-125.5%
Cash & Equivalents

$273M

Previous: $236M+15.6%
Total Assets

$5.11B

Previous: $3.7B+38.0%

Revenue & EPS history

Orchid Island · Revenue · Quarterly

$27.7M

Q2 2021+21.6%vs Q2 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The company positioned the portfolio defensively in light of the recovery, retaining a bias towards higher rates and the probable tapering of MBS asset purchases by the Fed. It aims to minimize exposure to Agency RMBS sub-sectors most adversely affected by the tapering.

Tailwinds

  • Company raised approximately $125 million of additional capital during the second quarter at very accretive levels.
  • Proceeds deployed into higher coupon, specified pools and interest only securities.
  • Capital allocation to interest only and inverse interest only securities increased from 9.5% to 18.0%.
  • Portfolio prepaid at 12.9 CPR in the aggregate for the second quarter versus 12.0 CPR in the first.
  • Realized net interest margin for the quarter was flat with the level in the first quarter.

Headwinds

  • Economic activity and inflation accelerated during the second quarter of 2021.
  • Market participants anticipated interest rates would continue to rise as they had done during the first quarter of the year, but longer term interest rates declined.
  • Portfolio retains a bias towards higher rates and the probable tapering of MBS asset purchases by the Fed.
  • The company does not have the option of eliminating their exposure to the Agency RMBS market.
  • Return on invested capital in the structured RMBS portfolios was approximately (25.2)%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-1.0%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-3.7%

Avg return

30 days after

44%

25 / 57 earnings

Positive

+7.5%

Q4 2023

Best reaction

-12.4%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.2%+2.8%-1.2%
Q4 2025-5.7%-7.4%-10.0%
Q3 2025+2.7%-0.5%-3.2%
Q2 2025+1.2%-2.1%-2.3%
Q1 2025+5.1%+3.2%-0.1%
Q3 2024+1.4%+0.9%-1.4%
Q2 2024+1.3%+3.1%+4.5%
Q1 2024+1.0%-3.5%-0.7%
Q4 2023+7.5%+3.4%+8.5%
Q3 2023-1.3%+2.6%+20.8%
Q2 2023-4.0%-6.1%-14.5%
Q1 2023-1.8%-12.8%-7.5%
Q4 2022+1.7%-0.6%-8.9%
Q3 2022-0.1%+0.2%+8.0%
Q2 2022-1.9%-1.9%-19.9%
Q1 2022-4.1%+2.4%+5.2%
Q4 2021-4.8%-11.2%-5.9%
Q3 2021-1.2%-1.2%-4.4%
Q2 2021-3.1%-4.1%+0.2%
Q1 2021-1.4%-1.8%-2.0%
Q4 2020-2.1%-1.0%+2.4%
Q3 2020+1.2%+3.3%+6.8%
Q2 2020+1.2%-2.2%+1.4%
Q1 2020-5.1%-6.8%+2.0%
Q4 2019+3.2%-2.2%-59.4%
Q3 2019-4.1%-3.8%-2.9%
Q2 2019+0.6%+0.6%-13.0%
Q1 2019-1.0%-4.6%-4.9%
Q4 2018-0.6%-1.1%-3.8%
Q3 2018-3.8%-6.9%-2.2%
Q2 2018-2.1%-1.9%-4.0%
Q1 2018-2.9%-6.6%-1.9%
Q4 2017-2.7%+1.4%-2.7%
Q3 2017+2.7%-0.9%-1.6%
Q2 2017+1.7%+0.5%+2.4%
Q1 2017-3.8%-2.6%-8.3%
Q4 2016-12.4%-17.5%-18.8%
Q3 2016+3.3%+3.8%+2.9%
Q2 2016+1.1%+1.3%-3.4%
Q1 2016-10.6%
Q4 2015+3.0%
Q3 2015-10.4%
Q2 2015+3.7%
Q1 2015-0.4%
Q4 2014-6.5%
Q3 2014+0.1%
Q2 2014-0.3%
Q1 2014+1.5%
Q4 2013+1.8%
Q3 2013-0.9%
Q3 2012-0.9%
Q2 2012+0.9%
Q2 2013-1.1%
Q1 2013+0.2%
Q1 2012+0.2%
Q4 2011-3.3%
Q4 2012-3.3%
Q3 2011
Q2 2011
Q1 2011

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