IVRMEDIUM SIGNALFINANCIAL10-K

Invesco Mortgage Capital significantly expanded its balance sheet while posting substantially higher net income, though operating cash flow declined.

The company appears to be in a growth phase, increasing its debt capacity by nearly $4 billion to fund expanded mortgage investments, which contributed to meaningfully higher profitability. However, the decline in operating cash flow alongside lower cash reserves suggests the company may be deploying capital more aggressively and should be monitored for liquidity management.

Comparing 2026-02-23 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

IVR expanded its balance sheet notably with total assets growing 13.9% to $6.5B and debt increasing 25.8% to $19.2B, funding what appears to be an expanded mortgage investment portfolio. Net income was substantially higher year-over-year, reflecting the benefits of this expanded asset base. However, operating cash flow declined 14.2% to $157.1M while cash reserves fell to $56.0M, indicating tighter liquidity management as the company deploys more capital into investments.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+69.1%
$59.9M$101.3M

Net income grew 69.1% — bottom-line growth signals improving overall business health.

Total Debt
Balance Sheet
+25.8%
$15.3B$19.2B

Debt rose 25.8% — additional borrowing for investment or operations; monitor coverage ratios.

Cash & Equivalents
Balance Sheet
-23.7%
$73.4M$56.0M

Cash decreased 23.7% — monitor burn rate and upcoming capital needs.

Total Liabilities
Balance Sheet
+14.5%
$5.0B$5.7B

Liabilities increased 14.5% — monitor debt-to-equity ratio and interest coverage.

Operating Cash Flow
Cash Flow
-14.2%
$183.2M$157.1M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Total Assets
Balance Sheet
+13.9%
$5.7B$6.5B

Asset base grew 13.9% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-23
PRIOR — 2025-02-20
ADDED
As of February 20, 2026, there were 83,270,532 outstanding shares of common stock of Invesco Mortgage Capital Inc.
Risk Factor Summary Risks Related to Our Investment and Portfolio Management Activities There could be adverse impacts to our income, book value and dividends resulting from fluctuations in interest rates.
Interest rate volatility represents significant risks to our business.
Our active portfolio management strategy may expose us to greater losses and lower returns.
Federal Reserve s, GSEs or FDIC s participation in the Agency RMBS market could have an adverse effect on our Agency RMBS investments.
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REMOVED
As of February 18, 2025, there were 61,729,693 outstanding shares of common stock of Invesco Mortgage Capital Inc.
government agency such as Ginnie Mae or a federally chartered corporation such as Freddie Mac or Fannie Mae (collectively Agency CMBS ); CMBS that are not guaranteed by a U.S.
government agency or a federally chartered corporation ( non-Agency RMBS ).
Substantially all of our investments as of December 31, 2024 were in Agency MBS.
During the periods presented in this Report, we also invested in: to-be-announced securities forward contracts ( TBAs ) to purchase Agency RMBS; a commercial mortgage loan; real estate-related financing arrangements in the form of unconsolidated ventures; and U.S.
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