Sign In
Buy RITM
Rithm Capital Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.530 |
| EPS actual | $0.510 |
| EPS Surprise | -3.77% |
| Revenue estimate | 1.27B |
| Revenue actual | 1.38B |
| Revenue Surprise | 8.66% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.550 |
| EPS actual | $0.740 |
| EPS Surprise | 34.55% |
| Revenue estimate | 1.366B |
| Revenue actual | 1.291B |
| Revenue Surprise | -5.51% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.540 |
| EPS actual | $0.540 |
| Revenue estimate | 1.245B |
| Revenue actual | 1.334B |
| Revenue Surprise | 7.15% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.510 |
| EPS actual | $0.540 |
| EPS Surprise | 5.88% |
| Revenue estimate | 1.188B |
| Revenue actual | 419.812M |
| Revenue Surprise | -64.67% |
Last 4 Quarters for Rithm Capital
Below you can see how RITM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 28, 2025 |
| Price on release | $12.23 |
| EPS estimate | $0.510 |
| EPS actual | $0.540 |
| EPS surprise | 5.88% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $12.19 |
| Jul 23, 2025 | $12.25 |
| Jul 24, 2025 | $12.23 |
| Jul 25, 2025 | $12.19 |
| Jul 28, 2025 | $12.23 |
| Jul 29, 2025 | $12.37 |
| Jul 30, 2025 | $12.18 |
| Jul 31, 2025 | $12.03 |
| Aug 01, 2025 | $12.05 |
| 4 days before | 0.328% |
| 4 days after | -1.47% |
| On release day | 1.14% |
| Change in period | -1.15% |
| Release date | Oct 30, 2025 |
| Price on release | $10.99 |
| EPS estimate | $0.540 |
| EPS actual | $0.540 |
| Date | Price |
|---|---|
| Oct 24, 2025 | $10.86 |
| Oct 27, 2025 | $10.94 |
| Oct 28, 2025 | $10.83 |
| Oct 29, 2025 | $10.93 |
| Oct 30, 2025 | $10.99 |
| Oct 31, 2025 | $10.97 |
| Nov 03, 2025 | $11.07 |
| Nov 04, 2025 | $10.99 |
| Nov 05, 2025 | $11.11 |
| 4 days before | 1.20% |
| 4 days after | 1.09% |
| On release day | -0.182% |
| Change in period | 2.30% |
| Release date | Feb 03, 2026 |
| Price on release | $10.95 |
| EPS estimate | $0.550 |
| EPS actual | $0.740 |
| EPS surprise | 34.55% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $11.90 |
| Jan 29, 2026 | $11.92 |
| Jan 30, 2026 | $10.94 |
| Feb 02, 2026 | $10.80 |
| Feb 03, 2026 | $10.95 |
| Feb 04, 2026 | $10.78 |
| Feb 05, 2026 | $10.74 |
| Feb 06, 2026 | $10.73 |
| Feb 09, 2026 | $10.65 |
| 4 days before | -7.98% |
| 4 days after | -2.74% |
| On release day | -1.55% |
| Change in period | -10.50% |
| Release date | Apr 28, 2026 |
| Price on release | $9.85 |
| EPS estimate | $0.530 |
| EPS actual | $0.510 |
| EPS surprise | -3.77% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $10.18 |
| Apr 23, 2026 | $10.12 |
| Apr 24, 2026 | $10.13 |
| Apr 27, 2026 | $10.12 |
| Apr 28, 2026 | $9.85 |
| Apr 29, 2026 | $9.66 |
| Apr 30, 2026 | $9.78 |
| May 01, 2026 | $9.79 |
| May 04, 2026 | $9.64 |
| 4 days before | -3.24% |
| 4 days after | -2.13% |
| On release day | -1.93% |
| Change in period | -5.30% |
Rithm Capital Earnings Call Transcript Summary of Q1 2026
Rithm Capital reported a solid Q1 2026 driven by strong operational performance across its diversified platform. Key highlights: GAAP EPS $0.12, core diluted EPS $0.51, book value $12.51/share, quarterly dividend $0.25 (10.5% yield), and ~$1.4B in cash/liquidity. Asset management (Sculptor and Crestline) managed ~ $60B AUM with continued fundraising and new commitments (Sculptor real estate fund raised $4.6B; Sculptor AUM $37B; Crestline ~ $20B). The firm deployed >$2B of securitizations and ~$3B of investments in mortgage-related assets (non-QM and residential transition loans). Newrez (mortgage) delivered strong results: $15.5B funded volume, $274M pretax pre M-to-M, 19% annualized operating ROE, and ongoing tech/AI initiatives (HomeVision, ReziAI, Valon) expected to drive meaningful cost savings and efficiency. Genesis Capital posted a record quarter with $1.6B originations and expects $6.5–7.0B production in 2026 while maintaining tight credit discipline. Elecor (formerly Paramount) is being rebranded and repositioned: portfolio ~9.9M SF, 85.7% leased at share, meaningful leasing momentum (NY ~92% leased; SF improving), $40M annualized management-company EBITDA efficiencies identified, and active JV/third‑party capital discussions. Management emphasized disciplined underwriting—no systemic private credit deterioration observed—and positioned to deploy capital into dislocations and ABF opportunities. Strategic priorities include growing fee-related earnings (FRE) via asset management, leveraging operational efficiencies (notably via AI at Newrez), expanding ABF/credit strategies, and selectively pursuing JV/third-party capital for real estate assets.
