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Rithm Capital Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.498 |
| EPS actual | $0.510 |
| EPS Surprise | 2.47% |
| Revenue estimate | 1.27B |
| Revenue actual | 1.38B |
| Revenue Surprise | 8.66% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.578 |
| EPS actual | $0.740 |
| EPS Surprise | 28.03% |
| Revenue estimate | 1.366B |
| Revenue actual | 1.291B |
| Revenue Surprise | -5.51% |
| Release date | Oct 27, 2025 |
| EPS estimate | $0.527 |
| EPS actual | $0.402 |
| EPS Surprise | -23.76% |
| Revenue estimate | 1.198B |
| Revenue actual | 314.93M |
| Revenue Surprise | -73.72% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.523 |
| EPS actual | $0.580 |
| EPS Surprise | 10.90% |
| Revenue estimate | 1.21B |
| Revenue actual | 419.812M |
| Revenue Surprise | -65.29% |
Last 4 Quarters for Rithm Capital
Below you can see how RITM-PC 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 29, 2025 |
| Price on release | $25.06 |
| EPS estimate | $0.523 |
| EPS actual | $0.580 |
| EPS surprise | 10.90% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $25.08 |
| Jul 24, 2025 | $25.04 |
| Jul 25, 2025 | $25.07 |
| Jul 28, 2025 | $25.06 |
| Jul 29, 2025 | $25.06 |
| Jul 30, 2025 | $25.10 |
| Jul 31, 2025 | $25.29 |
| Aug 01, 2025 | $24.76 |
| Aug 04, 2025 | $24.72 |
| 4 days before | -0.0797% |
| 4 days after | -1.36% |
| On release day | 0.160% |
| Change in period | -1.44% |
| Release date | Oct 27, 2025 |
| Price on release | $25.20 |
| EPS estimate | $0.527 |
| EPS actual | $0.402 |
| EPS surprise | -23.76% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $24.88 |
| Oct 22, 2025 | $24.99 |
| Oct 23, 2025 | $25.02 |
| Oct 24, 2025 | $25.03 |
| Oct 27, 2025 | $25.20 |
| Oct 28, 2025 | $25.05 |
| Oct 29, 2025 | $24.88 |
| Oct 30, 2025 | $25.10 |
| Oct 31, 2025 | $24.49 |
| 4 days before | 1.29% |
| 4 days after | -2.82% |
| On release day | -0.595% |
| Change in period | -1.57% |
| Release date | Feb 03, 2026 |
| Price on release | $24.50 |
| EPS estimate | $0.578 |
| EPS actual | $0.740 |
| EPS surprise | 28.03% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $25.02 |
| Jan 29, 2026 | $25.03 |
| Jan 30, 2026 | $24.51 |
| Feb 02, 2026 | $24.49 |
| Feb 03, 2026 | $24.50 |
| Feb 04, 2026 | $24.53 |
| Feb 05, 2026 | $24.48 |
| Feb 06, 2026 | $24.54 |
| Feb 09, 2026 | $24.55 |
| 4 days before | -2.08% |
| 4 days after | 0.204% |
| On release day | 0.122% |
| Change in period | -1.88% |
| Release date | Apr 28, 2026 |
| Price on release | $24.87 |
| EPS estimate | $0.498 |
| EPS actual | $0.510 |
| EPS surprise | 2.47% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $24.56 |
| Apr 23, 2026 | $24.75 |
| Apr 24, 2026 | $24.81 |
| Apr 27, 2026 | $24.86 |
| Apr 28, 2026 | $24.87 |
| Apr 29, 2026 | $24.90 |
| Apr 30, 2026 | $25.06 |
| May 01, 2026 | $24.70 |
| May 04, 2026 | $24.61 |
| 4 days before | 1.26% |
| 4 days after | -1.05% |
| On release day | 0.121% |
| Change in period | 0.204% |
Rithm Capital Earnings Call Transcript Summary of Q1 2026
Rithm Capital reported a strong Q1 2026 driven by diversified, fee-generating businesses and continued deployment activity across mortgage, asset-based finance (ABF) and credit. Key financials: core earnings (EAD) of $289.6M, $0.51 per diluted share, GAAP net income $67.8M ($0.12/sh), book value $7.0B ($12.51/sh), dividend $0.25 (10.5% yield), and ~$1.4B of cash/liquidity. Asset management (Sculptor + Crestline) AUM: ~ $60B (Sculptor $37B; Crestline ~ $20B) with ongoing fundraising momentum (including a $4.6B real estate raise) and continued institutional demand for ABF and direct lending. Elecor (formerly Paramount) 9.9M sq ft portfolio is performing well: NYC ~92% leased, San Francisco leasing momentum accelerating; management identified ~$40M annual operating EBITDA improvements and is pursuing JV/third‑party capital and targeted capital improvements to drive rent/occupancy upside. Newrez (mortgage) delivered pretax income ex‑MTM of ~$274M (19% ROE), funded volume $15.5B, servicing portfolio ~$850B; management expects meaningful operating cost reductions via technology/AI (Valon and HomeVision partnerships) including estimated annual expense savings >$65M (cost/loan down ~15%). Genesis Capital delivered a record quarter ($1.6B originations) and expects $6.5–$7B production in 2026 while maintaining tight credit discipline. Investment activity: ~$3B deployed (non‑QM and residential transition loans), and $2B of securitizations completed. Management emphasizes credit discipline amid private credit headline noise, views recent private credit stress as sentiment-driven (not systemic), and expects to selectively capitalize on market dislocations. Near-term priorities: grow free revenue earnings (FRE) via asset management, continue operational efficiencies (especially mortgage tech/AI), monetize Elecor through JV/third‑party capital where appropriate, and avoid sacrificing credit for growth.
