Rithm Capital reported a strong quarter with significant growth in asset management and origination businesses. The company continues to expand its service offerings and technological capabilities. However, it faces challenges such as market competition leading to margin compression and concerns about market undervaluation. The strategic focus remains on growth and managing capital efficiently.

Company Guidance -

Q3 2025

During the Rithm Capital Second Quarter 2025 Earnings Conference Call, the company reported robust financial performance and strategic growth initiatives. Rithm Capital achieved a GAAP net income of $283.9 million, translating to $0.53 per diluted share, and a return on equity of 17%. The earnings available for distribution were $291.1 million or $0.54 per diluted share, with an 18% return on equity. The servicing portfolio exceeded $850 billion, and the company secured a record amount of cash and liquidity at $2.1 billion. Rithm's asset management segment, including Sculptor, saw inflows, with a particular focus on real estate and asset-based finance (ABF) products. The company emphasized its competitive edge in sourcing and controlling both origination and servicing processes. Rithm also highlighted a new strategic separate managed account (SMA) for residential transition loans, potentially reaching $1.5 billion. The company expressed a strong commitment to expanding its asset management platform, exploring M&A opportunities, and growing its earnings and synergies across its business lines.

Record Quarter for Genesis

Genesis, Rithm's RTL lender, reported a record quarter of production, more than doubling origination since its acquisition in 2022 and tripling earnings.

Strong Asset Management Growth

Rithm's asset management teams, including Sculptor and Rithm Asset Management, saw inflows across real estate and ABF products, with a recently announced SMA potentially reaching $1.5 billion in RTL loans.

Significant Increase in Asset Management AUM

Sculptor's AUM grew by $3.5 billion since closing, with continued fundraising momentum across various products.

Newrez: Growing Mortgage Servicing

Newrez's servicing portfolio grew to $864 billion, driven by third-party servicing increases and strategic growth initiatives.

Financial Performance Metrics

GAAP net income for the quarter was $283.9 million, with a return on equity of 17% and earnings available for distribution at $291.1 million, indicating an 18% return on equity.

Technological Advancements

Significant gains were reported from Rezi AI investments, enhancing operational efficiency and customer experience.

Rithm Capital (RITM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RITM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.52 / -	0.54	―	―	―
Jul 28, 2025	2025 (Q2)	0.52 / 0.54	0.47	14.89% (+0.07)
Apr 25, 2025	2025 (Q1)	0.47 / 0.52	0.48	8.33% (+0.04)
Feb 06, 2025	2024 (Q4)	0.44 / 0.60	0.51	17.65% (+0.09)
Oct 29, 2024	2024 (Q3)	0.42 / 0.54	0.58	-6.90% (-0.04)
Jul 31, 2024	2024 (Q2)	0.42 / 0.47	0.62	-24.19% (-0.15)
Apr 30, 2024	2024 (Q1)	0.39 / 0.48	0.35	37.14% (+0.13)
Feb 07, 2024	2023 (Q4)	0.38 / 0.51	0.33	54.55% (+0.18)
Oct 26, 2023	2023 (Q3)	0.39 / 0.58	0.32	81.25% (+0.26)
Aug 02, 2023	2023 (Q2)	0.35 / 0.62	0.31	100.00% (+0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RITM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$12.19	$12.23	+0.33%
Apr 25, 2025	$10.17	$10.31	+1.38%
Feb 06, 2025	$10.99	$11.39	+3.64%
Oct 29, 2024	$9.78	$10.00	+2.25%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rithm Capital (RITM) report earnings?

Rithm Capital (RITM) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Rithm Capital (RITM) earnings time?

Rithm Capital (RITM) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RITM EPS forecast?

RITM EPS forecast for the fiscal quarter 2025 (Q3) is 0.52.

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