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Rithm Capital (RITM)
NYSE:RITM
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.47Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 25, 2025
|% Change Since: 8.46%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial performance in terms of earnings and growth in various segments, such as Sculptor Real Estate Fund V and Genesis Capital. However, there were notable concerns regarding the undervaluation of equity and GAAP net income decline due to market volatility. Newrez showed strong origination and servicing growth, yet faced challenges with margin compression. Overall, the call presented a balanced view of achievements and challenges.Company Guidance
During the Rithm Capital First Quarter 2025 Earnings Call, the company provided substantial guidance, emphasizing its robust performance and strategic growth initiatives amidst market volatility. Key metrics highlighted include earnings available for distribution at $0.52 per diluted share, marking an 8% year-over-year growth, and a GAAP net income of $36.5 million, equating to a $0.07 per diluted share. The company reported a return on equity of 2%, with earnings available for distribution reaching $275 million or a 17% return on equity. Rithm Capital's book value was noted at $6.6 billion with a trading value of $12.39 per share as of the end of the quarter. The firm emphasized its undervaluation in the public markets, trading at approximately 83% of book value, with strategic plans to unlock shareholder value potentially through capital actions by the end of 2025. Additionally, the company reported a common stock dividend yield of 8.7% and a liquidity position of $1.9 billion. The quarter also saw substantial activity in asset management, with Sculptor's Real Estate Fund V reaching commitments of $3.2 billion, and Genesis Capital producing just under $1 billion in production, a 7% increase year-over-year.Strong Financial Performance
Earnings available for distribution were $0.52 per diluted share, representing an 8% year-over-year growth. This marks the 22nd consecutive quarter where EAD was greater than common dividends paid.
Sculptor Real Estate Fund V Commitments
Sculptor's Real Estate Fund V has commitments up to $3.2 billion, making it the largest real estate fund in Sculptor's history.
Genesis Capital Growth
Genesis Capital saw a 7% increase in production year-over-year with 33 new sponsors in the quarter.
Newrez Servicing Business Performance
The servicing portfolio reached $845 billion, with a third-party servicing growth adding four new clients in the first quarter.
Newrez Origination Growth
Origination business had $11.8 billion in funded volume, with pre-tax income up 54% compared to the first quarter in 2024.
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RITM Earnings History
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
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RITM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 25, 2025 | $10.40 | $10.54 | +1.35% |
| Feb 06, 2025 | $11.24 | $11.65 | +3.65% |
| Oct 29, 2024 | $10.00 | $10.22 | +2.20% |
| Jul 31, 2024 | $10.77 | $10.85 | +0.74% |
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.
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FAQ
When does Rithm Capital (RITM) report earnings?
Rithm Capital (RITM) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Rithm Capital (RITM) earnings time?
Rithm Capital (RITM) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 0.51.
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