The earnings call reflected a strong quarter with record production in key business segments and significant growth in assets under management. However, concerns about the stock being undervalued and market uncertainties present challenges.

Company Guidance

During the Rithm Capital Second Quarter 2025 Earnings Call, the company reported robust financial performance with a GAAP net income of $283.9 million, or $0.53 per diluted share, and an 18% return on equity, showcasing strong growth across its business lines. The mortgage servicing portfolio reached $864 billion, and Genesis Capital's origination more than doubled since its acquisition in 2022. Rithm Asset Management saw a $3.5 billion increase in assets under management (AUM), totaling $36 billion. The company highlighted a strategic initiative with a $1.5 billion separately managed account (SMA) in residential transition loans and emphasized its focus on expanding its asset management platform and exploring additional M&A opportunities. Additionally, Rithm's book value increased to $6.7 billion, or $12.71 per share, with a dividend yield of 8.9%, supported by $2.1 billion in cash and liquidity.

Record Quarter for Genesis

Genesis, the company's real estate transition lender, reported a record quarter of production, with origination more than doubling since its acquisition in 2022.

Strong Financial Performance

GAAP net income of $283.9 million, or $0.53 per diluted share, and a return on equity of 17%. Earnings available for distribution were $291.1 million, or $0.54 per diluted share, with an 18% return on equity.

Significant Growth in Assets Under Management

Sculptor and Rithm Asset Management reported $36 billion in assets under management, with an increase of $3.5 billion since the close of the previous quarter.

New Institutional Partnerships

Rithm Asset Management announced a large SMA with two institutional investors, potentially creating $1.5 billion of loans going forward.

Expansion in Mortgage Servicing

Newrez, the mortgage company, increased its servicing portfolio to $864 billion, maintaining its position as the #3 largest mortgage servicer in the U.S.

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

Daily Earnings Calendar >

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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