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Rithm (RITM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Rithm (RITM - Free Report) reported $1.11 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 78.5%. EPS of $0.54 for the same period compares to $0.54 a year ago.

The reported revenue represents a surprise of +10.53% over the Zacks Consensus Estimate of $1 billion. With the consensus EPS estimate being $0.54, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Rithm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Interest income: $453.79 million versus the two-analyst average estimate of $485.25 million. The reported number represents a year-over-year change of -17.6%.
  • Revenues- Servicing revenue, net: $314.93 million versus the two-analyst average estimate of $413.89 million. The reported number represents a year-over-year change of -223.9%.
  • Revenues- Other revenues: $55.63 million compared to the $30.99 million average estimate based on two analysts. The reported number represents a change of -2.8% year over year.
  • Revenues- Asset management: $84.87 million compared to the $92.22 million average estimate based on two analysts. The reported number represents a change of +4.7% year over year.
  • Revenues- Gain on originated residential mortgage loans, held-for-sale, net: $196.31 million versus $207.43 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.

View all Key Company Metrics for Rithm here>>>

Shares of Rithm have returned -2.6% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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