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Compared to Estimates, Rithm (RITM) Q4 Earnings: A Look at Key Metrics

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Rithm (RITM - Free Report) reported $1.29 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 38.6%. EPS of $0.74 for the same period compares to $0.60 a year ago.

The reported revenue represents a surprise of +2.33% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $0.55, the EPS surprise was +35.36%.

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: $500.81 million versus the two-analyst average estimate of $487.14 million. The reported number represents a year-over-year change of +2.2%.
  • Revenues- Other revenues: $78.46 million versus $45.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +41.6% change.
  • Revenues- Asset management: $359.49 million versus the two-analyst average estimate of $213.04 million. The reported number represents a year-over-year change of +38.9%.
  • Revenues- Gain on originated residential mortgage loans, held-for-sale, net: $203.73 million versus $212.28 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1% change.

View all Key Company Metrics for Rithm here>>>

Shares of Rithm have returned -3.1% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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