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Rithm (RITM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2026, Rithm (RITM - Free Report) reported revenue of $1.28 billion, up 5.4% over the same period last year. EPS came in at $0.60, compared to $0.54 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.46 billion, representing a surprise of -12.12%. The company delivered an EPS surprise of +20%, with the consensus EPS estimate being $0.50.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $474.6 million compared to the $478.89 million average estimate based on two analysts. The reported number represents a change of -0.8% year over year.
  • Revenues- Other revenues: $54.56 million compared to the $38.49 million average estimate based on two analysts. The reported number represents a change of +0.9% year over year.
  • Revenues- Asset management revenue: $142.23 million versus $128.51 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +49.7% change.
  • Revenues- Gain on originated residential mortgage loans, held-for-sale, net: $207.01 million versus the two-analyst average estimate of $241.78 million. The reported number represents a year-over-year change of +22%.

View all Key Company Metrics for Rithm here>>>

Shares of Rithm have returned -2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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