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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 $1.76 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 58.9%. EPS of $0.55 for the same period compares to $0.54 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +17.71%. The company delivered an EPS surprise of +7.84%, with the consensus EPS estimate being $0.51.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $479.59 million versus the two-analyst average estimate of $491.2 million. The reported number represents a year-over-year change of +5.7%.
  • Revenues- Servicing revenue, net: $716.65 million versus $404.75 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +127.6% change.
  • Revenues- Other residential-related revenue: $51.64 million versus the two-analyst average estimate of $48.23 million. The reported number represents a year-over-year change of -7.2%.
  • Revenues- Asset management revenue: $107.35 million versus the two-analyst average estimate of $136.7 million. The reported number represents a year-over-year change of +26.5%.
  • Revenues- Commercial real estate revenue: $187.04 million versus the two-analyst average estimate of $198.05 million.
  • Revenues- Gain on originated residential mortgage loans, held-for-sale, net: $214.16 million versus the two-analyst average estimate of $232.05 million. The reported number represents a year-over-year change of +9.1%.

View all Key Company Metrics for Rithm here>>>

Shares of Rithm have returned -4.8% over the past month versus the Zacks S&P 500 composite's -1.2% 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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