Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect any business relationships with the companies discussed [2]. Group 2 - Past performance is noted as not being a guarantee of future results, underscoring the unpredictability of investment outcomes [4]. - The article clarifies that no recommendations or advice are provided regarding the suitability of investments for particular investors [4]. - The authors of the analysis include both professional and individual investors, which may affect the perspectives presented [4].

Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility observed in the tech sector [2]. - Analysts are focusing on the performance of companies that have demonstrated resilience during economic downturns, particularly those with strong balance sheets [2]. Group 2: Investment Opportunities - There is a growing interest in renewable energy companies, driven by government incentives and a shift towards sustainable practices [2]. - The healthcare sector is also highlighted as a potential area for investment, especially companies involved in innovative treatments and technologies [2]. Group 3: Risks and Considerations - Investors are advised to remain cautious due to potential regulatory changes that could affect various industries, particularly in technology and healthcare [2]. - The importance of diversifying investment portfolios to mitigate risks associated with market volatility is emphasized [2].

Core Insights - Rithm (RITM) reported revenue of $1.22 billion for the quarter ended June 2025, reflecting a 1% decrease year-over-year and a surprise of -2.6% compared to the Zacks Consensus Estimate of $1.25 billion. EPS was $0.54, up from $0.47 in the same quarter last year, exceeding the consensus estimate of $0.51 by +5.88% [1]. Revenue Breakdown - Interest income was reported at $478.46 million, slightly below the estimated $500.01 million, with no change compared to the previous year [4]. - Gain on originated residential mortgage loans, held-for-sale, net was $169.7 million, exceeding the estimate of $196.27 million, showing a year-over-year increase of +10.4% [4]. - Other revenues totaled $54.07 million, surpassing the estimate of $36.43 million, but represented a year-over-year decline of -4.3% [4]. - Asset management revenue was $95.01 million, below the estimated $100.19 million, reflecting a year-over-year decrease of -13.2% [4]. - Servicing revenue, net was reported at $419.81 million, slightly below the estimate of $425.31 million, with a year-over-year change of -2.6% [4]. Stock Performance - Rithm's shares have returned +6.9% over the past month, outperforming the Zacks S&P 500 composite's +4.9% change, and currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3].

Financial Data and Key Metrics Changes - The company reported a GAAP net income of $283.9 million, or $0.53 per diluted share, with a return on equity of 17% [17] - Earnings available for distribution were $291.1 million, or $0.54 per diluted share, reflecting an 18% return on equity [17] - Book value increased to $6.7 billion, or $12.71 per share, up from $12.39 in the prior quarter [17] - The company ended the quarter with a record cash and liquidity amount of $2.1 billion [17] Business Line Data and Key Metrics Changes - Genesis, the company's RTL lender, achieved a record quarter of production, with origination more than doubling since its acquisition in 2022 [6][12] - NewRez, the mortgage company, is the fourth largest originator with $16 billion in funded volume, up 38% quarter over quarter [34] - The servicing portfolio reached $864 billion, with a 19% return on equity for the servicing business [34][39] Market Data and Key Metrics Changes - The asset management business, including Sculptor, managed $36 billion in assets, with an increase of $3.5 billion since the last quarter [22] - The company is seeing inflows across its investment teams, particularly in real estate and asset-based finance products [6][22] Company Strategy and Development Direction - The company aims to grow its asset management platform and is focused on creating synergies and increasing earnings [10][29] - There is a strong emphasis on opportunistic acquisitions and scaling up credit and origination business lines [10][29] - The company is exploring opportunities in the insurance sector and considering M&A activities to enhance its offerings [50][86] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the economic environment, anticipating one or two rate cuts this year [24] - The company is focused on maintaining a competitive edge in the asset-based finance space and is optimistic about future growth opportunities [7][29] - Management highlighted the importance of technology and operational efficiency in driving growth and reducing costs [40] Other Important Information - The company has paid out over $6 billion in dividends since inception, indicating a strong commitment to returning value to shareholders [11] - The company is exploring the potential for a C Corp structure to enhance its asset management capabilities [66] Q&A Session Summary Question: Any updated thoughts on Nuurez listing? - Management indicated that they are focused on growing the business and earnings before considering a separate listing for Nuurez [43][44] Question: How will changes in the mortgage market impact NewRez's strategy? - Management noted that growth is expected in the non-QM business and that they are opening new origination channels [58][59] Question: What are the plans for insurance M&A? - Management is looking at smaller insurance acquisitions to grow the business rather than large-scale purchases [50][86] Question: How does the company view capital allocation across segments? - Management stated that capital can be allocated flexibly across different segments based on where the best returns can be generated [71][72] Question: What is the potential for the SMA in residential transition lending? - Management expressed excitement about the SMA and its potential to raise third-party capital while maintaining earnings at the corporate level [96][97]

Financial Data and Key Metrics Changes - GAAP net income for the quarter was $283.9 million, or $0.53 per diluted share, with a return on equity of 17% [18] - Earnings available for distribution were $291.1 million, or $0.54 per diluted share, reflecting an 18% return on equity [18] - Book value increased to $6.7 billion, or $12.71 per share, up from $12.39 in the prior quarter [19] - The company ended the quarter with a record cash and liquidity amount of $2.1 billion [19] Business Line Data and Key Metrics Changes - Genesis Capital achieved a record quarter of production, with origination more than doubling since its acquisition in 2022 [6][10] - NewRez, the mortgage company, reported a 38% increase in funded volume, reaching $16 billion [36] - The servicing portfolio for NewRez is now $864 billion, with a 19% return on equity for the quarter [36][25] - Rhythm Asset Management saw an increase of $3.5 billion in assets under management (AUM), totaling $36 billion [24] Market Data and Key Metrics Changes - The company noted a robust pipeline for mergers and acquisitions, focusing on scaling up credit and origination business lines [10] - The asset-based finance (ABF) market is highlighted as a key area of growth, with the company controlling both origination and servicing [7][8] Company Strategy and Development Direction - The company aims to grow its asset management platform and differentiate itself through performance and trust with investors [8][10] - There is a focus on opportunistic acquisitions and scaling up the credit business, with a desire to enter the insurance market [51][52] - The company is exploring the potential for a separate listing for NewRez but is currently focused on growing the business [45][46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the macroeconomic environment, anticipating one or two rate cuts this year [26] - There is a belief that policy uncertainty is declining, which could benefit investment products [27] - The company is cautious about credit markets but sees opportunities in the non-QM space and direct lending [90] Other Important Information - The company has paid out over $6 billion in dividends since inception, implying a stock price of about $25 based on historical payouts [12] - The company is focused on maintaining a balance between funding through its balance sheet and third-party capital [95][96] Q&A Session Summary Question: Any updated thoughts on Nuurez and unlocking value? - Management indicated that they are focused on growing Nuurez and enhancing earnings before considering a separate listing [45][46] Question: How will changes in the mortgage market impact NewRez's strategy? - Management noted significant growth in the non-QM business and plans to continue expanding origination channels [60][61] Question: What are the most logical ways to optimize Rhythm's corporate structure? - Management is evaluating the merits of a C Corp structure and the need for scale in the REIT business [66][67] Question: How does the partnership at Genesis support capital allocation? - Management stated that capital can be allocated flexibly across segments to generate the best returns for shareholders [73][74] Question: What type of insurance acquisitions are being considered? - Management is looking at broader insurance opportunities, including P&C and life insurance, to complement their asset management capabilities [88][89]

Company Performance - Rithm reported quarterly earnings of $0.54 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and up from $0.47 per share a year ago, representing an earnings surprise of +5.88% [1] - The company posted revenues of $1.22 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.6%, and down from $1.23 billion year-over-year [2] - Over the last four quarters, Rithm has surpassed consensus EPS estimates four times but has topped consensus revenue estimates only once [2] Stock Performance - Rithm shares have increased approximately 12.6% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.53 on revenues of $1.23 billion, and for the current fiscal year, it is $2.10 on revenues of $4.56 billion [7] Industry Outlook - The Financial - Miscellaneous Services industry, to which Rithm belongs, is currently in the top 38% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Rithm's stock performance [5]

Financial Performance - GAAP Net Income was $2839 million, or $053 per diluted share, with a 17% Return on Equity[15] - Earnings Available for Distribution (EAD) reached $2911 million, or $054 per diluted share, resulting in an 18% Return on Equity[15] - The company's book value stood at $67 billion, equivalent to $1271 per common share[15] - Cash and liquidity amounted to $21 billion, complemented by a common stock dividend with an 89% dividend yield, or $025 per common share[15] Business Highlights - Rithm Capital has approximately $80 billion in investable assets, including $36 billion in Assets Under Management (AUM) and $44 billion in balance sheet assets[9] - Newrez's total servicing portfolio reached $864 billion UPB, ranking it as the 3 US Mortgage Servicer and 4 US Mortgage Originator[12] - Genesis Capital's Q2'25 originations totaled $12 billion, representing a 49% year-over-year increase[30] - Sculptor Capital reported $36 billion of AUM, up $35 billion since acquisition close, with $17 billion of gross inflows in Q2[30] Strategic Initiatives - The company believes a strategy centered on earnings growth and an increased focus on fee-related earnings will lay a foundation for significant upside[17] - Rithm Property Trust has an active investment pipeline of over $2 billion[12] - The company's current valuation of 96% of book value understates the intrinsic value of Rithm's core segments[25]

[Rithm Capital Corp. Second Quarter 2025 Results Overview](index=1&type=section&id=Rithm%20Capital%20Corp.%20Announces%20Second%20Quarter%202025%20Results) [Financial Highlights](index=1&type=section&id=Financial%20Highlights) Rithm Capital reported strong Q2 **2025** financial performance, with GAAP Net Income per diluted share significantly increasing to **$0.53** and common dividends stable | Metric | Q2 2025 | Q1 2025 | | :------------------------------------------------- | :------ | :------ | | GAAP Net Income per Diluted Common Share | $0.53 | $0.07 | | GAAP Net Income (in millions) | $283.9 | $36.5 | | Earnings Available for Distribution per Diluted Common Share | $0.54 | $0.52 | | Earnings Available for Distribution (in millions) | $291.1 | $275.3 | | Common Dividend per Share | $0.25 | $0.25 | | Common Dividend (in millions) | $132.6 | $132.5 | - Book value per common share stood at **$12.71** as of June **30**, **2025**[4](index=4&type=chunk) [Business Highlights](index=2&type=section&id=Business%20Highlights) Rithm Capital's diversified platform demonstrated steady Q2 **2025** growth across core operating businesses, including increased origination volume and strategic investments - Newrez, the multichannel mortgage origination and servicing platform, posted pre-tax income of **$275.1 million** in Q2'25 (excluding MSR mark-to-market gain and related hedge impact), slightly down from **$270.1 million** in Q1'25 (excluding MSR mark-to-market loss and related hedge impact)[5](index=5&type=chunk) - Newrez generated a **19%** pre-tax return on equity (ROE) on **$5.8 billion** of equity[5](index=5&type=chunk) - Total servicing unpaid principal balance (UPB) reached **$864 billion**, a **7%** increase YoY, including **$271 billion** UPB of third-party servicing (up **22%** YoY)[5](index=5&type=chunk) - Origination funded production volume was **$16.3 billion** in Q2'25, a **12%** increase YoY[5](index=5&type=chunk) - Rithm Capital completed a non-qualified mortgage securitization totaling **$504 million** in UPB[5](index=5&type=chunk) - Invested **$2.2 billion** in residential mortgage assets, including non-qualified residential mortgage loans, residential transition loans, and residential mortgage-backed securities[5](index=5&type=chunk) - Genesis Capital LLC recorded pre-tax income of **$26.9 million** in Q2'25 (excluding portfolio mark-to-market loss of **$(1.8) million**)[5](index=5&type=chunk) - Q2'25 origination volume was **$1.2 billion**, a **49%** increase YoY and a record level[5](index=5&type=chunk) - Genesis Capital expanded its sponsor base to **195**, a **30%** increase YoY[5](index=5&type=chunk) - Sculptor Capital Management Inc. grew to approximately **$36 billion** of assets under management (AUM) as of June **30**, **2025**, with gross fundraising inflows of **$1.7 billion**[5](index=5&type=chunk) - Sculptor Capital had **$525 million** of activity in collateralized loan obligation markets in Q2'25[5](index=5&type=chunk) - Held the final closing for Sculptor's Tactical Credit Fund on April **1**, **2025**, bringing total fund AUM to **$900 million**[5](index=5&type=chunk) - Subsequent to Q2'25, Rithm Capital announced a strategic partnership with a large institutional investor to fund **$500 million** of residential transition loans, with potential to upsize to **$1.5 billion**[5](index=5&type=chunk) [Consolidated Financial Statements](index=4&type=section&id=Consolidated%20Financial%20Statements) [Consolidated Statements of Operations (Unaudited)](index=4&type=section&id=Consolidated%20Statements%20of%20Operations%20(Unaudited)) Unaudited Q2 **2025** consolidated operations show a significant increase in net income attributable to common stockholders, driven by higher revenues and positive gains | Metric | Q2 2025 (in thousands) | Q1 2025 (in thousands) | | :------------------------------------------------------------------------------------------------ | :--------------------- | :--------------------- | | **Revenues:** | | | | Servicing fee revenue, net and interest income from MSRs and MSR financing receivables | $574,817 | $570,801 | | Change in fair value of MSRs and MSR financing receivables, net of economic hedges | $(155,005) | $(333,378) | | Servicing revenue, net | $419,812 | $237,423 | | Interest income | $478,455 | $441,260 | | Gain on originated residential mortgage loans, held-for-sale, net | $169,698 | $159,789 | | Other revenues | $54,066 | $50,773 | | Asset management revenues | $95,008 | $87,672 | | **Total Revenues** | **$1,217,039** | **$976,917** | | **Expenses:** | | | | Interest expense and warehouse line fees | $417,868 | $419,054 | | General and administrative | $239,575 | $237,546 | | Compensation and benefits | $294,407 | $271,467 | | **Total Expenses** | **$951,850** | **$928,067** | | Realized and unrealized gains (losses), net | $22,741 | $(1,143) | | Net Income Attributable to Common Stockholders | $283,899 | $36,523 | | Diluted Net Income per Share of Common Stock | $0.53 | $0.07 | [Consolidated Balance Sheets (Unaudited)](index=5&type=section&id=Consolidated%20Balance%20Sheets) Unaudited consolidated balance sheets show a slight decrease in total assets and liabilities from March **31** to June **30**, **2025**, with Rithm Capital Corp.'s stockholders' equity increasing | Metric | June 30, 2025 (in thousands) | March 31, 2025 (in thousands) | | :------------------------------------------------------------------------------------------------ | :--------------------------- | :---------------------------- | | **Assets:** | | | | Mortgage servicing rights and MSR financing receivables, at fair value | $10,360,063 | $10,133,041 | | Government and government-backed securities | $8,868,879 | $11,048,701 | | Residential mortgage loans, held-for-sale | $4,187,301 | $3,156,350 | | Residential transition loans, at fair value | $2,497,764 | $2,335,218 | | Cash and cash equivalents | $1,600,948 | $1,493,834 | | **Total Assets** | **$44,315,953** | **$45,329,843** | | **Liabilities:** | | | | Secured financing agreements | $15,897,778 | $16,791,234 | | Secured notes and bonds payable | $9,764,857 | $10,025,948 | | Unsecured notes, net of issuance costs | $1,414,497 | $1,207,594 | | **Total Liabilities** | **$35,995,781** | **$37,188,589** | | Stockholders' Equity in Rithm Capital Corp. | $7,948,383 | $7,776,124 | | **Total Liabilities and Equity** | **$44,315,953** | **$45,329,843** | [Non-GAAP Financial Measures and Reconciliation](index=6&type=section&id=NON-GAAP%20FINANCIAL%20MEASURES%20AND%20RECONCILIATION%20TO%20GAAP%20NET%20INCOME) [Explanation of Earnings Available for Distribution](index=6&type=section&id=Explanation%20of%20Earnings%20Available%20for%20Distribution) Rithm Capital uses Earnings Available for Distribution (EAD) as a non-GAAP measure to assess core operating performance, excluding volatile or non-core items for clearer income generation insight - Earnings available for distribution (EAD) is a non-GAAP financial measure used by management to evaluate the Company's operating performance, focusing on the core activities and ability to generate income for distribution to common stockholders[14](index=14&type=chunk)[16](index=16&type=chunk)[17](index=17&type=chunk) - EAD excludes net realized and unrealized gains and losses on certain assets and liabilities, and net other income and losses, due to their significant variability and limited indication of future economic performance[15](index=15&type=chunk) - Non-capitalized transaction-related expenses, such as legal and valuation service costs for acquisitions, are excluded as they are not considered part of core operations[15](index=15&type=chunk) - Deferred taxes are also excluded as they are not representative of current operations[15](index=15&type=chunk) [Reconciliation of Non-GAAP Measure to GAAP Net Income](index=7&type=section&id=Reconciliation%20of%20Non-GAAP%20Measure%20to%20the%20Respective%20GAAP%20Measure) The reconciliation adjusts GAAP Net Income to derive non-GAAP Earnings Available for Distribution, highlighting the impact of realized/unrealized gains/losses and specific exclusions | Metric | Q2 2025 (in thousands) | Q1 2025 (in thousands) | | :------------------------------------------------------------------------------------------------ | :--------------------- | :--------------------- | | Net income (loss) attributable to common stockholders - GAAP | $283,899 | $36,523 | | **Adjustments:** | | | | Realized and unrealized (gains) losses, net, including MSR change in valuation inputs and assumptions | $(16,931) | $203,764 | | Other (income) loss, net | $35,493 | $70,142 | | Non-capitalized transaction-related expenses (reimbursements) | $2,536 | $6,131 | | Deferred taxes | $(13,854) | $(41,295) | | **Earnings available for distribution - Non-GAAP** | **$291,143** | **$275,265** | | Net income (loss) per diluted share | $0.53 | $0.07 | | Earnings available for distribution per diluted share | $0.54 | $0.52 | [Segment Information](index=8&type=section&id=SEGMENT%20INFORMATION) [Second Quarter Ended June 30, 2025 Segment Performance](index=8&type=section&id=Second%20Quarter%20Ended%20June%2030%2C%202025%20Segment%20Performance) In Q2 **2025**, Origination and Servicing primarily drove Rithm Capital's net income, with Investment Portfolio and Residential Transitional Lending also contributing positively, while Asset Management reported a net loss | Metric | Origination and Servicing (in thousands) | Investment Portfolio (in thousands) | Residential Transitional Lending (in thousands) | Asset Management (in thousands) | Corporate Category (in thousands) | Total (in thousands) | | :------------------------------------------------------------------------------------------------ | :--------------------------------------- | :---------------------------------- | :-------------------------------------- | :------------------------------ | :-------------------------------- | :------------------- | | Total Revenues | $925,629 | $110,030 | $75,405 | $102,849 | $3,126 | $1,217,039 | | Total Operating Expenses | $627,055 | $100,919 | $56,451 | $109,946 | $57,479 | $951,850 | | Income (Loss) before Income Taxes | $305,009 | $34,129 | $25,050 | $(1,557) | $(56,223) | $306,408 | | Net Income (Loss) Attributable to Rithm Capital Corp. | $315,675 | $34,103 | $24,720 | $(3,999) | $(58,782) | $311,717 | | Total Assets | $28,608,834 | $8,858,316 | $3,787,813 | $2,470,718 | $590,272 | $44,315,953 | | Stockholders' Equity in Rithm Capital Corp. | $5,822,508 | $1,551,666 | $820,746 | $895,407 | $(1,141,944) | $7,948,383 | [First Quarter Ended March 31, 2025 Segment Performance](index=9&type=section&id=First%20Quarter%20Ended%20March%2031%2C%202025%20Segment%20Performance) In Q1 **2025**, Origination and Servicing led in net income contribution, with Investment Portfolio and Residential Transitional Lending positive, and Asset Management and Corporate Category reporting net losses | Metric | Origination and Servicing (in thousands) | Investment Portfolio (in thousands) | Residential Transitional Lending (in thousands) | Asset Management (in thousands) | Corporate Category (in thousands) | Total (in thousands) | | :------------------------------------------------------------------------------------------------ | :--------------------------------------- | :---------------------------------- | :-------------------------------------- | :------------------------------ | :-------------------------------- | :------------------- | | Total Revenues | $707,216 | $105,120 | $66,508 | $97,085 | $988 | $976,917 | | Total Operating Expenses | $617,076 | $91,744 | $52,490 | $118,394 | $48,363 | $928,067 | | Income (Loss) before Income Taxes | $90,022 | $17,959 | $15,920 | $(19,751) | $(47,370) | $56,780 | | Net Income (Loss) Attributable to Rithm Capital Corp. | $146,362 | $25,743 | $17,010 | $(62,124) | $(48,180) | $78,811 | | Total Assets | $30,126,396 | $8,567,949 | $3,667,080 | $2,440,527 | $527,891 | $45,329,843 | | Stockholders' Equity in Rithm Capital Corp. | $5,516,331 | $1,527,528 | $845,627 | $876,217 | $(989,579) | $7,776,124 | [Corporate Information and Disclosures](index=3&type=section&id=ADDITIONAL%20INFORMATION) [Investor Relations and Conference Call](index=3&type=section&id=EARNINGS%20CONFERENCE%20CALL) Rithm Capital will host an earnings conference call on Monday, July **28**, **2025**, to discuss Q2 results, with live access and telephonic replay details provided - Rithm Capital's management will host a conference call on Monday, July **28**, **2025**, at **8**:00 A.M. Eastern Time[7](index=7&type=chunk) - Access to the conference call is available by dialing 1-833-974-2382 (U.S.) or 1-412-317-5787 (outside U.S.), with pre-registration encouraged at https://dpregister.com/sreg/10201660/ffa323429c[8](index=8&type=chunk) - A simultaneous webcast will be available on a listen-only basis at www.rithmcap.com[9](index=9&type=chunk) - A telephonic replay will be available from two hours after the call until August **4**, **2025**, by dialing 1-877-344-7529 (U.S.) or 1-412-317-0088 (outside U.S.), using access code 5582814[10](index=10&type=chunk) [About Rithm Capital](index=10&type=section&id=ABOUT%20RITHM%20CAPITAL) Rithm Capital Corp. is a global, multi-dimensional asset manager specializing in credit and real estate, leveraging an integrated platform and owner-operator model - Rithm Capital Corp. is a global, multi-dimensional asset manager with significant experience managing credit and real estate assets, combining institutional expertise with an entrepreneurial culture[22](index=22&type=chunk) - The firm's integrated investment platform covers residential and commercial lending, MSRs, and structured credit[22](index=22&type=chunk) - Through subsidiaries such as Newrez, Genesis Capital, and Sculptor Capital Management, Rithm operates a unique owner-operator model for sourcing, financing, and managing debt and equity investments[22](index=22&type=chunk) [Cautionary Note Regarding Forward-Looking Statements](index=10&type=section&id=CAUTIONARY%20NOTE%20REGARDING%20FORWARD-LOOKING%20STATEMENTS) This press release contains forward-looking statements subject to risks and uncertainties, where actual results may differ materially; readers should refer to SEC filings for risk factors - The press release contains forward-looking statements that are not historical facts and represent management's current expectations, subject to trends and uncertainties beyond the Company's control[21](index=21&type=chunk) - Actual results could differ materially from those described in forward-looking statements[21](index=21&type=chunk) - Readers should not place undue reliance on these statements and are directed to the Company's SEC filings for a discussion of risks and important factors[21](index=21&type=chunk) - Rithm Capital disclaims any obligation to publicly update or revise any forward-looking statements[21](index=21&type=chunk)

Wall Street analysts expect Rithm (RITM) to post quarterly earnings of $0.51 per share in its upcoming report, which indicates a year-over-year increase of 8.5%. Revenues are expected to be $1.25 billion, up 1.6% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a company's earnings disclosure, it is crucial to give due ...

Company Performance - Rithm (RITM) closed at $12.19, reflecting a +1.58% change from the previous day, outperforming the S&P 500's 0.06% gain [1] - The stock has increased by 6.86% over the past month, surpassing the Finance sector's gain of 4.07% and the S&P 500's gain of 5.88% [1] Upcoming Earnings - Rithm is set to release its earnings report on July 28, 2025, with analysts expecting earnings of $0.51 per share, indicating a year-over-year growth of 8.51% [2] - The consensus estimate for quarterly revenue is $1.25 billion, which represents a 1.63% increase from the same period last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $2.1 per share, with revenue expected to be $4.56 billion, reflecting no change in earnings and a -12.91% decline in revenue from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates for Rithm are crucial as they reflect the changing dynamics of short-term business patterns, with positive changes indicating a favorable outlook on business health and profitability [4] Zacks Rank and Valuation - Rithm currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The Forward P/E ratio for Rithm is 5.72, which is a discount compared to the industry average Forward P/E of 12.43 [7] - The Financial - Miscellaneous Services industry, part of the Finance sector, has a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7]