Analysts Estimate Rithm (RITM) to Report a Decline in Earnings: What to Look Out for

Company Overview - Rithm (RITM) is expected to report earnings for the quarter ended March 2025 on April 25, 2025, with a consensus EPS estimate of $0.47, reflecting a year-over-year decline of 2.1% [3] - Revenues are anticipated to be $1.14 billion, down 11.7% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 3.19% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Rithm is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.08%, suggesting a bearish outlook from analysts [10][11] Historical Performance - Rithm has a history of beating consensus EPS estimates, having done so in the last four quarters, including a surprise of +33.33% in the last reported quarter where it posted earnings of $0.60 against an expectation of $0.45 [12][13] Market Sentiment - The stock currently holds a Zacks Rank of 2 (Buy), but the negative Earnings ESP complicates predictions of an earnings beat [11] - Despite the potential for an earnings beat, other factors may influence stock movement, as stocks can decline even after an earnings beat due to investor disappointment [14][16] Industry Context - In the Zacks Financial - Miscellaneous Services industry, SouthState (SSB) is expected to report earnings of $1.43 per share for the same quarter, indicating a year-over-year decline of 9.5% [17] - SouthState's revenue is projected to be $604.47 million, up 45.5% from the previous year, but it has an Earnings ESP of -23.21%, making it difficult to predict a beat [18]