Rithm (RITM) Q2 Earnings Surpass Estimates

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]