Rithm Capital is a diversified real-estate finance company that originates and services mortgages and invests in mortgage-related assets. Its platform spans mortgage servicing rights, loan origination, and other housing-linked businesses built around cash flow from residential credit. The model sits between traditional lenders and asset managers, monetizing the U.S. mortgage value chain rather than only holding physical property.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q1 2025 | 493 | — | 36.5 | — |
| Q2 2025 | 770.1 | — | 283.9 | — |
| Q3 2025 | 707.2 | — | 193.7 | — |
| Q4 2025 | 901.2 | — | 53.1 | — |
| Q1 2026 | 891.8 | 80.9% | 67.8 | 85.7% |
| Q2 2026 | 835.3 | 8.5% | 20.2 | -92.9% |
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