Rithm Capital Corp. · RITM-PD · FY2026 Q1 · Calendar Q2 2026

Rithm maintains outlook as asset management and mortgage operations perform

The supplied call supports a constructive but qualified view: diversified asset management, mortgage operations and Elicor leasing provided current support, while fundraising, mortgage margins and credit execution remain important tests for the longer-term growth case.

Reported Before market openNYSEReal Estate $11.28B market cap
85quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.51 Consensus $0.50
EPS surprise +2.5% Reported versus consensus
Reported revenue $1.38B Consensus $1.27B
Revenue surprise +8.7% Reported versus consensus

Market reaction

unavailable
Stock move — Event window
SPY move — Same window
Abnormal move — Stock minus SPY
Volume — Versus trailing sessions
Subsequent drift — Up to 20 sessions
Price and volume data were unavailable at publication time.

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Transcript intelligence

What changed

Compared with the prior quarter, guidance sentiment shifted from raised to maintained. Management highlighted the Elicor rebrand, a reported $40 million operational-efficiency gain within three months, planned Q3 2026 HomeVision AI tools, and continued fund-raising and joint-venture activity.

Guidance delta

Management maintained its outlook, including a 2026 Genesis loan-production target of $6.5-$7 billion and continued expansion of ABF funds and direct lending capacity.

Key takeaways

  • Q1 2026 included $57.8 million of GAAP net income and $0.12 EPS, according to the supplied transcript analysis.
  • NewRez generated $274 million of pretax income and a 19% ROE despite interest-rate volatility.
  • Elicor was 85.7% leased, while management pursued joint ventures and technology-led cost efficiencies.

Management priorities

  • Expand ABF evergreen funds and direct lending capacity.
  • Deploy HomeVision AI tools by Q3 2026 and continue technology-driven cost reductions.
  • Pursue joint ventures and third-party partnerships for Elicor properties.

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Company context

Snapshot as of publication

Rithm Capital Corp. provides capital and services to the real estate and financial services sectors in the United States. Its investment portfolio comprises mortgage servicing related assets, residential securities and loans, and consumer loans. It qualifies as a real estate investment trust for federal income tax purposes. The company generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as New Residential Investment Corp. and changed its name to Rithm Capital Corp. in August 2022. Rithm Capital Corp. was incorporated in 2011 and is headquartered in New York, New York.

Historical context

All RITM-PD earnings
—FY2026 Q3 · Calendar Q4 2026—FY2026 Q2 · Calendar Q3 2026

Real Estate peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
CBRE CBRE Group, Inc. FY2026 Q3 · Calendar Q4 2026 +4.6% -2.5% CBRE: Infrastructure Growth Offsets Capital-Markets Headwinds
EGP EastGroup Properties, Inc. FY2026 Q3 · Calendar Q4 2026 — -0.9% EastGroup raises FFO outlook as development pipeline accelerates

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Sources

  1. Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
  2. FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
  3. Polygon adjusted daily market bars

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-10-23. For educational purposes only; not investment advice.