Rithm Capital Corp. · RITM-PD · FY2026 Q2 · Calendar Q3 2026

Rithm highlights AUM growth, Genesis momentum and real-estate leasing

The supplied analysis supports a constructive but conditional view: Rithm is showing growth across asset management, Genesis and real-estate leasing, while funding mix, interest rates, MSR volatility and competitive pressures remain important constraints.

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

Earnings scorecard

Reported versus consensus
Reported EPS $0.60 Consensus $0.50
EPS surprise +20.7% Reported versus consensus
Reported revenue $1.28B Consensus $1.43B
Revenue surprise -10.1% 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.

Ask FN2 about RITM-PD FY2026 Q2

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How did the market react to RITM-PD FY2026 Q2 earnings, and why?What changed in RITM-PD's guidance and outlook in FY2026 Q2?Give me the bull and bear case for RITM-PD after FY2026 Q2 earnings.

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Transcript intelligence

What changed

Relative to the prior-quarter analysis, total investable assets and third-party AUM were higher, Genesis performance strengthened, and Elecor occupancy improved. The company also highlighted new financing, property and partnership developments, while the current analysis did not provide new guidance.

Guidance delta

No new guidance was provided in the supplied analysis.

Key takeaways

  • Rithm reported growth in total investable assets and third-party AUM, with continued expansion across its asset-management platforms.
  • Genesis originations strengthened, while Newrez continued investing in mortgage technology and pursuing new consumer-finance products.
  • Elecor occupancy improved from the prior quarter, supported by leasing activity and capital-improvement projects in New York and San Francisco.

Management priorities

  • Expand ABF, direct-lending, real-estate credit, insurance and private-wealth offerings.
  • Pursue third-party partnerships and joint-venture equity for real-estate assets.
  • Roll out the Valon operating system and continue AI-enabled cost reductions in mortgage origination and servicing.

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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 Q1 · Calendar Q2 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

Latest beats and misses

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Sources

  1. Earnings call transcript and parsed analysis · 2026-07-28T16:05:48.986657+00:00
  2. FN2 earnings calendar · 2026-09-02T01:23:14.593608+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.