Rocket Companies, Inc. · RKT · Next earnings

Rocket Companies, Inc. next earnings report

RKT's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Rocket Companies: AI and servicing support resilience as Q4 outlook softens

Date not yet scheduled Financial Services

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where RKT left off: FY2026 Q3

Full report

Rocket Companies: AI and servicing support resilience as Q4 outlook softens

EPS surprise +10.8% Reported $0.15 vs $0.14
Revenue surprise -0.3% Reported $2.57B vs $2.58B
Stock move +5.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Q4 revenue expectations were lowered because of market softness, while management maintained confidence in continued share growth and the resilience of the business model.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher mortgage rates could suppress refinance and purchase volumes.
  • Application volume was down 23% year over year, with further declines expected in Q4.
  • Competitive pressure may increase from lenders with different business models.
  • Regulatory changes could affect mortgage underwriting and servicing.

Questions analysts left open

  • How much of the expected Q4 expense decline is volume-based versus structural.
  • The timing and magnitude of the additional $100 million of cost-saving levers.
  • Whether margin expansion can persist as refinance volumes decline.
  • The pricing strategy and return on pricing credits offered through partners such as Compass.

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Recent RKT quarters

All RKT earnings
+5.0%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.