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Rithm Capital RITM Q3 2026 earnings

Reported October 23, 2026 · Before market open

Revenue$1.8BBeat by $288.4M
EPS$0.55Beat by $0.05
Revenue estimate$1.5B
EPS estimate$0.50
“Rithm's strong third quarter results reflect disciplined execution across every part of our platform. We continued to scale our asset management business, closing new funds and growing a more durable, fee-based earnings stream, while our operating companies delivered: Newrez generated a 24% annualized operating return on equity(3), Genesis reached year-to-date originations of $5.0 billion, and Elecor expanded its third-party capital base by executing a joint venture for a core NYC property, while signing 320,000 square feet of new leases. Our businesses continue to perform, and the strength and breadth of our platform position us well as we enter the fourth quarter with significant momentum and opportunity ahead for our shareholders, clients, and partners.”
Michael Nierenberg

Earnings data and commentary were extracted with AI from company filings and may contain errors. Verify important details in the filing.

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$1.8B+58.9%
Net income$253.3M+14.3%
EPS (diluted)$0.38+8.6%

Balance sheet

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Cash & equivalents$2.4B+52.0%
Total equity$9.1B+7.6%
Total assets$56.7B+20.1%

Valuation & ratios

Valuation

as of 10/30/26
See full
Market cap$5.25B-13.8%
P/E10.6×+4.2×
P/S0.9×-0.2×

Profitability

See full
Net margin8.7%-9.8pp

Returns & leverage

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Return on equity5.6%-5.5pp

Segments

By segment

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Origination and Servicing$1.2B+44.2%
Investment Portfolio$108.1M+16.2%
Residential Transitional Lending$103.6M+33.5%
Corporate Category$2.7M-17.6%

By product

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Servicing fee revenue, net and interest income from MSRs and MSR financing receivables$595.4M+2.8%
Change in fair value of MSRs and MSR financing receivables, net of economic hedges (includes realization of cash flows of $(213,874), $(176,680), $(425,330) and $(323,571), respectively)$121.3M+146%
Incentive fees$14.4M—
Gain on originated residential mortgage loans, held-for-sale, net$10.4M-94.7%

FAQ

When did Rithm Capital report Q3 2026 earnings?
Rithm Capital (RITM) reported Q3 2026 earnings on October 23, 2026 before market open.
What were Rithm Capital's Q3 2026 revenue and EPS?
Rithm Capital reported revenue of $1.8B and eps of $0.55 for Q3 2026.
Did Rithm Capital beat estimates in Q3 2026?
Revenue beat the consensus estimate of $1.5B by $288.4M. EPS beat the consensus estimate of $0.50 by $0.05.
How did Rithm Capital's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 31.7% from $1.3B a year earlier and eps grew 1.9% from $0.54.
Where can I find Rithm Capital's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001556593-26-000033) directly on SEC EDGAR. The filing index links above go to sec.gov.