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Rithm Capital RITM Q4 2025 Annual earnings

Reported February 3, 2026 · Before market open

Revenue$1.3BMiss by $75.3M
EPS$0.74Beat by $0.19
Revenue estimate$1.4B
EPS estimate$0.55

Next report

Oct 29, 2026 (in a month)
Revenue estimate$1.5B
EPS estimate$0.51

Financials

Q4 2025

Income statement

See full
Revenue$1.3B-17.6%
Net income$85.0M-70.7%
EPS (diluted)$0.09-82.4%

Balance sheet

See full
Cash & equivalents$2.8B+45.4%
Total debt$173.8M+8.3%
Total equity$8.4B+8.2%
Total assets$53.1B+15.2%

Cash flow

See full
Operating cash flow-$114.6M+93.5%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$6.04B+7.3%
Enterprise value$3.43B-11.5%
P/E8.7×+2.6×
P/S1.3×+0.2×

Profitability

See full
Net margin15.2%-3.5pp

Returns & leverage

See full
Return on equity8.6%-4.0pp
Debt / equity0×0.0×

Segments

By product

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Servicing fee revenue, net and interest income from MSRs and MSR financing receivables$570.1M+7.3%
Interest income$500.8M+3.1%
Gain on originated residential mortgage loans, held-for-sale, net$203.7M+1.0%
Servicing revenue, net$148.3M-73.8%
Change in fair value of MSRs and MSR financing receivables, net of economic hedges (includes realization of cash flows of $(211,456) and $(146,891), respectively)-$421.8M-1,270%

By segment

See full
Origination and Servicing$665.9M-41.3%
Investment Portfolio$136.4M+35.7%
Residential Transitional Lending$82.1M+22.0%
Corporate Category$3.2M+105,267%

FAQ

When did Rithm Capital report Q4 2025 earnings?
Rithm Capital (RITM) reported Q4 2025 earnings on February 3, 2026 before market open.
What were Rithm Capital's Q4 2025 revenue and EPS?
Rithm Capital reported revenue of $1.3B and eps of $0.74 for Q4 2025.
Did Rithm Capital beat estimates in Q4 2025?
Revenue missed the consensus estimate of $1.4B by $75.3M. EPS beat the consensus estimate of $0.55 by $0.19.
How did Rithm Capital's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 17.9% from $1.1B a year earlier and eps grew 23.3% from $0.60.
Where can I find Rithm Capital's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001556593-26-000007) and the 10-K periodic report (0001556593-26-000012) directly on SEC EDGAR. The filing index links above go to sec.gov.