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Rithm Capital RITM Business Segments

TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Total Revenue by Business
Corporate Category$12.15M+15.8%$10.5M+43.0%$7.34M+78.2%$4.12M+315%$993K+14,086%
Investment Portfolio$475.55M+7.0%$444.55M+8.8%$408.69M-7.9%$443.57M+3.4%$428.82M-1.7%
Origination and Servicing$3.26B+3.9%$3.13B-13.0%$3.6B+3.4%$3.49B+1.1%$3.45B-8.0%
Residential Transitional Lending$322.75M+7.0%$301.59M+5.2%$286.8M+4.1%$275.45M+6.1%$259.62M+0.7%
Revenue by Product
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)-$1.05B+11.0%-$1.17B-49.9%-$783.53M+11.6%-$886.59M-1.5%-$873.47M-91.6%
Gain on originated residential mortgage loans, held-for-sale, net$777.99M+6.6%$729.53M+0.3%$727.44M+1.6%$715.82M+2.3%$699.87M+2.5%
Interest income$1.89B+1.1%$1.87B+0.8%$1.86B-5.0%$1.96B0.0%$1.96B+0.3%
Servicing fee revenue, net and interest income from MSRs and MSR financing receivables$2.3B+0.4%$2.29B+1.7%$2.26B+4.0%$2.17B+3.6%$2.09B+5.1%
Servicing revenue, net$1.26B+12.3%$1.12B-27.1%$1.54B+14.0%$1.35B+4.9%$1.29B-19.8%

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Questions, answered.

How does Rithm Capital break its business down?
Rithm Capital (RITM) reports total revenue by business across 4 parts — Corporate Category, Investment Portfolio, Origination and Servicing and Residential Transitional Lending. Each is extracted from the segment footnotes and tracked over time.
Where does Rithm Capital's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Rithm Capital's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.