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Rocket Companies RKT Direct to Consumer — Servicing fee income

Other segment segments

Partner Network
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Other financials

Income statement

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Revenue$2.9B+167%
Net income$297.0M+3,070%
EPS (diluted)$0.10+225%

Balance sheet

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Cash & equivalents$3.0B+108%
Total debt$10.4B+3,260%
Total equity$23.2B+171%
Total assets$59.4B+135%

Cash flow

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Operating cash flow$1.9B+333%
CapEx$43.0M+207%
Free cash flow$1.8B+324%

Valuation

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Market cap$36.92B+16.7%
Enterprise value$44.38B+65.4%
P/E228.8×+192×
P/S4.3×-2.2×

Profitability

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Net margin-1.8%-2.4pp
FCF margin-16.2%

Returns & leverage

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Return on equity-1.2%-1.5pp
Debt / equity0.4×+0.4×

Where this comes from

Reported directly by Rocket Companies in its filing.

Tagged under the XBRL concept us-gaap:ContractuallySpecifiedServicingFeesAmount.

The official record: Rocket Companies’s 10-Q, filed May 12, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Rocket Companies's direct to consumer — servicing fee income?
Rocket Companies (RKT) reported direct to consumer — servicing fee income of $1.08B in Q1 2026.
How has Rocket Companies's direct to consumer — servicing fee income changed year-over-year?
Rocket Companies's direct to consumer — servicing fee income increased by 170.0% year-over-year, from $400M to $1.08B.
What is the long-term trend for Rocket Companies's direct to consumer — servicing fee income?
Over 4 years (2021 to 2025), Rocket Companies's direct to consumer — servicing fee income has grown at a 14.9% compound annual growth rate (CAGR), from $1.32B to $2.31B.
What does direct to consumer — servicing fee income mean?
This represents the recurring revenue earned for performing administrative tasks associated with managing mortgage loans, such as collecting payments, managing escrow accounts, and handling customer inquiries. These fees are typically calculated as a percentage of the outstanding principal balance of the loans being serviced. It provides a stable, recurring revenue stream that helps offset the cyclical nature of mortgage originations.