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Rocket Companies RKT Subscription Revenue — Revenue

Other product segments

Real Estate Brokerage
$138M
Closing Fees
$49M+104%
License
$42M
Real Estate Exchange Revenue
$15M
Appraisal Revenue
$11M+22.2%
Real Estate Partner Revenue
$9M

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$23.15M+20.3%
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CBLLSubscription — Revenue
$6.3M+29.1%
GoodRx Holdings, Inc. logo
GDRXSubscription revenue — Revenue
$24.39M+16.1%
Braze, Inc. logo
BRZESubscription — Revenue
$195.19M+26.0%

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$42.44B+1,776%
Enterprise value$49.9B-2,052%
P/E263×+220×
P/S4.9×+4.5×

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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 subscription revenue — revenue?
Rocket Companies (RKT) reported subscription revenue — revenue of $103M in Q1 2026.
How has Rocket Companies's subscription revenue — revenue changed year-over-year?
Rocket Companies's subscription revenue — revenue increased by 21.2% year-over-year, from $85M to $103M.
What is the long-term trend for Rocket Companies's subscription revenue — revenue?
Over 3 years (2022 to 2025), Rocket Companies's subscription revenue — revenue has grown at a 43.7% compound annual growth rate (CAGR), from $118.34M to $351.48M.
What does subscription revenue — revenue mean?
This metric represents the recurring revenue generated from customers through contractual agreements for ongoing access to services or platforms. It reflects the company's ability to monetize its digital ecosystem beyond one-time transaction fees by securing predictable, long-term income streams. This revenue stream is critical for assessing the stability and scalability of the company's non-transactional business model.