)
Visual
test
Rithm Capital
Rithm Capital (RITM) investor relations material
Rithm Capital Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Ended 2025 with over $100 billion in investable assets, driven by record earnings available for distribution (EAD) and strong year-over-year growth in asset management and mortgage businesses.
Expanded platform through key acquisitions, including Crestline Asset Management and Paramount, enhancing diversification and recurring revenue streams.
Genesis and Newrez delivered record origination and earnings, with Genesis originations at $4.8 billion and Newrez pre-tax income up 17% year-over-year.
Significant investments in technology and leadership, including partnerships with Valon and HomeVision to enhance servicing and origination efficiency.
Closed key transactions, expanded client franchise, and maintained solid earnings, positioning for growth in 2026.
Financial highlights
Full-year 2025 EAD: $2.35 per diluted share, up 12% year-over-year; Q4 EAD: $0.74 per diluted share.
GAAP net income for 2025: $567 million ($1.04 per diluted share); Q4 GAAP net income: $53 million ($0.09 per share).
Book value per share at year-end: $12.66; dividend yield at 9.2% with $1.00 per share paid in FY25.
Paid over $600 million in dividends in 2025; cumulative dividends since inception exceed $6 billion.
Ended year with $1.7 billion in cash and liquidity after funding all business needs, including Paramount acquisition.
Outlook and guidance
Entering 2026 well-positioned for growth, leveraging scale, diversity, and proprietary insight to capture strategic opportunities.
Expecting 2026 mortgage production to increase by 10%, with higher home purchase and refinance volumes anticipated.
Continued focus on disciplined growth, performance-driven asset management, and expanding product offerings for LPs and shareholders.
Agency MBS and office CRE valuations expected to revert higher, benefiting portfolio valuations.
Anticipate further growth in ABF and non-agency origination, leveraging technology and market trends.
Detail the composition of $100B investable assets
Quantify MSR MTM impact on Newrez Q4 profit
What fueled Genesis Capital's record growth?
What is the strategy to achieve AAM P/E valuation?
Paramount Group value enhancement plan
Newrez AI investments: Expected operational impact?
Path to C-Corp conversion and valuation impact
Paramount: CRE strategy and capital formation
NewRez tech strategy and origination discipline
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebNVDA
AI-driven digital twins and real-time simulation will transform engineering and manufacturing. - 6 FebCRIRevenue fell, losses deepened, and a major segment spin-off and capital raise are underway.
- 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRIQ1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth.
- 6 FebCRIH1 2025 saw a return to profit, record revenues, and strong cash from major space projects.
- 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCWRevenue up 89% y/y, record backlog, and new strategy for European optical payload leadership.
Next Rithm Capital earnings date
Q1 202624 Apr, 2026
Rithm Capital
Next Rithm Capital earnings date
Q1 202624 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Rithm Capital Corp, formerly New Residential Investment Corp., is a real estate investment trust (REIT) that operates in the United States. It engages in originating, acquiring, servicing and managing residential mortgage loans. Its Originations segment secures approval of residential mortgage loan applications with various types of assets as collateral, and transfers these loan applications to its Servicing segment for underwriting approval and closing. This segment also originates consumer loans, including home equity debt and lines of credit (HELOCs), home equity loans, automobile titles, and other consumer financing products, not secured by real property. It further originates MSR-related investments in non-agency mortgage-backed security (NAMBS) collateralized by residential mortgage loans that have been sold or transferred to third parties.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage