Rithm Capital第二季度盈利因发起、服务增长而增长

Rithm Capital's (NYSE:RITM) Q2 earnings and revenue exceeded Wall Street expectations on Monday after its mortgage origination and servicing balance grew from a year ago.

Rithm's mortgage origination and servicing platform, Newrez, generated a 19% pretax return on equity on $5.8B of equity. Total servicing unpaid principal balance rose to $864B, up 7% Y/Y.

Newrez's origination funded production volume of $16.3B grew 12% Y/Y in Q2.

Sculptor Capital, Rithm's (NYSE:RITM) alternative asset manager, had $36B of assets under management as of June 30, 2025, including gross fundraising inflows of $1.7B during the quarter. That compares with AUM of $35B at March 30.

Q2 EPS available for distribution of $0.54, beating the average analyst estimate of $0.52, rose from $0.52 in Q1.

Q2 revenue of $1.22B, beating the consensus of $1.12B, increased from $976.9M in the previous quarter.

Included in net revenue:

• Net servicing revenue of $419.8M, including $155.0M of markdowns on fair value of MSRs and MSR financing receivables, compared with $237.4M in Q1, which included $333.4M in markdowns. 
• Interest income of $478.5M vs. $441.3M in the prior quarter.
• Net gain on originated residential mortgage loans, held-for-sale, increased to $169.7M from $159.8M in Q1.
• Asset management revenue of $95.0M vs. $87.7M in the prior quarter.

Expenses climbed to $951.9M from $928.1M in Q1.

Book value per share of $12.71 at June 30, 2025, grew from $12.39 at March 31.

Rithm Capital (RITM) stock gained 0.7% in premarket trading.

Conference call at 8:00 AM ET.

Earlier, Rithm Capital Non-GAAP EPS of $0.54 beats by $0.02, revenue of $1.22B beats by $100M