业绩总结 - Q1'25的每股可分配收益（EAD）为0.52美元，同比增长8%[13] - GAAP净收入为3650万美元，每股摊薄收益为0.07美元，股本回报率为2%[12] - Q1'25的预税收入（不含公允价值变动）为2.7亿美元，同比增长14%[15] - Q1'25的净收入为80,710千美元，较Q4'24的291,907千美元下降72.3%[107][108] - 2025年第一季度总收入为768,379千美元，相较于2024年第四季度的2,096,297千美元下降了63.3%[107] 用户数据 - 资产管理规模（AUM）达到350亿美元[15] - Q1'25的贷款发放总额为8.95亿美元，同比增长7%[15] - Q1'25的总融资量为118亿美元，较Q4'24的173亿美元下降31.8%[110] - Q1'25的全公司60天以上逾期率从3.4%降至3.1%[91] - Q1'25的消费者直接收入利润率为4.20%，较Q4'24的5.32%下降21.0%[110] 未来展望 - 自2021年以来，公司已部署69亿美元的资本以促进增长和多样化收益[21] - Rithm的投资管道超过10亿美元[52] - Q1'25的回报率为19%[76] - Q1'25的全公司服务组合总额为8450亿美元，其中自有MSR为5910亿美元，第三方服务为2540亿美元[90] 新产品和新技术研发 - Q1'25的非合格抵押贷款（Non-QM）证券化总额为6.34亿美元[66] - Q1'25的证券化总额为15亿美元，包含3笔证券化交易[66] 市场扩张和并购 - Rithm在2021年收购后，Genesis的贷款发放量在过去12个月内增长了74%[39] 负面信息 - Q1'25的净收入为36,523,000美元，较Q4'24的263,222,000美元下降86.1%[112] - Q1'25的全公司每股账面价值为12.39美元，较Q4'24的12.56美元下降1.3%[104] - Q1'25的利息收入为441,260千美元，较2024年第四季度的485,610千美元下降9.1%[107][108] 其他新策略和有价值的信息 - 公司的市值为55亿美元，当前股价为10.40美元，市净率为0.83倍[18] - 公司的账面价值为66亿美元，每股普通股账面价值为12.39美元[12] - 现金和流动性总额为19亿美元，普通股股息收益率为8.7%[12]

Rithm Capital Corp. (NYSE:RITM) Q1 2025 Earnings Conference Call April 25, 2025 8:00 AM ET Company Participants Emma Bolla - Associate General Counsel Michael Nierenberg - Chairman, CEO & President Nick Santoro - CFO Baron Silverstein - President, Newrez Conference Call Participants Bose George - KBW Doug Harter - UBS Eric Hagen - BTIG Jason Weaver - JonesTrading Kenneth Lee - RBC Capital Markets Giuliano Bologna - Compass Point Randy Binner - B. Riley FBR Crispin Love - Piper Sandler Operator Good day and ...

Rithm Capital (RITM) Q1 2025 Earnings Call April 25, 2025 03:38 PM ET Company Participants Emma Bolla - Associate General CounselMichael Nierenberg - Chairman, President & Chief Executive OfficerBaron Silverstein - President of NewRezBose George - Managing DirectorEric Hagen - Managing DirectorJason Weaver - Managing Director - Equity ResearchKenneth Lee - Vice PresidentGiuliano Bologna - Managing DirectorRandy Binner - Managing DirectorCrispin Love - Director Conference Call Participants Douglas Harter - E ...

For the quarter ended March 2025, Rithm (RITM) reported revenue of $768.38 million, down 40.3% over the same period last year. EPS came in at $0.52, compared to $0.48 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.13 billion, representing a surprise of -31.84%. The company delivered an EPS surprise of +15.56%, with the consensus EPS estimate being $0.45.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

Rithm (RITM) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.56%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.45 per share when it actually produced earnings of $0.60, delivering a surprise of 33.33%.Over the last four quarters, t ...

Exhibit 99.1 Rithm Capital Corp. Announces First Quarter 2025 Results NEW YORK - (BUSINESS WIRE) — Rithm Capital Corp. (NYSE: RITM; "Rithm Capital," "Rithm" or the "Company") today reported the following information for the first quarter ended March 31, 2025: "Rithm delivered strong performance in the first quarter despite a challenging macroeconomic environment, demonstrating the power of our diversified platform," said Michael Nierenberg, Chief Executive Officer and President of Rithm. "The quarter was ma ...

文章核心观点 Rithm Capital将于2025年4月25日盘前公布2025年第一季度财报，盈利和营收预计同比下降，虽有积极因素支撑但盈利超预期不确定，同时推荐了其他可能盈利超预期的金融公司 [1][2][3][9] 财报信息 - Rithm Capital预计第一季度每股收益47美分，营收11.4亿美元，盈利预计同比下降2.1%，营收预计同比下降11.7%，过去60天盈利预期保持稳定 [1] - 2025年Rithm Capital营收预计为48.3亿美元，同比下降7.7%，每股收益预计为1.97美元，同比下降约6.2% [2] - Rithm Capital过去四个季度均超盈利预期，平均超预期幅度为22% [2] 盈利预测 - Rithm Capital此次盈利超预期可能性无法确定，其盈利预期偏差率为 -1.08%，Zacks排名为2 [3] 影响因素 - 较高的利息收入和多个战略合作伙伴关系预计支撑第一季度业绩，第一季度利息收入预计同比增长17.9%，资产管理收入预计为8090万美元，同比增长6.7% [5] - Newrez业务盈利能力增强可能有助于其发起与服务部门，第一季度发起的住宅抵押贷款净收益预计同比增长16.7% [6][7] - 本季度利息支出和仓库信贷额度费用增加，以及一般和行政费用、薪酬和福利增加，预计部分抵消积极因素，使盈利超预期不确定，但套期保值策略可能提供一定保护 [7] - 净服务收入预计为3.134亿美元，同比下降43.5%，其他收入预计同比下降26.1%，可能影响第一季度营收 [8] 其他公司推荐 - Cboe Global Markets盈利预期偏差率为 +3.62%，Zacks排名为2，本季度每股收益预计为2.29美元，过去一周上调2美分，营收预计为5.465亿美元，同比增长8.8% [9][10] - Capital Southwest盈利预期偏差率为 +3.23%，Zacks排名为2，本季度每股收益预计为62美分，过去一个月保持稳定，营收预计为5371万美元，同比增长15.7% [10][11] - TeraWulf盈利预期偏差率为 +100.00%，Zacks排名为3，本季度每股收益预期过去一周保持稳定，营收预计为4691万美元，同比增长10.6% [11][12]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Rithm (RITM) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 25, 2025, might help the stock move higher if these key numbers are better than expectations. ...

Focus of Article: The focus of this two-part article is to provide a very detailed analysis comparing Rithm Capital Corp. (NYSE:RITM) to 17 other mortgage real estate investment trust (mREIT) peers I currently fully cover. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on RITM and some of the company's mREIT peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest scrolling down to the "Conclu ...