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]

核心财务预测 - 预计季度每股收益为0.47美元 同比下降2.1% [1] - 预计季度营收为11.4亿美元 同比下降11.7% [1] - 过去30天共识每股收益预期上调3.2% 反映分析师重新评估初始预测 [1] 细分收入指标预期 - 利息收入预计达5.2858亿美元 同比增长17.9% [4] - 持有待售住宅抵押贷款净收益预计1.7449亿美元 同比增长16.7% [4] - 其他收入预计4311万美元 同比下降26.1% [5] - 资产管理收入预计8093万美元 同比增长6.7% [5] - 服务净收入预计3.1337亿美元 同比下降43.5% [5] 市场表现与评级 - 过去一个月股价回报率为-15.4% 同期标普500指数回报率为-8.9% [6] - 目前获Zacks评级为2级(买入) 预示近期可能跑赢整体市场 [6]

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 ...

分析师评级概况 - Rithm公司目前的平均经纪人推荐评级为145 介于强力买入和买入之间 该评级基于11家经纪公司的意见得出[2] - 在构成当前ABR的11项推荐中 有7项是强力买入 3项是买入 强力买入和买入分别占总推荐数的636%和273%[2] ABR的局限性 - 研究显示 经纪人推荐在帮助投资者挑选最具涨价潜力股票方面成功率有限甚至没有成功[5] - 由于经纪公司对其覆盖的股票存在既得利益 其分析师倾向于给予强烈的正面偏见评级 经纪公司发布五个“强力买入”推荐才会发布一个“强力卖出”推荐[6] - 经纪人推荐可能并不总是最新的 而Zacks Rank能快速反映分析师盈利预估的修订 因此能及时预测未来股价[12] Zacks Rank评级体系 - Zacks Rank是一种专有的股票评级工具 将股票分为五组 从Zacks Rank 1到5 是预测股票近期价格表现的有效指标[8] - Zacks Rank与ABR完全不同 其基础是盈利预估修订 短期股价变动与盈利预估修订趋势高度相关[9][11] - Zacks Rank在所有股票中按比例分配其五个等级 始终保持平衡[11] Rithm投资前景分析 - 基于盈利预估修订 Rithm的Zacks Rank评级为2 即买入[14] - 市场对Rithm公司当前年度的Zacks共识预期在过去一个月里上涨了1% 达到195美元[13] - 分析师对公司盈利前景日益乐观 并在修订每股收益预期方面表现出强烈一致性 这可能是该股近期上涨的合理原因[13]

文章核心观点 - 公司发行8.78亿美元抵押贷款服务权支持的证券化票据，是该类最大规模债务发行，增强了流动性、降低风险，巩固了其在市场的领先地位，投资者反应积极，未来有望达成更多交易 [1][5] Rithm Capital公司MSR证券化交易情况 - 公司发行8.78亿美元抵押贷款服务权（MSR）支持的证券化票据，是有史以来最大规模的MSR支持债务发行，也是第二次无追索权MSR证券化，三年期固定融资提供稳定性 [1] - 此次交易是继2024年11月首次无追索权MSR证券化之后的又一举措，自2015年以来已完成17笔价值超77亿美元的MSR支持交易 [2] - MSR在高利率时增值，该交易增强公司流动性且不增加传统企业债务，可扩大业务并降低财务风险 [3] - 投资者对此反应积极，公司展示了利用资本市场和保持财务灵活性的能力，2024年第四季度末现金及现金等价物达15亿美元，高于2023年末的12.9亿美元 [4] RITM股价表现 - RITM股票在过去一年上涨5.4%，而行业下跌2.2% [6] Rithm Capital及其他金融公司评级与盈利预期 - Rithm Capital目前Zacks排名为2（买入） [9] - Jackson Financial当前年度每股收益Zacks共识估计为20.86美元，同比增长11%，过去30天有两次向上估计修正，当前年度收入共识为71.8亿美元 [9][10] - Globe Life当前年度收益同比增长12.1%，过去两个月有六次向上估计修正，过去四个季度三次超盈利预期，一次未达，平均惊喜率4.4% [9][11] - NewtekOne当前年度收益同比增长12.2%，过去一个月有三次向上估计修正，当前年度收入共识为2.9385亿美元，同比增长14.1% [9][12]