earnings
confidence high
sentiment neutral
materiality 0.70
PFSI Q1 2026: Net income $82.3M, adj. EPS $2.19; Production pretax $133.6M; Servicing pretax $12.7M
PennyMac Financial Services, Inc.
2026-Q1 EPS reported
$1.53
revenue$6,120,000
- Net income $82.3M ($1.53 diluted EPS); adjusted net income $117.7M ($2.19 adjusted EPS).
- Total net revenues $545.0M; book value per share $83.31, up from $82.77 at Dec 31, 2025.
- Production segment pretax income $133.6M, up 110% YoY; direct lending volumes surged (consumer direct +130% YoY).
- Servicing segment pretax $12.7M vs $76.0M YoY; MSR fair value gains $183M offset by $221M hedging losses.
- Board declared $0.30/share dividend payable May 28; repurchased ~560K shares for $50.0M at avg $89.28.