earnings
confidence high
sentiment positive
materiality 0.70
Rithm Capital Q2 GAAP net income $283.9M ($0.53), EAD $291.1M, book value $12.71
Rithm Capital Corp.
2025-Q2 EPS reported
$0.60
revenue$2,193,956,000
- GAAP net income of $283.9M ($0.53 diluted) vs Q1 $36.5M ($0.07); earnings available for distribution $291.1M ($0.54).
- Newrez pre-tax income $275.1M (excl. MSR mark-to-market); servicing UPB $864B, up 7% YoY; origination volume $16.3B, up 12% YoY.
- Genesis Capital pre-tax income $26.9M (excl. mark-to-market); record origination volume $1.2B, up 49% YoY; sponsor base grew 30% to 195.
- Sculptor Capital AUM ~$36B with $1.7B inflows; Tactical Credit Fund final close at $900M AUM.
- Common dividend maintained at $0.25/share; book value per common share $12.71.
item 2.02item 9.01