earnings
confidence high
sentiment positive
materiality 0.80
Rithm Capital Q4 EAD $0.74/sh, book value $12.66; closes Crestline and Paramount
Rithm Capital Corp.
2025-FY EPS reported
$1.04
revenue$4,590,228,000
- Q4 GAAP net income $53.1M ($0.09/sh); EAD $418.9M ($0.74/sh) vs $0.54/sh Q3. FY25 EAD $1.28B ($2.35/sh).
- Newrez pre-tax operating income (ex-MTM) $249.1M in Q4; 17% annualized ROE. Origination $18.8B (+15% QoQ). Servicing UPB $852B.
- Genesis Capital origination $1.4B in Q4 (+17% YoY); Sculptor AUM ~$38B, closed $5.5B Real Estate Fund V.
- Closed acquisitions of Crestline ($18B AUM) and Paramount Group in Dec 2025; investable assets >$100B.
- Book value per share $12.66; quarterly dividend maintained at $0.25/sh ($1.00 annual).