Highest-materiality recent filing
Rocket Companies Q1 revenue $2.94B, net income $297M; adjusted revenue above guidance high end
GAAP net income $297M vs. loss of $212M in Q1 2025; diluted EPS $0.10.
Rocket Companies Q4 adjusted revenue $2.44B above guidance; appoints CFO Brown as President
Q4 total revenue net $2.69B, adjusted revenue $2.44B above guidance; GAAP net income $68M, EPS $0.02.
Rocket Companies pre-announces highest Q4 net rate lock volume and margin since 2021
CEO Varun Krishna stated on CNBC that Q4 2025 net rate lock volume and gain on sale margin are expected to be highest since Q4 2021.
Rocket extends $25.9B repurchase facility to Dec 2027, corrects proxy deadline
Amendment No. 9 extends Master Repurchase Agreement to December 17, 2027 (from October 3, 2026).
Rocket extends Morgan Stanley repo facility to Nov 2027; capacity flat at $26.4B
Amendment No. 5 extends Master Repurchase Agreement expiration from Dec 23, 2026 to Nov 26, 2027.
Rocket Companies Q3 adjusted revenue $1.78B above guidance; GAAP net loss narrows to $124M
Total revenue net $1.61B, adjusted revenue $1.78B (above high end of guidance range).
Rocket Companies closes Mr. Cooper acquisition; issues 705M shares; pro forma filed
On Oct 1, 2025, Rocket closed its acquisition of Mr. Cooper, issuing 705,205,413 shares of Class A common stock at 11.00x per share.
Rocket completes acquisition of Mr. Cooper; issues $1.69B new notes; appoints Bray and Krishna
Mr. Cooper shareholders receive 11.00 Rocket shares per share; merger effective Oct 1, 2025.
Rocket extends $26.4B UBS repurchase facility to Sep 2027
Amendment No. 6 extends master repurchase agreement expiration from Nov 24, 2026 to Sep 16, 2027.
Nationstar issued conditional redemption notices for 5.000% notes due 2026, 6.000% notes due 2027, and 5.500% notes due 2028.
Rocket Companies amends $800M repurchase facility with BMO; upsized to $1B, extended to 2027
Facility increased from $800M to $1.0 billion; expiration extended from Oct 2026 to Sep 2027.
Rocket extends tender and exchange offers for Nationstar notes to Sept 30, 2025
Tender offer for 5.125% 2030 notes ($650M outstanding) extended to Sept 30; $574M (88.33%) tendered.
President Bill Emerson to retire effective Dec 31, 2025; remains as director
Bill Emerson will retire as President of Rocket Companies effective December 31, 2025.
Rocket Companies early tender results: 88-98% of Nationstar notes tendered for Mr. Cooper deal
Rocket tendered 88.33% of $650M 5.125% 2030 notes and 89.13% of $600M 5.75% 2031 notes at $1,012.50/$1,000.
Rocket files Redfin financials: Q2 revenue $280M, net loss $38M, restructuring costs $24M
Redfin Q2 2025 revenue $280.5M (down 5% YoY); net loss $38.4M, worsening from $28.1M loss in Q2 2024.
Rocket launches tender/exchange offers for $3.0B of Nationstar notes tied to Mr. Cooper acquisition
Cash tender offers for $650M 5.125%/'30 and $600M 5.75%/'31 notes at $1,012.50/$1,000 (incl. $50 early tender).
Rocket Q2 adjusted revenue $1.34B beats guidance; GAAP net income $34M
Adjusted revenue $1.34B above guidance high-end; GAAP revenue net $1.36B.
Rocket completes Up-C collapse and Redfin acquisition; files pro forma for deals
Up-C Collapse completed June 30; eliminated four-class structure into two classes of common stock.
Completed acquisition of Redfin on July 1, 2025; each Redfin share exchanged for 0.7926 shares of Rocket common stock.
Rocket Companies completes Up-C Collapse, reduces stock classes from four to two
Simplification completed June 30, 2025; eliminated high-vote/low-vote structure.
Rocket closes $4B senior notes offering to finance Redfin and Mr. Cooper acquisitions
Issued $2.0B of 6.125% notes due 2030 and $2.0B of 6.375% notes due 2033.
JPMorgan MRA: facility increased from $2.0B to $3.0B, termination extended to June 11, 2027.
Rocket Companies prices $4B in senior notes (6.125%/6.375%) to fund Mr. Cooper debt redemption
$2.0B of 6.125% senior notes due 2030 and $2.0B of 6.375% senior notes due 2033 priced.
Director Nancy Tellem not standing for re-election; Board reduces size to 8
Nancy Tellem notified Rocket Companies on May 20, 2025 of her decision not to stand for re-election.
On May 20, 2025, Rocket Companies, Inc. (the "Company") received notice from Nancy Tellem of her decision not to stand for re-election as a Class II director at the Company's annual stockholder meeting.
Max materiality 0.85 · Median 0.65 · Most common event debt