NYSE$ONIT

Onity Group Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Reported a net loss of $25.5 million, or $0.19 per share, for the three months ended March 31, 2020

Ocwen Financial Corporation reported a net loss of $25.5 million, or $0.19 per share, for the first quarter of 2020, compared to a net loss of $44.5 million, or $0.33 per share, for the same period in 2019. The company highlighted its progress on growth strategy and business improvement plans, while also addressing the challenges posed by the COVID-19 pandemic and supporting borrowers with forbearance relief.

  • Net loss for Q1 2020 was $25.5 million, or $0.19 per share.
  • Pre-tax loss for Q1 2020 was $87.3 million.
  • Company recorded an income tax benefit of $61.9 million primarily due to the CARES Act.
  • Ocwen expects to originate approximately $25 billion in new servicing additions with a target 50/50 mix of owned servicing and sub servicing.

Headline financials

Total Revenue

$254M

Previous: $304M-16.5%
EPS (adj)

-$2.85

Previous: -$4.95+42.4%
Capital Expenditures

-$1.07M

Previous: -$531K-101.9%
Free Cash Flow

-$26.6M

Previous: -$45M+41.0%
Net Income

-$25.5M

Previous: -$44.5M+42.7%
Operating Income

$164M

Previous: $225M-27.1%
Gross Profit

$247M

Previous: $304M-18.6%
Cash & Equivalents

$264M

Previous: $263M+0.1%
Total Assets

$9.99B

Previous: $9.54B+4.7%
Stock-Based Comp

$746K

Previous: $857K-13.0%

Revenue & EPS history

Onity · Revenue · Quarterly

$254M

Q1 2020-16.5%vs Q1 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

Due to the uncertainties of operating in the current environment, Ocwen is not providing near term earnings guidance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

-1.4%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.8%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+67.5%

Q1 2020

Best reaction

-65.7%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.2%-17.5%-21.8%
Q4 2025+6.1%+11.3%-8.3%
Q3 2025+1.8%+0.0%+13.7%
Q1 2025+5.6%+5.4%+4.3%
Q4 2024-7.9%-14.9%-22.9%
Q3 2024+3.5%+3.6%+9.7%
Q2 2024-8.8%-15.7%-0.9%
Q1 2024+6.4%+12.3%+1.4%
Q4 2023-8.1%-7.8%-4.6%
Q3 2023-2.2%+0.3%+12.3%
Q2 2023-2.4%-5.8%-12.6%
Q1 2023+1.8%-0.7%+3.6%
Q4 2022-14.9%-13.1%-28.4%
Q3 2022+24.3%+20.8%+16.5%
Q2 2022-20.0%-21.3%-25.8%
Q1 2022+7.6%+3.4%+32.7%
Q4 2021-18.6%-20.2%-29.1%
Q3 2021+9.1%+1.9%+10.1%
Q2 2021-0.2%+5.3%+4.1%
Q1 2021+9.8%+26.8%+24.1%
Q4 2020+3.9%-1.8%-3.4%
Q3 2020+2.5%-0.3%+0.4%
Q2 2020+11.6%+24.0%-9.8%
Q1 2020+67.5%+40.0%+97.5%
Q4 2019+5.4%+0.8%-55.8%
Q3 2019+0.0%-1.1%-17.1%
Q2 2019-12.1%-7.3%+6.7%
Q1 2019+6.9%+8.1%-7.5%
Q4 2018+12.0%+13.6%-4.7%
Q3 2018-19.2%-25.7%-52.0%
Q2 2018-9.4%-8.3%-0.7%
Q1 2018+10.2%+14.8%+8.5%
Q4 2017+5.6%+12.8%+22.3%
Q3 2017+0.9%-6.4%-5.0%
Q2 2017+0.7%-0.7%+2.8%
Q1 2017-15.4%-17.1%-10.0%
Q4 2016-20.2%-20.4%-13.2%
Q3 2016+10.2%+14.2%+37.7%
Q2 2016+4.0%+17.8%+94.8%
Q1 2016-20.7%
Q4 2015-65.7%
Q3 2015+0.4%
Q2 2015-27.0%
Q1 2015+18.2%
Q4 2014-9.2%
Q3 2014+13.2%
Q2 2014-20.1%
Q1 2014-8.8%
Q4 2013+1.8%
Q3 2013-9.6%
Q2 2013+7.1%
Q1 2013+2.0%
Q4 2011+3.3%
Q4 2012+6.0%
Q3 2012-7.4%
Q2 2012+2.7%
Q1 2012+1.4%
Q3 2010-10.7%
Q3 2011-10.7%
Q2 2011+0.2%
Q1 2011-1.9%
Q2 2010-1.9%
Q4 2010-1.9%
Q1 2010-1.9%

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