NYSE$ONIT

Onity Group Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Reported positive operating and financial momentum with continued earnings improvement and strong originations activity.

Ocwen Financial Corporation reported a net income of $8.5 million and pre-tax income of $11.6 million for Q1 2021, a significant improvement compared to the net loss of $25.5 million and pre-tax loss of $87.3 million in Q1 2020. The company's growth plans are exceeding expectations, leading to an increased target for total servicing additions up to $150 billion.

  • Delivered strong operating and financial results.
  • Growth plans are exceeding expectations.
  • Increased target for total servicing additions to up to $150 billion.
  • Completed corporate debt refinancing and announced the acquisition of the MSR portfolio and correspondent lending platform from Texas Capital Bank.

Headline financials

Total Revenue

$208M

Previous: $254M-18.2%
EPS (adj)

$0.96

Previous: -$2.85+133.7%
Capital Expenditures

$137K

Previous: -$1.07M+112.8%
Free Cash Flow

$8.54M

Previous: -$26.6M+132.2%
Net Income

$8.54M

Previous: -$25.5M+133.5%
Operating Income

$119M

Previous: $164M-27.2%
Gross Profit

$170M

Previous: $247M-31.3%
Cash & Equivalents

$259M

Previous: $264M-1.7%
Total Assets

$10.8B

Previous: $9.99B+7.9%
Stock-Based Comp

$863K

Previous: $746K+15.7%

Revenue & EPS history

Onity · Revenue · Quarterly

$208M

Q1 2021-18.2%vs Q1 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

Ocwen is focused on sustained growth and improved profitability, with growth plans exceeding expectations and an increased target for total servicing additions.

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 2021

Historical avgQ1 2021

-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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