NYSE$ONIT

Onity Group Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported a net loss and progress on key business priorities.

Ocwen Financial Corporation reported a net loss of $10.3 million for the second quarter of 2021, compared to a net income of $1.9 million for the second quarter of 2020. Adjusted pre-tax income was $5.8 million for the quarter.

  • Closed $51 billion in bulk MSRs and strategic transactions with Texas Capital Bank.
  • Announced agreement with Reverse Mortgage Solutions to purchase its reverse mortgage servicing platform.
  • Sold the first of planned call rights transactions in July.
  • Progress on driving growth, cost leadership, revenue diversification and operational excellence is building scale across the platform and growth in higher margin channels, services and products.

Headline financials

Total Revenue

$265M

Previous: $227M+16.9%
EPS (adj)

-$1.15

Previous: $0.30-483.3%
Capital Expenditures

$694K

Previous: -$2.76M+125.2%
Free Cash Flow

-$10.3M

Previous: -$802K-1187.0%
Net Income

-$10.3M

Previous: $1.95M-628.2%
Operating Income

$163M

Previous: $96.6M+68.9%
Gross Profit

$226M

Previous: $185M+21.7%
Cash & Equivalents

$244M

Previous: $314M-22.4%
Total Assets

$11.8B

Previous: $10.3B+14.1%
Stock-Based Comp

$1.4M

Previous: $777K+79.8%

Revenue & EPS history

Onity · Revenue · Quarterly

$265M

Q2 2021+16.9%vs Q2 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

Ocwen believes actions have markedly improved the earnings potential of the business as we move into the second half of 2021, and we continue to be on track to achieve our growth, profitability and return objectives for the year.

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 Q2 2021

Historical avgQ2 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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