NYSE$ONIT

Onity Group Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a profitable quarter driven by a balanced business model and strong performance in servicing, with positive earnings in originations despite industry headwinds.

Ocwen Financial Corporation announced its third quarter 2023 results, reporting a GAAP net income of $8 million and an adjusted pre-tax income of $10 million. The company highlighted the strength of its diversified servicing platform and positive earnings in originations, along with the extension of their MSR Asset Vehicle investment period with Oaktree and renewal of their subservicing relationship with Rithm.

  • Reported GAAP net income of $8 million for the third quarter.
  • Achieved an adjusted pre-tax income of $10 million.
  • Added $15 billion from subservicing additions and MSR capital partner sales in Q3 2023, an increase of nearly $5 billion from Q2 2023.
  • Portfolio with MSR capital partners at $89 billion, up 12% compared to Q2 2023.

Headline financials

Total Revenue

$256M

Previous: $250M+2.3%
EPS (adj)

$1.05

Previous: $4.17-74.8%
Capital Expenditures

-$2.2M

Previous: -$4.76M+53.8%
Free Cash Flow

$6.3M

Previous: $32.2M-80.4%
Net Income

$8.5M

Previous: $36.9M-77.0%
Operating Income

$132M

Previous: $50.6M+161.9%
Gross Profit

$179M

Previous: $118M+51.6%
Cash & Equivalents

$194M

Previous: $227M-14.4%
Total Assets

$13B

Previous: $12.4B+5.3%
Stock-Based Comp

$2.7M

Previous: $1.49M+81.8%

Revenue & EPS history

Onity · Revenue · Quarterly

$256M

Q3 2023+2.3%vs Q3 2022
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

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 Q3 2023

Historical avgQ3 2023

-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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