NYSE$RC

Ready Capital Corporation · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Ready Capital Corporation reported its financial results for the first quarter ended March 31, 2025.

Ready Capital Corporation reported GAAP earnings per common share from continuing operations of $0.47 and a distributable loss per common share of $(0.09) for the first quarter of 2025. The company's net income was $81.965 million, with total assets of $9.976 billion. Despite market volatility and declining consumer confidence, the company focused on resetting its balance sheet and restoring profitability.

  • GAAP Earnings Per Common Share from Continuing Operations was $0.47.
  • Distributable Loss Per Common Share was $(0.09).
  • LMM commercial real estate originations totaled $79 million.
  • Small Business Lending loan originations reached $387 million, including $343 million of Small Business Administration 7(a) loans.

Headline financials

Total Revenue

$155M

Previous: -$54.1M+386.6%
EPS (adj)

-$0.09

Previous: -$0.44+79.5%
Book Value Per Share

$10.61

Previous: $13.44-21.1%
Dividend Per Share

$0.13

Previous: $0.30-58.3%
Capital Expenditures

-$5K

Previous: -$591K+99.2%
Net Income

$82M

Previous: -$74.2M+210.5%
Operating Income

$77.2M

Previous: -$266M+129.1%

Revenue & EPS history

Ready Capital · Revenue · Quarterly

$155M

Q1 2025-386.6%vs Q1 2024
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

The company did not provide specific forward-looking financial guidance in this report. However, it acknowledged ongoing market volatility and macroeconomic challenges.

Tailwinds

  • Continued focus on resetting the balance sheet.
  • Strategic actions to restore profitability.
  • Successful private placement of $220 million in Senior Secured Notes.
  • Acquisition of United Development Funding IV to expand capital solutions.
  • Stock repurchase program indicating confidence in company valuation.

Headwinds

  • Market volatility continues to be a headwind.
  • Tariff implementations are impacting the business.
  • Declining consumer confidence poses challenges.
  • Increased recession expectations are a concern.
  • Distributable loss per common share indicates a current loss in distributable earnings.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.0%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+0.4%

Avg return

30 days after

39%

22 / 56 earnings

Positive

+16.2%

Q2 2020

Best reaction

-26.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.5%-21.3%
Q4 2025+12.2%+27.0%-6.7%
Q3 2025-1.7%-11.0%-12.4%
Q1 2025-5.3%-3.0%-1.6%
Q4 2024-26.8%-22.7%-26.3%
Q3 2024+4.7%+3.0%+5.9%
Q2 2024+0.1%-4.7%-9.8%
Q1 2024-0.9%+4.9%-1.5%
Q4 2023-5.0%+0.3%+2.1%
Q3 2023+1.0%-1.9%+5.3%
Q2 2023-0.8%-2.5%-5.1%
Q1 2023-2.0%+0.2%+8.1%
Q4 2022-9.9%-10.6%-19.0%
Q3 2022+4.4%+10.2%+6.8%
Q2 2022+1.3%+1.6%-7.2%
Q1 2022-6.5%-7.7%-3.2%
Q4 2021+6.6%+7.6%+13.5%
Q3 2021+5.4%+4.2%+2.1%
Q2 2021+2.6%+2.5%+3.5%
Q1 2021+0.9%-2.9%+7.9%
Q4 2020+4.3%+4.1%-4.0%
Q3 2020-4.0%-4.7%+12.8%
Q2 2020+16.2%+16.1%+25.7%
Q1 2020-11.1%-12.1%+40.8%
Q4 2019-18.7%-34.7%-47.6%
Q3 2019+1.8%+0.1%-1.4%
Q2 2019+1.4%-0.3%-0.3%
Q1 2019-2.2%-3.6%-3.6%
Q4 2018-4.0%-5.8%-8.0%
Q3 2018-2.9%-1.3%+0.7%
Q2 2018-0.3%-2.1%+2.1%
Q1 2018+4.2%+5.2%+11.5%
Q4 2017+2.7%+2.4%-3.4%
Q3 2017+2.3%+1.7%+6.3%
Q2 2017-1.0%+0.0%+4.4%
Q1 2017-2.0%-3.4%+0.3%
Q4 2016+4.1%+3.7%+6.7%
Q4 2015+0.4%+1.2%+5.8%
Q3 2016+1.6%+2.8%+6.3%
Q2 2016-1.9%-1.7%-3.8%
Q1 2016-0.5%
Q4 2014-0.4%
Q3 2015-5.9%
Q2 2015-1.5%
Q1 2015-0.9%
Q3 2014-2.4%
Q2 2014+7.2%
Q1 2014-0.3%
Q4 2013+0.8%
Q3 2013-3.1%
Q3 2012-3.1%
Q2 2013-0.9%
Q2 2012-0.9%
Q1 2013-1.2%
Q4 2012-1.2%
Q1 2012-1.2%

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